Finanzas para directivos from Coursera

What's inside

Syllabus

Las finanzas operativas

Bienvenido al curso Finanzas operativas, en el que aprenderás los conceptos básicos de las finanzas operativas que te ayudarán a tomar decisiones financieras acertadas o a gestionar una empresa de forma eficiente. Antes de comenzar con el contenido del vídeo de esta semana, echa un vistazo al programa del curso. En esta primera semana, abordaremos el tema de las finanzas operativas analizando un caso empresarial. ¿Qué nos dicen las cifras del balance y de la cuenta de pérdidas y ganancias (cuenta PyG) sobre su desempeño y perspectivas futuras? Si fueras un banco, ¿concederías un préstamo de medio millón de euros a este negocio? ¿Por qué sí o por qué no? Objetivo del curso: obtener una visión general sobre las finanzas operativas y los tipos de análisis necesarios para tomar decisiones financieras acertadas.

Ratios operativos y pronóstico

En la semana 1, analizaremos el balance y la cuenta PyG de PolyPanel. En el balance, observaremos que las cuentas por cobrar aumentaron de 188.000 euros en 2004 a 649.000 en 2007. Acabaremos con la pregunta: ¿Se ha debido esta diferencia a un incremento de las ventas o a retrasos en los pagos de los clientes? En la semana 2, presentaremos los ratios operativos, la herramienta que necesitamos para desentrañar ambos efectos y comprender qué está sucediendo en el fondo. También haremos un ejercicio de pronóstico de PolyPanel para entender cómo de bien estará posicionada para devolver una potencial línea de crédito en el futuro. Objetivos: al final de la sesión, conocerás los diferentes tipos de ratios existentes (días de cobro, días de existencias y días de cuentas por pagar) para analizar el rendimiento de un negocio. También aprenderás a utilizar los pronósticos para respaldar tus decisiones financieras.

Diagnóstico y plan de acción

A estas alturas, ya tienes una visión bastante clara del caso PolyPanel y de los principales problemas que podrían afectar a la financiación futura. Esta semana, es hora de ponernos manos a la obra y hacer un diagnóstico de estos problemas. Analizaremos las necesidades operativas de fondos (NOF) y el fondo de maniobra (FM), dos conceptos que nos ayudarán a entender mejor la problemática de la empresa. Finalmente, gracias a un diagnóstico claro podremos desarrollar un plan de acción que nos permita un crecimiento sostenible. Objetivos: al final de la sesión, dispondrás de un marco para diagnosticar la salud financiera de una empresa. Además, conocerás cómo desarrollar un plan de acción para abordar los problemas.

Análisis de sensibilidad, nuevo enfoque de las NOF y construcción del ROE

En esta última semana, presentaremos las últimas piezas del puzle para que obtengas una visión general completa sobre las finanzas operativas. Abordaremos herramientas como el análisis de sensibilidad, que te ayudarán a evaluar los resultados posibles de una decisión teniendo en cuenta diferentes variables. También trataremos otros asuntos esenciales para la empresa y sus accionistas, como el crecimiento sostenible y la ROE (return on equity [rentabilidad de los recursos propios]), además de repasar las NOF y otros temas. Objetivos: al final de esta sesión, tendrás una visión global completa de los aspectos claves de las finanzas operativas. También sabrás qué herramientas utilizan los profesionales de las finanzas para tomar decisiones que fortalezcan la posición de la empresa.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Este curso está diseñado para personas que buscan comprender las finanzas operativas y tomar decisiones informadas

Los objetivos del curso son claros y concisos, lo que proporciona a los estudiantes una comprensión clara de lo que aprenderán

El plan de estudios del curso cubre temas esenciales en finanzas operativas, brindando una base sólida de conocimientos

El curso está impartido por un instructor experimentado con una sólida trayectoria en finanzas

El formato del curso es flexible y permite a los estudiantes aprender a su propio ritmo

Reviews summary

Financial analysis for executives

This course offers a practical and comprehensive approach to financial analysis for non-financial professionals. Led by an experienced instructor, it provides a clear and engaging methodology for evaluating a company's financial health, identifying key issues, and developing action plans. Through a combination of interactive exercises, case studies, and expert讲解, learners gain the skills to make informed decisions based on financial data.

Case studies provide hands-on experience in applying financial analysis techniques.

"The case studies are a valuable part of the course."

"They provide an opportunity to apply the concepts learned in the lectures."

"Working through the case studies helps to develop critical thinking and problem-solving skills."

