8-WEEK ONLINE CERTIFICATE PROGRAM

Financial Planning
& Analysis (FP&A)
Certificate Program
May 13 - July 7, 2024

In collaboration with

DURATION FORMAT TUITION

8 weeks Online $5,000 USD

Recommended 8 hrs/week or $1,000/month
 ENROLL →

Welcome
We would like to personally thank you for your interest in the Wharton and Wall Street Prep Financial Planning &
Analysis (FP&A) Certificate Program.

Financial Planning & Analysis is the 13th fastest-growing profession in the United States and is transforming the CFO’s
finance department from a number-crunching cost center to a forward-looking strategic hub focused on creating value
for the business.

There’s a huge drive to recruit and develop top FP&A talent across the entire corporate landscape, from private equity-
backed companies to Fortune 500 firms.

That’s why this program was created. It’s a unique collaboration between Wharton Online, a world-renowned business
school, and Wall Street Prep, the global leader in FP&A training.

Over the course of eight weeks, you will master everything you need to succeed in FP&A. Designed for current and
aspiring finance professionals, you will learn the technical skills - financial modeling, forecasting techniques and data
analysis, reporting, and financial storytelling. You’ll also learn the arguably more important interpersonal skills of
business partnering, challenging the status quo, and cross-functional relationship building.

If you’re missing foundational knowledge in accounting and finance, you’re given access to everything you need to
get ready. At the same time, the program covers far more than the basics. If you already have years - or decades - of
corporate finance experience, you can validate that you are following best practices and fill the known or unknown
gaps in your FP&A education.

Throughout the program, you’ll hear directly from Wharton professors, experienced FP&A leaders, and CFOs at a
variety of different companies. That combination of theory meets practice is incredibly compelling to employers,
particularly because the FP&A skill set is really a blend of so many important skills.

Lastly, you’ll have opportunities to meet and network with fellow students, recruiters, and industry leaders virtually
and in person. The program culminates in a closing ceremony and the receipt of a certificate from Wharton Online.

We hope you take this opportunity to read through our brochure and learn more about what the Wharton and Wall
Street FP&A Certificate Program can offer you. We hope you will join our upcoming cohort and the thousands of other
alumni who have participated and benefited in Wharton and Wall Street Prep programs.

Christopher D. Ittner Christian Wattig

EY Professor of Accounting, Accounting Financial Planning & Analysis (FP&A) Certificate Program
Department Chair, Wharton School Director; Managing Director & Lead Instructor, FP&A Prep
 ENROLL →

Learn the FP&A skillset

and level up your career
One of the most exciting innovations within the — but in many ways more important — skills of
finance function has been the rise of the FP&A business partnering, challenging the status quo
team, a distinct and massively important group and cross-functional relationship building.
across both small and large corporations.
This blend of finance and qualitative skills
The role lives at the intersection of the
is incredibly compelling to a wide range of
entire organization and requires a holistic
employers: smaller firms who are at the stage
understanding of the various gears that make a
where the finance team needs to switch from
company run.
“accounting” to value-add strategic partner all
The FP&A Certificate Program is an 8-week the way to large multinational organizations
program designed for current and aspiring pursuing those same finance transformations
FP&A professionals. It covers the various tools on a much larger scale.
required to be successful in the FP&A role.
It’s a self-paced online program in which
Participants learn foundational business skills
students complete weekly video and reading
from Wharton Online’s world-class faculty and
assignments while attending office hours,
tangible and relevant analytical and modeling
1-on-1 coaching and MBA-style networking
skills from Wall Street Prep.
events with fellow students, faculty, recruiters,
Participants will learn financial modeling, and industry leaders. Upon completion of the
forecasting techniques, data analysis, reporting program, students receive a certificate from
and financial storytelling and the less tangible Wharton Online.
 ENROLL →

A unique collaboration
between Wharton Online
and FP&A industry’s leading
training provider

WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA

Founded in 1881 as the first collegiate business school, the Wharton School of the
University of Pennsylvania is recognized globally for intellectual leadership and ongoing
innovation across every major discipline of business education. With a broad global
community and one of the most published business school faculties, Wharton creates
economic and social value around the world.

WALL STREET PREP

Wall Street Prep (WSP) is a globally recognized financial training provider based in
Boston, MA. The company’s programs are delivered to the world’s most recognized
private equity firms, investment banks and financial institutions to develop their
internal finance professionals. Since its founding, WSP has helped over 300,000
finance professionals bridge the gap between academia and the real world by teaching
the practical skills needed to succeed on the job.

Financial Planning & Analysis

Certificate Program
 PROGRAM OVERVIEW ENROLL →

Financial Planning & Analysis

(FP&A) Certificate Program
Master the art of forecasting, analysis, business partnering, and
financial storytelling, combining technical and interpersonal skills
with real-world applications as practiced in top corporations.

