Mastering Finance & Budgeting

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This 5-day course is designed to give managers the financial fluency they need to make smart, confident decisions. With a focus on practical budgeting, financial planning, and interpreting financial reports, participants will gain the essential skills to align financial strategy with business goals—no accounting background required.

Course Objectives:

    •    Understand key financial principles and terminology

    •    Build, manage, and monitor budgets effectively

    •    Interpret financial reports to inform decisions

    •    Improve cost control and financial planning skills

    •    Align financial understanding with organisational goals

Who Should Attend:

    •    Managers, team leaders, and department heads

    •    Project managers responsible for budget oversight

    •    Non-financial professionals looking to strengthen financial acumen

    •    Anyone managing resources or contributing to budget decisions

Benefits:

    •    Stronger confidence in handling financial responsibilities

    •    Ability to read and interpret financial data

    •    Better planning and resource allocation

    •    Improved communication with finance teams

    •    More informed, data-driven decision-making

Course Outline:

Day 1: Finance Fundamentals for Managers

• Understanding financial terminology and concepts
• The role of finance in business success
• Key financial statements: P&L, balance sheet, cash flow
• Profit vs. cash: what managers need to know
• Financial responsibilities of a non-financial manager

Day 2: Budgeting Basics

• Purpose and types of budgets
• Budget planning process and cycles
• Creating a realistic and aligned budget
• Forecasting revenue and costs
• Setting financial KPIs and targets

Day 3: Managing and Monitoring Budgets

• Tracking actuals vs. budget
• Identifying and explaining variances
• Managing overspend and reallocating resources
• Monthly and quarterly budget reviews
• Communicating financial performance

Day 4: Financial Analysis for Better Decisions

• Using ratios and key performance indicators
• Break-even analysis and contribution margin
• Cost-benefit and ROI analysis
• Interpreting trends and financial risks
• Making informed, data-driven decisions

Day 5: Strategic Finance for Managers

• Linking budgeting to strategy and performance
• Capital investment and business case basics
• Cost control and efficiency improvements
• Financial governance and accountability
• Building your financial confidence and action plan

Course Timings:

09:00 - 10:45 Session 1

10:45 - 11:00  Break

11:00 - 12:45 Session 2

12:45 - 13:00  Break

13:00 - 14:00 Session 3 

Available 2025 Dates:

• 21-25 July  
• 18-22 Aug
• 22-26 Sept
• 20-24 Oct
• 17-21 Nov
• 15-19 Dec

To book on this course or to enquire, please complete the Booking Request Form below.