Controller Series: Insightful Financial Analysis

Overview

Anyone can “crunch numbers” but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.

Highlights

Reasons why it’s so difficult to provide an “insightful” financial analysis
What is the definition of a financial analysis
The six steps of a financial analysis
Key takeaways

Prerequisites

Experience in financial management of a company.

Designed For

Aspiring leaders and leaders of teams and organizations

Objectives

• Determine how to set the context for a financial analysis with a corporate overview
• Distinguish the reasons why financial statement analysis can be difficult
• Identify the steps to complete a business strategy analysis
• Identify the six steps of a financial analysis
• Choose between various ratios for greatest insights

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.