Financial Analysis and Analytics



Overview

A practical introduction to financial analysis for professionals who want to make smarter, more data-informed decisions, with no technical background required. 

Use data to uncover insights and make more informed decisions through financial analysis, helping you drive better outcomes for your business. You’ll be introduced to classical financial tools, including ratio analysis and performance measures, before progressing to forecasting techniques and new analytics methods. 

Through real-world case studies, you’ll explore how financial analysis and data can be applied to drive results across various industries, and how financial insights can build ground for: 

  • data-centric management decisions 

  • more efficient product value chains 

  • smarter, more responsive products 

  • personalised customer engagement 

Designed for professionals from any background, this course builds the skills to apply strategic financial thinking to your organisation.

Programme details

Session 01: Introduction to financial statements and associated terminology

  • Financial statements and associated terminology
  • Definitions, background information for a first general understanding
  • The financial analysis process
  • Analysis of a company’s modus operandi (via qualitative analysis approaches)

Session 02: Introduction to financial statement analysis

  • Common size horizontal and vertical financial analysis
  • Financial ratio analysis (activity, liquidity, solvency, profitability) and Credit risk
  • Introduction to ratios for valuation and the Du-Pont formula / model
  • Typical value creation drivers of a firm

Session 03: Introduction to forecasting and data 

  • Pro forma analysis and typical value (creation) drivers (financial & non-financial)
  • Introduction to financial forecasting techniques
  • Big data revolution: turning data into business (advantages)
  • Different sources of data, data mining techniques & data visualization
  • Introduction to data analysis (learning from data, measuring it, controlling it and communicating results)
  • How to leverage data and analytics to drive strategy and innovation across firms

Session 04: From Business Intelligence to Analytics

  • Introduction to analytics and its different forms
  • Real-life cases and applications from different industries and business functions such as sales, marketing, customer / client services, inventory management
  • Pros, Cons and Limits of data-driven decision making
  • Course wrap-up, further readings & sources

Who is this course for?

This course is designed for those in middle management and/or those who have recently moved into a managerial role, who need a refresh or introduction to financial statement analysis, data and analytics.   

It will also be beneficial to entrepreneurs, individuals and start-ups that want to gain a good overview of the wider subject area.

Attending Your Course 

Further details will be emailed to you two weeks ahead of your course, which will include registration information. 

If you have not received your joining instructions five working days before the course start date, please get in touch. 

In the meantime, you may wish to plan your travel: Travel information

Digital Certification

In order to be eligible for a certificate of attendance, you will need to attend the whole course. Participants who meet this criterion will be emailed after the end of the course with a link, and instructions on how to access their University of Oxford digital certificate. 

The certificate will show your name, the course title and the dates of the course you attended. You will be able to download your certificate, as well as share it on social media if you choose to do so. 

Fees

Description Costs
1. Standard course fee £685.00
2. Discount fee package: 4-6 June 2026 £1835.00

Payment

This course can be taken separately or as a discount fee package including Financial Investment Principles (5 June) and Generative AI for Finance (6 June), saving £220.

Fees include course materials, tuition, refreshments and lunch. The price does not include accommodation.

All courses are VAT exempt.

Register immediately online 

Click the 'Book now' button on this webpage. Payment by credit or debit card is required.

Request an invoice

If you require an invoice for your company or organisation, please email us to request an online application form. Payment is then accepted online, by credit/debit card, or by bank transfer. 

Tutor

Konrad Kleinfeld

Konrad is a senior investment professional and part-time lecturer at the University of Oxford, with over 20 years of experience across banking, capital markets, and global asset management. His career spans leadership roles at leading international institutions, including BlackRock, Nomura, and State Street Investment Management, where he has specialised in fixed income markets, ETF distribution, and institutional client coverage across EMEA. His experience also includes managing corporate bond and credit derivatives strategies, as well as contributing to the electronification of bond markets and the evolution of modern investment infrastructure.
 
Alongside his industry career, Konrad is an active educator. At Oxford, he teaches at the intersection of finance, investment, and artificial intelligence, with a particular focus on the structural transformation of financial services. He has also taught economics at leading German business schools and previously served as a summer school lecturer at King’s College London, where he delivered courses on global finance and AI. His teaching emphasises the integration of academic rigour with real-world application.
 
Konrad holds a BA in Banking (Hannover), an Advanced Diploma in International Development from the University of Cambridge, and an MBA from London. He has also completed multiple professional certifications in finance, trading and investment management.
 
His market insights are regularly featured in leading German and international media, including ARD Tagesschau, n-tv, FAZ, Süddeutsche Zeitung, WirtschaftsWoche, and Handelsblatt. He also contributes to widely followed economic indicators, including the ZEW Financial Market Survey.

Application

If you would like to discuss your application or any part of the application process before applying, please click 'Ask a Question' at the top of this page. 

Accommodation

Although not included in the course fee, accommodation may be available at our on-site Rewley House Residential Centre. All bedrooms are en suite and decorated to a high standard, and come with tea- and coffee-making facilities, free Wi-Fi access and Freeview TV. Guests can take advantage of the excellent dining facilities and common room bar, where they may relax and network with others on the programme.

To check prices, availability and to book rooms please visit the Rewley House Residential Centre website. 

Enrolled students are entitled to discounted accommodation rates for the purpose of study, at Rewley House, and can contact the administration team for the promotional code to use for making online accommodation bookings via the website.

Terms & conditions for applicants and students

Information on financial support