DURATION FORMAT TUITION

8 weeks Online $5,000 USD

May 13 - July 7, 2024 or $1,000/month

Earn a digital certificate

from Wharton to share on WHARTON O NLINE
LinkedIn and resumes
IN COLLABORATION WITH

WALL STREET P REP

Upon successful completion of the Hereby Recognizes

program, a Wharton digital certificate Student Name

Has Successfully Completed The
with personalized details of your
achievement will be emailed to you. Financial Planning & Analysis
In addition to a full program certificate,
(FP&A) Certificate Program
you will earn shareable digital badges
along the way for completion of Patti Williams, PhD
Vice Dean, Aresty Institute of Executive Education
The Wharton School, University of Pennsylvania
Matan Feldman
Founder and CEO
Wall Street Prep, LLC

individual program modules.

Financial Planning & Analysis

Certificate Program
 WHY TAKE THE PROGRAM ENROLL →

Level up your career with the

world’s most recognized FP&A
certificate program

“One of the most exciting

innovations within the finance
function has been the rise of
the FP&A team, a distinct and
massively important group
across both small and large
corporations. Being a good
accountant, or even a good
modeler is no longer sufficient
— the role requires a holistic
understanding of the various
gears that make a company run.”

Christopher Ittner, PhD

Professor of Accounting, Accounting
Department Chair, The Wharton School
 PROGRAM BENEFITS ENROLL →

Career-focused learning with

lifelong resources and support

A CAREER-FOCUSED, START-TO-FINISH AWARD-WINNING FACULTY

PRACTICAL CURRICULUM PROGRAM SUPPORT AND PRACTITIONERS

Lessons combine theory with Individualized support every Learn directly from the most
practical skill building so that step through the program, sought after experts in the
you can apply what you learn from enrollment to certificate. finance industry, using case
right away. studies that connect concepts
to how it’s done on the job.

EARN A CERTIFICATE FROM JOIN AN EXCLUSIVE ACCESS TO LIFELONG

WHARTON ONLINE PROFESSIONAL NETWORK LEARNING RESOURCES

At the conclusion of the Join professional network that Lifetime access to program
program, participants receive will support you through your materials and to our LinkedIn
a digital certificate from The career through continuous groups for relevant content
Wharton School to add to professional development, and career guidance at the end
LinkedIn and resumes. networking and coaching. of the program.

FOR PROGRAM ALUMNI

Meet program participants & faculty

during exclusive networking events
Pursue career opportunities and build
connections within the industry by attending
exclusive professional networking events.

Financial Planning & Analysis

Certificate Program
 PROGRAM BENEFITS ENROLL →

+ Attend In-person Networking Events

Enrollees access a large and highly engaged global network of peers who are committed to give as much as they
get and to support one another. Program Alumni reinforce and strengthen connections built throughout the
program via in person and virtual meetups, discussion groups and networking events.

+ Invitation Only Group on LinkedIn

Upon completion of the program, Alumni receive an invitation to join the Wharton Online/Wall Street Prep
Financial Planning & Analysis Alumni Group on LinkedIn. Through this group, Alumni can directly connect with
the entire alumni network, seek advice and access alumni only online events and resources.

+ Chat on Slack with Your Local Student Group

Program alumni come from over 43 countries, so while the program is global, connection is often created
locally. Alumni gain access to their Local Alumni Slack Channel, designed to facilitate local connection for a
global certificate.

Financial Planning & Analysis

Certificate Program
 WHY TAKE THE PROGRAM ENROLL →

Who applies to the program?

Both finance and non-finance professionals in their early to mid-career seeking to
level up their FP&A skills.

FP&A ANALYSTS AND MANAGERS Career Level

Early to mid career FP&A professionals looking to advance in
Very Early Career (18-24) Mid Career (30-39)
their careers and learn industry best practices.

FINANCE PROFESSIONALS 25% 31%

25% 33% 17%
Corporate finance professionals, investment bankers, and
Early Career (25-29) Late Career (40+)
corporate treasurers seeking to broaden their skill set.

ACCOUNTANTS Company Size Segmentation

Controllers, accountants, auditors, and tax professionals
Small (<$50M) Large ($500M-1B)
aiming to transition into FP&A roles.

CONSULTANTS 25% 33% 23% 19%

Fractional CFOs, and strategy and technology consultants
aiming to provide more comprehensive advice to their clients. Mid-Size ($50-500M) Enterprise ($1B+)

NON-FINANCE PROFESSIONALS
Regions Represented
Operations managers and human resources professionals who
want to improve budgeting and strategic workforce planning.
18.7%
BUSINESS LEADERS
Entrepreneurs, C-level executives, and department heads who
3.7% 21.6%
need to understand financial planning to better manage their 48.9%
business finances.
5.8%
CAREER SWITCHERS 1.3%
Early to mid-career professionals seeking to transition into
an FP&A role.

