Controller Series: Insightful Financial Analysis

Monday, June 24, 2024
Webcast or Webinar, Online
2:00 PM - 3:00 PM (opens at 1:30 PM) EST
1Credits
Accounting and Auditing

Registration is Open

Members
$71.00 Regular Price
Non-Members
$82.00 Regular Price

CPE PowerPass Users

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$20.00 Members / $28.00 Non-Members
Course Type: Webcast
Course Code: 24/AI384467
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Auditing, Accounting

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.

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

Major Topics:

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

Major Topics:

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

Designed For:

Aspiring leaders and leaders of teams and organizations

Prerequisites:

Experience in financial management of a company.