Financial Statement Analysis: Informing Decisions and Adding Value FLEXCAST
Available Until
Your Desk
2.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
Identifying various users of financial information and what their needs are is an essential step of financial statement analysis. Instructor Jennifer Elder discusses nine different approaches to financial statement analysis, from break-even to Altman z-scores. You’ll learn to see trends in the numbers by using ‘sparklines,’ and how to present your analysis so that people will not only listen but will act on the information you present.
Highlights
Reasons for Financial Statement Analysis. Analyzing Financial Statements. Users of Financial Statements. Analyzing Financial Statements. Concerns of Users of Financial Statements. Types of Financial Statement Analysis. Gross Profit Analysis. Steps to Break-Even Analysis. Horizontal and Vertical Analysis. Ratio Analysis. The Overall Cash Flow Pipeline. Measures of Earnings Quality. Reasonableness of Earnings Relationship to Cash Flow.
Prerequisites
None.
Designed For
CPAs, CFOs, controllers, financial professionals, and auditors.
Objectives
Define seven different types of users of financial information. Identify nine types of financial statement analysis techniques. Recognize the use of ‘sparklines’ in Excel. Cite different ways of presenting financial information in a compelling manner and how to tell the story behind the numbers.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Jennifer Elder, Business Learning Institute (BLI)
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 $113.00
Member Price $98.00