Currently Empty: 0.00 $
Endorsed and approved by
Program Overview
Earn an Elite Global Certification from a Prestigious Top-Ranked University.
The aim of this program is to equip finance professionals with the necessary skills, knowledge, and mindset to become effective finance business partners. Participants will learn to go beyond traditional financial reporting and control roles to become strategic advisors, influencing decision-making processes and contributing to business success.
Who Should Attend
- CFOs and Finance Directors
- FP&A Professionals
- Finance Managers
- Financial Controllers
- Credit Managers
- Treasury Managers
- Financial Analysts
- CFOs and Finance Directors
- FP&A Professionals
- Finance Managers
- Financial Controllers
- Credit Managers
- Treasury Managers
- Financial Analysts
Program Outlines
Module 1: FP&A as a Strategic Business Partner
- 1.1 The FP&A business partner mindset
- 1.2 Bringing numbers to life
- 1.3 Turning data into insights
- 1.4 Building business relationships
- 1.5 The secrets of influence
Module 2: Budgeting & Forecasting
- 2.1 The different types of budgeting and forecasting and their
applications. - 2.2 The sales forecasting techniques
- 2.3 Head-count and OPEX projections.
- 2.4 The projected financial statements.
- 2.5 How to manage the budgeting process and the key tips
Module 3: Performance Reporting & Analysis
- 3.1 The different types of variance analysis
- 3.2 Price volume analysis
- 3.3 Profitability analysis
- 3.4 OPEX / Overhead analysis
- 3.5 Vertical vs. Horizonta analysis
- 3.6 Financial ratios analysis
Module 4: Data Storytelling
- 4.1 The essence of data story telling
- 4.2 Exploratory & explanatory data analysis and visualization
- 4.3 Understanding the context
- 4.4 Transform numbers into narrative.
- 4.5 The components of impactful data story
- 4.6 Building data story process – Step by Step
- 4.7 Select an effective visual for data story.
- 4.8 Data visualization best practices
- 4.9 Focusing on one story and one big idea
- 4.10 Knowing your audience, Speaking their language
- 4.11 Giving the audience reason to care about the story.
- 4.12 Explaining the data with context and story behind it
- 4.13 Powerful Storytelling techniques
- 4.14 The rule of 3
- 4.15 Practicing your data storytelling skill
Module 5: Strategic Planning for the FP&A’s5
- 5.1 Introduction to Strategic Planning.
- 5.2 Strategy Foundation Setting
- 5.3 External & Internal Analysis
- 5.4 Advanced Strategy Tools
- 5.6 Setting Corporate, Directional, Competitive and Company-wide Strategy
- 5.7 Setting Function Objectives
Module 6: Data Analytics using Excel & PowerBI for FP&A’s
- 6..1 Overview of Tools: Excel and Power BI.
- 6.2 Basics of Excel for Financial Data.
- 6.3 Data Connection and Manipulation.
- 6.4 Advanced Excel Techniques for FP&A.
- 6.5 Getting Started with Power BI.
- 6.6 Connecting Data Sources.
- 6.7 Basic Data Modeling in Power BI.
- 6.8 Importing and Linking Excel Data.
- 6.9 Linking Excel and Power BI for Dynamic Reporting.
- 6.10 Best Practices for Integration.
- 6.11 Principles of Effective Data Visualization.
- 6.12 Creating Interactive Dashboards.
- 6.13 Advanced Reporting Techniques.
- 6.14 Case Studies in Financial Data Analysis.
- 6.15 Forecasting and Budgeting Applications.
- 6.16 Comprehensive Financial Analysis Project.
Module 7: Generative AI & ChatGPT for FP&A’s
- 7.1 The Emerging Role of AI in FP&A.
- 7.2 Understanding Generative AI.
- 7.3 Role of Data Analytics in FP&A.
- 7.4 Predictive Insights through AI.
- 7.5 Overcoming Data Analytics Challenges.
- 7.6 Exploring Generative AI Technologies.
- 7.7 Mechanics of Generative AI (Prompt Engineering).
- 7.8 Trends in Generative AI Technologies.
- 7.9 Introduction to ChatGPT in FP&A.
- 7.10 Practical Applications in FP&A.
