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Courses / Short Learning Series

Financial Statements for Non-Finance Managers

SL-06 · For leaders

Read the income statement, balance sheet and cash flow statement with confidence, even if you have never worked in finance. Using one company's real-looking accounts, you will learn what each statement shows, how they connect, and how to turn the numbers into a clear performance story.

Who it's for

Managers, business owners and team leaders without a finance background who need to read and discuss financial statements.

What you'll be able to do

  • Read an income statement and explain gross profit, operating profit, net profit and EBITDA
  • Read a balance sheet and assess liquidity and borrowing using simple ratios
  • Explain why profit and cash differ, using the three sections of a cash flow statement
  • Compare periods, calculate working capital days and tell a clear, evidence-based performance story

Lessons

  1. 1The income statement in plain languagereading
  2. 2The balance sheet: what you own and owereading
  3. 3Cash flow: where the money wentreading
  4. 4Telling the performance storyreading