Financial_Forecasting_and_Strategy_Presentation.

1. Financial Forecasting and Strategic
Planning
• Techniques, Objectives, Classifications, and
Technological Impact
• Presented by: [Your Name]
• Date: [Insert Date]

2. Introduction
• Importance of financial forecasting and
strategy
• Connection between financial insights and
business direction
• Topics: Forecasting, Objectives, Strategy
Levels, Technology

3. What is Financial Forecasting?
• Estimating future financial outcomes using
data and assumptions
• Purpose: Budgeting, Investment Planning, Risk
Management
• Time Horizons: Short (0-1 yr), Medium (1-3
yrs), Long (3+ yrs)

4. Techniques of Financial Forecasting
• Quantitative: Time Series, Regression, Moving
Averages
• Qualitative: Expert Opinion, Delphi Method,
Market Research

5. Example – Time Series Forecasting
• Sales over Q1 (2022–2025) show 10% YoY
growth
• Projected 2026 Q1: ~$726,000
• Demonstrates trend-based forecasting

6. Financial Objectives in Strategy
• Monetary goals aligned with business
direction
• Examples: Revenue Growth, ROI, Cost
Reduction, Profit Maximization
• Supports investment and resource allocation
decisions

7. Examples of Financial Objectives
• Increase revenue by 15% YoY
• Improve net margin from 8% to 12%
• Maintain 2:1 current ratio
• Reduce debt-to-equity below 0.5

8. Classification of Strategy
• Corporate-Level: Direction of entire firm
• Business-Level: How to compete in market
• Functional-Level: Department-specific
strategies

9. Levels of Strategy – Example (Tesla)
• Corporate: Energy storage expansion
• Business: Innovation/differentiation
• Functional: Financial planning of gigafactories

10. Impact of Technology on Strategy
• AI & Big Data enable smart decisions
• ERP systems enhance efficiency
• Tech = Competitive Advantage
• Digital transformation reshapes business
models

11. Examples of Tech Impact
• Amazon: ML for inventory forecasting
• Netflix: Content forecasting algorithms
• Walmart: IoT in supply chain

12. Tech in Financial Forecasting
• AI for predictive forecasting
• Blockchain for transparent transactions
• RPA in accounts automation
• Cloud tools for planning

13. Student-Engaging Additions
• Gamified forecasting simulations
• Startup case studies (e.g., Canva, Revolut)
• Financial forecasting in esports &
entertainment industries
• Interactive tools: Microsoft Power BI, Tableau

14. Summary
• Forecasting = Foundation of strategy
• Objectives guide execution
• Strategies operate on 3 levels
• Technology improves precision & agility

15. Q&A
• Any questions?

16. References
• 1. Gitman, L. J., & Zutter, C. J. (2015).
Principles of Managerial Finance.
• 2. Harvard Business Review – Strategic
Planning
• 3. McKinsey & Co. – The Role of AI in Finance
• 4. Investopedia – Financial Forecasting
Techniques