Business Skills Training

Budget and Financial Management


Individual contributor (specialist–expert) and front line leaders

  • Onsite Instructor-led
  • Virtual instructor-led

Budget and Financial Management covers using budgeting and financial estimating methods and tools. Specifically, participants will address topics such as creating a budget, negotiating for funding, managing and reporting variance, and making decisions based on a budget. Standard financial tools are also introduced, and participants explore how to assess financial status and to make sound business decisions. Participants will review and discuss commonly used financial metrics to not only understand the numbers, but to explore the not-so-obvious financial impacts of typical operating decisions and actions. 

Learning objectives

  • Utilize our Mindset Model to under-stand how finance and accounting influence management decisions
  • Ask the right questions to successfully create, present, monitor and manage a budget
  • Negotiate for financial resources 
  • Communicate financial information and results to stakeholders, executives, colleagues and project teams
  • Correlate budget success with its presentation in financial reports
  • Recognize the relationships between primary financial statement line items by calculating and examining relevant financial ratios

Behavioral Competencies

  • Financial acumen
  • Organizational savvy
  • Strategic mindset


  • Budgeting
  • Cost estimating
  • Reading financial statements


  • Onsite instructor-led: 3 days - 22.5 / 2 days - 15
  • Virtual instructor-led: 3 days - 22.5 / 2 days - 15