Is the training Qualiopi certified?

Yes, Learni is a Qualiopi-certified training organization. This certification guarantees the quality of our courses and enables funding through OPCO and other mechanisms.

How can I fund my training?

Our courses are eligible for OPCO funding. Learni supports you through the funding process. A personalized quote is available upon request.

What are the prerequisites for this training?

The prerequisites for the Training Budget Forecast - Optimize Enterprise Financial Forecasts training are: Advanced Excel proficiency, analytical accounting, and basic financial management. A preliminary interview validates your eligibility.

Is the training available in person?

Yes, the Training Budget Forecast - Optimize Enterprise Financial Forecasts training is available in in-person. The format can be adapted to your needs (inter, intra, custom).

Training Budget Forecast - Optimize Enterprise F... | Learni

The story of Learni

Founded by passionate advocates of learning and innovation, Learni set out to make professional training accessible to everyone, everywhere in the world. Our team works in the largest cities such as Paris, Lyon, Marseille, and internationally, to support talents and organizations in their skills development.

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Methods, approaches, and teaching resources

The Training Budget Forecast - Optimize Enterprise Financial Forecasts training is delivered in-person or remotely (blended-learning, e-learning, virtual classroom, remote in-person). At Learni, a Qualiopi-certified training organization, each program is designed to maximize skills acquisition, regardless of the training mode chosen.

The trainer alternates between demonstrative, interrogative, and active methods (through practical exercises and/or real-world scenarios). This pedagogical approach ensures concrete and directly applicable learning in the workplace.

Teaching resources provided

To ensure the quality of the Training Budget Forecast - Optimize Enterprise Financial Forecasts training, Learni provides the following teaching resources:

Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, video projector or interactive touchscreen (for remote sessions)
Training environments installed on workstations or accessible online
Course materials, practical exercises, and supplementary resources
Post-training access to materials and teaching resources

For in-house training at a location external to Learni, the client ensures and commits to having all necessary teaching materials (IT equipment, internet connection...) for the proper conduct of the training action in accordance with the prerequisites indicated in the communicated training program.

* contact us for remote feasibility** ratio varies depending on the training followed

Assessment methods

The assessment of skills acquired during the Training Budget Forecast - Optimize Enterprise Financial Forecasts training is carried out through:

During training: case studies, practical exercises, and professional scenarios
At the end of training: self-assessment questionnaire and skills evaluation by the trainer
After training: training completion certificate detailing acquired skills

Training accessibility

Learni is committed to the accessibility of its professional training programs. All our training programs are accessible to people with disabilities. Our teams are available to adapt teaching methods to your specific needs. Do not hesitate to contact us for any accommodation request.

Training objectives

Master advanced modeling of budget forecasts for complex enterprises

Develop precise financial forecasts integrating multiple scenarios

Design interactive budgeting dashboards with Excel and professional tools

Optimize budget forecasts to reduce actual variances by at least 20%

Implement certifying budget controls in a professional context

Analyze budget variances and adjust strategies in real time

Training program

Module 1Advanced Fundamentals of Budget Forecast: Structural Modeling (Excel Power Query, Pivot Tables)

Dive into the construction of a robust budget skeleton for large-scale projects, using Power Query to import and clean real company financial data, creation of pivot tables to segment variable and fixed costs, practical exercises on concrete cases such as multi-year budgets for a growing SME, production of an initial forecast model validated by sensitivity simulations, with a focus on accounting consistency and strategic alignment.

Module 2Budget Forecast Predictions: Integration of Probabilistic Scenarios (Monte Carlo, Sage 100 Software)

Explore probabilistic techniques to anticipate market fluctuations and operational risks, implementation of Monte Carlo simulations in advanced Excel to test 1000 scenarios in a few clicks, connection to Sage 100 to extract accounting history and generate hybrid forecasts, collaborative workshops on international expansion budget forecasts, development of prospective reports including alert thresholds, demonstrating an immediate reduction in projection uncertainties by 30%.

Module 3Advanced Tools for Budget Forecast: Dashboards and Automation (Power BI, VBA Macros)

Transform your budget data into interactive dashboards via Power BI connected to Excel, automation of monthly updates with custom VBA macros for automatic alerts on overruns, practical cases inspired by large accounts analyzing actual vs. planned variances, development of a dynamic budget forecast prototype with drill-downs and custom KPIs, pair exercises to integrate cash flow and project ROI, deliverable: a dashboard ready to deploy in the company.

Module 4Optimization and Control of Budget Forecast: Variances and Strategic Adjustments (Advanced Ratios, Internal Audit)

Master variance analysis to correct trajectories in real time, calculation of advanced ratios such as net present value and internal rate of return on revised budget forecasts, internal audit simulations with focus on IFRS compliance, workshops on budget reallocation in economic crisis, production of a quantified corrective action plan reducing losses by 25%, conclusion with a complete case study of a fictional company including presentation and expert feedback.