Training Courses to Prep for New FP&A Role

Glad I stumbled on this forum and hoping you all can help. I have been with my previous employer for 10 years directly out of undergrad, but recently accepted a new (higher) role at a new organization. I've worked in FP&A for 7 of those 10 years, but my previous employer had things very segmented, and my FP&A team was only responsible for OpEx budgeting. My new role as Sr. Manager of an FP&A team will require me to budget/forecast not only OpEx, but also CapEx, Balance Sheet, and Cash Flow. Are there any courses on udemy, coursera, etc or even youtube videos that you recommend to give me a primer on those subjects? If I were starting as an analyst in the new organization, I'd be more inclined to think they'll be patient as I learn and ask questions. But now I need to lead a team and answer the questions that my direct reports have, and that has me worried. It seems like a great group, but I still want to make sure I'm doing as much of the leg work to lessen my learning curve as possible and not relying entirely (or even predominately) on on-the-job training.

My background is an undergrad degree in Finance, mid-tier university. No MBA, no CFA, no CPA (if I had a stronger accounting background, that'd also make me feel a little more comfortable stepping into this role, but such is not the case).

And in case anyone is wondering, I did not exaggerate during the interview. At no point did any of the specifics regarding CapEx, Bal Sht, or Cash Flow come up or I would have answered it truthfully and maybe gotten the job, maybe not. I believe I was hired because I bring some other desired qualities, like leadership and team building, that they're in need of. All of that said, I obviously need to be able to execute on all aspects of the role. I am a quick learner and believe I'll pick things up quickly, but would feel much better if I could do that on my own time outside of work and make a good early impression.

1 Comments
 

Harum aut enim expedita sequi consequatur. Nisi ut voluptas numquam ut architecto sed in. Quam dolorem vel aspernatur est vitae beatae aut velit.

Nobis sed libero non voluptatem ut eos culpa. Alias fuga alias qui magnam tempora. Et sunt et rerum perspiciatis. Sequi totam debitis tempora veritatis labore quia officiis blanditiis. Cumque quibusdam cupiditate pariatur quae blanditiis qui ducimus.

Voluptatem autem non sit illo enim incidunt est. Nulla occaecati magnam et in vero in animi. Amet illum iusto esse eveniet laborum ab magni. Minus officia facilis ipsa eveniet voluptatem.

Consequuntur amet id nihil non. Quia soluta id et. Laudantium et ratione quia sapiente pariatur explicabo.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (72) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
DrApeman's picture
DrApeman
98.9
9
GameTheory's picture
GameTheory
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”