- 7.11 Optimizing FP&A Processes.
- 7.12 Ethica in AI & Finance
Module 8: Capital Budgeting and Investment Appraisals
- 8.1 The Capital Budget Process.
- 8.2 Basic Principles of Capital Budgeting.
- 8.3 Investment Decisions Criteria.
- 8.4 Cash Flow Projections.
- 8.5 Common Capital Budgeting Pitfalls.
Module 9: Financial Modelling for FP&A’s
- 9.1 Financial modelling best practices guidance
- 9.2 Historical financial analysis
- 9.3 Development of projections’ assumptions
- 9.4 Building the three financial statements projections
- 9.5 Supporting schedules and tables projections
- 9.6 Projected financial model analysis.
- 9.7 Model review and sanity check.
Early registrations are encouraged. Seats fill up quickly!
Early registrations are encouraged. Seats fill up quickly!
What you'll Learn?
Data Communication and Sales Influence in Finance:-
- How to take a huge amount of data and quickly distill it into 3 key messages that get your point across in just 90 seconds.
- How to build instant rapport with anyone in just 2 minutes, even with difficult people.
- How to say no without saying no and challenge without damaging relationships.
- How to apply sales influence techniques in finance and position your financial ideas as solutions to stakeholders’ biggest problems.
- How to take a boring table of numbers and turn it into a one-page dashboard that’s interesting, engaging, and fun!
Budgeting, Forecasting, and Financial Analysis:-
- Different types of budgeting and forecasting methods and techniques.
- How to use sales forecasting techniques and manage the full budgeting and forecasting process in your organization.
- How to build projected financial statements and perform various types of variance analysis (e.g., PVA analysis, profitability analysis, financial ratios analysis).
Data Visualization and Storytelling:-
- How to detect and articulate stories behind data sets, and communicate data findings in visual, oral, and written contexts for various audiences.
- Apply data visualization best practices, including choosing the right chart type and avoiding misleading techniques.
- Effectively present data visually to enhance audience comprehension of insights and act as a data-driven storyteller.
- Communicate data insights through oral presentations, written reports, and interactive visualizations. Strategic Planning and Execution.
- Understand the fundamentals of strategic planning, including defining vision, mission, and core values.- Conduct situational analysis using strategic tools, and develop competitive strategies based on that analysis.
- Create clear, measurable objectives and action plans, and adapt the strategic plan as needed.
- Understand strategy execution mechanisms using tools like Balanced Scorecards.
Data Analytics and Financial Tools:-
- Gain proficiency in Excel and Power BI for financial data analysis, including techniques for integrating both tools for dynamic reporting.
- Learn how to create powerful data visualizations and interactive dashboards.
- Explore practical applications of data analytics in finance through case studies and prepare for a final project and examination.
Generative AI and Advanced Finance Roles:
- Develop an in-depth understanding of generative AI applications in finance, and gain practical knowledge of tools like ChatGPT.
- Learn the ethical implications and compliance issues surrounding AI in finance- Discover real-world AI use cases and prepare for advanced finance roles leveraging AI technology.
Capital Budgeting and Financial Modeling:-
- Learn the capital budgeting process, how to assess investment opportunities, and understand different decision techniques.
- Discover best practices for financial modeling, including how to develop
assumptions and build fully integrated financial statements for projects. - Learn how to check the quality of financial models and find tips for selecting the right discount rate.
What you'll Learn?
Data Communication and Sales Influence in Finance:-
- How to take a huge amount of data and quickly distill it into 3 key messages that get your point across in just 90 seconds.
- How to build instant rapport with anyone in just 2 minutes, even with difficult people.
- How to say no without saying no and challenge without damaging relationships.
- How to apply sales influence techniques in finance and position your financial ideas as solutions to stakeholders’ biggest problems.
- How to take a boring table of numbers and turn it into a one-page dashboard that’s interesting, engaging, and fun!
Budgeting, Forecasting, and Financial Analysis:-
- Different types of budgeting and forecasting methods and techniques.
- How to use sales forecasting techniques and manage the full budgeting and forecasting process in your organization.
- How to build projected financial statements and perform various types of variance analysis (e.g., PVA analysis, profitability analysis, financial ratios analysis).
