Most companies do an annual operating plan to set their operating budget. This is a very important process, but it can also be very painful. It doesn’t have to be! Learn to create a meaningful budget without unnecessary strain.
The Annual Operating Plan Course is for finance & accounting professionals. We will start with the basics of why companies do an annual planning process but we will also dive into the details of how you actually set-up templates, how to collect data, what information is needed for all the pieces of the budget (sales planning, cost budget, cap-ex, etc). We will finish up with how to convert the plan into financial statements and a C-suite level presentation and some budgeting best practices.
At completion, you’ll know how to build an annual budget and will be able to facilitate your company’s annual planning process.
Format: 3-9 minute videos, quizzes, and a final exam
Field of study: Finance – Technical
Prerequisites: You should have a basic knowledge of the financial statements and a basic knowledge of Microsoft Excel (vlookup, pivot tables, sum, sumif). If you do not, we recommend taking our Financial Statement Analysis course and/or our Microsoft Excel Bootcamp
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Kelsey earned a BA in Economics and Mathematics from Wellesley College.
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