MG-GY 6033– Financial Analysis for Tech Managers
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Technology Management and Innovation
MG-GY 6033– Financial Analysis for Tech Managers
Spring 2026 - Syllabus
Instructor Contact Information
Edward Talisse
Email: [email protected]
TMI 2 MTC 10th Floor, 347-939-9488
Office hours: By Appointment, In Person or via Zoom
Course Prerequisites
None
Course Description
Financial Analysis for Tech Managers is designed to provide technology managers with a strong understanding of key financial principles and tools essential for making informed business decisions. The course will cover foundational accounting concepts, focusing on how to interpret and analyze financial statements to gain insights into a firm's performance. Participants will also develop a thorough understanding of the time value of money, investment appraisal methods, and project evaluation techniques, enabling them to assess and select projects that align with strategic business objectives.
We will explore various avenues for raising capital, examining the benefits and drawbacks of different financing options from the perspectives of both the firm and potential investors. The discussions will address real-world challenges faced by finance professionals, and we will engage in practical exercises to bridge theory with managerial decision-making.
To enhance hands-on learning, the class will incorporate various digital platforms, simulation tools, and case study analyses. This will ensure that students not only understand financial concepts but also apply them to real-life scenarios in technology-driven environments. By the end of the course, participants will have gained financial acumen and a strategic mindset necessary to confidently lead technological initiatives.
Course Objectives
The course is designed to provide students with a comprehensive understanding of the principles and practices of corporate financial management. It emphasizes the development of critical and analytical skills essential for addressing complex financial issues, preparing students for advanced study and career success in the finance field. Upon successfully completing this course, students will be able to:
· Develop a comprehensive understanding of corporate financial management topics, including capital structure, dividend policy, mergers and acquisitions, financial distress, and corporate governance.
· Enhance analytical and decision-making skills.
· Strengthen the use of analytical tools.
· Foster strategic thinking.
· Prepare for careers in the field.
Course Structure
In-Person: This course is conducted entirely in person, and you are required to attend classes on campus. All class meetings will be held Tuesday evenings 2 MetroTech Center Room 816 Loc: Brooklyn Campus. You will engage in lectures, discussions, activities, and assessments directly in the classroom. Class begins at 6:00pm.
Assessment/Grade Breakdown (%)
|
Assessment Item |
Weight |
|
Knowledge Tests 4x |
40% |
|
Excel/Gen AI Exercises |
20% |
|
Final Exam |
40% |
|
Total |
100% |
Learning Time Rubic
|
Learning Time Element |
Time on Task for Students (weekly estimate) |
Notes |
|
Weekly Lectures |
2.5 hours |
Two classes per week, each class focused on solving corporate finance problems. |
|
Assignments |
2 hours |
Chapter reading and assigned end of chapter questions. |
|
Excel /Gen AI Exercises |
1 hour |
Excel and Gen AI exercise |
Course Communication
Throughout the semester, I will communicate with you in several ways. You may receive information directly from this syllabus, via email, in class or during office hours. Additionally, I will also use NYU Brightspace for communication.
Announcements
Announcements will be posted on NYU Brightspace to keep you up-to-date on all course activities and deadlines. You can locate all class announcements under the Announcements tab of our class. It is your responsibility to check the class announcements regularly as they will contain important information about class assignments and other class matters.
Text and Materials
1. Textbook: Ross, Westerfield and Jordan, Fundamentals of Corporate Finance, 13th edition (McGraw-Hill/Irwin, 2022)
· Available in hardcover, loose-leaf, or digital format
· Must be obtained by the first day of class
All students will need full access to Microsoft Office Excel 365 and a financial calculator. Microsoft Office access instructions can be found here. https://www.nyu.edu/life/information-technology/computing-support/software/software/ms-office.html
Our class will include a series of graded assignments focused on using Excel and various generative AI tools. Participation in these assignments is mandatory and will contribute toward your final grade. Please ensure you are prepared to engage actively in all related activities and submit your work on time. Graded Excel and AI assignments will significantly enhance your learning experience by providing hands-on practice with the tools and techniques most relevant to modern finance and accounting careers
All tests and examinations are in person and will require you to have pencils, an eraser and a calculator.
Course Requirements
This course is designed to be highly interactive and hands-on. Success in this class will depend on two critical factors: active participation in problem-solving and discussions and consistent effort on homework problems.
Finance is a subject best learned by doing, not just by observing. Engaging in class activities will help deepen your understanding of key concepts, while completing homework will give you the practice needed to master the analytical techniques we’ll explore.
Test and Exams
All tests and exams for this course will be conducted in person and will require the use of a pen, paper, and a calculator. Phones, access to the internet, and any other electronic devices will not be permitted during assessments. Formula sheets are not allowed. There are no test or exam make up dates. Failure to present oneself for a test or examination will result in a grade of zero.
Each test and exam will mostly include computational problems similar to those in the assigned end of chapter problems and exercises.
