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Financial Analysis and Decision-Making (4 Weeks)

  • Overview ImageOverview
  • Outline ImageCourse Outline
  • Scheduled ImageScheduled Dates

Overview ImageCourse Overview

Financial analysis and decision-making are critical skills for effective business leadership, especially in an era of accelerated transformation and accountability. This intensive 4-week course provides participants with a comprehensive, practical understanding of financial statements, performance indicators, risk signals, and strategic alignment mechanisms.

Participants will learn to interpret financial data, assess organisational strengths and weaknesses, take necessary corrective and preventive actions, and apply financial tools to real-world business challenges. The course emphasises the role of internal control systems, financial planning, and performance integration within the broader context of strategic management.

This program is designed in direct support of the Kingdom of Saudi Arabia’s Vision 2030, which promotes financial sustainability, performance-based culture, and enhanced transparency in both the public and private sectors. By the end of the program, participants will confidently use financial information to drive better, evidence-based decisions that contribute to organizational resilience, economic diversification, and sustainable value creation aligned with national priorities.

Objective:

By the end of this programme, participants will be able to:

  • Understand the financial statements.
  • Interpret and analyse financial statements and reports
  • Connect the dots of financial indicators to assess the organisational financial healthiness
  • The interconnectivity between financial analysis and control. The role of the red flags.
  • Use key financial ratios and forecasting techniques
  • Apply structured financial decision-making frameworks
  • Understand the interrelationships between financial decisions and organisations strategy
  • Support strategic goals through informed financial planning
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Overview ImageCourse Outline

WEEK 1: Foundations of Financial Statements and Financial Reporting

Day 1: Introduction to Financial Analysis

  • Importance in managerial decision-making
  • Role in performance monitoring, control, and strategic alignment
  • Financial vs. managerial accounting
  • Stakeholders and financial decision impact
  • Case Study: Starbucks vs. McDonald’s – Financial statement purpose and stakeholder focus

Day 2: The Balance Sheet

  • Structure: Assets, Liabilities, and Equity
  • Current vs. non-current items
  • Working capital cycle and liquidity signals
  • Case Study: Walmart's balance sheet – working capital efficiency

Day 3: The Income Statement

  • Revenue recognition and expense matching
  • Gross profit, EBITDA, EBIT, net income
  • Operating vs. non-operating income
  • Case Study: Amazon income analysis – scalability vs. profitability

Day 4: The Cash Flow Statement

  • Classification: Operating, Investing, Financing
  • Direct vs. indirect method
  • Depreciation, working capital adjustments
  • Case Study: Apple cash flow breakdown – capital investment decisions

Day 5: Statement of Changes in Equity

  • Components: capital, reserves, retained earnings
  • Link with other statements
  • Impact of dividends and retained earnings
  • Case Study: Comparative equity analysis – growth firms vs. mature firms

WEEK 2: Financial Statement Analysis and Modelling

Day 1: Horizontal and Vertical Analysis

  • Horizontal analysis: year-over-year changes
  • Vertical analysis: common-size statements
  • Patterns in growth, cost structure, and asset use
  • Case Study: PepsiCo 5-year horizontal and vertical trends

Day 2: Ratio Analysis – Liquidity & Profitability

  • Liquidity: Current, Quick, Cash Ratios
  • Profitability: Gross margin, ROA, ROE, Net Profit Margin
  • Case Study: Hospitality sector liquidity vs. tech sector profitability

Day 3: Ratio Analysis – Leverage & Performance

  • Financial leverage and solvency ratios: D/E, Interest Coverage
  • Efficiency: Inventory turnover, A/R turnover
  • Case Study: Airline industry – impact of leverage on risk

Day 4: DuPont Analysis & Integrated Models

  • Decomposing ROE
  • Capital efficiency and leverage effects
  • Case Study: DuPont dissection of General Motors vs. Toyota

