Seeing Beyond the Numbers: Analysis for CFOs & Controllers

Overview

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this class include:

• Purpose of Financial Statement Analysis
• Comparing Actuals vs. Expectations & Benchmarking
• Case Studies 1 & 2
• Ratio Analysis
• Case Study 3
• Analysis of Statement of Cash Flows
• Case Studies 4 & 5
• Other Uses of Ratios

Prerequisites

None

Designed For

Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills.

Objectives

After attending this presentation, you will be able to...

• Indicate how different stakeholders utilize financial statements
• Recognize how flexible budgeting may be used by CFOs and Controllers
• Recall how time series analysis and common size financial statements are used in trend analysis
• Calculate liquidity, leverage, and profitability ratios
• Identify the uses and limitations of ratio analysis

Preparation

None