This course offers a feature-rich exploration of financial statement analysis, tailored by instructor Jennifer Elder. Attendees benefit from a deep dive into nine distinct analytical approaches, equipping them with versatile skills to cater to various users of financial information. The course's standout feature is the practical application of Excel `sparklines,' enhancing the visual presentation of data trends. Benefits extend to mastering the art of storytelling with financial data, enabling attendees to present their analysis in a manner that is not only engaging but also drives action. This course is a powerful tool for any finance professional looking to enhance their analytical and presentation skills.
Learning Objectives
Upon completing this course, participants should be able to:
Define seven different types of users of financial information.
Identify nine types of financial statement analysis techniques.
Recognize the use of 'sparklines' in Excel.
Cite different ways of presenting financial information in a compelling manner and how to tell the story behind the numbers.
Major Topics
Reasons for Financial Statement Analysis
Analyzing Financial Statements
Users of Financial Statements
Analyzing Financial Statements
Concerns of Users of Financial Statements
Types of Financial Statement Analysis
Gross Profit Analysis
Steps to Break-Even Analysis
Horizontal & Vertical Analysis
Ratio Analysis
The Overall Cash Flow Pipeline
Measures of Earnings Quality
Reasonableness of Earnings Relationship to Cash Flow
