How to Analyze Financial Statements
Author: Miles Hutchinson
| CPE Credit: |
2 hours for CPAs |
How did your business unit perform last year? What’s the trend in your key business segments over the last three to five years? How can this information help you identify the key things you need to focus on in the upcoming year? Do you struggle with the language of business? How well do you understand terms like, Top Line Growth, Gross Margin, Gross Profit, Return on Capital, Liquidity, Financial Leverage, EBITDA, Cash flow from Operations, Free Cash Flow, etc.?
Join Miles Hutchinson, CGMA, as he shows you how to analyze the numbers and use this intel to juice up virtually every facet of your organization’s operations from sales and marketing, to finance, HR, and customer service. Use our proven model to quickly assess the financial condition and results of operations of any business using trend and ratio analysis. Join C-suites and business analysts from around the country and empower your team to maximize the benefit from your crystal clear understanding of the numbers.
Publication Date: May 2021
Designed For
Financial Executives, HR Managers, Accounting Managers, Department Managers, and Business Unit Managers.
Topics Covered
- Review Components of an Annual Report
- Define Fundamental v. Technical Analysis
- Perform a Fundamental Analysis
- Review a Financial Analysis Model
- Perform a Technical Analysis
- Sources of key competitive benchmarks
- Resources available to perform comparative studies between companies in the same economic sector — even private companies
Learning Objectives
- Recognize how to analyze the numbers, and use this intel to juice up virtually every facet of your organization's operations from marketing, to finance, to HR, to customer service and sales
- Identify and apply a proven model to quickly assess the financial condition and results of operations of any business using trend and ratio analysis
- Identify general components of a company's annual report
- Differentiate types of horizontal and vertical analyses
- Identify types of analysis would generally be used to determine financial strength
- Differentiate types of ratios
- Recognize a company's P/E ratio
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Accounting (2 hours)
Program Prerequisites
None
Advance Preparation
None