Data Visualization and Storytelling:-
- How to detect and articulate stories behind data sets, and communicate data findings in visual, oral, and written contexts for various audiences.
- Apply data visualization best practices, including choosing the right chart type and avoiding misleading techniques.
- Effectively present data visually to enhance audience comprehension of insights and act as a data-driven storyteller.
- Communicate data insights through oral presentations, written reports, and interactive visualizations. Strategic Planning and Execution.
- Understand the fundamentals of strategic planning, including defining vision, mission, and core values.- Conduct situational analysis using strategic tools, and develop competitive strategies based on that analysis.
- Create clear, measurable objectives and action plans, and adapt the strategic plan as needed.
- Understand strategy execution mechanisms using tools like Balanced Scorecards.
Data Analytics and Financial Tools:-
- Gain proficiency in Excel and Power BI for financial data analysis, including techniques for integrating both tools for dynamic reporting.
- Learn how to create powerful data visualizations and interactive dashboards.
- Explore practical applications of data analytics in finance through case studies and prepare for a final project and examination.
Generative AI and Advanced Finance Roles:
- Develop an in-depth understanding of generative AI applications in finance, and gain practical knowledge of tools like ChatGPT.
- Learn the ethical implications and compliance issues surrounding AI in finance- Discover real-world AI use cases and prepare for advanced finance roles leveraging AI technology.
Capital Budgeting and Financial Modeling:-
- Learn the capital budgeting process, how to assess investment opportunities, and understand different decision techniques.
- Discover best practices for financial modeling, including how to develop
assumptions and build fully integrated financial statements for projects. - Learn how to check the quality of financial models and find tips for selecting the right discount rate.
Certification
Program Key Features
Live Sessions
Experience live online sessions with faculty and cohort success coach and periodic guest lectures from industry leaders.
Experimental Sessions
Participate in practical learning experiments, activities and discussions to develop your understanding of key programme concepts.
Acclaimed Case Study
Explore award-winning case
studies with real-world examples
of strategic challenges and
opportunities faced by leading companies.
Global Alumni Benefits
Gain HOFT ACADEMY alumni status upon completion of the programme and receive select alumni benefits.
Live Sessions
Experience live online sessions with faculty and cohort success coach and periodic guest lectures from industry leaders.
Experimental Sessions
Participate in practical learning experiments, activities and discussions to develop your understanding of key programme concepts.
Acclaimed Case Study
Explore award-winning case
studies with real-world examples
of strategic challenges and
opportunities faced by leading companies.
Global Alumni Benefits
Gain HOFT ACADEMY alumni status upon completion of the programme and receive select alumni benefits.
Success Coach
Craft your learning journey in line with your career goals with a success coach assigned to your cohort.
Global Peer Group
Network with accomplished peers from around the globe and gain new approaches to leadership.
World-renowned Trainer
Glean insights from renowned faculty and industry experts who are at the cutting edge of innovation.
On-campus networking
Meet multiple cohort peers, industry experts, and faculty during two days of on-campus networking.
Success Coach
Craft your learning journey in line with your career goals with a success coach assigned to your cohort.
Global Peer Group
Network with accomplished peers from around the globe and gain new approaches to leadership.
World-renowned Trainer
Glean insights from renowned faculty and industry experts who are at the cutting edge of innovation.
On-campus networking
Meet multiple cohort peers, industry experts, and faculty during two days of on-campus networking.
Trainer Of This Program
Mohamed ELRouby
CGMA, ACMA, FPAC, CSCA, OKRP, MBA
Global finance & Strategy leader I FP&A Expert I Finance Digitalization
Mohamed stands as a distinguished Global Finance & Strategy leader. With over 20 years of extensive experience in global multinational companies such as J&J, Novartis, Allergan, Takeda, and Energizer, throughout his career, he has successfully navigated multiple international senior finance and strategy roles across the globe, contributing to the success and growth of these renowned organizations.
