Campus Update Regarding COVID-19: Read more >


Financial Data Analysis for Leaders

Financial Data Analysis for Leaders

Realize Your Financial Capabilities for a Competitive Edge
capstone highlight icons.png
Unlock the power of financial analysis through hands-on practice.
medal highlight icons.png
Learn from Top UC Berkeley faculty, Panos Patatoukas, recipient of the campus’s most prestigious honor - Distinguished Teaching Award, 2018.
case study highlight icon.png
Real-time, real-life cases infused in each lecture.

About the Program

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

Most business leaders need to deepen their knowledge and expertise in the area of financial 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.

Learn the Language of Finance
Understand the building blocks of corporate financial reporting, how to interpret and analyze financial statements and how they relate to each other.
Identify and Create New Value
Learn how to identify and capture key drivers of value creation, add value through financial engineering, and link performance measures to corporate and business unit strategy.
Build Credibility and Contribute More as a Non-Financial Executive
Capably use financial information for operational and strategic decision-making, to measure and manage costs, and to measure and incentivize business unit performance.

Program Dates

*PLEASE NOTE: UC Berkeley graduation ceremonies will impact hotel accommodations for the May 2020 dates for this program. Please click here for additional resources.

Program Topics

The Financial Data Analysis for Leaders program curriculum covers the following topics:

  • Financial Reporting and Analyzing Primary Financial Statements
  • Using Financial Information and Financial Ratios
  • Cost Management
  • Value-based Management
  • Accounting for Value
  • Value Creation Drivers
  • Valuation Heuristics
  • Profitability Analysis
  • Capital Structure & Financial Engineering
  • Growth Analysis

Download the program topics

Download the program schedule

Who It's For

  • Senior-level executives who need a deeper understanding of finance and accounting
  • Non-financial executives who seek a challenging introduction of finance 
  • Financial executives needing a necessary refresher
  • A group of colleagues or team who would like to advance their skills together

Cost & Features

Program Fee

Interested in payment assistance from your employer? Click here.

  • Five-day in-person program taking a financial deep-dive at UC Berkeley Haas School of Business campus 
  • Capstone Project: Includes Business Analysis, Financial Analysis, and Valuation Analysis
  • World-renowned Berkeley Haas and Executive Education Faculty 
  • Exclusive networking opportunities 
  • Access to the program alumni community 
  • Financial Data Analysis for Leaders Program Certificate of Completion 
This program counts toward a
Certificate of Business Excellence
Curriculum Days 
Five Days
Finance & Business Acumen

A UC Berkeley Certificate of Business Excellence gives individuals the opportunity to create a personal plan of study structured by our four academic pillars. Participants will earn a mark of distinction with certification from a world-class university, and enjoy the flexibility of completing the program in up to three years.


Interested in attending this program with a group of your colleagues?

Interested in customizing this program for your organization?


Learn More

Experience the Program

Go inside the program with Professor Patatoukas and experience the Financial Data Analysis for Leaders program.

Have more questions about registration, billing, accommodation, or employer support?

Visit our FAQ Page or Contact Us.