Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers

Overview

Financial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization’s financial standing. However, the interpretation of financial statements can vary widely depending on the user’s perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company’s financial performance.

Highlights

• The 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
• Summing It Up

Prerequisites

Basic understanding of financial statements and financial statement preparation

Designed For

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

Objectives

• 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

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will not be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.