Hands-On Budget Analysis Workshops
Master variance analysis through practical sessions designed for finance professionals who prefer learning by doing rather than just listening
Practice Makes Perfect in Financial Analysis
These aren't your typical sit-and-listen sessions. Each workshop gives you real datasets to work with, actual variance scenarios to solve, and tools you'll use immediately back at your desk.
We've found that finance professionals learn variance analysis best when they're actively working through problems rather than passively absorbing theory. That's why every session includes hands-on exercises with immediate feedback.
- Work with anonymized real company data from various industries
- Learn advanced Excel techniques specific to variance reporting
- Practice presenting findings to mock executive audiences
- Build template libraries you can customize for your organization
Workshop Schedule
Four intensive sessions running from August through November 2025, each focusing on different aspects of variance analysis
Foundation Variance Analysis
Build solid fundamentals using actual budget vs. actual scenarios. You'll work through department-level variances and learn when to investigate discrepancies versus when to document and move on.
Facilitated by Margot
Castellanos
Advanced Investigation Techniques
Dig deeper into complex variances using statistical methods and root cause analysis. We'll tackle multi-period trends and seasonal adjustment challenges that trip up many analysts.
Led by Darius Blackwood
Executive Reporting Workshop
Transform your variance findings into compelling executive summaries. Practice presenting to senior stakeholders who want insights, not just numbers, in formats they can actually use for decision-making.
Guided by Seraphina
Chen-Torres
Automation and Templates
Build reusable systems for ongoing variance analysis. Create automated alerts, standardized templates, and documentation processes that will save hours each month while improving accuracy.
Workshop series wrap-up with all
instructors