Clear explanations make complex financial concepts easy to understand.

"The instructor does an excellent job of explaining complex financial concepts in a clear and concise manner."

"The course materials are well-organized and easy to follow."

"The interactive exercises help to reinforce the concepts and make learning more engaging."

Relevant content focuses on key concepts and tools for financial analysis.

"The course covers essential concepts such as financial ratios, cash flow analysis, and valuation methods."

"It provides valuable insights into financial decision-making."

"The case studies are based on real-world scenarios, making the content relatable and applicable."

Practical methodology provides a step-by-step approach to financial analysis.

"The course provides a clear and effective methodology for analyzing financial statements."

"It breaks down complex concepts into manageable steps."

"The case studies help to reinforce the concepts and show how they can be applied in real-world situations."

Exceptional instruction provides clear and engaging explanations.

"The instructor is excellent."

"His explanations are concise and easy to understand."

"He has a great ability to simplify complex concepts."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Finanzas para directivos with these activities:

Repasar conceptos básicos de contabilidad

Show steps

Refrescar tus conocimientos contables te proporcionará una base sólida para comprender las finanzas operativas.

Show steps

Revisa los principios contables básicos
Practica la lectura y comprensión de estados financieros

Crear un cuaderno de finanzas operativas

Show steps

Organizar tus materiales de estudio te ayudará a retener la información y facilitará la revisión.

Show steps

Recopila notas de clase, lecturas y materiales de práctica
Organiza el material por tema
Revisa y resume el material periódicamente

Leer 'Financial Intelligence for Business' de Karen Berman y Joe Knight

Show steps

Este libro proporciona una visión completa de las finanzas operativas y te ayudará a comprender los principios fundamentales detrás de la toma de decisiones financieras.

View Inteligencia financiera: lo que realmente... on Amazon

Show steps

Resume los capítulos principales
Lee el libro detenidamente
Resalta los conceptos clave

Five other activities

Expand to see all activities and additional details

Show all eight activities

Seguir tutoriales sobre planificación financiera

Show steps

Los tutoriales guiados te proporcionarán instrucciones paso a paso para desarrollar habilidades prácticas en planificación financiera.

Show steps

Busca tutoriales en línea o plataformas de aprendizaje
Sigue las instrucciones y completa los ejercicios
Aplica los conocimientos adquiridos en situaciones prácticas

Discutir casos de estudio sobre finanzas operativas

Show steps

Participar en discusiones con tus compañeros te permitirá intercambiar ideas y ampliar tu comprensión de conceptos financieros.

Show steps

Prepara un caso de estudio
Participa en la discusión
Comparte tus perspectivas

Analizar situaciones empresariales

Show steps

Analizar situaciones empresariales utilizando conceptos de finanzas operativas te permitirá aplicar los conocimientos teóricos en contextos prácticos.

Show steps

Revisa los estados financieros de una empresa
Identifica los ratios financieros clave
Interpreta los ratios para comprender el desempeño financiero
Recomienda posibles acciones basadas en el análisis

Resolver problemas de análisis de ratios financieros

Show steps

Practicar el análisis de ratios te permitirá desarrollar habilidades esenciales para evaluar el desempeño financiero de una empresa.

Show steps

Recolecta los datos financieros necesarios
Calcula los ratios relevantes
Interpreta los resultados y saca conclusiones

Desarrollar un plan de acción para mejorar la salud financiera

Show steps

Crear un plan de acción te permitirá aplicar los conceptos de finanzas operativas para mejorar la salud financiera de una empresa.

Show steps

Diagnostica los problemas financieros clave
Desarrolla estrategias para abordar los problemas
Establece un plan de implementación
Supervisa y evalúa los resultados

Career center

Learners who complete Finanzas para directivos will develop knowledge and skills that may be useful to these careers:

Financial Manager

A Financial Manager oversees the financial health of an organization. They analyze financial data to understand a company's financial performance and position. By enrolling in the course 'Finanzas para directivos' from IESE Business School, you will learn the basics of financial management. This course will give you the skills you need to analyze financial data and make sound financial decisions.

See salaries and explore the career path for Financial Manager

Controller

A Controller is responsible for managing the day-to-day financial operations of an organization. They prepare financial reports, manage budgets, and develop financial plans. The course 'Finanzas para directivos' will teach you the essential skills you need to be successful as a Controller. You will learn how to analyze financial data, prepare financial reports, and make sound financial decisions.

