Financial Planning & Analysis (FP&A): Performance and Management Reporting
Executive Finance Program
FP&A: Planning, Performance & Management Reporting. Build an FP&A approach that management trusts through disciplined reporting, drivers, and performance routines. Positioned as management reporting, not analytics.
FP&A function
Management reporting
Certificate
Management reporting
Certificate
What you will leave with
- An FP&A operating model that clarifies roles, cadence, and outputs
- A management reporting pack structure that drives decisions
- Driver-based performance tracking and variance logic
- Standard templates for monthly business review and executive summaries
- Practical guidance to move from reporting to business partnering
Who this is for
FP&A teams, finance managers, controllers, and business leaders who rely on management reporting and performance routines.
Ideal if you want to
- Improve monthly reporting quality and usefulness
- Standardize performance reviews across units
- Strengthen business partnering without adding complexity
Not for
- BI tools training or dashboards as the main focus
- Advanced predictive analytics
- Pure accounting close programs
Program objectives
By the end of the program, participants will be able to:
- Design FP&A cadence and governance for planning and performance
- Build management reporting that highlights drivers and actions
- Run performance reviews using consistent variance and bridge logic
- Produce executive summaries that are concise and decision-oriented
Show full program outline
FP&A operating model
- Cadence: weekly, monthly, quarterly routines
- Roles: FP&A, controllership, business owners
- Outputs and service levels
Management reporting packs
- Pack design: what executives need
- Drivers, bridges, and exceptions focus
- Executive summary writing framework
Performance routines
- Variance analysis discipline
- Action tracking and accountability
- Forecast updates and management alignment
Registration
Request a seat. We confirm availability and send invoice details.
We respond within 1 business day.