Business Cases

The "planning" in Financial Planning and Analysis (FP&A) means more than only budgeting / forecasting

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Last Updated: 2021-09-28 12:09:37 English Course Type: Self Learning

Financial management roles
How to evaluate a new deal
Business cases as more than a mere numeric representation
Technicalities: uncertainty, time span, scenarios, sensitivity, hyper-competitive markets
The P&L approach
The Cash Flow approach
Differences between P&L and Cash Flow approaches
Projects comparison

After we took a look at investments in a company, focusing on CAPEX expenditure (PPE, Intangibles etc.), with the business cases we expand the horizons.

The forward thinking (or planning) in performance management of a company can have a broad scope (usually in form of budgets or forecasts) but also narrower scopes (business cases). We use business cases for a multitude of initiatives such as launching a new product, a promotion campaign, adding a new brand or a new category to our portfolio, introducing a new sales channel, entering a new geographical market and much more. Even when we evaluate an investment we are essentially also building a business case.

From format point of view, we can use one of the two financial statements already known, the P&L or the Cash Flow. Each comes, of course, with advantages and drawbacks and one form or the other might be better suited, based on the specifics of your case.

The course also goes beyond presenting some mere numbers, touching topics such as business partnering, influencing decision making and challenging the case owners. And it also focuses on some very technical aspects such as time horizons, uncertainties, multiple scenarios, sensitivity analysis and hyper-competitive markets.

Last but not least you have a few numeric examples which can show you for project comparisons, in some specific cases, it is better to use one format (financial statement) than the other one.

Basic finance and accounting education

FP&A specialists (Performance Management)
Managers in all functions (Marketing, Sales, Supply Chain etc.) needing Finance support for their projects

Section 1 : Business Cases 9 Lectures 01:00:20
Lecture 1 :
Part I - Introduction and summary Preview
Lecture 2 :
Part II - Financial management roles
Lecture 3 :
Part III - Formats for evaluating a new deal
Lecture 4 :
Part IV - Technicalities - uncertainties and time horizon
Lecture 5 :
Part V - Technicalities - expectations, scenarios, break-even
Lecture 6 :
Part VI - Technicalities - sensitivity analysis
Lecture 7 :
Part VII - Technicalities - competitive sectors - increments and cannibalization
Lecture 8 :
Part VIII - Technicalities - Cash flow template
Lecture 9 :
Part IX - Projects comparison - P&L vs. Cash flow

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Daniel Alexandru Petrescu,

290236 Course Views

13 Courses

Holding a MA in Management, a BSc in Accounting and being Fellow of Association of Chartered Certified Accountants (ACCA) UK since 2016, I am also a senior FP&A professional with more than 15 years of experience in sectors such as IT, Financial Services, Banking, FMCG, Gastronomy and Hospitality in companies like Unilever (Bucharest), Erste Group (Vienna), GE Money (Bucharest), Motto Group (Vienna).