STUDENTS Top Roles Applicants Hold

Undergrad and graduate business, finance, and accounting
students applying for FP&A internships and full-time roles. 1. Financial Analyst 6. Strategic Planning Analyst

2. FP&A Manager 7. Finance Director

3. Senior Financial Analyst 8. Business Finance Consultant

4. Budget Analyst 9. Chief Financial Officer (CFO)

5. Corporate Finance Manager 10. Treasury Analyst

Financial Planning & Analysis

Certificate Program
 ENROLL →

Learning
experience
& curriculum
 LEARNING EXPERIENCE ENROLL →

How you’ll learn

8-WEEK PROGRAM 6-8 HOUR WEEKLY SELF-PACED ONLINE

FOCUSING ON FP&A TIME COMMITMENT LEARNING EXPERIENCE

Gain the skillset of A comprehensive certificate Complete the program on

an experienced FP&A program designed to fit into our online learning platform
professional in 8 weeks. your busy schedule. at your own pace.

THE SAME FP&A LEARN DIRECTLY FROM TAILORED LEARNING

TRAINING USED BY INDUSTRY LEADERS EXPERIENCE THROUGH
TOP CORPORATIONS Hear directly from the experts PROGRAM ELECTIVES

Access the same lessons and about FP&A best practices Customize your experience
methods taught inside the and the latest industry trends based on your specific
world’s leading FP&A teams. via our guest speaker series. learning objectives.

CASE STUDIES THAT WEEKLY OFFICE HOURS CERTIFICATION ISSUED

CAPTURE PERSPECTIVE & DEDICATED SUPPORT FROM WHARTON ONLINE

Learn how top leaders create Program faculty and support Upon completion of the
forecasts, manage budgets, staff is available every step program, you will receive a
support decisions through of the way. Certificate of Completion
financial analysis, and tell the from Wharton Online.
financial story of the business.

Earn 65 CPE Credits with the Financial Planning & Analysis Certificate Program
Wall Street Prep and Wharton Online are registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of
accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered
Financial
sponsors may be submitted to the National Registry of CPE Sponsors through its website: Planning & Analysis
www.nasbaregistry.org.
Certificate Program
 PROGRAM MODULES ENROLL →

Financial Planning & Analysis

Certificate Program Curriculum

MODULE 1

Introduction to Financial Planning & Analysis (FP&A) ✓ Examination of

forecasts, budgets,
This module provides a comprehensive of these deliverables but also evaluates
variance analyses,
overview of the FP&A profession, their strategic value in business decision- scorecards, dashboards,
explaining its role and significance in the making. and management decks
modern business landscape. Participants Additionally, the module introduces ✓ Understanding FP&A’s
will gain an understanding of the diverse participants to the key software and tools of the trade,
roles, responsibilities, and career paths technological tools employed in FP&A, including Excel, data
that FP&A professionals have access to analysis, visualization
with a special focus on Excel and advanced
and how these vary across industries and software, and emerging
data analysis tools. The module also
company sizes. AI technologies
touches upon emerging technologies,
A significant portion of the module is such as AI and machine learning, and their ✓ Introduction to Strategic
dedicated to an in-depth examination of growing impact on the field of FP&A. Cost Accounting in the
FP&A deliverables. It introduces forecasts context of FP&A
Lastly, it covers how strategic cost
and budgets, variance analysis, and accounting influences decision-making.
decision-support mechanisms, as well It lays the foundation for positively
as the creation and use of scorecards, impacting the position of the company by
dashboards, management decks, and using cost accounting principles to assess
investor decks. This overview not only strategic choices.
covers the creation and interpretation

MODULE 2

The Planning Cycle and Annual Budgeting ✓ In-depth review of

the planning process,
This module is designed to equip FP&A the planning cycle and execute annual including long-range
professionals with the knowledge and budgeting processes. CONTINUES planning and annual
skills necessary to effectively manage budgeting

Financial Planning & Analysis

Certificate Program
 PROGRAM MODULES ENROLL →

It covers the five phases of the budgeting communication across different ✓ Best practices for top-
process: Pre Kick-Off, Joint Planning, departments, and provides strategies for down and bottom-up
Consolidation, Iteration, and Final integrating diverse inputs into the planning planning jointly with the
cross-functional team
Alignment. Each phase is discussed in process.
detail, offering step-by-step guidance ✓ How to best manage the
Lastly, the module addresses the practical
on effective management and execution planning process with
aspect of using Excel for budgeting. It
of these stages to ensure a smooth and Excel
covers techniques for collecting inputs and
efficient budgeting process. consolidating budget summaries in Excel,
Best practices for involving cross- offering practical skills that participants
functional teams are also covered. can apply directly in their roles.
This part of the module emphasizes
the importance of collaboration and

