Course Summary
This course on Operational Finance provides an overview of finance concepts and principles, financial analysis and planning, valuation of cash flows and investments, and risk management techniques. It is designed for individuals who want to learn about finance operations and how they can be applied in different industries.Key Learning Points
- Learn how to analyze and interpret financial statements to make informed decisions
- Understand the principles of valuation and how to apply them to different investment opportunities
- Discover how to manage risk and create financial plans that align with business objectives
Related Topics for further study
Learning Outcomes
- Ability to analyze and interpret financial statements
- Understanding of valuation principles and investment opportunities
- Ability to create financial plans and manage risk
Prerequisites or good to have knowledge before taking this course
- Basic knowledge of accounting principles
- Familiarity with Excel or other spreadsheet software
Course Difficulty Level
IntermediateCourse Format
- Self-paced
- Online
- Video Lectures
- Quizzes
- Assignments
Similar Courses
- Corporate Finance Essentials
- Investment and Portfolio Management
- Financial Markets
Related Education Paths
Notable People in This Field
- Warren Buffett
- Suze Orman
- Dave Ramsey
Related Books
Description
When it comes to numbers, there is always more than meets the eye. In operational finance, you will learn how to read the “story” that the balance sheet and income statement tells about the company’s operations. The insights you gain from this “financial story” will then become a tool for short-term decision-making at the top management level relating to current assets, current liabilities and the management of working capital. Finally, by the end of the course you will understand the financial consequences of managerial decisions on operations, marketing, etc.
Outline
- Course Overview & Week 1
- Welcome to the Course: Intro Video
- 1.- Operational Finance: Course Outline
- 2.- Introduction: Operational Finance
- 3.- Polypanel Case: What to do?
- 4.- Polypanel Case: What to do? (continued)
- 5.- Business Analysis Part 1: Sales
- 6.- Business Analysis Part 1: Sales, (continued)
- 7.- Business Analysis Part 2: Strategy and Management
- 8.- P&L Analysis Part 1: Sales and Gross Margin
- 9.- P&L Analysis Part 1: Sales and Gross Margin, (continued)
- 10.- P&L Analysis Part 2: OPEX, EBITDA and Financial Results
- 11.- P&L Analysis Part 2: OPEX, EBITDA and Financial Results, (continued)
- 12.- What is a Balance Sheet?
- 13.- Polypanel's Balance Sheet
- 14.- Polypanel's Balance Sheet, (continued)
- 15.- Brief Recap
- Course Overview & Syllabus
- About Week 1
- Required Reading Week 1
- Optional Reading
- Financial Terms & Definitions
- Quiz Week 1 Solutions & Explanations
- Quiz 1
- Week 2: Operational Ratios and Forecasting
- 1.- Recap from Week 1
- 2.- Recap from Week 1, (continued)
- 3.- Operational Ratios: Days of Collection
- 4.- Operational Ratios: Days of Collection, (continued)
- 5.- Operational Ratios: Days of Inventory
- 6.- Operational Ratios: Days of Inventory, (continued)
- 7.- Operational Ratios: Days of Payment
- 8.- Operational Ratios: Days of Payment, (continued)
- 9.- Forecast of the P&L
- 10.- Forecast of the Balance Sheet (Theory)
- 11.- Forecast of the Balance Sheet (Theory), (continued)
- 12.- Forecast of the Balance Sheet (Polypanel)
- 13.- Forecast of the Balance Sheet (Polypanel), (continued)
- 14.- Brief Recap
- About Week 2
- Required Reading Week 2
- Optional Reading
- Quiz Week 2 Solutions & Explanations
- Quiz 2
- Week 3: Diagnosis and Action Plan
- 1.- Recap from Week 2
- 2.- Recap from Week 2, (continued)
- 3.- Diagnosis (I)
- 4.- Need of Funds (NFO) and Working Capital (WC)
- 5.- Need of Funds (NFO) and Working Capital (WC), (continued)
- 6.- Diagnosis (II)
- 7.- Action Plan (I)
- 8.- Action Plan (I), (continued)
- 9.- Action Plan (II)
- 10.- Action Plan (II), (continued)
- 11.- Sustainable Growth
- 12.- Sustainable Growth, (continued)
- 13.- Brief Recap
- About Week 3
- Required Reading Week 3
- PolyPanel Balance Sheet and P&L with Forecast & Solutions to Quiz 3
- Quiz 3
- Week 4: Negative NFO and DuPont Analysis
- Course Conclusion & Congratulations
- 1.- Recap from Week 3
- 2.- Recap from Week 3 (Part 2)
- 3.- Sensitivity Analysis
- 4.- Sensitivity Analysis (Part 2)
- 5.- An Example of Sustainable Growth
- 6.- Minimum Cash and Other Elements in the NFO
- 7.- Seasonal Companies
- 8.- Building up the ROE (Part 1)
- 9.- Building up the ROE (Part 2)
- 10.- Building up the ROE (Part 3)
- 11.- Blind Financial Statements
- 12.- Blind Financial Statements (Part2)
- 13.- Blind Financial Statements (Part 3)
- 14.- Brief Recap
- 15.- Course Conclusions
- About Week 4
- Considerations for Final Exam Parts I & II - Week 4
- Final Quiz Week 4 Part I Solutions
- Quiz Week 4 - Part 1
Summary of User Reviews
The Operational Finance course at Coursera has received positive reviews from users. Many users have appreciated the practical approach of the course, which helps them apply the concepts in real-life situations. The course has been rated highly by users for its engaging content and interactive learning experience, making it a popular choice for learners interested in finance.Key Aspect Users Liked About This Course
The practical approach of the course, which helps learners apply the concepts in real-life situations.Pros from User Reviews
- Engaging and interactive learning experience
- Practical approach to learning finance
- Excellent course content and materials
- Great for learners of all levels
- Helpful feedback and support from instructors
Cons from User Reviews
- Some users found the course to be too basic
- The course could be more challenging for advanced learners
- Limited focus on certain niche areas of finance
- Some technical issues reported with the platform
- Not all learners found the course structure to be clear
Miguel Antón
4.8 Raiting
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