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Course

Learn KPIs and Financial Metrics

4.9/5 ReviewsRated 4.9 out of 5 by students

In this course, you will learn real-life cases of KPI and Financial Metric analysis designed for Financial Analysts.

  • Beginner
  • FP&A
  • Intermediate
  • Finance
  • 2 CPE credits
  • 2 hours of lectures
2 CPE credits
$143.20$179Save 20%

You save $35.80 while the current sale is running. Discount is applied at checkout.

Pay in full

$179 $143.20

Enroll now
  • Lifetime On-Demand Access
  • Access To Instructor
  • Certificate Of Completion
  • 14-day Money-back Guarantee
Bundle & SaveGet this course with others for less — browse bundles

Checkout and course delivery are hosted on Teachable.

Course facts

What's included

2

CPE credits

2h

Lecture hours

Duration
2 hours
Access Duration
Lifetime
Field of Study
Accounting
CPE Credits - NASBA
2
Knowledge Level
Basic
Delivery Method
QAS Self-Study (on-demand video lectures)
Prerequisites
Beginner-level experience with financial accounting and a basic understanding of the balance sheet and income statement
Advanced Prep
None

Learning objectives

What you will be able to do

  • Identify the primary financial and operational drivers of manufacturing and marketplace business models and the KPIs that align with those drivers.
  • Apply financial and operational KPI calculations to evaluate revenue growth, same-store sales growth, gross margin, gross margin per SKU, DSO, DPO, liquidity, solvency, and financial leverage.
  • Identify potential drivers of changes in revenue, profitability, liquidity, working capital, and leverage based on KPI results.
  • Apply marketplace KPI calculations including spa inventory growth, Gross Booking Value, average spend per user, take rate, and Customer Acquisition Cost.
  • Distinguish actual KPI performance from targets and historical trends to identify areas requiring further investigation or management action.

Audience

Who this is for

Financial Analysts — Course is designed for Financial Analysts looking to learn real-life cases of KPI and Financial Metric analysis.
Accounting Graduates (0-2 years experience) / Staff & Senior Accountants — Once you have the right Accounting foundation, learning KPIs can be very helpful if you plan to get a role that includes elements of financial analysis.

Enrollment

How it works

  1. Step 1

    Decide whether it is right for you

    Review who it is for and what past students say.

  2. Step 2

    Enroll

    Choose the one-time payment or, where available, the 3-month payment plan.

  3. Step 3

    Take the course

    On-demand lectures you can watch at your own pace. Most students finish in about 4-6 weeks, with quizzes and downloadable Excel templates to practice along the way.

  4. Step 4

    Certificate of completion

    After completing the course and passing the final quiz, download your PDF certificate of completion.

Testimonials

What students say

“Bill Hanna, Does an excellent job at explaining every part of the accounting cycle. Aside for his Accounting Knowledge he helped me log into my account as I purchased under my school email that I no longer had access to. He could've totally ignored that but, he didn't. Although I am not a Controller and my role is more of a cost/finance type of roll this helped me think like one. My employer is the parent company of all the properties (entities "LP") this made me think of how to accurately approach ASC 606 Rev Recognition on the Parent's Financials . The recurring expenses idea was very awesome it should help me with Development and been able to build the next projects Proforma. You can apply all this knowledge with whatever your industry is! Bill you did an awesome Job. Thanks, Jose Flores”
Jose Flores, Real Estate Accountant
“This course covers all accounting aspects such as Debit and Credit rules, Billing, Payroll, AR, AP, Moth-end close and the most important Financial report analysis. “Highly recommended to those who really want to reach at the peak of your accounting profession”.”
Munaf Patel, Staff Accountant
“This course will save you a lot of time, since it is very specific for accountants and finance professionals. Thank you!”
Denise, Controller
“Bill does an excellent job explaining key concepts, supported by clear examples. As someone who speaks English as a second language, I found his explanations to be easy to comprehend”
Carlos, Student
“You make all finance related topics so easy to understand. It's help me a lot in my day to day work. And in my interview preparation as well. Thank you for making these videos.”
Sourav Sahu, Manager
“Bill's lecture does not take much of my time as it is very short and straightforward. The best part is that he includes a real-world application of the most important principles, which is indeed effective. The price is worth investing.”
Gerald, Accountant
“Fantastic course. I would have loved to see a lot more multiple choice quiz but for the most part its great.”
Danny Rosa, Staff Accountant
“I think this course is very useful and helpful. Bill's teaching is concise and to the point of which I'm using right now to help self-learn the skills I need before I start my new role as a Junior Financial Controller!”
Kevin, Junior Financial Controller
“Hi Bill, thought I'd let you know I got the job. I have to say thank you. Your interview videos and thank you email templates really helped me prepare and organize my thoughts.”
Terri Geiger, Student
“That is probably the best & most succinct explanation of these 3 ratios. Look forward to watching more of your videos.”
Alex Davidson, Student
“I have found extremely useful, and for any accounting enthusiast to learn and apply in daily life, I recommend to sign up and get the most valuable insights on practical accounting. Thank You!”
Nagesh, Student

Credibility

Your instructor

Bill Hanna

Hey, I am Bill Hanna

Bill Hanna

Founder, Controller Academy

I have had 18+ years of progressive roles in Accounting and Finance, both in Manufacturing and SAAS. I summarize my experiences in my courses, so you do not have to spend years learning them!!

FAQ

Frequently asked questions

Enroll

Ready to start Learn KPIs and Financial Metrics?

$143.20$179Save 20%

You save $35.80 while the current sale is running. Discount is applied at checkout.

Pay in full

$179 $143.20

Enroll now
  • Lifetime On-Demand Access
  • Access To Instructor
  • Certificate Of Completion
  • 14-day Money-back Guarantee
Bundle & SaveGet this course with others for less — browse bundles

Checkout and course delivery are hosted on Teachable.

Good to know

CPE disclosure

CPE sponsor disclosure

NASBA National Registry of CPE Sponsors

Controller Academy LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.