MODULE 3 ✓ Step-by-step
forecasting
Forecasting
technique reviews,
This module delves into a wide array based planning, which emphasizes the including hands-on
of forecasting techniques essential for identification of key business performance practice
effective financial planning, including drivers, among others. ✓ Using scenario
time series analysis, driver-based planning to
Key to this module is the focus on
planning, sales pipeline forecasting, Zero identify risks and
managing forecast bias, which addresses
Based Budgeting, and Scenario Planning opportunities and
common biases affecting accuracy and
methods. The module begins with a focus develop mitigation
headcount forecasting, highlighting its
plans
on forecasting revenues and expenses, role in organizational planning. Cash Flow
introducing participants to both traditional ✓ Improving forecast
Forecasting is discussed for its critical role
and recent methods. This includes accuracy by
in maintaining financial health.
time series analysis for understanding identifying and
data trends over time and driver- addressing forecast
bias

Financial Planning & Analysis

Certificate Program
 PROGRAM MODULES ENROLL →

MODULE 4

Financial Analysis in FP&A

The module provides a comprehensive A significant portion of the module is ✓ Best practices for data
understanding of the tools and techniques devoted to identifying cost savings and preparation and quality
necessary for high-quality financial analysis risks & opportunities. These sections aim to
✓ Learn how to identify
in the field of FP&A. It combines practical develop the participants’ ability to analyze cost savings, risks, and
skill-building in data management with financial data to uncover potential cost opportunities
strategic analysis, preparing participants to reductions and to make recommendations
✓ Create variance analysis
contribute effectively to their organization’s about improving business performance.
commentary that
financial health and success. uncovers actionable
The chapter on variance analysis focuses
The module starts with data preparation on techniques to compare actual financial insights
using MS Power Query, teaching performance against budgeted or
participants how to efficiently gather, clean, forecasted figures, a vital skill for FP&A
and prepare data for analysis. This is crucial professionals.
for ensuring the reliability of financial Operational metrics & leading indicators
insights derived from the data. are explored, guiding participants on how
Next, the curriculum covers data quality to select and use relevant metrics that can
best practices. Here, participants learn how provide early insights into the company’s
to maintain high standards of data integrity performance.
and accuracy, which is fundamental to
effective financial analysis.

MODULE 5

Financial Modeling for Decision Support

The module covers the skills necessary understanding the diverse applications ✓ Excel modeling
for creating and using financial models as of financial models in decision-making standards and best
a key tool in business decision-making. processes.A significant emphasis is practices
This module provides an in-depth placed on Excel modeling standards and ✓ Financial Statement
understanding of various model types and best practices. Participants will learn the and DCF modeling
the best practices in financial modeling. importance of accuracy, consistency, and
✓ Break-even analysis
efficiency in financial modeling, ensuring
The module begins with an introduction and getting to answers
that their models are both reliable and without modeling
to common model types used in financial
user-friendly. CONTINUES
analysis. This sets the foundation for

Financial Planning & Analysis

Certificate Program
 PROGRAM MODULES ENROLL →

The curriculum then delves into decision into financial statement modeling and
support model types, including Return on DCF (Discounted Cash Flow) modeling,
Investment (ROI), Payback, Net Present which are key techniques for evaluating a
Value (NPV), Internal Rate of Return company’s financial health and projecting
(IRR), and Customer Lifetime Value (LTV). future performance.
These models are essential for evaluating The module concludes with a section on
investment opportunities and making getting answers without modeling, which
informed business decisions. explores alternative methods to derive
Model Design is a critical part of the insights without the need for complex
module, focusing on how to construct models.
models that are both accurate and
adaptable to different scenarios. This leads

MODULE 6
✓ Developing a broad
Finance Business Partnering understanding of the
The business partnering module focuses Participants will learn strategies to foster business
on the interpersonal skills required a culture of responsibility and ownership, ✓ Building trust and
for FP&A professionals to effectively both within the finance function and holding people
collaborate and influence within their across the organization. Additionally, the accountable
organizations. This module is designed to module covers how to distill complex while maintaining
enhance the capabilities of participants in financial information into clear, actionable relationships

building strong relationships and driving insights. This also involves cultivating a ✓ Influencing skills
business success through strategic finance curious mindset, encouraging participants and challenging
partnership. to ask probing questions that can lead to assumptions with data
deeper understanding and better decision-
The module starts with relationship
making
building, emphasizing the importance
of cultivating strong, trust-based Creating visibility of financial performance
relationships with key stakeholders is a key part of the module, focusing on the
across the organization. This includes importance of making financial data and
techniques for effective communication insights accessible and understandable
and collaboration, which are fundamental to non-finance stakeholders. This helps
to the role of a finance business partner. in driving informed decision-making
throughout the organization. CONTINUES

Financial Planning & Analysis

Certificate Program
 PROGRAM MODULES ENROLL →

Lastly, influencing is a major component, within the organization, using financial

where participants learn techniques to insights to guide and support business
persuade and impact decision-making strategies.

