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 Budget Forecasting Training - Optimizing Financial Management in the Enterprise training are: Intermediate Excel proficiency and basic knowledge of general accounting. A preliminary interview validates your eligibility.

Is the training available in person?

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

Budget Forecasting Training - Optimizing Financi... | 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 Budget Forecasting Training - Optimizing Financial Management in the Enterprise 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 Budget Forecasting Training - Optimizing Financial Management in the Enterprise 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 Budget Forecasting Training - Optimizing Financial Management in the Enterprise 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 the construction of a professional budget forecast

Develop financial forecasting skills for the enterprise

Analyze and adjust budget variances in real-world contexts

Implement advanced Excel tools for certified budgets

Optimize resources through a strategic budget forecast

Design dashboards for effective budget tracking

Apply certified management control methods

Training program

Module 1Fundamentals of Budget Forecasting in the Enterprise

Definition and challenges of budget forecasting. Roles in professional management. Basic methodology. Identification of source data. Hands-on practice on concrete cases. Exercises on sales forecasts. Introduction to the red thread project of a fictional company. Use of Excel for initial tables. Key vocabulary: turnover, variable costs. Analysis of legal constraints. Preparation of accounting bases. Setting up a simple model. Discussions on professional practices. Duration: 7 intensive hours.

Module 2Detailed Construction of the Budget Forecast

Development of sales and purchases budgets. Calculation of margins and financial ratios. Integration of fixed and variable costs. Advanced Excel formulas for simulations. Professional exercises on real scenarios. Progress on the red thread project: commercial budget. Management of stocks and cash flow forecasts. Forecasting methods. Concrete cases from Qualiopi-certified companies. Initial cost optimization. Pivot tables. Sensitivity analysis. Collaborative hands-on practice. Intermediate skills assessment.

Module 3Advanced Tools for Budget Forecasting

Mastery of Excel functions: SUMPRODUCT, VLOOKUP, scenarios. Creation of interactive dashboards. Integration of Power Query for large datasets. Exercises on multi-year budgets. Red thread project: investments section. Complementary tools like Google Sheets. Basic VBA macro automation. Business case: R&D budget. Budget consistency checks. Professional best practices. Simulations of forecast variances. Pair work on real data. Focus on certified finance skills.

Module 4Analysis and Adjustments of the Budget Forecast

Detection of typical variances. Corrective analysis methods. Real-time adjustments. Budget KPIs. Practical exercises on monthly reporting. Red thread project: closing and revisions. Variance analysis techniques. Impact on cash flow. Concrete cases of financial recovery. Visualization tools: dynamic charts. Optimization strategies. Discussions on professional challenges. Professional simulations. Preparation for continuous assessment. Strengthening management control skills.

Module 5Strategy and Deployment of the Budget Forecast

Strategic budgets and rolling forecasts. Integration into the business plan. Presentations to management. Defense of the complete red thread project. Best practices for budget steering. Collaborative enterprise tools. Accounting certifications and standards. Final exercises on complex cases. Deployment in real production. Validation quiz. Assessment of acquired skills. Delivery of certified materials. Career transition perspectives. Post-training action plan. Closing with participant feedback.