An EAA Logo
Financial Fluency for Leaders

Finance Essential for Visionaries

Finance Fundamentals for the Strategic Non-Finance Manager



Learn to Analyze Financial Data

Finance for Non-Finance Managers

Course Description

Finance Non-Finance Managers is a dynamic corporate training program designed to demystify financial concepts for professionals who lack formal finance training. This course provides the essential tools to understand and interpret key financial reports, enables informed decision-making, and fosters effective communication with finance teams. Attendees will learn to analyze financial data, grasp the principles of budgeting, and apply financial insights to support strategic objectives. Through real-world scenarios and hands-on exercises, non-finance managers will gain confidence to make sound financial decisions that drive organizational success.

Intended Participants

The training is meticulously crafted for mid to senior-level managers, department heads, project leaders, and other key decision-makers within the organization who are not in finance-specific roles but need a working knowledge of finance for strategic planning and collaboration. It is also ideal for professionals transitioning into managerial positions, entrepreneurs steering their businesses, and team leads seeking to align departmental goals with the company’s financial objectives. Engaging in this course will equip these leaders with the financial acumen necessary to contribute effectively to their organization’s financial health and strategic direction.

When and whom to take this training?

Ideally, the “Finance for Non-Finance Managers” training should be undertaken before strategic planning sessions, annual budget reviews, or significant decision-making periods where understanding financial reports, cost management, and forecasting is crucial. It would benefit those at pivotal stages in their career when financial literacy becomes imperative for managerial effectiveness and organizational advancement.


Mid to Upper-Level Managers

Individuals in leadership positions who oversee departments and are responsible for budgeting, strategic planning, and performance metrics but do not possess a strong background in finance.

Project Leads and Managers

Personnel who manage projects with financial components such as budgets, costing, and financial reporting, requiring them to understand and manage financial resources effectively.

Department Heads

Leaders who are accountable for their department’s financial performance, even if their primary expertise is not in finance, need to comprehend how their decisions affect the overall financial health of the organization.

Aspiring Leaders

Emerging talent within the organization being prepared for future leadership roles where financial acumen will be a crucial part of their responsibilities.

Entrepreneurs and Small Business Owners

Individuals who have started their own ventures or are in the process, needing to grasp the financial principles to run their business profitably.

Cross-Functional Team Members

Staff members who are part of teams that influence the financial outcomes of projects and strategies, requiring them to understand financial concepts to contribute effectively.

Non-Finance Department Personnel

Employees from departments like marketing, human resources, operations, and supply chain who encounter financial documents or need financial information to inform their own departmental strategies and actions.

Benefits of taking this training?

Improved Financial Decision-Making

Empowering non-finance managers with financial knowledge leads to more informed and strategic decision-making, reducing risks and enhancing profitability.

Enhanced Cross-Departmental Communication

When managers across different departments understand financial concepts, they can communicate more effectively with the finance team and contribute to financial planning and analysis.

Better Budget Management

Trained managers are more adept at managing their departments' budgets, ensuring cost-effectiveness and avoiding unnecessary expenditure.

Increased Accountability

With a clearer understanding of financial reports, managers can be held accountable for their department’s financial performance, fostering a culture of responsibility and strategic thinking.

Proactive Risk Management

Knowledge of finance equips managers to identify potential financial risks early and develop strategies to mitigate them, protecting the company’s interests.

Strategic Resource Allocation

Managers who understand financial principles can allocate resources more strategically, ensuring projects and departments are funded in line with organizational priorities.

Financial Literacy Across the Organization

Broad financial understanding across the organization can lead to a more harmonious working environment as everyone has a baseline understanding of the financial implications of their actions.

Empowerment of Leaders

By providing them financial knowledge, leaders at all levels can become more autonomous, needing less input from the finance department for routine decisions.

Cultivation of Financial Champions

By identifying and empowering key staff within various departments with financial skills, the organization can create internal champions who promote financial best practices.

Support for Organizational Growth

As non-finance managers better understand the financial underpinnings of operations, they can contribute more effectively to the development and execution of growth strategies.

Enhanced Organizational Agility

When more managers understand the financial impact of market changes or internal decisions, an organization can respond more rapidly and adaptively to external and internal pressures.

Train with the best

gain a competitive edge
enhance overall company performance

An EAA Logo

Unlock financial expertise at Entrepreneurs Accounting Academy. Dive into our TESDA NC3 Bookkeeping Course or elevate your team with our customized Accounting, Taxation and Finance corporate training.

Quick Links
Get In Touch

30th RCBC Plaza Tower 1, Ayala Avenue Makati City