Beyond his corporate leadership, Mohamed is also recognized as an International Finance & Strategy trainer. His professional certifications includes being a CGMA (Chartered Global Management Accountant) from the CIMA Chartered Institute of Management Accountant in the UK, an FPAC Certified Corporate FP&A professional accredited by the AFP Association for Financial Professionals in the USA, a CSCA Certified Strategy & Competitive Analysis expert from the IMA Institute of Management Accounting in the USA, an OKRP Certified OKR practitioner from the OKR Institute, a CSP Certified Strategy Professional, a CBSP Certified Balanced Scorecards Professional, and a Certified KPI Professional from the prestigious KPI Mega Library in Australia. Further enhancing his credentials, With an MBA in Finance & Investment. His comprehensive skill set positions him as a seasoned professional capable of delivering exceptional insights and leadership in the realms of international finance and strategic management.
Mohamed has trained more than 2000 business professionals worldwide in Finance, strategy, and digital transformation, he has played a pivotal role in enhancing the skills and expertise of individuals across diverse industries. His impactful training programs cover a broad spectrum of crucial areas, including Strategic planning, Strategy Digitization, Finance Business Partnering, Data Storytelling, Finance digital transformation, financial modelling, FP&A transformation, and Next-generation FP&A. Through these initiatives, he has successfully contributed to the professional development of participants, empowering them with the knowledge and capabilities needed to excel in the ever-evolving realms of finance and strategy on a global scale.
Islam Saadany
LEAD STRATEGY CONSULTANT
Islam Saadany is a seasoned Strategy Consultant and Managing Director at Forefront Consulting, renowned for aiding businesses in crafting and executing sustainable growth strategies. With a diverse portfolio of over 50 clients across more than 25 industries in 4 countries, Islam has demonstrated exceptional skill in navigating companies through strategic planning, execution, monitoring, and control. His consulting career began in HR and management, focusing on internal process restructuring, before venturing into strategic advisory to facilitate company growth and operational excellence.
His work is characterized by a deep understanding of strategic planning and management, with a notable ability to transform long-term aims into actionable, achievable objectives. Islam’s broad experience includes engagements with regional and multinational corporations, large local enterprises, scale-ups, and startups, providing a rich tapestry of industry insight and strategic acumen.
Islam Saadany’s expertise in strategic planning, coupled with his instructional roles at prestigious institutions, underscores his commitment to fostering sustainable business growth. His work with Forefront Consulting and dedication to teaching at Swiss School of Management and ESLSCA University highlight his comprehensive approach to strategy and business development. Through his strategic consultancy, Islam empowers organizations to achieve structured growth, demonstrating his integral role in shaping the future of businesses across various sectors.
Ahmed Ghazy
CPA, CMA, CISI, CME
Expert in Financial Advisory, Corporate Finance, and Investment Management
With a robust background in financial advisory, corporate finance, and investment management, Ahmed Ghazy is a distinguished professional known for his comprehensive experience across diverse sectors. His expertise spans several critical areas, including investment advisory, financial reporting, and corporate finance, highlighted by a successful track record with the Big Four firms and in investment banking. Ahmed has been instrumental in advising on M&A transactions, financial restructuring, and strategic financial planning both locally and across the Middle East.
His academic contributions as a part-time instructor of business valuation at the American University in Cairo underscore his commitment to nurturing future finance professionals. Ahmed’s industry experience encompasses contracting and construction, consumer goods and retail, manufacturing, non-banking financial institutions, and healthcare sectors.
Ahmed Ghazy’s exceptional blend of experience, coupled with his professional certifications and deep industry knowledge, positions him as a leading figure in the field of finance. His dedication to professional development and education, alongside significant contributions to financial advisory and strategic planning, marks him as a valuable asset to any organization or educational institution.
Ahmed El-Shamy
FMVA ®, CBCA ®, BIDA ®, FPWM ®, PAC ™
Data Analytics, Quantitative Finance, RegTech, and Generative AI Expert
Ahmed El-Shamy stands out as an expert in the financial sector with extensive experience in multinational organizations, having a special focus on financial modeling and analysis. His profound knowledge in leveraging advanced technologies such as Artificial Intelligence and Machine Learning sets him apart as an authoritative instructor in the niche of financial data analytics.
Ahmed’s proficiency in optimizing financial processes and championing data digitization equips him with the unique ability to guide finance professionals keen on mastering their next-generation technical FP&A capabilities.
