Anaplan FCR Training
Master the full automation of the consolidated close with Anaplan FCR — Financial Consolidation & Reporting.
Intercompany eliminations, currency conversion, scope & ownership, audit trail and finance-owned workflows.
At a glance
Duration
2 to 3 days
Format
Online and on-site (1 to 2 participants)
Price
On request
Prerequisites
No prerequisites.
Target audience
Anyone involved in the closing and consolidation process of a group using or planning to use Anaplan FCR.
Project team & administrators
Application and functional administrators of the solution.
Accountants & controllers
Accountants, financial controllers and management controllers.
Finance management
CFOs, finance managers and consolidation managers.
What you gain
Automates complexity
Interco eliminations, conversions, integration methods, minority interests and standard restatements ready to use.
Trust & compliance
User controls, journal entries, validations and segregation of duties for reliable statements.
Unified reporting
Financial statements, ad hoc analysis and automated distribution, including connected Excel add-in.
Key features
Intercompany eliminations
Automated processing of intercompany sales, margins, balances and dividends.
- Configurable rules by transaction type
- Inventory/margin difference tracking
Multi-currency conversion
Opening, average and closing rates, translation differences and CTA restatements.
- Rate and calendar management
- Instant impact on statements
Ownership & methods
Control, full/proportional integration, equity method, ownership changes.
- Scope table and history
- Automatic minority interest calculations
Workflows & validations
Orchestration of closing steps, blocking controls/warnings and certifications.
- Roles, tasks and milestones
- Full audit trail
Consolidation journal entries
Centralised adjustment journal with justification, reversibility and controls.
- Recurring entry templates
- User-level traceability
Statements & cash flow
Balance sheet, income statement, cash flow and notes with real-time updates.
- Interactive output & export
- Connected Excel add-in
Adopted by multi-entity, multi-standard groups
Designed for complexity, with a unified data model, finance-owned rules and instant updates across the entire consolidated scope.
Learning objectives
By the end of the course, you will be able to:
- Configure intercompany elimination rules and consolidation scopes.
- Manage currency conversions, rates and CTA differences.
- Set up integration methods and calculate minority interests.
- Create and validate consolidation journal entries with audit trail.
- Orchestrate closing workflows and manage blocking controls.
- Produce consolidated financial statements (balance sheet, P&L, cash flow) in real time.
Frequently asked questions
Can you track closing progress?
Yes, via workflows, milestones and controls. Statements recalculate in real time at each validated step.
How are exchange rates managed?
Opening, average and closing rates with automatically calculated and traceable translation differences.
What about scope changes?
Acquisitions/disposals, ownership changes and methods (full, proportional, equity) with automated impacts.
Is Excel supported?
Yes, a connected add-in allows input, analysis and distribution while maintaining governance.
Assessment & monitoring
- An attendance sheet is signed by the participants and the trainer.
- Achievement of the objectives is assessed with a criteria-based grid at the end of each chapter.
- On success, a certificate of completion is issued to the participant.
- A satisfaction survey is carried out at the end of the course.
Methods & tools
An active, hands-on teaching approach throughout the course: theoretical input combined with practical exercises tailored to real situations.
- Practical exercises at the end of each chapter.
- Correction of the exercise at the end of each chapter.
- Course materials provided in electronic format (PDF).