Course Schedule
|
Week # |
Topic |
Textbook Chapter |
Class Assignments |
|
|
1 |
Introduction to Financial Management and Financial Statements |
2 |
Self-test 2.1 Problems 1-10, 21, 22, 23, 24 |
|
|
2 |
Working with Financial Statements |
3 |
Self-test 3.1 and 3.3. Problems 1-5, 10, 17, 19, 26 |
|
|
3 |
Long-term Financial Planning and Growth |
4 |
Self-test 4.1 and 4.3. Problems 3-10,12,13 |
|
|
Knowledge Test #1 |
||||
|
4 |
Introduction to Valuation: The Time Value of Money |
5 |
Self-test 5.1 to 5.4 Problems 2-12, 17 |
|
|
5 |
Discounted Cash Flow Valuation |
6 |
Self-test 6.1-6.5 Problems 1-12, 14, 20, 21 |
|
|
Knowledge Test #2 |
||||
|
6 |
Interest Rates and Bond Valuation |
7 |
Self-test 7.1, 7.2 Problems 1-4, 6, 7, 10, 11, 18-19 |
|
|
7 |
Stock Valuation |
8 |
Self-Test 8.1 Problems 1-5, 7-9 |
|
|
Knowledge Test #3 |
||||
|
8 |
Net Present Value and Other Investment Criteria |
9 |
Self-Test 9.1, 9.2 Problems 1, 2, 8, 9, 11, 12.b. |
|
|
9 |
Making Capital Investment Decisions |
10 |
Self-test 10.1, 10.2, 10.3 Problems 4, 6-12. 14, 21 |
|
|
10 |
Project Analysis and Evaluation Review |
11 |
Self-test 11.1, 11.2 Problems 2, 3, 4, 6, 7, 9 |
|
|
Knowledge Test #4 |
||||
|
11 |
Cost of Capital |
14 |
Self-test 14.1, 14.2 Problems 1-3, 5, 6, 7, 9, 15 |
|
|
12 |
Financial Leverage and Capital Structure Policy |
16 |
Self- test 16.1,16.2,16.3 Problems 1, 2,3, 4,5,6,17 |
|
|
Final Examination |
||||
Course Policies
Generative Artificial Intelligence Use
The University recognizes the growing role of generative AI in solving numerical and conceptual problems, explaining concepts, and breaking down problems to deepen your understanding. As a student, the choice of when and how to use AI is yours; however, if you submit work generated by AI, you must clearly acknowledge it. Please note that AI is strictly prohibited during exams, and over-reliance on AI often leads to poor academic outcomes, i.e., low grades, as it limits your ability to develop and demonstrate the critical thinking skills this class is designed to foster. I strongly encourage you to learn the underlying concepts rather than just seeking answers and practice solving problems independently before asking for help. There are no shortcuts to mastering these essential competencies.
Moses Center Statement of Disability
If you are a student with a disability who is requesting accommodations, please contact New York University’s Moses Center for Student Accessibility (CSA) at 212-998-4980 or [email protected]. You must be registered with CSA to receive accommodations. Information about the Moses Center can be found at www.nyu.edu/csa. The Moses Center is located at 726 Broadway on the 2nd floor.
NYU School of Engineering Policies and Procedures on Academic Misconduct (from the School of Engineering Student Code of Conduct)
A. Introduction: The School of Engineering encourages academic excellence in an environment that promotes honesty, integrity, and fairness, and students at the School of Engineering are expected to exhibit those qualities in their academic work. It is through the process of submitting their own work and receiving honest feedback on that work that students may progress academically. Any act of academic dishonesty is seen as an attack upon the School and will not be tolerated. Furthermore, those who breach the School’s rules on academic integrity will be sanctioned under this Policy. Students are responsible for familiarizing themselves with the School’s Policy on Academic Misconduct.
B. Definition: Academic dishonesty may include misrepresentation, deception, dishonesty, or any act of falsification committed by a student to influence a grade or other academic evaluation. Academic dishonesty also includes intentionally damaging the academic work of others or assisting other students in acts of dishonesty. Common examples of academically dishonest behavior include, but are not limited to, the following:
1. Cheating: intentionally using or attempting to use unauthorized notes, books, electronic media, or electronic communications in an exam; talking with fellow students or looking at another person’s work during an exam; submitting work prepared in advance for an in-class examination; having someone take an exam for you or taking an exam for someone else; violating other rules governing the administration of examinations.
2. Fabrication: including but not limited to, falsifying experimental data and/or citations.
3. Plagiarism: intentionally or knowingly representing the words or ideas of another as one’s own in any academic exercise; failure to attribute direct quotations, paraphrases, or borrowed facts or information.
4. Unauthorized collaboration: working together on work that was meant to be done individually.
5. Duplicating work: presenting for grading the same work for more than one project or in more than one class, unless express and prior permission has been received from the course instructor(s) or research adviser involved.
6. Forgery: altering any academic document, including, but not limited to, academic records, admissions materials, or medical excuses.
Access the entire School of Engineering Student Code of Conduct here: engineering.nyu.edu/academics/code-of-conduct
Statement On Inclusion
The NYU Tandon School values an inclusive and equitable environment for all our students. I hope to foster a sense of community in this class and consider it a place where individuals of all backgrounds, beliefs, ethnicities, national origins, gender identities, sexual orientations, religious and political affiliations, and abilities will be treated with respect. It is my intent that all students’ learning needs be addressed both in and out of class, and that the diversity that students bring to this class be viewed as a resource, strength and benefit. If this standard is not being upheld, please feel free to speak with me.
End of Course Syllabus
2026-03-21