Financial Analysis for Managers
Develop the financial acumen to read statements, assess performance, build budgets and forecasts, and make confident, data-driven decisions.
What you'll learn
- Confidently read the income statement, balance sheet, and cash-flow statement.
- Evaluate company health with ratios (margin, liquidity, efficiency, leverage).
- Build driver-based forecasts and realistic operating budgets.
- Model investment cases using NPV/IRR, payback, and sensitivity analysis.
- Set KPIs and design dashboards that link strategy to performance.
- Tell a compelling financial story to influence executive decisions.
Who is this for?
Designed for managers, product owners, founders, and specialists who partner with finance or manage a P&L.
- Leaders who must justify investments and headcount
- Operators who own budget/forecast cycles
- Consultants and analysts moving into line roles
- Entrepreneurs preparing for fundraising or bank loans
Program syllabus
Six focused weeks with hands-on worksheets and a capstone that analyzes your own business or department.
- How money flows: accrual vs. cash
- Income statement, balance sheet, cash-flow: connect the dots
- Template: Statement reading checklist
- Profitability, liquidity, efficiency, leverage
- Benchmarking & trend analysis
- Template: KPI scorecard
- Driver-based models • seasonality • scenarios
- Operating budget structure & variance analysis
- Template: Forecast model starter
- Cash-flow estimation, discount rates, WACC
- Business cases for projects & hiring
- Template: Capital budgeting model
- Fixed vs. variable, contribution margin
- Break-even & lifetime value
- Template: Unit economics sheet
- Designing metrics that matter
- Turning analysis into recommendations
- Template: Executive deck outline
Meet your instructors
Finance leaders and operators who’ve made the numbers drive outcomes.
Built driver-based budgets for a $250M P&L; specialist in variance analysis and cost control.
Advised on $1B+ capex; expert in NPV/IRR modeling and decision frameworks.
Builds dashboards that tie OKRs to finance; turns analysis into executive stories.
Enrollment options
- Single learner access — $399 • Lifetime access to materials
- Team bundle (5+ seats) — $359 per learner • Group Q&A
- Corporate cohort (20+ seats) — Custom calendar • Dedicated mentor
Includes certificate of completion, downloadable templates, and capstone review.
What you get
What leaders say
“I can now speak the language of finance with our CFO and defend my budget with confidence.”
“The forecasting template alone saved us weeks each quarter.”
“Our investment committee approved a key project thanks to the NPV/IRR model from this course.”
Frequently asked questions
Plan 3–5 hours weekly: short lessons, practical exercises, and an optional live Q&A.
Yes. You’ll receive a verifiable PBMNA certificate upon completing the capstone project.
Templates are provided for Excel and Google Sheets. No paid software is required.
Yes. If the program isn’t a fit within the first 7 days, contact us for a full refund.