Financial Analysis and Reporting

Overview:

Introduction:

This training program is designed to equip participants with in-depth knowledge of financial statements, advanced analysis techniques, and reporting standards. It empowers them to enhance their financial analysis skills for effective decision-making and communication.

Program Objectives:

By the end of the program, participants will be able to:

• Understand Financial Statements.

• Master Financial Ratios and Metrics.

• Analyze Financial Health.

• Enhance Reporting Skills.

• Apply Financial Analysis in Decision Making.

Target Audience:

• Finance professionals.

• Accountants.

• Financial analysts.

• Business managers.

• Entrepreneurs and business owners.

Program Outlines:

Unit 1

Introduction to Financial Statements:

• Overview of Financial Statements.

• Income Statement.

• Balance Sheet.

• Cash Flow Statement.

• Notes to Financial Statements.

• Understanding footnotes.

Unit 2

Financial Ratios and Metrics:

• Liquidity Ratios.

• Profitability Ratios.

• Leverage Ratios.

• Efficiency Ratios.

• Market Value Ratios.

 Unit 3

Advanced Financial Analysis Techniques:

• Trend Analysis.

• Common-Size Financial Statements.

• DuPont Analysis.

• Forecasting and Projections.

• Scenario and Sensitivity Analysis.

• Sensitivity to key variables.

Unit 4

Financial Reporting Standards and Regulations:

• Introduction to GAAP and IFRS.

• Revenue Recognition.

• Asset Valuation.

• Liability Recognition.

• Disclosure Requirements.

• Importance of full disclosure.

Unit 5

Financial Reporting and Communication:

• Effective Financial Reporting.

• Annual Reports and Regulatory Filings.

• Management Discussion and Analysis (MD&A).

• Earnings Calls and Investor Presentations.

• Communicating Financial Information.