Financial Statement Analysis

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Overview

Are you financially literate?
Whether assessing current performance, developing Key Performance Indicators (KPIs) or simply developing a forecast budget, do you understand the story behind your company’s financials? Can you read the warning signs or identify when and where numbers don’t make sense? How does your business compare to its competitors, shareholders, employees and other stakeholders? Is there an expectation gap? Increase your financial literacy: become an effective manager as you understand how your business is viewed and learn how to sway perception rather than react to perceived shortfalls.

Overview
This programme reviews the content and purpose of the three fundamental financial statements, the Income Statement, the Balance Sheet and the Cash Flow Statement. Through various hands-on class exercises and discussions, the interplay between each is demonstrated and highlights why good financial statement analysis takes time. Attendees are also encouraged to use Excel to undertake analytical exercises, such as capex smoothing, ratio analysis and breakeven analysis.

Key benefits

  • Understand the intent of the Income Statement, Balance Sheet and Cash Flow Statement and how the statements link together through the concept of control accounts
  • Recognise alternative layouts for financial statements
  • Learn some of the key differences between the two main accounting regimes, namely International Financial Reporting Standards (IFRS) and US Generally Accepted Accounting Principles (US GAAP)
  • Understand the importance of ratio analysis for assessing profitability, liquidity and gearing
  • Develop an analytical toolkit to assist financial statement interpretation
  • Understand how analysis may affect valuations

Who should attend

Aimed at both new and experienced analysts, accountants and managers, this course provides attendees with analytical tools required to support more informed corporate finance, operational and strategic decisions in a timely, quantitative manner.

Related Courses

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Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

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Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

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We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:


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Why us


We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product