What You'll Learn

From reading the numbers to making the case.

✓ How the income statement, balance sheet, and statement of cash flows connect.

✓ How to categorize costs and use contribution and breakeven analysis.

✓ Cost control strategies that support stronger decisions.

✓ How to use financial ratios, performance benchmarking, and strategic analysis.

✓ How to communicate financial insights clearly and effectively.

✓ The time value of money, capital budgeting techniques, assessing risk and return, and presenting a business case.

Make the decision. Back it with the numbers.

Course Curriculum

    1. Course Overview

    1. Understanding & Analyzing Financial Statements

    2. Presentation - Understanding & Analyzing Financial Statements

    1. Cost Analysis & Profitability

    2. Presentation - Cost Analysis & Profitability

    1. Financial Analysis for Non-Financial Managers

    2. Presentation - Financial Analysis for Non-Financial Managers

    1. Evaluating Business Decisions

    2. Presentation - Evaluating Business Decisions

About this course

  • $185.00
  • 9 lessons

This Course Is Step 3 of a Certificate Program

The Financial Essentials for Non-Financial Professionals Certificate Program

Financial Analysis & Planning for Non-Financial Managers is the final course in the Certificate Program, putting everything from the first two courses to work in real decision-making.

Step 1: Accounting & Finance for Non-Financial Managers
Step 2: Cash is King
Step 3: Financial Analysis & Planning for Non-Financial Managers

Get all three for $445 and save $110. A payment plan of 2 payments of $222.50 is available on the full program.
See the Full Program

Hi, I'm Sharon.

Your instructor, and your biggest cheerleader.

I spent 10 years in corporate accounting, and I've now been teaching for 22 years through continuing education and workforce development programs at universities and colleges. I've spent my career on both sides of the numbers: producing them and explaining them to the people who rely on them.

I hold a Bachelor's degree in Business Education from Temple University, a Pennsylvania Department of Education teaching certificate in Accounting, and I'm a Certified Online Instructor.

But here's what matters most: so many smart, capable professionals walk in convinced they're "not a numbers person." Most of them are wrong. They just never had it explained clearly.

That's my job. Plain English, step by step, until it clicks.
Read My Story
Sharon deFonteny, Bookkeeping and Business Finance Educator

Questions? Good. Here Are the Answers.

  • Should I take the first two courses first?

    It’s recommended. This course puts the concepts from Accounting & Finance for Non-Financial Managers and Cash is King to work, so taking them in order gives you the strongest foundation.

  • Is there a lot of math?

    Some, but it’s practical and explained step by step with real-world examples. The focus is on what the numbers mean and how to use them.

  • I’m not a manager yet. Is this for me?

    Yes. Financial literacy is one of the skills that gets people promoted. Learning it now puts you ahead when the opportunity comes.

  • Is the Bookkeeping Community included?

    Yes. It’s a place for students across all of my courses and Certificate Programs to ask questions, share what they’re working on, and connect with others learning the same material.

Ready to Make the Case with Confidence?

Read the numbers. Weigh the options. Lead the decision.