The Complete Finance Manager Course 2023

Financial Management, ERP systems, Accounting, Capital budgeting, Presentation design, Management, and Negotiation

What you'll learn

Understand how companies measure financial performance

Determine why ERP systems facilitate business process

Employ best practices when working on the implementation of an ERP system

Learn basic accounting principles

Specialize in advanced accounting topics (revenue recognition, invoicing mechanics, cost flow methods, capitalized costs, fair value accounting, revaluation, etc.)

Secure financing and understand debt covenants

Perform leasing calculations

Perform pension liabilities calculations

Know how to optimize a company's working capital

Perform inventory, trade receivables, and trade payables management

Recognize when a company is inefficient in its working capital management

Understand the time value of money

Be able to calculate cost of debt, cost of equity, and WACC

Forecast future cash flows

Discount future cash flows to obtain their present value

Know how to raise equity

Understand the treatment of dividend payments, share repurchases, and stock splits

Perform financial statement analysis

Assess investment opportunities

Apply capital budgeting techniques such as: NPV, IRR, and ROI

Build capital budgeting financial models from scratch

Perform sensitivity analysis

Create interactive Excel dashboards

Use Excel slicers for financial reporting

Create professional and attractive corporate presentations - in line with ones prepared by top tier investment banks

Study the ten key principles of presentation creation

Learn how to create company profile, key financials, share price, group structure, waterfall, geographical presence, and other types of slides used in finance

Calculate a company's net cash flow

Be able to create a company valuation model from scratch

Calculate a firm's enterprise and equity value using DCF

Learn how to become an effective and respected manager

Be able to recruit, select, onboard, train, develop, and retain talented employees

Provide employee feedback

Organize performance review meetings

Negotiate effectively

Apply negotiation tactics that will ensure your success in the long run

Requirements

Basic knowledge of accounting and financial math

Willingness to become a finance manager

Description

Welcome to The Complete Finance Manager Course!This is the only online course you'll need to acquire the financial management acumen to:Start a career in financeGet promoted and become a finance managerTake your career to the next levelApply managerial, financial, decision-making and negotiation skills in a real working environmentUnderstand why companies make money and how to improve their performance through financial analysis and management techniquesThis is a financial management course combining 11 different courses!Enterprise resource planning (ERP) systemsAccounting basicsAdvanced accountingWorking capital optimizationFinancial statement analysisCapital budgetingCreating Pivot table dashboardsEffective corporate PowerPoint presentation skillsCompany valuationManagement and HR ManagementNegotiationTake the course, if you want to become a finance manager - one of the hottest professions in the corporate world.Learn from proven professionals who have trained more than 1,500,000 students on Udemy.The instructors of the course have acquired their experience while working for companies like Pwc, Coca-Cola Enterprises, HSBC, and Morgan Stanley.The Complete Finance Manager Course is precisely what you need. We cover a number of topics that will build-up your skills and provide you with the all-around preparation required to get the job and be a Rockstar Finance Manager from Day 1.This is a complete bundle that ensures you will have the right amount of training to perform successfully.Here comes the fun part!   We have prepared 10 Course Challenges. After each major block of the course, we will ask you to complete a project that will help you reinforce the knowledge you have acquired. We will challenge you to:   Point out potential problems of an ERP design and implementation schemeRegister a company’s accounting transactions for revenues, costs, trade receivables, inventory, fixed assets, and trade payablesSolve a cost flow method, revaluation, and leasing exerciseSuggest how to optimize a company’s working capitalPerform financial statement analysis for Tesla Inc.Assess whether an electro power plant project is feasible from a financial perspective (capital budgeting)Create a dynamic dashboard for Tesla's sales using pivot tables and slicersValue Tesla Inc. using Discounted Cash Flow  Design a corporate presentation from scratchDecide how to cope with different managerial situations Not only will you learn how to do all of this; you will be able to perform these tasks like a true professional.    Once you have solved a Course Challenge, we expect you to share your working file with us and we'll be happy to provide personalized feedback. This will be an interactive student-teacher experience that will allow us to connect and work together throughout the course.    Why is this course different from the rest of the Finance courses out there?   High production quality – Every concept we teach is explained carefully and beautifully animated in Full HDKnowledgeable instructors – Not one, not two, but three proven professionals will teach you in this course. We have made an effort to bring in experts who will teach you the real practical skills you'll need on the jobComplete – This is a comprehensive course providing a 360-overview of the skills needed to be a finance managerCase Studies that will help you reinforce what you’ve learnedCourse Challenge: Solve our Course Challenge and make this an interactive experience. We will provide feedback on your work and you'll be able to track the actual progress you have made throughout the courseWe are here for you – we will respond to your questions in the Q&A board within 1 business dayFast pace – our courses are very dynamic, and instructors do not waste any time delivering the materialWhy should you consider a career as a finance manager?Personal growth. This is a multifaceted job that requires you to learn plenty and grow as a professional    Salary. The average salary of finance manager in the US is $117,990 per year   Secure Future. In an age when many professions are in danger of automation, you can be certain this is a safe career choice as finance managers will be needed by companies to analyze all the financial data and optimize operations and sales channels   Promotions. Once you are able to become a finance manager, you will continue to grow professionally and will have a good chance of becoming a CFO    So, what are you waiting for?Click the "Buy now" button, and let's begin this journey together!