See salaries and explore the career path for Controller

Financial Analyst

A Financial Analyst researches and analyzes financial data to make investment recommendations. They use their knowledge of finance to identify undervalued stocks and bonds. The course 'Finanzas para directivos' will give you the skills you need to be successful as a Financial Analyst. You will learn how to analyze financial data, make investment recommendations, and manage portfolios.

See salaries and explore the career path for Financial Analyst

Investment Banker

An Investment Banker helps companies raise capital and provides financial advice. They work with companies to develop and execute financial plans. The course 'Finanzas para directivos' will give you the skills you need to be successful as an Investment Banker. You will learn how to analyze financial data, develop financial plans, and raise capital.

See salaries and explore the career path for Investment Banker

Portfolio Manager

A Portfolio Manager manages investment portfolios for individuals and institutions. They make investment decisions based on their analysis of financial data. The course 'Finanzas para directivos' will give you the skills you need to be successful as a Portfolio Manager. You will learn how to analyze financial data, make investment decisions, and manage portfolios.

See salaries and explore the career path for Portfolio Manager

Risk Manager

A Risk Manager identifies and manages financial risks for organizations. They develop and implement risk management strategies. The course 'Finanzas para directivos' will give you the skills you need to be successful as a Risk Manager. You will learn how to identify and manage financial risks, and develop risk management strategies.

See salaries and explore the career path for Risk Manager

Auditor

An Auditor examines and evaluates the financial records of an organization. They ensure that financial records are accurate and compliant with regulations. The course 'Finanzas para directivos' will give you the skills you need to be successful as an Auditor. You will learn how to examine and evaluate financial records, and ensure that they are accurate and compliant with regulations.

See salaries and explore the career path for Auditor

Tax Accountant

A Tax Accountant prepares and files tax returns for individuals and businesses. They also advise clients on tax planning strategies. The course 'Finanzas para directivos' may be useful for Tax Accountants who want to learn more about financial management. The course will help you understand the basics of financial management and how it can be used to minimize taxes.

See salaries and explore the career path for Tax Accountant

Management Consultant

A Management Consultant advises businesses on how to improve their performance. They analyze business operations and make recommendations for improvement. The course 'Finanzas para directivos' may be useful for Management Consultants who want to learn more about financial management. The course will help you understand the basics of financial management and how it can be used to improve business performance.

See salaries and explore the career path for Management Consultant

Financial Planner

A Financial Planner helps individuals and families plan for their financial future. They develop and implement financial plans that meet their clients' needs. The course 'Finanzas para directivos' may be useful for Financial Planners who want to learn more about financial management. The course will help you understand the basics of financial management and how it can be used to develop and implement financial plans.

See salaries and explore the career path for Financial Planner

Economist

An Economist studies the economy and makes predictions about its future performance. They use their knowledge of economics to advise businesses and governments on economic policy. The course 'Finanzas para directivos' may be useful for Economists who want to learn more about financial management. The course will help you understand the basics of financial management and how it can be used to make informed economic decisions.

See salaries and explore the career path for Economist

Market Researcher

A Market Researcher studies consumer behavior and market trends. They use their knowledge of marketing to help businesses develop and market their products and services. The course 'Finanzas para directivos' may be useful for Market Researchers who want to learn more about financial management. The course will help you understand the basics of financial management and how it can be used to make informed marketing decisions.

See salaries and explore the career path for Market Researcher

Sales Manager

A Sales Manager leads and motivates a team of sales representatives. They develop and implement sales strategies to achieve sales targets. The course 'Finanzas para directivos' may be useful for Sales Managers who want to learn more about financial management. The course will help you understand the basics of financial management and how it can be used to make informed sales decisions.

See salaries and explore the career path for Sales Manager

Operations Manager

An Operations Manager oversees the day-to-day operations of a business. They plan and coordinate activities to ensure that the business runs smoothly and efficiently. The course 'Finanzas para directivos' may be useful for Operations Managers who want to learn more about financial management. The course will help you understand the basics of financial management and how it can be used to make informed operational decisions.

See salaries and explore the career path for Operations Manager

Human Resources Manager

A Human Resources Manager oversees the human resources function of an organization. They develop and implement HR policies and procedures, and manage employee relations. The course 'Finanzas para directivos' may be useful for Human Resources Managers who want to learn more about financial management. The course will help you understand the basics of financial management and how it can be used to make informed HR decisions.

See salaries and explore the career path for Human Resources Manager