Wall Street Prep

Where strategy and analysis meet

Solid financial modeling and forecasting know-how is just one part of the FP&A professional’s toolbox. This challenging position requires a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. Advanced Excel proficiency is required to sort through data from a network of disparate sources. In addition to technical skills, “soft skills” such as leadership and presentation acumen are used to answer to the CFO, the CEO and financial sponsors. Wall Street Prep’s FP&A Technical Mastery Program will equip your hires with this full range of skills and provide continuing ed to keep their skills sharp.

Working with FP&A teams from the world’s leading companies since 2004

FP&A Mastery Program Curriculum

This financial planning & analysis training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. It will hone the technical skills your team uses most while enforcing across-the-board analysis and forecasting consistency and best practices.

  • The Power & Art of Business Modeling in FP&A

    • Modeling best-practices
    • Model formatting and hygiene
    • Dynamic modeling
  • Data Visualization & Storytelling

    • Conveying financial performance in visual form
    • Serving as a strategic partner to financial and non-financial business functions
    • Creating clear deliverables for a wide range of audiences
  • Outputs & Variance Analysis

    • Strategic mapping, scorecards, and visualizing KPIs
    • Variance analysis and cash flow forecasting
    • Building impactful dashboards, dynamic charts, and graphs for presentations
  • Scenarios & Sensitivities

    • Building dynamic and flexible user-interfaces
    • Simulations and optimizations
    • Conducting sensitivity analysis
  • Getting to Answers Without Modeling

    • Conducting back-of-the-envelope calculations to determine pricing and target profitability
    • Addressing break-even, profit optimization, and product mix decisions
  • Capex & Project Forecasting

    • Net Present Value (NPV), Internal Rate of Return (IRR), Modified IRR (MIRR), XIRR, XNPV
    • DCF analysis and WACC
    • Interpreting sensitivity tables displaying a range of probable results
  • Forecasting & Budgeting

    • Top-down and bottoms-up forecasting methods
    • Assessing risk and uncertainty
    • Statistical modeling and analysis
  • Strategic Financial Planning & Analysis

    • Financial Statement Fundamentals
    • Trend and Ratio analysis
    • Revenue and cost build-ups by channel
    • Liquidity and working capital management
    • Gap Analysis
    • Debt sizing
    • Integrated venture forecast modeling

The Wall Street Prep FP&A Technical Mastery Program is approved for up to 27 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

Speak with us about our FP&A programs

To learn more about the Financial Planning & Analysis Technical Mastery Program, including pricing, training engagement schedule and individual FP&A training options, fill out the form below or call us at 617-314-7685.


    The Wall Street Prep Quicklesson Series

    7 Free Financial Modeling Lessons

    Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.