Finance, Revenue & Data Analysis Sample Syllabus

The Finance Staff Development Program will consist of weekly online training sessions interspersed with regular 1:1 mentor meetings and individual assigned activities & tasks. The course will require 2-3 hours of effort per week over the course of 4-5 months.

Course Description and Learning Goals: The course is designed to give participant with little to no financial background a baseline understanding of finance, revenue and data analysis as it relates to the Department of Medicine and its financial operations.  Participants will practice various financial analysis and reporting techniques, learn to read and analyze major financial statements and learn the basics of Department and Hospital finance structure and operations.

Key Finance Concepts:

Department of Medicine Account Structure


  • Working with Data
  • Creating Reports
  • Advanced Excel formatting and formulas

General Accounting

  • Financial Statement Analysis
  • Income Statements
  • Understanding the Balance Sheet
  • Profit & Loss Statements
  • Debits, credits, revenue, expenses


Actual vs. Budget Variance

Understanding Institutional Funds Flow (CARE+ Funding)

Understanding Compensation Models

Revenue Cycle

  • Root cause analysis
  • Understanding & tracking KPI’s
  • Distilling data sets to digestible presentations
  • Financial Modeling / Projections
  • Understanding clinical revenue

Financial Reporting & Analysis

  • Revenue/Cost Analysis

Applying these concepts within BU/BMC systems