Finance for the non-finance manager – Financial Analysis and Reporting Basics

Course Summary

This comprehensive course has been designed to provide those working in management from a non-accountancy background with all of the tools they will need to master the essentials of company accounting and bookkeeping. This course (in its entirety) aims to demystify the world of finance so that delegates can be confident in their own understanding of the information presented to them by company accountants.

This course will help delegates identify and interpret financial data, and other relevant information. In addition, where possible, the tutor will aim to use examples relevant to each delegate’s specific profession to provide maximum gain from the sessions.

Whilst this course is designed as three sessions covering complementary areas delegates are free to attend one or more sessions depending on their individual needs. Delegates attending all three sessions are eligible for a discount of 10% if booking all three sessions.


In this session delegates will learn the importance of financial analysis and how the process of evaluating businesses, projects and other finance related data can determine their performance and suitability.

Delegates will also examine the key areas of financial statements and how to review and interpret them through an interactive review exercise.

Delegates will be given a thorough overview in:

  1. financial analysis basics;
  2. management information systems (MIS) and board reporting basics;
  3. Project analysis;
  4. the chance to review a case study dealing with project analysis; and
  5. how to review an interpret the results within a set of the Financial Statements.

Course Benefits

The course is aimed at those wishing to improve their knowledge of basic accounting and understand the underlying principles of management accounting and budgeting.

The course will also look at a number of other relevant topics that non-financial managers should be aware of.

This course has been developed for the GTA University Centre and focuses on both the finance and commercial sector.

At the end of the course you will have a wider knowledge of the types of financial data in a business and how best to interpret them.

Tutor Profile

Vicky Le Poidevin is a fellow of the ICAEW with over 18 years’ experience in the finance sector. She trained with a big four firm and spent time in both the Fund and Trust sector before joining Offshore in September 2016. Vicky’s previous training experience includes delivering courses for both qualified and unqualified staff at a big four firm, evening classes at a professional training agency and to industry professionals in her role at Offshore.

Vicky enjoys adapting her training style to suit the skills of the participants and including practical and real-life examples in her training to ensure it is relevant and entertaining.

Course at a Glance

  • Next Start Date: 20 January 2021
  • CPD Points: 4
  • Course Cost: £195.00
  • Course Length: Half day (09:00-17:00)
  • Location: GTA University Centre, Guernsey
  • Tutor: Victoria Le Poidevin

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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