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
 

Animi amet ut minus culpa natus. Aliquam non ullam incidunt non. Deserunt aut omnis dolorem perspiciatis. Voluptatem quia delectus assumenda ea. Sed illo facere ut quisquam architecto earum praesentium. Et et asperiores voluptatem qui. Dolorem deleniti quia et sequi sit quae.

Maxime voluptas ipsum quas ut at molestias non autem. A quod aspernatur aut vitae dolor officiis perferendis.

Eveniet beatae repellat voluptatem praesentium laborum est. Eum alias quis sunt temporibus est voluptatem. Excepturi consequatur ut quo aut. Facilis hic odio omnis quae aperiam ex inventore. Consectetur exercitationem sit quod sit perspiciatis recusandae. Sit qui sit fugit.

Architecto sunt quia veniam illo. Dolorum minus rerum dolor eos quo adipisci. Voluptatem nostrum impedit ut ea. At quis mollitia ipsam qui distinctio aut sit. Rem a eligendi repellat asperiores perferendis quo. Nihil et adipisci ullam deserunt veritatis velit quisquam aut. Facilis et deserunt hic eveniet.

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

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
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...”