MODULE 7
✓ Structuring
Reporting, Presenting, and Storytelling management reporting
This module teaches essential skills financial data visually for better decks that move the
needle
for effectively communicating financial understanding.
information. The module starts with the ✓ Matching visualizations
Presenting best practices is a key focus,
performance management cycle, focusing to the story behind the
providing strategies for delivering
on the typical FP&A calendar for reporting numbers
persuasive and engaging financial
financial performance throughout the year. ✓ Impacting strategic
presentations. Business communication
Next, it covers management reporting is also covered, emphasizing clarity decisions through
decks, teaching the creation of clear and and effectiveness in conveying financial effective financial
presentations
impactful financial reports. This leads into insights.
financial storytelling, where participants Lastly, the module includes advanced
learn to transform data into engaging PowerPoint skills, offering tips on
narratives for decision-making. enhancing presentations with professional
Charts and visualizations are addressed, design and features.
highlighting techniques for presenting

MODULE 8
✓ How AI is changing the
Preparing for the Future of FP&A FP&A function
The last module of the program is This section delves into the transformative
✓ Introduction to
structured to ensure participants are not effects of artificial intelligence on financial generative AI in finance
only well-versed in current FP&A practices analysis, forecasting, and strategic and machine learning
but are also prepared to adapt and thrive decision-making, highlighting both the
✓ FP&A interview
in a rapidly changing financial environment opportunities and challenges it presents.
preparation
driven by technological advancements. Next, the curriculum addresses the use of
The module begins by exploring how AI is generative AI tools. Participants will learn
reshaping the FP&A function. how these advanced CONTINUES

Financial Planning & Analysis

Certificate Program
 PROGRAM MODULES ENROLL →

MODULE 8, Continued

Preparing for the Future of FP&A

tools can be leveraged to gain deeper Finally, the module concludes with FP&A
insights and improve efficiency in financial Interview Preparation. This section is
tasks. This includes practical examples of tailored to equip participants with the
AI applications in data analysis and report knowledge and confidence to excel in
generation. job interviews for FP&A roles. It covers
commonly asked questions, key topics
An introduction to machine learning is
to focus on, and tips for effectively
provided, where participants become
showcasing their skills and understanding
acquainted with the basics of machine
of the evolving FP&A landscape.
learning algorithms and their applications
in the field of finance. This segment
aims to demystify machine learning
and demonstrate its relevance to FP&A
processes.

Immersive Online Learning

You’ll complete the program by progressing
through online videos, readings, case
studies, assignments and guest speakers
in a feature-rich portal that facilitates an
engaging learning experience.

Virtual Office Hours

Participants access weekly live office hours
and Q&A. Review assignments and interact
with your cohort mates and program faculty.

Financial Planning & Analysis

Certificate Program
 ENROLL →

Program
leadership
& faculty
 PROGRAM LEADERSHIP ENROLL →

PROGRAM DIRECTORS

Christopher D. Ittner, PhD

Professor of Accounting, Accounting Department Chair, Wharton School
Professor Christopher Ittner’s research focuses on the design, implementation, and performance consequences
of performance measurement, cost management, and enterprise risk management systems. His work, featured in
Harvard Business Review and prominent academic accounting, marketing, and operations management journals. He
is an editor of The Accounting Review, and has served as senior editor at Production and Operations Management
and associate editor for Accounting, Organizations and Society, and Management Science. His work on the
association between customer satisfaction measures and financial performance received the American Accounting
Association’s Notable Contribution to Management Accounting Literature Award. Professor Ittner teaches the
undergraduate management accounting core course, an MBA cost management elective, and executive education
sessions on cost accounting and marketing metrics. Professor Ittner received his BS from California State University,
Long Beach, his MBA from UCLA, and a Doctorate in Business Administration from Harvard University.

Patti Williams, PhD

Vice Dean, Wharton Executive Education
Patti Williams is Vice Dean of Wharton Executive Education. Prior to joining Wharton, she was an assistant
professor at NYU’s Stern School of Business and visiting scholar at the Stanford Graduate School of Business. As
president of the Society for Consumer Psychology, Patti’s research focuses on the role of emotions in consumer
decision making. Her work has appeared in the Journal of Consumer Research, the Journal of Marketing Research,
and the Journal of Consumer Psychology. At Wharton Executive Education, she teaches to companies such as
Google, Citi, and Genentech, earning her the Wharton Excellence in Teaching Award. In addition to her role as
academic director of the Executive Development Program, she also serves as the academic dean of the Estée
Lauder Companies Global Marketing University, an extensive executive education partnership with Wharton. She
holds a BA from Stanford University and earned an MBA and PhD from the University of California, Los Angeles.

Christian Wattig
Private Equity Certificate Program Director;
Managing Director & Lead Instructor, FP&A Prep
Christian Wattig is an FP&A expert and thought leader with more than a decade of leadership experience at
multinational consumer goods companies Procter & Gamble and Unilever, as well as at the fast-growing tech
companies Squarespace and Datarails. After completing his MBA at NYU Stern, Christian founded the education
company FP&A Prep. Now, he teaches FP&A skills to corporate finance teams through live public seminars,
online courses, and custom on-site training.

