Compare courses
Haas School of Business

Financial Analysis for Leaders

Financial Analysis for Leaders | UC Berkeley Executive Education
Oct 7—11
1 day
Berkeley, California, United States
USD 7500
USD 7500 per day

How it works


Understanding financial information is essential for assessing a company’s health, and making strategic decisions that significantly impact the company’s performance.

How do you analyze and interpret key financial statements? What are the key drivers of value creation? How do you link performance measures to corporate or business unit strategy?

Most business leaders need to deepen their knowledge and expertise in the area of financial information analysis. Armed with the ability to interpret and apply financial information to their decision-making process, executives will enhance their leadership capabilities and profile, as well as the company’s potential for success.

Financial Analysis for Leaders is designed to provide you with the foundational knowledge of finance and accounting. It will demystify core concepts, clarify financial frameworks and help you unlock the power of financial information analysis through hands-on practice.

The objective is to help you be a more effective leader and to add more value to your organization, through financial information analysis.

All leaders, regardless of their background and area of focus, can benefit in their decision-making from well-informed financial information analysis.


Led by Berkeley-Haas Professor, Panos N. Patatoukas, recently named by Fortune Magazine as a Top-10 business school Professor under 40, this five-day program features sessions on corporate financial reporting, cost management, value-based management, financial statement analysis, and corporate valuation.

Each day, we introduce and apply key concepts from finance and accounting through a combination of interactive lectures, exercises, case studies, and other real-world applications.

Special Feature

A distinctive feature of the program is a capstone, real-time project, which builds on all the concepts taught in the program.

The capstone project will help you unlock the power of financial information analysis through hands-on practice with a real-world company.

Key Takeaways

  • Understand the building blocks of corporate financial reporting
  • Understand how the financial statements relate to each other
  • Learn how to analyze and interpret financial statements
  • Understand how to measure and manage costs
  • Use financial information for operational and strategic decision making
  • Understand how to incentivize and measure business-unit performance
  • Identify the key drivers of value creation in your organization
  • Learn how to add value through financial engineering

Who should attend

Financial Acumen for Leaders is designed for senior-level executives with a need for a deeper understanding of finance and accounting.

The program is well-suited for non-financial executives, but also serves as a refresher for financial executives.


Education PhD, Business Administration, Carlson School of Management, University of Minnesota MBA, Accounting, Carlson School of Management, University of Minnesota MS, Applied Chemistry, University of Minnesota BS, Engineering, Indian Institute of Technology, Roorkee, India Positions He...
Education Ph.D., Accounting and Finance, Yale University, December 2010 Dissertation Title: Essays on Corporate Financial Reporting and Financial Statement Analysis Dissertation Committee: Jake Thomas (Director), Shyam Sunder, Brian Mittendorf, Frank Zhang M.Phil., Management, Yale Univer...


Detailed Description
Detailed Description
Course Schedule
Course Schedule
Show more