Finance for Non-Finance Executives

📊 Tired of feeling lost in financial discussions? Turn numbers into narratives and statements into strategy. 💡

For Whom? 🎯👨‍💼👩‍🔬👷‍♂️

This personalized coaching program is designed exclusively for busy managers, engineers, project leads, and professionals who need to grasp finance quickly and confidently. 🎯

Why This Program? 🚀

1. Fully Personalized 👥: One-on-one or one-to-small group sessions
2. Time-Efficient: No more group scheduling hassles. Learn at your pace, on your schedule.
3. Direct Application 📈: Move beyond theory to directly understand, analyse and interpret real-world financial data from annual reports and database, using MS Excel.
4. 100% Focused on You ✅: Ask any question freely and get immediate, detailed feedback.

Your 6-Hour Journey to Financial Fluency 🛤️……………….

MODULE 1 (3 HOURS): UNDERSTANDING FINANCIAL STATEMENTS 📋

1. The Big Picture: Setting the Stage, Preface & Introduction, Accounting Branches, Corporate Lifecycle
2. The Income Statement: Understanding and calculating Key Metrics – Gross Margin, EBITDA, Operating profit, EBIT, PBT & PAT of the chosen company using MS Excel.
3. The Balance Sheet (in detail): Assets – Current & Non-Current, Liabilities – Current & Non-Current, Owners’ Equity – Equity & Preference, Reserves & Surplus
4. The Cash Flow Statement: The lifeblood of a business – Operational, Investing & Financing cash flows.

MODULE 2 (3 HOURS): ANALYZING FINANCIAL STATEMENTS 🔍

1. Key Ratio Analysis: Solvency, Turnover, Profitability, Market related ratios & Other Metrics
2. Other Analysis: Horizontal, Vertical & Trend Analysis

Pedagogy 💻:

Practical Exercise 👐: Entire 6 hr session is based on a real company. Participants get annual report (PDF) and financial data (MS Excel) beforehand. Practically construct Income Statement, Balance Sheet & Cash Flow, and engage in hands-on analysis through MS Excel.

Program Details & Investment 💰

1. Format: One-on-One or One-to-small group, Online (Zoom/Meet) or In-Person (Local). 🌐
2. Duration: 6 Hours (Split into 2-3 sessions as per your convenience).
3. What You Get: Learning Tool Kit - Session notes (PPTs in PDF), Financial data (MS Excel), and Annual Report.