The key steps for a successful budget | Nicolas Boucher Online

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Become a High-Performing Finance Professional

Introduction

About the course (7:11)
About me (2:33)
Mini tutorial on how to navigate in the course and use Teachable (3:17)
Short questionnaire to know more about you

Module 1: Analysis

Module Analysis - Intro (2:43)

Module 1: Analysis - Variance analysis

Variance analysis (2:36)
Exercise - Variance Analysis

Module 1: Analysis - Profitability - PVM Analysis (Methodology)

Price Volume Mix - Introduction (3:38)
PVM Methodology - Price (5:13)
PVM Methodology - Volume (4:28)
PVM Methodology - Mix (10:31)
PVM Methodology - Mix Calculation (7:29)
PVM Methodology - Exchange Rate (7:58)

Module 1: Analysis - Profitability - PVM Analysis (Real Life Application)

Other PVM Applications - including Margin Analysis (5:53)
Real Life Application: Part 1 (9:10)
Real Life Application: Part 2 (6:42)
What to do next in your organization (3:33)
Vizualizations (7:23)
Exercice (2:36)
Solution: Part 1 (4:56)
Solution: Part 2 (5:42)
Solution: Part 3 (3:57)
Solution: Part 4 (4:51)

Module 1: Analysis - Profitability - Other analysis methods

Standard costing - Methodology (5:01)
Standard costing - Example (4:29)
Standard costing - Application in real life (6:08)
Margin analysis (12:57)
Overhead analysis - How to analyse overhead costs (6:27)
Overhead analysis - How to reduce salary costs (6:35)
Overhead analysis - How to deal with group recharges (5:07)
Overhead analysis - How to reduce external services (4:32)
Project variances - Intro (7:23)
Project variances - Role of finance (5:43)
Project variances - KPIs to follow up the performance of projects (7:38)
Profitability analysis - Recap (3:59)

Module 1: Analysis - Other analysis methods

Sensitivity analysis (12:53)
Sensitivity analysis - Example (2:23)
Horizontal analysis (2:20)
Vertical analysis (3:53)
Headcount analysis - Definitions & ratios (6:21)
Headcount analysis - Application in real life (9:13)
Back of the envelope calculation - Method (8:35)
Back of the envelope calculation - Example and advices (7:18)
Other tools for analysis - Get insights from raw data (7:02)
Other tools for analysis - Pareto analysis (4:00)

Module 2: Budgeting Methods

Budgeting Methods - Intro (1:17)
Budgeting methods - Historical (2:38)
Budgeting methods - Top Down (4:04)
Budgeting methods - Activity Based (5:28)
Budgeting methods - Rolling Forecast (4:32)
Budgeting methods - Zero Based Budgeting (9:20)
Budgeting methods - Risks and Opportunities (4:43)

Module 2: Budgeting and Forecasting - How to manage a budget

The key steps for a successful budget (13:02)
Tips on managing a budget - Role of Finance (1:59)
Budget - Common Mistakes to avoid (7:12)
Tips to have a smooth budget process (4:16)
How to do the budget of a cost center or a deparment (6:53)

Module 2: Budgeting & Forecasting - Sales Forecasting Technniques

Sales Forecasting - Intro (0:53)
Sales Forecasting Techniques - Traditional (3:14)
Sales Forecasting Techniques - Data Driven (5:54)
Sales Forecasting Techniques - Complex + Recap (5:20)
Sales Forecasting Techniques - Application in real life (7:12)

Module 3: Reporting

Module Reporting - Intro (1:33)
The 5 steps method to improve your reporting (3:58)
Step 1: Challenge the requirements (4:44)
Step 2: Delete parts of the report (5:50)
Step 3: Simplify or optimize (4:15)
Step 4: Accelerate cycle time (9:55)
Step 5: Automate (8:25)
Make your reporting more valuable - Add value to your organisation (6:34)
Make your reporting more valuable - Adapt your reporting to your stakeholders (2:16)
Make your reporting more valuable - Make your reporting self explanatory (6:53)
5 steps method - example in Excel (Video + Excel File) (18:44)
Link IBCS Standard

Module 4: Business Partnering

Module Business Partnering - Intro (1:10)
Understand the needs of your business partner (9:04)
Manage demand and deadlines (14:54)
Translate business events into financials (11:49)
How to reduce inventories

Module 5: Storytelling

Module: Storytelling - Intro (1:22)
Tips on storytelling Intro + Content (9:18)
Tips on storytelling - Visualisation, Format and Colors (9:10)
Tips on storytelling - Giving the message (7:07)
How to make the best chart in 10 steps (21:42)
How to choose the right graph
How to make a PowerPoint presentation professional in 5 minutes
My 10 visualization tips (PDF)

Module 5: Storytelling - Lead a presentation

Lead financial presentations - What to do before the presentation (5:31)
Lead financial presentations - What to do at the beginning of the meeting (4:15)
Lead financial presentations - What to do during the presentation (9:05)
Lead financial presentations - What to do after the presentation (4:41)
Lead financial presentations - Going the extra mile (7:40)

Module 5: Storytelling for FP&A

Intro
Lesson 1: How to gather and prepare data for a presentation (6:19)
Lesson 2: How to select the right visualisation (7:47)
Lesson 3: How to deal with last minutes change requests (6:46)
Lesson 4: How to come across as more credible (6:40)
Lesson 5: What can you do to make people pay more attention (4:20)
Lesson 6: How to start and learn presentation for beginners (1:33)
Lesson 7: How to use executive summary in presentations (2:01)
Lesson 8: What to do when you can't find recommendation (3:01)
About Christian's course (3:19)

BONUS

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COURSE HANDOUT
Excel File Templates (includes all the Excel tables used for the course)
Useful links to learn more
MEGA GUIDE FP&A

BONUS - Excel tips

50 time savings Excel Shortcuts
How to link a cell in Excel
Links to useful macros (merge files, save tabs in different files...)
Waterfall chart template
How to make a combo chart in Excel

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The key steps for a successful budget

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