Financial Storytelling – Case Studies

Go beyond spreadsheets. Learn how to tell the financial story behind the numbers.

This downloadable workbook includes 5 practical case studies designed to help you sharpen your financial thinking, uncover insights, and develop a storytelling mindset.

Each case simulates a real-world business situation — from eroding margins to flawed forecasts — and gives you a chance to explore data, identify red flags, and draw meaningful conclusions.