Financial Planning & Analysis

Certificate Program
 SPEAKERS & FACULTY ENROLL →

PROGRAM SPEAKERS

Jack Alexander
Principal & Author, Jack Alexander & Associates
Jack Alexander is an experienced financial and operating executive turned advisor, author and lecturer. He provides
advisory services to businesses across a wide range of financial and operating areas, including strategic planning, value
creation, M&A, and performance management and improvement. Prior to founding the consulting practice, Jack served
as Chief Financial Officer of large, publicly traded companies. He began his career with Coopers & Lybrand (PwC) in 1978
before transitioning to financial management positions in industry. Jack was a Senior Lecturer in Babson College’s MBA
program and serves on the advisory board to the finance and economics department at Coastal Carolina University. He is
the author of “Performance Dashboards and Analysis for Value Creation,” Wiley, 2006, “Financial Planning and Analysis
and Business Performance Management,” Wiley, 2018 and “Financial Management: Partner in Driving Performance and
Value.” He is a CPA and earned an MBA from Rider University and a BS from Indiana University of Pennsylvania.

Nicolas Boucher
Founder, AI Finance Club
Nicolas Boucher is a respected authority in the field of finance, specializing in AI for Finance, FP&A, and Controlling.
His daily contributions on LinkedIn and through his newsletter reach an audience of over 800,000, offering insights
into these complex subjects. As the founder of the AI Finance Club, he has created a unique educational resource
for finance professionals to explore and understand the application of AI in their field. In his role as an educator,
Nicolas has trained over 3,000 individuals in ChatGPT for Finance and FP&A, working with internationally renowned
companies including Mercedes Benz, Chanel, Hugo Boss, and Carlsberg. With a career in finance spanning over 15
years, Nicolas has held several senior positions. Prior to his current role as a Corporate Finance Trainer, he was part of
the senior management team of a multinational technology, aerospace, and defense company.

Frank Garafalo
Chief Financial Officer, Eden Capital
Frank Garafalo is Chief Financial Officer and Chief Compliance Officer at Eden. He joined Eden in 2022 and is
responsible for the finance and administrative functions. Prior to joining Eden, Frank was Senior Vice President of
Finance for WCG Clinical, a private equity owned, tech-enabled services company where he led the FP&A, Accounting,
Financial Systems, and Treasury functions. During his tenure, the company focused on integrating financial and
administrative operations from its 31 acquisitions, upgrading the corporate infrastructure, and improving internal
controls. He was previously the CFO and Chief Administrative Officer at Schoology, a private equity owned Edtech
company where he helped lead a successful sale of the company to PowerSchool (PWSC) in 2019. Frank is a graduate
of The Pennsylvania State University and a Certified Public Accountant in the State of New Jersey, a Certified
Management Accountant, and a Certified Financial Manager with the Institute of Management Accountants.

Financial Planning & Analysis

Certificate Program
SPEAKERS & FACULTY ENROLL →

Glenn Hopper
Chief Financial Officer, Eventus Advisory Group
Glenn Hopper is a technology-minded CFO with more than two decades of experience in finance and accounting
leadership.He is a consultant and author who writes about the intersection of artificial intelligence and corporate
finance. His book “Deep Finance: Corporate Finance in the Information Age” provides a digital transformation
roadmap for businesses to follow to become data-driven organizations. His expertise spans financial leadership
and strategy, finance automation, data science, and operational efficiency. With extensive experience working with
private equity-backed companies and expertise in leading mergers & acquisitions, Glenn is knowledgeable in leading
processes and technological implementations for organizations of all sizes. He is a conference speaker and lecturer
who discusses digital transformation, finance automation, and the power of data in the corporate world. He is also a
regular contributor to several publications, including The AI Journal, CFO.University, and the Forbes Finance Council.
Glenn has a master’s in finance from Harvard University with a graduate certificate in business analytics, and an MBA
from Regis University.

Guy Hutchinson
Co-Founder, Startup CFO
Guy Hutchinson is an experienced Tech CFO and one of the founders of the Startup CFO community, the
leading community for finance professionals in Tech. He is a qualified Chartered Management Accountant
and has focused his career on high growth businesses in the technology industry. Having held a number of
Finance Director roles in VC backed businesses he went on to become Finance Director for Europe for ANGI
Homeservices inc, growing the divisions revenue streams beyond $20m and building out their market share
in key markets such as France and the UK. Guy, through both the Startup CFO community and his portfolio
work, has focused his career on the key strategic aspects of the CFOs role. He believes that it’s the application
of analytical and commercial skills, incorporated with business partnering capabilities that differentiates any
finance lead in a business going through hyper-growth.

