Controller Series: Insightful Financial Analysis WEBCAST

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

Preparation

None.

Notice

None.

Leader(s):

Jennifer Elder

Leader Bios

Jennifer Elder

Jennifer Elder is a CPA, CMA, CIA, CFF with a Master’s in Organizational Leadership. She has worked in accounting and finance for the past 25 years in a variety of industries including manufacturing, residential construction and development, and angel investing. She spent five years in public accounting, seven years as the Accounting Department Chair of a community college, and the previous ten years in the role of CFO.

Recently, Jennifer started her own business, The Sustainable CFO, providing business consulting, on-demand CFO services, and business coaching services. Their target market is small and medium-sized businesses looking to improve their bottom-line and overall performance. In addition Jennifer teaches finance in the Green MBA program at Antioch University New England.

She is also a contributing writer for the National Association of Home Builders and TriplePundit, and a frequent presenter for the Maryland Association of CPA’s, the Institute of Management Accountants, and the Society for Human Resource Management.

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