Overview

Section 1: Welcome! Course introduction

Lecture 1 What does the course cover?

Section 2: What does it mean to be a finance manager?

Lecture 2 How we measure financial performance

Lecture 3 Improving performance measurement and collecting data

Section 3: The importance of Enterprise Resource Planning (ERP) systems

Lecture 4 What is an ERP system?

Lecture 5 Strongest advantages of ERP systems

Lecture 6 Difficulties when implementing an ERP system

Lecture 7 Best practices when implementing a new ERP system

Lecture 8 A finance manager's leadership is crucial when implementing a new system

Lecture 9 Case study: Hershey's

Section 4: Accounting Basics - Types of revenues, costs, assets, and liabilities

Lecture 10 Introduction to the section

Lecture 11 The different types of accounting standards

Lecture 12 The three financial statements

Lecture 13 Types of revenues

Lecture 14 Types of revenues - exercise

Lecture 15 Types of expenses

Lecture 16 Income taxes

Lecture 17 Depreciation & Amortization

Lecture 18 Types of assets

Lecture 19 Asset categories - practical example

Lecture 20 Types of liabilities

Lecture 21 Liability categories - practical example

Lecture 22 Equity

Lecture 23 Accrual accounting

Section 5: Accounting Basics - Revenue recognition

Lecture 24 The importance of timing when recognizing revenues

Lecture 25 Revenue recognition criteria - technical

Lecture 26 Potential conflicts of interest when recognizing revenue

Lecture 27 A practical example

Section 6: Accounting Basics - Cost recognition

Lecture 28 Cost recognition principles

Lecture 29 Technical aspects of cost recognition

Lecture 30 The two types of Income Statement formats

Section 7: Advanced Accounting - Trade receivables

Lecture 31 Introduction to the section

Lecture 32 The importance of Trade receivables

Lecture 33 What happens when clients do not pay on time?

Lecture 34 Case study - dealing with non-paying customers

Lecture 35 A technique to improve receivables collection

Section 8: Advanced Accounting - Inventory

Lecture 36 Types of Inventory

Lecture 37 The relationship between Cogs and Inventory

Lecture 38 The different cost flow methods

Lecture 39 Cost flow methods - a practical exercise

Section 9: Advanced Accounting - Fixed assets

Lecture 40 The types of fixed assets

Lecture 41 Capitalizing interest expenses

Lecture 42 Fair value accounting

Lecture 43 Intangible assets with finite life vs. Intangible assets with infinite life

