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Tata Motors Financial Plannning_Case Study
Master Financial Planning with a Tata Motors Case Study: Balance Sheet, Metadata, Business Rules
Created byBISP Solutions
Last updated 8/2026
English
What you'll learn
- Understand Tata Motors’ financial planning process, including budgeting, forecasting, and long-term strategic planning.
- Analyze revenue, operating costs, capital expenditure, profitability, and cash-flow drivers using practical automotive-industry data.
- Create financial forecasts and evaluate business performance through variance analysis, key financial ratios, and management reports.
- Apply scenario and sensitivity analysis to assess the impact of changes in sales volume, material costs, pricing, investment, and market conditions
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Course content
8 sections • 20 lectures • 4h 45m total length
Requirements
- Basic understanding of accounting and financial statements, including the Income Statement, Balance Sheet, and Cash Flow Statement.
- Familiarity with budgeting, forecasting, and financial planning concepts is helpful.
- Basic knowledge of Microsoft Excel, including formulas, tables, and simple financial calculations.
- An interest in automotive-industry finance, FP&A, management reporting, or corporate financial analysis.
- No prior experience with Tata Motors or advanced financial modelling is required
Description
“This course contains the use of artificial intelligence.”
The Tata Motors Financial Planning Case Study course provides a practical, end-to-end understanding of how a financial planning application can be designed, configured, and implemented for a large automotive business. Using a realistic case-study approach, the course explains how financial data, business requirements, application components, and calculation processes work together to support effective planning, forecasting, and management reporting.
Students will learn how to analyze the business problem statement and develop an integrated financial planning model covering the Profit and Loss Statement, Balance Sheet, and Cash Flow Statement. The course also explains the preparation of a Requirements Traceability Matrix, application configuration, metadata loading, hierarchy design, member-formula validation, and financial data integration.
Participants will gain hands-on knowledge of loading and validating historical and planning data, creating alternate hierarchies for flexible reporting, and developing business rules for forecasting, calculations, allocations, and financial-statement integration. The course also introduces pipeline configuration to automate metadata loads, data loads, calculations, and validation activities.
By the end of the course, learners will be able to understand the complete financial planning implementation lifecycle, identify and resolve configuration or data issues, validate financial results, and build an efficient planning solution that supports budgeting, forecasting, scenario analysis, and strategic decision-making.
This course is suitable for finance professionals, FP&A analysts, Oracle EPM consultants, accounting students, and anyone interested in practical financial planning and enterprise performance management.
Who this course is for:
- Finance and accounting professionals interested in practical financial planning and analysis.
- FP&A analysts, management accountants, and financial consultants seeking automotive-industry case-study experience.
- MBA, BCOM, MCOM, CA, CMA, and finance students building budgeting and forecasting skills.
- Business managers and decision-makers who work with financial reports, profitability, and cash-flow planning.
- Beginners with basic accounting knowledge who want to learn financial modelling, variance analysis, and scenario planning.