finance for the non-financial manager

Finance Isn’t Scary, It is the Next Step to Business Success!

Mid-level managers are expected to make decisions that drive results—but many are asked to do so without a clear understanding of how the business actually makes money.

FinSights™: Finance for the Non-Financial Manager is Advantexe’s learning journey designed to help managers without a finance background build the financial confidence and insight needed to make informed decisions that align with company goals.

Rather than teaching finance in the abstract, FinSights helps participants see how everyday decisions show up in financial results—and how they can influence outcomes.

How We Help

The FinSights learning journey builds essential financial skills and connects them directly to real business decisions. The experience blends interactive content, facilitated learning, real-world application, collaborative discussion, and an engaging digital business simulation. The journey includes:

• Pre-Work: Financial Essentials - Asynchronous eLearning that builds foundational knowledge and confidence before the workshop.
• Interactive Workshop - Engaging sessions focused on financial decision-making, leadership judgment, and business acumen.
• Business Simulation - A hands-on, risk-free experience where participants apply financial concepts and see the impact of their decisions on business performance.
• Board of Directors Presentations - Participants present key decisions and insights, strengthening strategic thinking and executive communication skills.
• Post-Work Reinforcement - Targeted activities that reinforce learning and support real-world application.
• Bridge-Back Activities - Exercises that connect insights from FinSights directly to participants’ day-to-day roles.
• Decoding the Earnings Call - A 1-hour facilitated session where an Advantexe expert breaks down your company’s earnings call to highlight what matters—and why.

Why Simulation?

Advantexe business simulations act as a bridge between learning and real-world experience. Our simulations help learners apply concepts, test decisions, and see the immediate impact on a business’s performance. Outcomes are driven by learner choices, enabling experimentation and interaction. We offer off-the-shelf, industry-specific, and custom simulations across healthcare, CPG, and finance, ensuring a relevant and impactful learning experience. (Visit our catalog to see our suite of simulations)

Learning Focus

• Read and Understand Financial Statements: Interpret key financial statements to better assess business performance.
• Make Data-Driven Decisions: Use financial insights to support and align decision-making.
• Communicate Financial Insights Effectively: Communicate financial concepts and guide teams effectively.

Who is it For?

FinSights: Finance for the Non-Financial Manager is designed for mid-level managers and emerging leaders who need stronger financial acumen to make better business decisions. It’s ideal for organizations looking to strengthen their leadership pipeline and improve financial understanding across non-financial roles.

Flexibility

This flexible program can be designed to fit in a 1-to-2-day format. It is available in-person, virtually, or as a hybrid solution and can be customized to meet the unique needs of your industry.

Additional Resources

	Finance for Non-Financial Managers; Why it Still Matters
	A Case for Finance Training

Contact us to Learn More!

To learn more about our learning journeys, complete the form below, email us at jim.brodo@advantexe.com, or call us at 610-828-8707.