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Analyze Budgets and Capital Structures Confidently

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Coursera

Analyze Budgets and Capital Structures Confidently

LearningMate

Instructor: LearningMate

Included with Coursera Plus

Learn more

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Conduct budget variance analysis and evaluate capital scenarios to make strategic financing recommendations compliant with covenants.

Details to know

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Recently updated!

March 2026

Assessments

4 assignmentsÂą

AI Graded see disclaimer
Taught in English

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This course is part of the Financial Data Analysis with Excel Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 2 modules in this course

This module lays the critical foundation for financial control by focusing on budget variance analysis. Learners will explore why effective budget management is non-negotiable through the lens of real-world corporate failures. They will then learn the core techniques for dissecting budget discrepancies in Excel, transitioning from performing basic calculations to diagnosing root causes. The module culminates in a hands-on simulation in which learners analyze a dataset, identify overspending, and practice communicating their findings, thereby solidifying their ability to turn raw data into actionable business intelligence.

What's included

2 videos1 reading2 assignments

In this module, learners pivot from operational control to high-level financial strategy. They will explore how capital structure decisions can make or break a company, using cautionary tales like Carillion and J.C. Penney. Learners will build an Excel model to stress-test debt covenants and evaluate the risks of different financing mixes. The module integrates all course skills into a graded assignment in which learners analyze a complex case study and develop a formal, data-driven recommendation for leadership, demonstrating their readiness to contribute to strategic financial decisions.

What's included

3 videos2 readings2 assignments

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Instructor

LearningMate
213 Courses 11,380 learners

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