Manage Finances for a Business Unit

Welcome to Part 6 of “Leadership Mindset” – Manage Finances of a Unit

Welcome to Manage Finances of a Business Unit, a transformational course designed for leaders who want to balance financial skill with relational wisdom. This is more than a numbers game. It’s about leading finance with integrity, clarity, and connection so that your unit thrives not just operationally, but holistically.

Rooted in the principles of Trust-Based Leadership, this course invites you to engage both the analytical and emotional dimensions of financial management.

Whether you’re recalibrating your financial strategies or leading a unit through growth, this course equips you with the tools and mindset to lead financially – with trust, intention, and impact.

By the end of this module, you will:

  • Understand the fundamentals of managing finance
  • Understand how to interpret various financial statements
  • Understand the concept of forecasting
  • Understand how to use maths to interpret financial information such as ROI / Breakeven and performance percentages
  • Understand how to convert raw data into graphs

Course Content

The Trust-based Financial Mindset
1 Topic
Introduction to Managing Finance
Fundamentals of Managing Finance
2 Topics
Introduction to Financial Processes
Key Concepts of Managerial Finance
Financial Statements
2 Topics
Overview of financial statements
Financial Terms
Forecasting
1 Topic
What is forecasting
Using Maths to Gain Financial Insight
3 Topics
Calculating ROI
Calculating Break-even
Using percentage change to track performance
Using Charts for Visual Representation
3 Topics
Converting Raw Data into charts
Example 1 – Pie Chart
Example 2 – Line Graphs
Final Thoughts on Financial Management
1 Topic
Final thoughts on Financial Management – Leadership Mindset