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Since March 2024
Instructor since March 2024
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Finance for non-financial professionals - finance course for non-financial professionals
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From 58 € /h
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This course – “Finance Consulting for Non-Financial Professionals” – is designed to provide professionals who do not have a financial background with a basic understanding of financial concepts and principles. Remember that specific objectives may vary depending on the course and the needs of the participants.

Here are some of the key objectives or topics of this course:

1. Understand basic financial concepts: The course should help the participant understand common financial terms, read and interpret financial statements, and understand how business decisions affect the financial health of an organization.

2. Make effective decisions: The course should help the participant use financial information to make more informed and effective business decisions.

3. Effective communication with the company's financiers: One of the objectives is to improve the ability of the participants to communicate effectively with the financiers and be able to argue the financial results and how to improve them.

4. Evaluation of financial health: The course should help the participant evaluate the financial health of an organization and understand how different activities and decisions can impact it and its cash flow, reduce collection times, and inventory rotation.

5. Preparation and control of Cash Budget: The course should help the participant to prepare a budget, including collecting the necessary information, projecting income and expenses, tracking income and expenses, comparing actual results with budget projections and taking corrective action when necessary.
Extra information
It is important to choose topics that align well with the personal or professional objectives of the participant, therefore, the first class will be to understand the needs of the participant to design the topics and understand the level of financial knowledge of the participant
Location
location type icon
Online from Panama
About Me
Dynamic and globally seasoned CFO with extensive international background spanning four continents. Known for navigating financial landscapes in Latin America (Venezuela, Colombia, Brazil, Peru), Moscow, Seoul, and Western Europe (Romania, Balkans). Talent for driving fiscal efficiency, ensuring compliance, and fostering financial partnerships. Excel in overseeing financial reporting processes, conducting risk-based audits, and implementing strategic financial initiatives. Equipped with strong communication and presentation skills with ability to convey complex financial information to diverse stakeholders.
Education
Australian Catholic University, Sydney Australia/ Graduate Diploma in Business Administration / major finance and accounting, Sydney Australia. Also, Bachelor Degree in Accounting as major subject of study
Experience / Qualifications
Areas of Expertise
• Financial Leadership/Management
• Strategic Planning & Execution
• Non-profit Financial Oversight
• Financial Reporting (IFRS)
• Risk-Based Internal Audits
• Cash Flow & Treasury Management
• Stakeholder & Investor Relations
• Budget Reporting and Execution
• Accounting Standards & Regulations
• Financial Software Proficiency
• Team Leadership & Supervision
• Issue identification & Resolution
• Cost Reduction & Efficiency
• Cross-Cultural Collaboration
• Financial Analysis/Decision-Making
Age
Adults (18-64 years old)
Student level
Beginner
Intermediate
Duration
45 minutes
60 minutes
The class is taught in
Spanish
English
Availability of a typical week
(GMT -05:00)
New York
at teacher icon
Online via webcam
Mon
Tue
Wed
Thu
Fri
Sat
Sun
00-04
04-08
08-12
12-16
16-20
20-24
The objectives of a “conversational Spanish course - sessions” include:
1. Speaking and Listening Skills: The primary objective is to improve the students’ speaking and listening skills in Spanish. This includes pronunciation, vocabulary, and understanding spoken Spanish in various contexts.
2. Practical Conversations: Students learn how to handle everyday situations in Spanish, such as ordering food, asking for directions, or making small talk. The aim is to make students comfortable in using Spanish in real-life situations.
3. Cultural Understanding: These courses often also aim to provide students with an understanding of the culture of Latin-American countries. This can include customs, traditions, and social etiquette.
4. Grammar and Sentence Structure: While the focus is on conversation, these courses also typically cover essential grammar and sentence structure to help students form correct and meaningful sentences.
5. Confidence Building: By providing a safe and supportive learning environment, these courses aim to build students’ confidence in speaking Spanish.
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Strategic Management: Focus on the process of formulating, implementing, and evaluating cross-functional decisions that enable an organization to achieve its objectives. Key topics include industry analysis, competitive positioning (e.g., Porter's Five Forces), core competencies, and global strategy.

Corporate Finance: Delve into the financial decision-making processes of the firm. This includes capital budgeting (evaluating investment projects), capital structure (debt vs. equity), dividend policy, and maximizing shareholder value.

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* Develop a rigorous, economically informed business strategy.
* Utilize strategic analysis tools to assess competitive landscapes and identify opportunities for growth.
* Evaluate and select value-maximizing investment projects using financial metrics like Net Present Value (NPV).
* Understand the relationship between an organization's strategic choices and its financial performance.
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Introduction to Public Accounting

Comptables fondamentaux principles

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Registrations of current operations (achats, vents, trésorerie...)

Magazine, The Big Lever and Balance

Balance sheet and result account

Practical exercises and case studies

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Contact Leonardo