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.
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.
Experience in financial management of a company.
Aspiring leaders and leaders of teams and organizations.
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.
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.
Non-Member Price $76.00
Member Price $65.00