easylearn.ing
Easy Learning with Advanced Certificate in Financial Analysis and Management
Business > Management
5.5 h
£34.99 Free for 1 days
4.3 ★★★★★
4647 students

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Language: English

Sale Ends: 25 Apr

Master Financial Analysis & Management for Tech Businesses

What you will learn:

  • Financial Statement Analysis
  • Financial Ratio Analysis
  • Valuation Techniques (including DCF)
  • Financial Modeling in Excel
  • Unit Economics Analysis
  • SaaS Metrics & KPIs
  • Budgeting & Forecasting
  • Profit & Loss Analysis
  • Financial Risk Management
  • Strategic Financial Partnerships
  • Tech Startup Finance
  • Agile Finance
  • Financial Reporting
  • Accounting Methods and Standards

Description

Elevate your finance career with our intensive program: Master Financial Analysis & Management for the Tech Sector.

This comprehensive course equips you with the practical skills and strategic insights needed to excel in finance roles within IT, startups, SaaS companies, and product-focused organizations. Unlike traditional finance programs, we focus on the unique financial challenges and opportunities presented by the dynamic tech landscape.

Learn to analyze financial statements, build robust financial models, and apply cutting-edge techniques like unit economics analysis. You'll master critical skills in budgeting, forecasting, and risk management, specifically tailored for agile environments and profit centers. Our expert instructors – a seasoned entrepreneur, a leading academic, and a successful CFO – share real-world experiences and best practices.

You'll gain expertise in:

  • Core Financial Analysis: Mastering financial statements, ratios, valuation, and forecasting techniques.
  • Tech-Specific Finance: Understanding unit economics, SaaS metrics, and the intricacies of financial management in startups and agile settings.
  • Strategic Financial Partnerships: Building bridges between finance and other departments for optimal business outcomes.

Developed by the globally recognized MTF Institute, this course benefits from the expertise of industry leaders and is backed by the research and development efforts of a leading academic institute partnering with renowned companies like IBM, Intel, and Microsoft. Enroll today and transform your financial career!

Curriculum

Introduction

This introductory section sets the stage for the course. The "Onboarding to the learning process" lecture (3:21) guides you through the course structure and expectations, followed by a welcome to MTF Institute (1:15), providing context and an overview of the institution's global reach and partnerships.

Introduction and Fundamentals of Financial Analysis

This foundational section covers the essentials of financial analysis. You'll learn about accounting methods (16:39), accounting standards (18:52), and interpreting key financial statements (20:32). The section further delves into financial ratios (16:28), valuation principles (13:22), and the discounted cash flow (DCF) approach (14:07), with additional lectures clarifying key terms related to income statements, balance sheets, and financial statements generally (01:23, 02:38, 02:42).

Financial Analysis and Modeling

This section introduces core financial analysis techniques through a series of lectures and practical exercises using Excel. You'll learn about horizontal and vertical analysis, sensitivity and scenario analysis, product profit analysis, and unit economics. This culminates in creating an annual budget and performing budget variance analysis, along with advanced topics like valuation and forecasting, stress tests, Monte Carlo simulations, rolling projections, identifying financial red flags, and effective financial reporting (5:55, 2:08, 2:39, 1:38, 7:32, 2:42, 7:28, 0:37, 0:58, 3:26, 3:45, 12:56, 0:48, 6:37, 3:42, 1:36, 2:17, 2:02, 3:11, 4:06, 2:18).

Profit and Loss Analysis

This section provides a deep dive into profit and loss (P&L) analysis. You'll learn to deconstruct the P&L statement, allocate costs effectively, analyze revenue streams, understand cost behavior, interpret key performance indicators (KPIs), benchmark performance, and forecast future P&L projections while making strategic decisions based on your P&L analysis (5:21, 3:21, 3:37, 2:49, 2:30, 2:25, 2:34, 2:50, 2:43, 2:31).

Case Study: Unit Economics Management for Financial Managers

This section provides a practical case study focused on unit economics management. Lectures cover an introduction to unit economics and key metrics (18:14), analysis of vanity versus important metrics (17:34), funnels and conversions (18:15), a deep dive into key unit economics metrics (CPA, ARPU, CAC, ARPPU, C1) (5:35, 13:34), case studies of SaaS funnels and promotional campaigns (11:19, 8:30), churn, retention, cohort analysis, and choosing the right metrics to focus on (17:40, 12:13, 13:54, 12:59, 4:26).

Business-Oriented Financial Management

This section focuses on financial management specifically for tech companies, covering topics relevant to IT, SaaS, and startups. You will learn about the role of the financial business partner, financial planning and analysis (FP&A), product profitability, budgeting, cost management strategies, investment appraisal, risk management, and building effective financial partnerships with product teams (11:13, 9:38, 8:28, 8:05, 7:32, 8:32, 8:20, 8:34, 7:36, 6:25).

Interactive Part, Next Steps and Answers to Questions

The course concludes with an interactive part (1:22), followed by congratulations and a bonus section outlining next steps (1:20, 1:17).

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