His array of certifications as a FPWM™ Financial Planning & Wealth Management Professional, FMVA® Financial Modeling & Valuation Analyst, BIDA® Business Intelligence & Data Analyst, CBCA® Commercial Banking & Credit Analyst, acquired from the Corporate Finance Institute; and more advanced data analytics certification accredited from SAS, Google, the CFA Institute, and IBM, showcases a well-rounded expertise in finance. Ahmed has effectively transferred his knowledge through collaborations with esteemed educational platforms, delivering courses that span FP&A, Generative AI, Business, and Risk Analytics. His collaborative workshops have demystified business and financial analysis for large corporations, offering fresh insights to both students and professionals.
In addition to his instructional roles, Ahmed actively engages in volunteer work, sharing his wealth of knowledge with a broader audience through platforms such as FinTech Egypt and the Profitability Analytics Center of Excellence (PACE). His commitment to fostering educational growth in the finance community is evident in his comprehensive approach to teaching and mentorship.
Mohamed ELRouby
CGMA, ACMA, FPAC, CSCA, OKRP, MBA
Global finance & Strategy leader I FP&A Expert I Finance Digitalization
Mohamed stands as a distinguished Global Finance & Strategy leader. With over 20 years of extensive experience in global multinational companies such as J&J, Novartis, Allergan, Takeda, and Energizer, throughout his career, he has successfully navigated multiple international senior finance and strategy roles across the globe, contributing to the success and growth of these renowned organizations.
Beyond his corporate leadership, Mohamed is also recognized as an International Finance & Strategy trainer. His professional certifications includes being a CGMA (Chartered Global Management Accountant) from the CIMA Chartered Institute of Management Accountant in the UK, an FPAC Certified Corporate FP&A professional accredited by the AFP Association for Financial Professionals in the USA, a CSCA Certified Strategy & Competitive Analysis expert from the IMA Institute of Management Accounting in the USA, an OKRP Certified OKR practitioner from the OKR Institute, a CSP Certified Strategy Professional, a CBSP Certified Balanced Scorecards Professional, and a Certified KPI Professional from the prestigious KPI Mega Library in Australia. Further enhancing his credentials, With an MBA in Finance & Investment. His comprehensive skill set positions him as a seasoned professional capable of delivering exceptional insights and leadership in the realms of international finance and strategic management.
Mohamed has trained more than 2000 business professionals worldwide in Finance, strategy, and digital transformation, he has played a pivotal role in enhancing the skills and expertise of individuals across diverse industries. His impactful training programs cover a broad spectrum of crucial areas, including Strategic planning, Strategy Digitization, Finance Business Partnering, Data Storytelling, Finance digital transformation, financial modelling, FP&A transformation, and Next-generation FP&A. Through these initiatives, he has successfully contributed to the professional development of participants, empowering them with the knowledge and capabilities needed to excel in the ever-evolving realms of finance and strategy on a global scale.
Islam Saadany
LEAD STRATEGY CONSULTANT
Islam Saadany is a seasoned Strategy Consultant and Managing Director at Forefront Consulting, renowned for aiding businesses in crafting and executing sustainable growth strategies. With a diverse portfolio of over 50 clients across more than 25 industries in 4 countries, Islam has demonstrated exceptional skill in navigating companies through strategic planning, execution, monitoring, and control. His consulting career began in HR and management, focusing on internal process restructuring, before venturing into strategic advisory to facilitate company growth and operational excellence.
His work is characterized by a deep understanding of strategic planning and management, with a notable ability to transform long-term aims into actionable, achievable objectives. Islam’s broad experience includes engagements with regional and multinational corporations, large local enterprises, scale-ups, and startups, providing a rich tapestry of industry insight and strategic acumen.
Islam Saadany’s expertise in strategic planning, coupled with his instructional roles at prestigious institutions, underscores his commitment to fostering sustainable business growth. His work with Forefront Consulting and dedication to teaching at Swiss School of Management and ESLSCA University highlight his comprehensive approach to strategy and business development. Through his strategic consultancy, Islam empowers organizations to achieve structured growth, demonstrating his integral role in shaping the future of businesses across various sectors.
