FINANCIAL STATEMENT & BUSINESS ANALYSIS

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COURSE OVERVIEW

This comprehensive course dives into the critical components of financial statement and business analysis, focusing on the valuation of businesses through detailed examination of income statements, cash flows, and balance sheets. Participants will learn how to interpret financial statements, analyze a company’s underlying performance, and calculate key financial ratios that inform business decisions. Designed for finance professionals and those seeking to deepen their analytical skills, the course combines theoretical knowledge with practical application, ensuring that participants are well-equipped to conduct thorough financial analyses and make informed decisions.

COURSE OBJECTIVES

By the end of this course, attendees will be able to:

Understand the structure and components of financial statements.
Analyze income statements to assess profitability.
Examine cash flow statements to evaluate liquidity and cash management.
Assess balance sheets to determine financial position.
Calculate and interpret key financial ratios.
Identify trends and anomalies in financial data.
Apply financial analysis techniques to real-world business scenarios.
Develop strategies based on financial analysis for business improvement.

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TARGET COMPETENCIES

Financial Statement Analysis
Income Statement Review
Cash Flow Analysis
Balance Sheet Examination
Financial Ratio Calculation
Performance Evaluation

Financial Analysts
Accountants
Business Managers
Investment Professionals
Finance Students

This course employs a blend of lectures, case studies, hands-on exercises, and group discussions. Participants will engage in real-world scenarios to apply theoretical concepts in practical settings. Interactive sessions and problem-solving activities will enhance learning and ensure that participants can translate knowledge into actionable strategies.

INTRODUCTION TO FINANCIAL STATEMENTS

Overview of Financial Statements.
Understanding the Income Statement.
- Structure and Components.
- Revenue Recognition.
Exploring the Balance Sheet.
- Assets, Liabilities, and Equity.
- Current vs. Non-Current Items.
Cash Flow Statement Basics.
- Operating, Investing, and Financing Activities.
- Direct vs. Indirect Method.

INCOME STATEMENT ANALYSIS

Analyzing Revenues.
Cost and Expense Analysis.
- Cost of Goods Sold (COGS).
- Operating Expenses.
Profitability Metrics.
Case Studies.

BALANCE SHEET ANALYSIS

Asset Evaluation.
- Current vs. Non-Current Assets.
- Depreciation and Amortization.
Liability Assessment.
- Short-Term vs. Long-Term Liabilities.
- Debt Structure Analysis.
Equity Analysis.
- Shareholder’s Equity Components.
- Retained Earnings.

CASH FLOW STATEMENT ANALYSIS

Cash Flow from Operations.
Investing Activities.
Financing Activities.
Practical Exercises.

FINANCIAL RATIO ANALYSIS

Liquidity Ratios.
Profitability Ratios.
Solvency Ratios.
Market Ratios.

PERFORMANCE EVALUATION AND TREND ANALYSIS

Comparative Financial Statements.
- Horizontal and Vertical Analysis.
- Common Size Statements.
Identifying Financial Trends.
Analyzing Financial Anomalies.
- Unusual Items.
- Adjustments.
Practical Applications.

APPLYING FINANCIAL ANALYSIS IN BUSINESS DECISION-MAKING

Investment Decision Cost Management Strategies.
Investment Decision Making.
- Capital Budgeting Techniques.
- Valuation Methods.
Risk Management.
Case Studies.