← Back to the catalogueFinancial Analytics
Intermediate to Advanced
Level
Classroom . Online . Hybrid
Mode
Course overview
A financial analytics course covering statement analysis, budgeting, forecasting and financial dashboards. The course works from the three statements outward: ratio analysis, working capital, budgeting and variance, then forecasting, break-even, investment appraisal and risk. Every model is built in Excel with a dashboard layer.
Learners deliver a financial performance dashboard and a budget forecast model.
Who it is for
- Finance and accounts staff
- Business analysts on finance data
- Founders managing their own numbers
- Analysts preparing FP&A moves
Prerequisites
Basic accounting knowledge and Excel familiarity.
How it runs
Learn → Practise → Build → Experience → Demonstrate, ending in a capstone. Delivered by practitioners from the engineering bench, in Madurai, Coimbatore and online.
Final project
Financial Performance Dashboard
Programme sheet
The printed sheet carries the full module breakdown, labs, project work and certification path. Fees, dates and formats for the next intake are confirmed by the education team on enquiry.
Learning outcomes
01
Read and analyse the three financial statements.
02
Build a budget and analyse variance by driver.
03
Appraise investments with NPV, IRR and payback.
04
Report financial performance to non-finance readers.
05
Calculate and interpret key financial ratios.
06
Forecast revenue, cost and cash position.
07
Model break-even and sensitivity.
Module structure
8 modulesModule 01
Financial Statements
Profit and loss . Balance sheet . Accrual vs cash
Profitability . Efficiency . DuPont analysis . Liquidity . Leverage . Benchmarking
Receivables and payables ageing . Inventory
Budget types . Approval cycles . Driver-based budgeting . Allocation methods . Rolling budgets
Module 05
Variance Analysis
Price and volume variance . Mix effects . Root cause analysis
Revenue drivers . Scenario planning . Forecast accuracy tracking
Module 07
Investment and Risk
Time value of money . NPV and IRR . Payback . Break-even . Sensitivity analysis . Risk registers
Management pack structure . KPI selection . Power BI or Excel dashboards . Board reporting . Audit trail
Assessment & certification
Module assignments and labs
25%
Final project and review
40%
Learners who complete all modules, submit the final project and clear the review receive a course completion certificate from Kaizen Infinities Private Limited. Project work is documented for the learner's portfolio, and interview preparation is included in the closing sessions.
Career outcomes . Roles this programme prepares for
Financial AnalystFP&A AnalystBusiness Analyst (finance)Management AccountantFinance Business Partner