Lecture 44 The revaluation model

Lecture 45 The revaluation model - practical exercise

Lecture 46 Intangible assets created internally

Section 10: Advanced Accounting - Trade payables

Lecture 47 Accounting for trade payables

Lecture 48 Accounts payable vs notes payable

Lecture 49 The advantages of e-invoicing

Section 11: Advanced Accounting - Financial liabilities

Lecture 50 Distinguishing between debt and equity

Lecture 51 Loan amortization

Lecture 52 Debt covenants

Lecture 53 Debt covenants - Case study

Section 12: Advanced Accounting - Leasing liabilities

Lecture 54 Why companies lease assets?

Lecture 55 Leasing exercise

Section 13: Sources of financing - Debt financing

Lecture 56 Why use leverage?

Lecture 57 The relationship between leverage and cost of debt

Section 14: Sources of financing - Equity financing

Lecture 58 Types of equity

Lecture 59 Raising equity in different stages of a company's lifecycle

Lecture 60 What type of dividends are distributed to shareholders?

Lecture 61 Timing mechanics of dividend payments

Lecture 62 Share repurchases

Lecture 63 Stock splits

Section 15: Financial statement analysis

Lecture 64 Introduction to financial statement analysis

Lecture 65 Performing financial statement analysis

Lecture 66 Ratio analysis

Lecture 67 Practical example: Analyzing P&G's financial report (1/2)

Lecture 68 Practical example: Analyzing P&G's financial report (2/2)

Section 16: Working capital management

Lecture 69 Introduction

Lecture 70 The importance of working capital optimization: case study

Lecture 71 Overtrading vs. excessive investment

Lecture 72 Trade receivables management

Lecture 73 Re-order level

Lecture 74 Economic order quantity (EOQ)

Lecture 75 Inventory optimization techniques

Lecture 76 Trade payables management

Lecture 77 Working capital optimization - a roadmap

Lecture 78 Symptoms of inefficient working capital - Trade payables

Lecture 79 Symptoms of inefficient working capital - Trade receivables

Section 17: Capital budgeting - The theory behind capital budgeting

Lecture 80 An introduction to capital budgeting

Lecture 81 Why companies need capital budgeting

Lecture 82 The time value of money in a capital budgeting exercise

Lecture 83 Working with present and future cash flows

Lecture 84 Calculating cost of debt and cost of equity

Lecture 85 An important subtlety - project-specific beta

Lecture 86 Completed 33% of the course

Lecture 87 Calculating WACC

Lecture 88 How to treat the value of residual assets at the end of the project

Lecture 89 Forecasting future cash flows

Section 18: Capital budgeting - A complete case study

Lecture 90 An introduction to the case study

Lecture 91 Going through the 'Drivers' sheet

Lecture 92 Forecasting the savings that will be generated by the project

Lecture 93 Performing a fixed asset roll forward

Lecture 94 Forecasting working capital needs

Lecture 95 Modeling the project's financing

Lecture 96 Creating a P&L sheet

Lecture 97 Cash flow calculation

Lecture 98 Calculating the discount rate we will use - WACC

Lecture 99 Calculating cost of equity

Lecture 100 Discounting cash flows

Lecture 101 Performing sensitivity analysis

Section 19: Financial reporting in Excel - Introduction to Pivot tables

Lecture 102 Introduction to Pivot tables

Lecture 103 Structuring a Pivot table

Lecture 104 Pivot table formatting

Lecture 105 Modifying a Pivot table's content

Lecture 106 Using GETPIVOTDATA

Lecture 107 Learn how to work with slicers

Section 20: Financial reporting in Excel - World-class reporting (Slicers and Pivot Table)

