Finance for Non-Finance Professionals

Learn essential financial concepts, statements, and tools to make informed business decisions - perfect for professionals without a finance background.
Duration: 1 Day
Hours: 2 Hours
Training Level: All Levels
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Contact Support for Group Offers
Batch One
Monday, January 05, 2026
12:00 PM - 02:00 PM (Eastern Time)
Batch Two
Monday, February 02, 2026
12:00 PM - 02:00 PM (Eastern Time)
Batch Three
Monday, March 02, 2026
12:00 PM - 02:00 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

About the Course:

“Finance for Non-Finance Professionals” is a practical, jargon-free introduction to core financial concepts used in business decision-making. This course demystifies financial statements, explains key metrics like cash flow, profitability, and ROI, and helps learners interpret the financial health of a company. 

Through relatable examples and simple exercises, participants learn how everyday business actions affect financial results. By the end, learners will feel confident contributing to financial conversations, reading basic reports, and making financially informed decisions.

Course Objectives:

By the end of this course, learners will be able to:

  • Explain fundamental financial terminology and concepts.
  • Understand how the Income Statement, Balance Sheet, and Cash Flow Statement are structured and connected.
  • Identify key financial performance indicators (e.g., revenue, margin, cash flow, working capital).
  • Analyze the financial impact of decisions like pricing changes, expense reductions, and investments.
  • Interpret simple financial ratios to assess efficiency, profitability, and liquidity.
  • Differentiate between budgeting, forecasting, and financial planning.
  • Recognize how non-finance roles contribute to financial outcomes.

Who is the Target Audience?

This course is ideal for:

  • Professionals in operations, marketing, HR, IT, supply chain, customer success, and similar roles.
  • New managers or team leads responsible for budgets or reporting.
  • Entrepreneurs and small business owners need financial literacy.
  • Anyone seeking greater confidence in financial discussions or project proposals.

Basic Knowledge:

  • No prior finance background required.
  • Basic comfort with spreadsheets and business terminology is helpful, but not mandatory.

Curriculum
Total Duration: 2 Hours
Why Finance Matters in Every Role

  • The value of financial literacy at work.
  • Finance vs. accounting (simple distinction).
  • How day-to-day decisions impact financial results.

Core Financial Concepts

  • Revenue, cost, expense, profit, margin.
  • Capital expenditure (CapEx) vs. operating expense (OpEx).
  • Accrual vs. cash.

The Three Primary Financial Statements

  • Purpose and structure of:
    • Income Statement
    • Balance Sheet
    • Cash Flow Statement
  • How the statements connect.
  • Quick walkthrough: following a dollar through the business.

Key Financial Metrics

  • Gross profit, net profit, EBITDA.
  • Margins (gross vs. net).
  • Working capital and liquidity.
  • Cash conversion cycle (high-level).

Financial Ratios Simplified

  • Profitability ratios.
  • Liquidity ratios.
  • Efficiency ratios.
  • What they mean from a business decision perspective.

Budgeting & Forecasting Basics

  • Types of budgets (operational, project, capital).
  • Variance analysis (actual vs. forecast).
  • How non-finance teams influence budgets.

Financial Impact of Business Decisions

  • Pricing changes and discounting effects.
  • Hiring and labour cost implications.
  • Inventory and procurement choices.
  • Simple ROI & payback period calculations.

Bringing It All Together

  • Mini case exercise: evaluate a simplified company snapshot.
  • Signals of financial health vs. red flags.
  • Next steps for continued financial skill development.