Accounting
Financial Statement Analysis
2 Days
This course is designed for finance professionals who enjoy a fundamental understanding of financial statements and seek to develop a more fulsome analytical framework. We begin this course by offering a brief refresher of the basic financial statements and our discussion quickly progresses to the process of analyzing the statements and the information accompanying the statements.
Topics in this course include:
- The Financial Statements Plus Supporting Information
- The Roles of Industry / Strategy / Management in the Analytical Process
- Key Tenants: Liquidity, Profitability, Leverage, Efficiency, Returns
- Analytical Methodologies: DuPont and Altman
- Critical Value Drivers
- Understanding and Measuring Cash Flow
Class Structure:
This course is coordinated with a combination of lectures/discussions, small group exercises, small cases and a capstone case. Participants learn by doing exercises individually and in small groups. Cases used in this course are designed to challenge, deceive, and ultimately reward thoughtful analysis.
Target Audience:
This course is aimed at a wide population of finance professionals tasked with understanding financial statements who have only limited experience in this capacity. Typical banking roles suited for this specific course include:
- Analysts and Associates
- Entry-level Product Specialists
- Junior Professionals seeking a refresher course
- Experienced Professionals transitioning to new roles requiring financial statement analysis