Josette Leslie
Chief Financial Officer, Affinity.co
Josette Leslie is a finance expert with over twenty years of experience in steering companies towards public readiness
and impressive growth. Her journey from a prestigious financial institution to executive roles exemplifies her mastery
in managing complex financial portfolios, risk mitigation, and strategic mergers and acquisitions. Currently, Josette is
the CFO of Affinity, a relationship intelligence platform that empowers dealmakers in relationship-driven industries to
find, manage, and close more deals. As CFO at Affinity, she’s balancing process and creativity, guiding the company
towards remarkable growth and operational efficiency.

Financial Planning & Analysis

Certificate Program
SPEAKERS & FACULTY ENROLL →

Marcela Martin
President, Buzzfeed
Marcela Martin is the President of BuzzFeed, a public news and entertainment company, and serves as a
member of the board of the tech companies Cvent and Chegg. Previously, Marcela held CFO positions at
Squarespace, a fast-growing tech company in the website building space, at Booking.com, and at National
Geographic. Marcela has a wealth of experience that spans 25 years across financial, operational and deal-
making roles at global, publicly traded tech and media companies.

Debbie Sebastian
Chief Financial Officer, Eagle Famliy Foods Group
As the Chief Financial Officer at Eagle, Debbie Sebastian brings over 20+ years of experience and expertise
in financial leadership within the food industry. She has demonstrated a strong track record of driving strong
financial growth in both topline and bottom-line. Her previous roles, which include a 15-year tenure at Unilever
and most recently, Americas CFO at Upfield (a private equity backed CPG food company), have equipped her
with a comprehensive understanding of profitable transformation, strategic mindset, and cost-saving strategies.
She is passionate about the strategic use of technology to enhance business partnering and decision support
and deeply invested in the development and success of high-performance teams.

Saloni Varma
Chief Financial Officer, Thorne
As CFO of Thorne, Saloni Varma leads all aspects of the company’s Accounting and Finance functions including
budgeting planning and analysis, accounting, SEC reporting, tax, treasury, and investor relations. Saloni brings
more than 20 years of experience across a range of consumer goods companies, most recently as CFO of
MotifFoodWorks. Prior to that she was CFO of ByHeart and has held various leadership roles at purpose-
driven brands like Chobani, Dove, and Talenti, focusing on budgeting, forecasting, and execution on strategic
opportunities. Saloni has worked in investment banking in New York and Tokyo at UBS and began her career
in accounting at KPMG. Varma has a Master of Commerce, Accounting from the University of Mumbai, and a
Master’s in Finance and Entrepreneurial Management from The Wharton School. She is also the Treasurer for
Common Denominator, a non-profit providing free one-on-one tutoring to children in New York City. Saloni served
as the Chair of the Audit Committee on the Thorne Board of Directors from from 2021-2023, and still serves as a
member of the board of directors.

Financial Planning & Analysis

Certificate Program
 SPEAKERS & FACULTY ENROLL →

PROGRAM FACULTY

Paul Barnhurst
Paul Barnhurst is a finance professional with 12+ years of professional experience across several industries, with a
strong background in financial planning, financial modeling, report building and business partnering. He is known for
his deep understanding of the FP&A software planning space and has recently published an FP&A software market
guide. Paul is also a big advocate of Microsoft Excel. Paul runs his own business called The FP&A Guy providing
FP&A consulting services. He is also a content creator, LinkedIn influencer and hosts “FP&A Today,” one of the
most popular FP&A podcasts. Paul holds a Bachelor’s Degree in Management and a Master of Science Degree in
Information Management.

Alan Brooke
Alan Brooke has a wealth of experience in financial modeling, planning and analysis obtained over a 30-year career
in finance and accounting. For the past 20 years, Alan has taught a range of financial modeling courses, consulting
to a wide range of investment banks and corporates across multiple sectors and building large-scale financial
models for a wide variety of applications. Prior to that, Alan worked at an Australian multinational consulting firm
as their CFO and for Ford Motor Company in financial and logistical planning and analysis. He began his career at
KPMG in South Africa. Alan is a Chartered Accountant, holding an MBA from Henley Business School in the UK,
and Bachelor degrees in Commerce and Accounting from Witwatersrand University, South Africa.

Jim Chen, CPA

Jim Chen has held several positions across investment banking, private equity, and venture capital. Most recently,
Jim was an investment associate at JLL Partners, a middle market private equity firm, where he managed diligence
and portfolio company support within healthcare and business services. He started his career at Morgan Stanley
as an investment banking analyst covering financial technology companies. Jim attended Northwestern University
where he graduated Magna Cum Laude with a B.S. in Industrial Engineering and Certificate in Financial Economics
from the Kellogg School of Management.

