Finance for Project Managers in IT Company

Our program addresses the most critical topics in finance of an IT company: financial statements and analysis, budgeting, decision-making, cash management, investment appraisal.

Learning objectives

  • Understand financial statements of the IT company.
  • Analyse the financial data to provide insights about the financial performance and position.
  • Understand the budgeting process in the IT-sector companies.
  • Analyse and use information about the cost of digital products for decision-making.
  • Understand how to balance the IT organisation’s cash needs.
  • Apply investment appraisal techniques to IT projects.

Additional information

Target audience

Middle-level project managers, other non-financial managers and rising leaders in an IT organization who use financial information in practice.

Timing and delivery

16 academic hours. Sessions can be in-person or delivered virtually:
- 2 days (9:00 – 16:30)
- 4 webinars (9:00 – 12:15)
We offer this course in a closed form, tailored to the needs of a given client.


Training program

The training program below is a sample and can be modified to meet the unique business needs of the organization.


Financial reporting

  • Corporate finance system.
  • Financial accounting principles. Accrual basis of accounting.
  • Understanding the balance sheet, income statement and cash flow statement of the IT company.


Key accounting

  • What is the difference between expenses (OPEX) and investments (CAPEX, assets)?
  • Assets, liabilities and equity.
  • Revenue, expenses, amortization and depreciation, profit or loss (net income).
  • Proceeds (CF-in) and payments (CF-out), net cash flow.



Financial statement

  • Profitability ratios.
  • Efficiency ratios.
  • Liquidity ratios.
  • Lender (solvency, gearing, leverage, debt) ratios.
  • Investor (value) ratios.


Management accounting

  • Cost breakdown.
  • Direct and indirect costs.
  • Fixed and variable expenses.
  • Relevant costs.



  • Budgeting process.
  • Forecasting and its relationship with budgeting.
  • Coordination, delegation and motivation.
  • Budgetary control.



  • Minimum pricing (maximum discount) decisions.
  • Shutdown decisions: deleting a segment or temporary closure.
  • Make or buy (outsource) decisions.


Working capital management

  • Receivables management.
  • Payables management.
  • Managing cash and working capital based on profit / value maximization.


Investment appraisal

  • Investment appraisal techniques (NPV, IRR, PP).
  • General logic of investment project appraisal: assumptions and constraints, financial model templates.

Organisational information

Number of participants

The Client can include up to 20 members of their team in the session.


Please contact us. Because of flexible deployment of the program, the price is determined individually and will depend on the scope and unique business needs of the client.

Proposed date

Please contact us. The training session will be delivered at a time agreed upon by PwC’s Academy and the Client. Trainers will be dedicated to conduct the training session according to their availability.


PwC Academy office Polna 11 Warsaw, 00-633, Poland Any other available place.

Contact us

Svitlana Zasukhina

Trainer, Senior Manager, MBA, CFA, ACMA/CGMA, CIA, PwC Poland

Tel: +48 519 062 937

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