Day 5: Predictive Models – Z-Score, Kida, Sherrod

  • Altman Z-score – bankruptcy prediction
  • Kida model (liquidity and leverage composite)
  • Sherrod model (cash and net income warning indicators)
  • Case Study: Assessing a distressed retail firm using Z and Kida models

WEEK 3: Cash Flow Preparation and Analysis

Day 1: Cash Flow Preparation from Financials

  • Indirect method derivation from income and balance sheet
  • Adjustments: depreciation, working capital changes
  • Exercise: Prepare full cash flow for a manufacturing firm

Day 2: Operating, Investing, and Financing Activities

  • Cash from core operations
  • Capex, asset disposals, acquisitions
  • Debt issuance, dividends, stock buybacks
  • Case Study: Tesla’s investment activities and financing strategy

Day 3: Cash Flow Ratio Analysis

  • Operating cash flow ratio
  • Cash interest coverage
  • Cash reinvestment ratio
  • Free cash flow analysis
  • Case Study: Telecom sector – cash flow risks and capex sustainability

Day 4: Scenario & Sensitivity Analysis

  • Best/worst/expected case scenarios
  • Stress testing operational cash flow
  • Sensitivity to input assumptions (sales, costs, interest)
  • Exercise: Build three scenario cash forecasts for a retail startup

Day 5: Linking Cash Flow to Decision-Making

  • Liquidity management
  • Dividend policies and reinvestment
  • Signals to creditors and investors
  • Case Study: Netflix’s negative cash flow – sustainable or risky?

WEEK 4: Financial Planning, Internal Controls, and Strategic Alignment

Day 1: Financial Planning Hierarchy

  • Strategic, tactical, and operational plans
  • Long-term plans vs. short-term budgets
  • From vision to KPI to budget
  • Case Study: Building a strategic financial plan for a logistics firm

Day 2: Budgeting and Variance Analysis

  • Budget types: incremental, zero-based, rolling
  • Variance analysis: price, volume, efficiency
  • Budget responsibility centres
  • Case Study: Variance investigation in an underperforming retail chain

Day 3: Internal Financial Control Systems

  • Objectives: safeguarding assets, compliance, accuracy
  • Preventive vs. detective controls
  • Red flag indicators (fraud, insolvency, misreporting)
  • Simulation: Map and evaluate internal control in a finance department

Day 4: Strategic Tools – Balanced Scorecard & Risk-Based Planning

  • Financial perspective in BSC
  • Linking financials with customer, internal process, and learning goals
  • Risk-based budgeting and scenario planning
  • Case Study: Balanced Scorecard for a healthcare provider

Day 5: Financial Strategy and Vision 2030 Alignment

  • Role of financial sustainability in Vision 2030
  • Strategic financial reforms and private sector growth in KSA
  • Embedding red flags and financial discipline in public and private firms
  • Final Project: Group presentations – develop a financial decision model aligned with Vision 2030 and BSC

Deliverables (Per Week):

  • Real-life case study discussion
  • Group financial model or ratio analysis
  • Hands-on Excel or software-based exercise
  • Presentation and peer feedback
  • End-of-week quiz or simulation assessment
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Overview ImageSchedule & Fees

3 For 2Offer

Get the most out of group training with our special discount! Register 3 of your participants together on the same course and only pay for 2.

Select Month

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  • December

Location

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Date: 01 - 26 Dec 2025

Duration: 4 Week

Venue: London

Price: $21,200

youtubeRegister Now
Financial Analysis and Decision-Making (4 Weeks)

Financial Analysis and Decision-Making (4 Weeks)

Date: 01 - 26 Dec 2025
Duration: 4 Week
Venue: London
Price: $ 21,200
youtube Register & Checkout
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Financial Analysis and Decision-Making (4 Weeks)

  • United KingdomLondon
  • calendar01 Dec 2025 - 02 Jan 2026
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  • United KingdomLondon
  • 01 Dec 2025 - 02 Jan 2026
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