Ahmed Ghazy
CPA, CMA, CISI, CME
Expert in Financial Advisory, Corporate Finance, and Investment Management
With a robust background in financial advisory, corporate finance, and investment management, Ahmed Ghazy is a distinguished professional known for his comprehensive experience across diverse sectors. His expertise spans several critical areas, including investment advisory, financial reporting, and corporate finance, highlighted by a successful track record with the Big Four firms and in investment banking. Ahmed has been instrumental in advising on M&A transactions, financial restructuring, and strategic financial planning both locally and across the Middle East.
His academic contributions as a part-time instructor of business valuation at the American University in Cairo underscore his commitment to nurturing future finance professionals. Ahmed’s industry experience encompasses contracting and construction, consumer goods and retail, manufacturing, non-banking financial institutions, and healthcare sectors.
Ahmed Ghazy’s exceptional blend of experience, coupled with his professional certifications and deep industry knowledge, positions him as a leading figure in the field of finance. His dedication to professional development and education, alongside significant contributions to financial advisory and strategic planning, marks him as a valuable asset to any organization or educational institution.
Ahmed El-Shamy
FMVA ®, CBCA ®, BIDA ®, FPWM ®, PAC ™
Data Analytics, Quantitative Finance, RegTech, and Generative AI Expert
Ahmed El-Shamy stands out as an expert in the financial sector with extensive experience in multinational organizations, having a special focus on financial modeling and analysis. His profound knowledge in leveraging advanced technologies such as Artificial Intelligence and Machine Learning sets him apart as an authoritative instructor in the niche of financial data analytics.
Ahmed’s proficiency in optimizing financial processes and championing data digitization equips him with the unique ability to guide finance professionals keen on mastering their next-generation technical FP&A capabilities.
His array of certifications as a FPWM™ Financial Planning & Wealth Management Professional, FMVA® Financial Modeling & Valuation Analyst, BIDA® Business Intelligence & Data Analyst, CBCA® Commercial Banking & Credit Analyst, acquired from the Corporate Finance Institute; and more advanced data analytics certification accredited from SAS, Google, the CFA Institute, and IBM, showcases a well-rounded expertise in finance. Ahmed has effectively transferred his knowledge through collaborations with esteemed educational platforms, delivering courses that span FP&A, Generative AI, Business, and Risk Analytics. His collaborative workshops have demystified business and financial analysis for large corporations, offering fresh insights to both students and professionals.
In addition to his instructional roles, Ahmed actively engages in volunteer work, sharing his wealth of knowledge with a broader audience through platforms such as FinTech Egypt and the Profitability Analytics Center of Excellence (PACE). His commitment to fostering educational growth in the finance community is evident in his comprehensive approach to teaching and mentorship.
CONTACT OUR TRAINING ADVISOR
Contact: +971 56 925 4680
Email: bd@hoft-global.co
Download The Brochure
By downloading our brochure. Make informed decisions with a quick overview of key features and benefits. Download now to get started.
CONTACT OUR TRAINING ADVISOR
Contact: +971 56 925 4680
Email: bd@hoft-global.co
Download The Brochure
By downloading our brochure. Make informed decisions with a quick overview of key features and benefits. Download now to get started.
Early registrations are encouraged. Seats fill up quickly!
Courses You May Like
75 hours
All Levels
CERTIFIED CHIEF FINANCIAL OFFICER (C-CFO)™
$2,297.00
Highly Recommended For CFOs, Finance Business Partners, FP&As, Financial Reporting Professionals Or Anyone Who Is Planning And Aspiring To present data in an effective way.
Learn More
10 hours
All Levels
Finance Business Partnering
$597.00
Highly Recommended For CFOs, Finance Business Partners, FP&As, Financial Reporting Professionals Or Anyone Who Is Planning And Aspiring To present data in an effective way.
Learn More
12 hours
All Levels
Data Analytics for Finance Professionals (Using Excel & Power BI)
$397.00
This course is tailored for finance professionals who aim to master data analytics using Excel and Power BI.
Learn More
4 hours
All Levels
ChatGPT & Generative AI for Finance Professionals
$197.00
The use of generative AI applications in Finance is rapidly transforming the finance sector. This course offers a deep dive into the world of generative...
Learn More