Financial Statement Analysis: Informing Decisions and Adding Value ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $49.00
Non-Member Price $56.00
Overview
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.
Highlights
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.
Prerequisites
None.
Designed For
CPAs, CFOs, controllers, financial professionals, and auditors.
Objectives
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Jennifer Elder, Business Learning Institute (BLI)
Jennifer Elder is a CPA, CMA, CIA, CFF with a Master’s in Organizational Leadership. She has worked in accounting and finance for the past 25 years in a variety of industries including manufacturing, residential construction and development, and angel investing. She spent five years in public accounting, seven years as the Accounting Department Chair of a community college, and the previous ten years in the role of CFO. Recently, Jennifer started her own business, The Sustainable CFO, providing business consulting, on-demand CFO services, and business coaching services. Their target market is small and medium-sized businesses looking to improve their bottom-line and overall performance. In addition Jennifer teaches finance in the Green MBA program at Antioch University New England. She is also a contributing writer for the National Association of Home Builders and TriplePundit, and a frequent presenter for the Maryland Association of CPA’s, the Institute of Management Accountants, and the Society for Human Resource Management.
Non-Member Price $56.00
Member Price $49.00