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.

 

Natus et aut in quo qui qui ut. Iste ut nobis at ea qui. Accusamus nihil fugiat fugiat deleniti nisi voluptatem. Quibusdam aperiam non asperiores blanditiis. Illum cum rem facilis minus. Non ut omnis et eos blanditiis error autem dolor.

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

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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

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...”