Financial Planning & Analysis

Certificate Program
SPEAKERS & FACULTY ENROLL →

Bill Coda
Bill Coda has worked in the financial sector for 25 years. He provides a full range of professional development
courses in sales, presentations, negotiation, leadership and communications. Bill holds an MBA in Industrial
Psychology from Baruch (CUNY), an MFA in Creative Writing from Wilkes University, and a BS in Accounting from
the University of Scranton.

Chad Eatinger
Chad Eatinger is an Investment Banking Associate in Guggenheim Partner’s M&A Group. Prior to his role at
Guggenheim, Chad was a Finance Manager at Hotwire.com (an Expedia company), where he managed the
forecasting and planning for the company’s largest product line. Chad holds an MBA from NYU Stern and works as
an Associate on the NYU Impact Investment Fund and as an InSITE Fellow.

Aviad Haimi-Cohen
Aviad Haimi-Cohen, CFA has 13 years of experience in finance, including 5 years in investment banking and 6 years
in financial leadership roles at venture-backed companies. Most recently, Aviad was the CFO of a venture-backed
fintech and he has worked with numerous early-stage companies to scale financial teams through hyper growth. He
started his career as an analyst in the leveraged Finance group at Wells Fargo and went on to serve as vice president
focusing on the Technology sector. Avid Has also worked in hedge funds and venture capital. Avid holds a BA from
brown University and is a CFA charter holder.

Diana Kawarsky
Diana Kawarsky is a senior training and development professional with over 20 years of experience in delivery,
design and consulting with Fortune 500 companies, universities, and colleges in Canada, USA, Europe, and Asia.
She holds an MA in Interdisciplinary Studies from Athabasca University, a BA in Sociology from the University of
Toronto, as well as a Certified Coaching Professional (CCP) designation.

Financial Planning & Analysis

Certificate Program
SPEAKERS & FACULTY ENROLL →

Anders Liu-Lindberg
Anders Liu-Lindberg is the Co-Founder and a partner at the Business Partnering Institute and owner of the largest
group dedicated to Finance Business Partnering on LinkedIn with more than 10,000 members. He has ten years of
experience as a business partner at the global transport and logistics company Maersk. Anders is the co-author of
the book “Create Value as a Finance Business Partner” and a long-time Finance Blogger on LinkedIn with 65,000
followers. He is a member of the board of directors at PACE - Profitability Analytics Center of Excellence where he
supports the development of new analytics frameworks that can improve profitability in companies around the world.

Jason McClain
A Wharton MBA and former CFO, Jason McClain has executed over $3 billion in transactions as a Goldman Sachs
and boutique investment banker. He joined Toptal because of the variety of challenging finance and accounting
projects. He has worked with Fortune 500, middle-market, early-stage, and non-profit organizations across a wide
range of industries. Previously, Jason was a Marine Corps aviator operating the F/A-18 fighter aircraft and holding a
Top Secret security clearance.

Mark Potter
Dr. Mark Potter, a Finance Professor at Babson College since 1995, boasts a rich teaching history with over a
hundred courses at various educational levels. His diverse expertise spans investments, corporate finance,
derivatives, and international finance. Over the past five years, he collaborated with companies in sectors such as
consumer services, medical devices, high technology, financial services, and litigation support. Professor Potter’s
research, focusing on investments, portfolio performance, behavioral finance, and alternative investment strategies,
has been published in prestigious journals like the Journal of Portfolio Management. Additionally, his work has
gained recognition in prominent media outlets including the Wall Street Journal and Kiplinger’s.

Financial Planning & Analysis

Certificate Program
 ENROLL →
PROGRAM TUITION

Tuition and payment options

PROGRAM TUITION

$5,000
OR

$1,000/month
Pay 5 monthly installments of $1,000.

PROGRAM TUITION

$550 off
Apply to get $550 off your tuition fee

A P P LY T O D AY

Financial Planning & Analysis

Certificate Program
Frequently asked questions
What will I learn from taking this program? How do I register for this program?
The Financial Planning & Analysis (FP&A) Certificate You can register for the program at any time through
Program will teach learners how to master the art our Enrollment Form.
of forecasting, analysis, business partnering, and
financial storytelling, combining technical and How much does the program cost?
interpersonal skills with real-world applications as Tuition for the program costs $5,000. You can pay
practiced in top corporations. tuition in full or in 5 monthly payments of $1,000.

How often are programs offered? Is tution assistance offered?

Programs will be offered three times each year. Tuition assistance will be available for every cohort.
Cohorts will begin in January, May, and September. Use our Tuition Assistance form to apply.

How much time will it take to complete this What is the program refund policy?
certificate? This program is non-refundable.
The course is designed to run for eight weeks, with a
recommended workload of 6-8 hours of lectures, live
Who can I contact for additional questions?
sessions, and assignments per week.
If you have any additional questions, please reach
out to our enrollment team at enrollment@wharton.
What languages will the program be wallstreetprep.com.
offered in?

This program is offered in English only.

Financial Planning & Analysis

Certificate Program