Lecture 108 Introduction to the Case Study

Lecture 109 Understanding the source data

Lecture 110 Mapping of the source data

Lecture 111 Setting up a structure for the dashboard we'll create

Lecture 112 Working on the dashboard's layout

Lecture 113 Inserting calculation formulas

Lecture 114 Creating the source Pivot table

Lecture 115 Using GETPIVOTDATA to connect the Pivot table and the dashboard

Lecture 116 Adding slicers and making our dashboard interactive

Lecture 117 Improving the layout of the slicers we added

Lecture 118 How the dashboard can be used in practice

Section 21: Creating effective presentations - Introduction

Lecture 119 Introduction to creating effective presentations

Lecture 120 Types of corporate presentations

Lecture 121 What you will see next

Section 22: Creating effective presentations - Key principles

Lecture 122 Principle #1 - Deliver maximum information in a limited space

Lecture 123 Principle #2 - Develop logical slide flow

Lecture 124 Principle #3 - Key messages start from the title

Lecture 125 Principle #4 - Tailor the presentation to the intended audience

Lecture 126 Completed 50% of the course

Lecture 127 Principle #5 - Keep text messages short

Lecture 128 Principle #6 - Use key words

Section 23: Creating effective presentations - Key principles

Lecture 129 Principle #7 - A picture is worth a thousand words

Lecture 130 Principle #8 - Have the big picture in mind

Lecture 131 Principle #9 - Plan well ahead

Lecture 132 Principle #10 - Decide what information should be included in slides

Section 24: Creating effective presentations - Technical skills

Lecture 133 Adding text boxes with instructions

Lecture 134 Populating slide content

Lecture 135 Formatting and polishing slides

Section 25: Creating effective presentations - The importance of consistency

Lecture 136 Ensuring consistency across the entire presentation

Lecture 137 Consistent font and font size

Lecture 138 Aligning objects

Lecture 139 Working in a team

Lecture 140 Adding watermarks

Section 26: Creating effective presentations - Company profile

Lecture 141 Introduction

Lecture 142 What is a company profile

Lecture 143 Content going in company profile slides

Lecture 144 Creating a company profile

Lecture 145 Key financials

Lecture 146 Company profiles - research

Lecture 147 One-page company profile layout

Section 27: Creating effective presentations - Share price slide

Lecture 148 Why create share price slides?

Lecture 149 What content goes into a share price chart?

Lecture 150 Designing a share price chart

Section 28: Creating effective presentations - Other slides in a company presentation

Lecture 151 Group structure

Lecture 152 The management team slide

Lecture 153 Waterfall charts

Lecture 154 Financial information overview

Lecture 155 Geographical presence

Lecture 156 KPI evolution overview

Section 29: Company valuation - The fundamentals you need to learn

Lecture 157 The reason we want to value a business

Lecture 158 The investor perspective to company valuation

Lecture 159 The two variables determining a company's valuation

Lecture 160 Calculating Unlevered Cash Flow

Lecture 161 Weighted average cost of capital (WACC) - the discount factor we will use

Lecture 162 Forecasting the firm's future cash flows

Lecture 163 Two stages of valuation - explicit forecast period and terminal value

Lecture 164 Discounting cash flows

Lecture 165 Coming up with Enterprise and Equity value

Section 30: Company valuation - A practical exercise

Lecture 166 Introduction to the case study

Lecture 167 How we build a complete DCF model

Lecture 168 The structure of the model we will build

Lecture 169 The company we are valuing

Lecture 170 Modeling revenues

Lecture 171 Using the CHOOSE function to create flexible financial models

Lecture 172 Modeling other items (1/3)

Lecture 173 Modeling other items (2/3)

Lecture 174 Modeling other items (3/3)

Lecture 175 Forecasting Balance sheet figures

Lecture 176 The "Days" technique

Lecture 177 Calculating "Days"

Lecture 178 Using "Days" to forecast trade receivables, inventory, and trade payables

