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Course Code: FNBN 2737
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Fundamentals of Financial Analysis, Modeling & Forecasting in the Oil & Gas Industry
Course Sector:
Finance, Accounting and Banking
Course Dates and Locations
Choose a date and location to book your seat
No.
Date
Days
Location
Fees
Enrollment
01
5 Days
Dubai, UAE $4,250
02
5 Days
Dubai, UAE $4,250
03
5 Days
Manama, Bahrain $4,250
04
5 Days
Los Angeles , USA $5,950
Introduction
Training course introducion / brief
Fundamentals of Financial Analysis, Modeling & Forecasting in the Oil & Gas Industry
Financial analysis, modeling, and forecasting are critical in the oil and gas industry due to its capital-intensive nature, price volatility, and complex financial structures. Understanding financial data and being able to model different business scenarios allows industry professionals to make informed investment, operational, and strategic decisions. Effective financial modeling ensures that companies can assess project viability, manage risks, and maintain financial stability amid fluctuating commodity prices and evolving market conditions. Proper forecasting enables organizations to plan for future growth, optimize resource allocation, and enhance shareholder value.
This comprehensive course provides participants with the knowledge and practical skills to perform financial analysis, build financial models, and develop accurate forecasts specific to the oil and gas industry. Over five days, attendees will explore key concepts such as financial statement analysis, cash flow forecasting, discounted cash flow (DCF) modeling, and scenario analysis. The training includes hands-on exercises using Excel-based models to analyze real-world oil and gas projects, assess financial risks, and optimize decision-making. By the end of the course, participants will have a strong foundation in financial analysis techniques that are essential for financial planning and investment evaluation in the energy sector.
Training Course Methodology
This course is designed to be interactive and participatory, and includes various learning tools to enable the participants to function effectively and efficiently. The course will use sessions, exercises, and case applications, and presentation about proven-by-practice methods, new insights and ideas about the topic and its effects in a corporate world.
Course Objectives
At the end of the training course, participants will be able to
- Understand key financial analysis principles and how they apply to the oil and gas industry, including profitability assessment and risk evaluation.
- Develop and apply financial models for decision-making, investment analysis, and valuation of oil and gas projects.
- Utilize forecasting techniques to predict revenue, expenses, and cash flow for upstream, midstream, and downstream operations.
- Assess financial risks and develop mitigation strategies using scenario analysis and sensitivity modeling.
- Apply industry best practices in financial reporting, budgeting, and capital allocation to optimize financial performance.
Course Audience
Who is this course for, and can benefit the most
coming soon
Course Outline
The course aims and learning outcomes
Financial Analysis in the Oil & Gas Industry
- Overview of financial analysis principles and their relevance to oil and gas operations
- Key financial statements: Income statement, balance sheet, and cash flow statement
- Industry-specific financial metrics: EBITDAX, ROACE, Netback, and Reserve Life Index
- Cost structures and revenue drivers in upstream, midstream, and downstream sectors
- Break-even analysis and cost per barrel calculations
- Capital expenditure (CAPEX) vs. operating expenditure (OPEX) considerations
- Case study on financial statement analysis of an oil and gas company
Fundamentals of Financial Modeling
- Introduction to financial modeling best practices and structuring models in Excel
- Data sourcing, validation, and input assumptions for financial models
- Building a financial model for an oil and gas project step-by-step
- Revenue modeling: Production forecasts, price assumptions, and revenue drivers
- Cost modeling: Fixed vs. variable costs, operating expenses, and capital costs
- Financial statement integration: Linking income statements, balance sheets, and cash flow statements
- Hands-on exercise: Constructing a basic financial model for an oil and gas asset
Discounted Cash Flow (DCF) and Investment Valuation
- Principles of time value of money and discounting cash flows
- Net Present Value (NPV) and Internal Rate of Return (IRR) calculations
- Cash flow forecasting and project valuation techniques
- Risk-adjusted discount rates and Weighted Average Cost of Capital (WACC) in oil and gas projects
- Sensitivity analysis: Impact of oil price fluctuations and cost variations on valuation
- Monte Carlo simulations for risk assessment in financial modeling
- Practical case study: Valuing an oil field development project using DCF modeling
Forecasting and Scenario Analysis
- Revenue forecasting techniques for oil and gas companies
- Production decline curve analysis and reserve estimation methods
- Cost forecasting methodologies and price sensitivity modeling
- Scenario planning for oil price volatility and market fluctuations
- Sensitivity analysis and stress testing for financial resilience
- Break-even and margin analysis for project sustainability
- Group exercise: Developing forecast scenarios for an oil and gas project
Advanced Financial Modeling and Decision-Making
- Integrating macroeconomic and geopolitical factors into financial models
- Taxation and fiscal regime considerations in oil and gas financial modeling
- Hedging strategies and risk management in financial forecasting
- Mergers, acquisitions, and divestitures: Financial evaluation and impact assessment
- ESG (Environmental, Social, and Governance) considerations in financial planning
Providers and Associations
Providing the best training services and benefits to our valued clients
Boost certificate of completion
BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.
ENDORSED EDUCATION PROVIDER
Flexible deadlines
Customized dates accordance to your schedule
Shareable Certificate
Earn certificate upon completion
COURSE METHODOLOGY
Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).
At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.
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