Finance & Budgeting, Business English Lessons

Budgets, costs and financial discussions in clear business English. 11 free interactive lessons at Beginner, Intermediate and Advanced level.

finance-budgeting~60 min

Annual Financial Review and Strategic Planning

Elena, the Financial Controlling Manager, conducts a virtual annual financial review with the CFO to analyze the balance sheet, profit and loss, and c…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Derivative Trading Risk and Compliance Review

An auditor meets with a trading department head to review derivative strategies, risk management, and regulatory compliance. The discussion covers tec…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Explaining Budget Variances and Corrective Actions

A management controller presents a detailed budget variance report to a regional operations manager, discussing unexpected maintenance and labor costs…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Negotiating EBITDA Adjustments in M&A Due Diligence

Alex Vance reviews Caldmere Systems's financial data and raises concerns about revenue sustainability, inventory valuation, and maintenance costs duri…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Post-SteerCo Cost Forecast Reconciliation

After a steering committee meeting, a senior leader requests a private discussion to verify the integrity of a revised cost forecast. The conversation…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Post-SteerCo Cost Forecast Variance Review

After a steering committee flagged a cost forecast discrepancy, the Program Director requests a focused one-on-one with the reporting lead to assess d…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Q3 Financial Results and Cost Variance Analysis

A finance manager presents Q3 results to the executive committee, highlighting revenue growth and profit margin pressures from rising costs. The discu…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Quarterly Cluster Business Review: Financial Performance and Strategic Priorities

Elena, the Cluster FP&A Business Partner, meets with David, the Cluster General Manager, to discuss the results of the last three months in the Verola…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Restructuring distressed hotel debt for mixed-use conversion

A consultant discusses a hotel restructuring project with a senior executive, focusing on the shift from a luxury hotel to a mixed-use model. The conv…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Reviewing Price Reduction and Promotional Strategy Outcomes

Two weeks after implementing a strategic price reduction, a category head and financial analyst reconvene to assess the impact on sales volume, profit…

BeginnerIntermediateAdvancedStart lesson →
finance-budgeting~60 min

Understanding Clinic Economics Under Regulated Pricing

A CFO meets with a General Manager to analyze how a regulated clinic network generates value despite fixed national tariffs. They identify key operati…

BeginnerIntermediateAdvancedStart lesson →