Operational Finance and Performance Control Course

Name: Operational Finance and Performance Control Training Course
Availability: InStock

Translate operating volumes, capacity, yield and service choices into disciplined cost, margin, cash and performance decisions.

Operational Finance and Performance Control Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: Chicago, Doha, Cairo, Berlin, Paris, Madrid and more
Next session: 25 – 29 October 2026, Chicago
Average fee: 5,750 €

Home
Our Categories
Operational Finance and Performance Control Training Course

Download Brochure (PDF) Print PDF

Overview

Operational Finance and Performance Control Training Course is a one-week advanced programme for operations leaders, finance partners, controllers and analysts, who leave with an Operational Finance Control Pack. Participants translate volumes, capacity, yield, mix and service decisions into cost, margin and cash consequences. The course combines driver-based budgets, variance diagnosis, working-capital levers and decision controls. Agile Leaders Training Center develops operational finance and performance-control capability.

Who Should Attend

Operations leaders accountable for throughput, capacity, service and financial outcomes
Finance business partners supporting and challenging operational decisions
Cost controllers responsible for budgets, variances and corrective actions
Plant, service and supply-chain teams managing resources, inventory and process economics
Senior analysts converting operating data into management decisions

The course assumes participants can read basic management reports and operating measures, and it leaves out bookkeeping, statutory reporting, corporate valuation and securities analysis.

Departments and Industries

The course supports functions and sectors where operating choices directly affect cost, margin, cash and capacity.

Operations, finance business partnering, management accounting and performance control
Procurement, supply chain, inventory, maintenance and service delivery
Manufacturing, energy, construction and logistics
Retail, hospitality, healthcare and telecommunications
Technology, professional services, utilities and public organisations

Learning Objectives

By the end of this course, participants will be able to:

Analyze operational drivers of cost, margin and cash
Apply cost behaviour and contribution analysis
Build driver-based operating budgets and forecasts
Diagnose price, volume, mix and efficiency variances
Evaluate working-capital and short-run decisions
Build performance controls and action routines

Course Agenda

Day 1: Operational Economics

Operations-to-Finance Driver Map
Fixed, Variable and Step-Cost Profile
Contribution Margin and Cost-Volume-Profit Model
Break-Even and Margin-of-Safety Analysis
Operational Profit and Cash Bridge

Day 2: Budgets and Forecasts

Volume, Capacity, Yield and Mix Driver Tree
Driver-Based Operating Budget Model
Flexible Budget and Activity Adjustment
Rolling Forecast and Assumption Register
Resource Constraint and Scenario Matrix

Day 3: Variance and Performance Diagnosis

Price, Volume and Mix Variance Bridge
Labour and Process Efficiency Analysis
Materials, Waste and Yield Variance Analysis
Service Cost and Capacity Utilisation View
Root-Cause and Corrective-Action Tracker

Day 4: Cash and Operational Decisions

Operating Working-Capital Map
Cash-Conversion-Cycle Driver Analysis
Inventory, Receivables and Payables Levers
Make-or-Buy and Relevant-Cost Model
Bottleneck, Product-Mix and Trade-Off Matrix

Day 5: Operational Finance Practice

Exercise: Build an Operations-to-Finance Driver Map
Exercise: Flex a Budget for Actual Activity
Exercise: Diagnose Margin and Efficiency Variances
Exercise: Compare Cash and Capacity Trade-Offs
Capstone Exercise: Operational Finance Control Pack

Practical Exercises

Suggested activities connect operating evidence with financial diagnosis, decisions and accountable action.

Suggested activity: classify cost behaviour and calculate contribution, break-even and margin of safety
Suggested activity: build a driver-based budget and flexible forecast for changing activity
Suggested activity: trace price, volume, mix, yield and efficiency variances to operational causes
Suggested activity: compare inventory, sourcing and bottleneck choices through cost and cash effects

FAQs

Who suits operational finance training, and what does it assume?

Operations leaders, finance partners, controllers and senior analysts suit the training. It assumes they can read basic management reports and operating measures and are responsible for decisions affecting cost, margin, cash or capacity.

How does operational finance differ from finance for non-finance managers?

Operational finance concentrates on the economics, drivers, variances, cash cycles and controls behind daily operating choices, while general finance training typically gives broader financial-statement and accounting literacy.

What is a driver-based operating budget?

A driver-based operating budget links financial outcomes to measurable causes such as volume, capacity, yield, mix, labour time, material use and service demand, allowing assumptions and consequences to be tested explicitly.

How does variance analysis improve operational performance control?

Variance analysis separates price, volume, mix, spending, yield and efficiency effects, then connects them to accountable operational causes, actions, owners and review dates.

Why does working capital belong in operational finance?

Working capital reflects operational choices in inventory, receivables and payables. Managing those drivers changes liquidity, financing needs and service risk even when reported profit is unchanged.

Conclusion

Participants take back an Operational Finance Control Pack containing driver maps, cost profiles, budget models, forecasts, variance bridges, cash-cycle analysis, decision templates, performance measures and action trackers. The pack creates a shared operating and finance view. It supports faster diagnosis, explicit trade-offs and disciplined follow-through.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

Download Brochure (PDF) Print PDF

Showing 61-75 of 75 events

Location	Dates	Duration	Mode	Price
Rome	Week 34, 2027 23 – 27 August 2027	1 Week	Onsite	€5,700
Phuket	Week 34, 2027 29 August – 2 September 2027	1 Week	Onsite	€6,000
Istanbul	Week 35, 2027 30 August – 3 September 2027	1 Week	Onsite	€4,500
London	Week 36, 2027 6 – 10 September 2027	1 Week	Onsite	€5,700
Abu Dhabi	Week 36, 2027 6 – 10 September 2027	1 Week	Onsite	€4,700
Montreux	Week 37, 2027 13 – 17 September 2027	1 Week	Onsite	€7,500
Toronto	Week 37, 2027 19 – 23 September 2027	1 Week	Onsite	€12,000
Marbella	Week 38, 2027 26 – 30 September 2027	1 Week	Onsite	€5,700
Dubai	Week 39, 2027 27 September – 1 October 2027	1 Week	Onsite	€4,500
Amsterdam	Week 40, 2027 4 – 8 October 2027	1 Week	Onsite	€5,700
Muscat	Week 40, 2027 10 – 14 October 2027	1 Week	Onsite	€5,700
Sharm El-Sheikh	Week 41, 2027 11 – 15 October 2027	1 Week	Onsite	€4,100
Barcelona	Week 42, 2027 18 – 22 October 2027	1 Week	Onsite	€5,700
Athens	Week 42, 2027 18 – 22 October 2027	1 Week	Onsite	€6,700
Manama	Week 42, 2027 24 – 28 October 2027	1 Week	Onsite	€4,700

Frequently asked questions

What does this course cover?

OverviewOperational Finance and Performance Control Training Course is a one-week advanced programme for operations leaders, finance partners, controllers and analysts, who leave with an Operational Finance Control Pack. Participants translate volumes, capacity, yield, mix and service decisions into cost, margin and cash consequences. The course combines…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Operational Finance and Performance Control Course