Financial Analysis Tools and Techniques

 

 

• Scan any financial statement and zero in on the most valuable information
• Back up your project proposals and staffing requests with solid numbers - and boost your chances of approval
• Use business analysis techniques to determine the financial feasibility or success of any business situation
• Accurately plan for revenues and growth, using solid business numbers
• Spot indicators of financial distress - and understand your options for overcoming it
• Use break-even analysis and other powerful analysis tools to make better decisions
• Evaluate the financial impact of your management decisions - before you make them.
• Gain support for your ideas and projects by presenting them in bottom-line terms.
• Head off costly mistakes by spotting questionable numbers and inaccuracies on financial documents.
• Read, analyze and understand financial statements and reports - without having to depend on someone else's interpretation.
• Spot areas where financial performance can be improved immediately.
• Get a crystal-clear picture of where your department, division or organization stands financially.
• Use ratio analysis formulas to determine whether a financial report is good news or bad news - without having to take the bean-counter's word for it.
• Make informed decisions by determining the relative degree of risk you're taking.
• Never again be blindsided at a meeting by a report or presentation full of numbers you don't understand.
• Recognize the opportunities - and problems - embedded within any financial report.
• Decode financial jargon to "talk numbers" confidently with financial professionals.
• Make recommendations with conviction in meetings using solid numbers to back up your statements.
• Boost your credibility as you become recognized as a person who understands "the numbers."
• Understand accounting processes and practices used to measure and record business transactions
• Understand the process of preparing financial statements
• Analyze and interpret financial statements
• Identify ways of using financial statements to acquire an insight into improving business operations

• Strategic decision-makers
• Non-financial managers
• Business owners
• Senior executives
• Key business unit managers
• Other professionals who need to understand how to interpret the numbers that drive business

 

• Examine the 4 major financial statements businesses use, and learn easy ways to remember what transactions are recorded on each one
• Identify the purposes of income statements and balance sheets, and what information they will and will not tell you
• How to scan a financial statement and zero in on the most valuable information
• Make better decisions when you understand how day-to-day activities translate into revenues and costs
• Determining the real value of your product or service… adding direct and indirect costs to come up with the full cost
• Operating profit… net income… what management really means when they refer to the "bottom line"
• Find out why profits are not the same as cash, and why adequate cash reserves are crucial to any business
• Basic steps in preparing a financial statement

 

• Common finance terminology explained, from variable costs to growth margins
• The difference between current liabilities, current assets and equities
• Types of long-term assets and the role depreciation plays in determining their worth
• 5 components of working capital and how critical it is to the day-to-day operation of your organization
• A simple approach to calculating return on investment (ROI) and determining the true bottom line
• Key financial indicators that will tell if a business situation is on the right track or headed for trouble
• Tangible and other assets - what the numbers on the balance sheet may be hiding
• What every manager must understand about Philippine Financial Reporting Standards (PFRS)

• Understand the difference between finance and accounting information, and which gives you the facts you need to make effective decisions
• Cash: Find out how your company manages it and plans for enough reserves so you can seize new business opportunities
• Using the cash flow statement to predict problems before they occur, and head them off before they become crises
• Recognize the red-flag areas where cash can disappear if it's not properly managed
• Leverage your knowledge to figure out how much and when different types of businesses need cash to maintain an even cash flow
• Critical financial areas that may be out of your control but that you absolutely must understand
• How to account for the often- maligned expense of overhead, and why overhead is a necessary cost of doing business
• Understand how modifying or timing the decisions you make will contribute to your firm's financial health

• 5 valuable questions to ask when dealing with a financial problem
• Using break-even analysis and other powerful analysis tools to make more informed decisions
• How to use ratios to evaluate an organization's profitability, liquidity and leverage - and 5 ratios that can predict danger ahead
• Calculating ROI for the true "bottom line"
• Revenue forecasting techniques that are accurate and take into account your company's financial objectives

Check out our other SEMINARS:

• Tax Updates
• The Common Errors of Managers in Understanding Financial Statements
• Auditing Tools and Techniques for the Beginning Auditor
• Accounting for Non-Accountants
• Accounting 101 for Employees and Managers
• Effective Payroll Management
• Entrepreneurship 101 for the Enterprising Individual
• Cash Flow Management for Individuals
• Investing 101
• Comprehensive Tax Seminar