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Financial Analysis for Managers: Statements and KPIs
1,840 students
Financial Analysis for Managers: Statements and KPIs
Financial analysis | financial statements | KPI | financial ratios | business finance | people analytics | reporting
Last updated 9/2026
English
English [Auto],
What you'll learn
- Read the three core financial statements and explain what each one tells you about the business
- Calculate and interpret the ratios that matter: profitability, liquidity, efficiency and return on capital
- Build a KPI system from critical success factors rather than copying indicators from a template
- Tell a real KPI from a metric that merely looks like one, and spot the six myths that make measurement fail
- Segment data, find insights and calculate lifetime value and return on investment for any resource
- Run regression analysis and key driver analysis to find what actually causes the number you care about
- Build forecasts with trend analysis and design experiments to test whether a change worked
- Present findings to management in a report they can act on rather than file
- Learn alongside Mike's 1.6 million students from 185 countries
- Get the author's experience from Preply, Wargaming, iDeals and Alfa-Bank
Explore related topics
Course content
16 sections • 46 lectures • 24h 50m total length
Requirements
- No accounting or finance qualification is required — every concept is explained from scratch
- Basic comfort with percentages and arithmetic
- Access to your own company's figures, or any dataset you can practise on
- English at an intermediate level or above, since all lessons are in English
- A spreadsheet tool for the ratio calculations, correlations and regression exercises
Description
This course contains the use of artificial intelligence.
Someone shows you a P&L and asks what you think. The honest answer, for most managers, is that they have no idea.
What is going wrong right now
You run a function, you own a budget, and the financial conversation happens somewhere above you. Reports arrive and you scan for the number that concerns your area. When the business asks you to justify a request, you argue with reasoning rather than arithmetic, and lose to someone who brought a calculation. Meanwhile your own dashboard is full of indicators nobody chose deliberately — they were copied from a template, they measure activity rather than result, and nothing changes when they move.
What changes after this course
You will read a statement and know what it is telling you, and what it is hiding. You will calculate the ratios that describe the health of a business and interpret them rather than reciting them. Your indicators will come from actual critical success factors, and you will be able to defend why each one exists. And when a number moves, you will find the cause with regression and driver analysis instead of a theory, then forecast where it goes next and design an experiment to prove you were right.
Your instructor
Mike, the number one HR instructor on Udemy, with more than 1.6 million course enrolments and over 150,000 professionals trained. Holder of PHRi and SHRM-CP certifications and HRCI representative in more than 10 countries. Built the people function of the unicorn Preply and worked at Wargaming, Alfa-Bank and iDeals. The financial modules are delivered by a practising finance director with CIMA certification.
How the course is built
The course moves from context to calculation. It opens with the business environment a manager operates in: competitive forces, market structure, regulation, technology and the strategic choices that produce the numbers you will later read. Then it turns to the statements themselves and the operating model behind them — what makes a business efficient, where processes quietly consume money, how strategy becomes financial goals and how budgeting supports decisions rather than restricting them. The third block is measurement done properly: finding critical success factors, designing indicators, displaying them, implementing the system and avoiding the six myths that make measurement fail. The fourth covers the practical metric sets across hiring, pay, development and retention. The course closes with analytics: segmentation, lifetime value, funnel analysis, key driver analysis, multiple regression, forecasting and experiment design.
What is included
Lifetime access to all course materials
Active instructor support in the Q&A section
Udemy Certificate of Completion
Practical assignments and real business cases
A section with additional courses, tools and resources
Why start now
Financial fluency is what separates the managers who are consulted from the managers who are informed. Every budget cycle you get through on argument rather than arithmetic is one where someone else set your numbers. Enrol now and start the first lesson today.
Who this course is for:
- Managers who own a budget and a set of numbers but were never taught to read them
- Department heads asked to justify decisions in financial terms
- Analysts moving from reporting figures to explaining what drives them
- HR, operations and marketing professionals who need to speak the language of finance
- Founders and small business owners running the company on a bank balance
- Specialists preparing for roles where financial fluency is assumed
- Anyone who has nodded through a conversation about margin, cash flow or return on capital