Lecture 179 Forecasting PP&E, Other assets, and Other liabilities

Lecture 180 Creating an output P&L sheet

Lecture 181 Filling in the P&L sheet

Lecture 182 Adding an output Balance sheet

Lecture 183 Filling in the output Balance sheet

Lecture 184 Structuring unlevered cash flow

Lecture 185 Reconciling Unlevered cash flow and net cash flow

Lecture 186 Calculating cash flow

Lecture 187 Obtaining net cash flow figures

Lecture 188 Editing multiple cell references at the same time

Lecture 189 Adding WACC to the model

Lecture 190 Using WACC to obtain the present value of future cash flows

Lecture 191 Calculating Terminal value and Enterprise value

Lecture 192 Obtaining Equity value

Lecture 193 Performing sensitivity analysis for improved decision-making

Lecture 194 Applying Goal seek

Lecture 195 Recap of the model + charts we can build

Lecture 196 Tesla Inc. company valuation - detailed walkthrough and solutions

Section 31: Becoming a manager - An Introduction

Lecture 197 What are we going to see next?

Lecture 198 Why companies need managers?

Lecture 199 How to distinguish good managers

Lecture 200 Managerial positions in an organization

Lecture 201 Managerial functions

Section 32: Becoming a manager - how to approach planning

Lecture 202 Why companies need planning

Lecture 203 The objectives pyramid

Lecture 204 Applying the SMART framework

Lecture 205 Environmental scanning - competitor research

Lecture 206 Financial analysis and calculating break-even

Lecture 207 The importance of budgeting

Lecture 208 Using project management to boost productivity

Section 33: Becoming a manager - Organizing human resources

Lecture 209 How do we organize human resources in a company?

Lecture 210 Why human resources are considered the most important asset of companies

Lecture 211 Planning the firm's HR needs

Section 34: Becoming a manager - Pre-hire activities

Lecture 212 Finding the right people for the job

Lecture 213 Meeting candidates

Lecture 214 Selecting among candidates

Section 35: Becoming a manager - Post-hire activities

Lecture 215 Onboarding successful candidates

Lecture 216 Learning and development - the key to employee engagement

Lecture 217 Giving constructive feedback

Lecture 218 Performance appraisal

Lecture 219 Aligning compensation and performance

Section 36: Becoming a manager - The leading function

Lecture 220 The core principles of employee motivation

Lecture 221 Proven employee motivation tips

Lecture 222 Stress management tips

Lecture 223 A measure of last resort - terminating employee contracts

Section 37: The subtleties of Negotiation for managers - An introduction

Lecture 224 What are we going to see next?

Lecture 225 Why finance managers need to be good negotiators?

Lecture 226 The reason people are not always good at negotiations

Section 38: The subtleties of Negotiation for managers - The negotiation toolbox

Lecture 227 You need to know what BATNA is

Lecture 228 Reservation point and the Bargaining range

Section 39: The subtleties of Negotiation for managers - Preparation is key

Lecture 229 Self-assessment

Lecture 230 Counterpart assessment

Lecture 231 Situational assessment

Section 40: The subtleties of Negotiation for managers - Types of negotiation

Lecture 232 Splitting the difference - Distributive negotiations

Lecture 233 Pie-slicing strategies

Lecture 234 Interest-based bargaining

Lecture 235 Interest-based negotiation strategies

Lecture 236 Claiming

Lecture 237 Choosing an optimal negotiation strategy

Section 41: The subtleties of Negotiation for managers - Long-term success tactics

Lecture 238 Aversive tactics and counter action

Lecture 239 Dealing with conflict situations

Lecture 240 The importance of trust

Lecture 241 How to fix broken trust

Lecture 242 Mediums of negotiation

Section 42: The subtleties of Negotiation for managers - It's time for a Case Study

Lecture 243 Disney buys Lucasfilm - a case study

Lecture 244 Completed 100% of the course

Financial analysts,Accountants,Controllers,Commercial finance analysts,Business analysts,Assistant managers,Aspiring finance managers,Financial consultants,Bankers,Finance students,University graduates,Anyone interested in becoming a finance manager