Advanced Financial Analysis
5 DaysAdvanced Financial Analysis - Virtual Learning
Course Methodology
The course uses a mix of interactive techniques, such as brief presentations by the consultant, group exercises, and real-life published financial statements analysis using Excel to apply knowledge acquired throughout the course.
Course Objectives
By the end of the course, participants will be able to:
- Explain the impact of accounting treatments and methodologies on financial statements
- Analyze the industry using Porter’s five forces model
- Apply financial ratios analysis in Excel and report recommendations
- Assess the quality of financial reports and reported earnings and cash flows
- Forecast financial statements based on the analysis of the historical performance of a company
Target Audience
Chief accountants, accounting managers, senior accountants, finance directors, finance managers, financial analysts, financial controllers, financial accounts managers, heads of finance departments, credit controllers, credit risk analysts, bankers, and relationship managers.
Target Competencies
- Interpreting financial statements
- Reading annual reports
- Financial analysis
- Credit analysis
- Financial forecasting and modeling
Course Outline
- Financial Statements and the Annual Report
- Understanding the income statement, balance sheet, and cash flow statement
- Other comprehensive income components
- Accounting considerations in financial analysis
- Receivables and the Expected Credit Loss (ECL) provision
- Fixed assets accounting options: Cost vs. Fair Value models
- Accounting for capital expenditures and impairment
- Impact of lease accounting
- Various investment accounting considerations
- Accounting treatment of goodwill
- Content of the annual financial report
- Non-financial elements of the annual financial report
- Types of external audit opinions
- Management Discussion and Analysis (MD&A)
- Basics of Macroeconomic and Industry Analysis
- Macroeconomic factors to assess country exposure
- Indicators of Gross Domestic Product (GDP), unemployment rate, inflation and interest rates
- Deficit-to-GDP, debt-to-GDP, and GDP growth rates
- Industry analysis: Understanding Michael Porter's Five Forces shaping an industry's competitiveness
- Threat of new entrants
- Threat of substitutes
- Bargaining power of buyers
- Bargaining power of suppliers
- Rivalry of competitors
- Segment reporting in annual reports
- Financial Ratios Analysis Using Excel
- Common size analysis to improve comparability
- Calculating trends and growth patterns
- Ratio analysis to assess key aspects of company performance:
- Profitability
- Liquidity
- Efficiency and working capital management
- Financing structure and risk
- DuPont analysis
- Altman Z-score to assess potential bankruptcy
- Using graphical representation
- Assessing the Quality of Financial Reports
- Quality of financial reporting vs. quality of earnings
- Framework for assessing a company's quality of financial reports
- Potential problems that affect the quality of financial reports
- Beneish model: M-score to describe the degree to which earnings are manipulated
- Evaluating the earnings quality of a company
- Evaluating the cash flow quality of a company
- Indicators of financial position quality
- Sources of information about risk
- Financial Forecasting Techniques for Analysts
- Revenue forecasting: Bottom-up versus top-down
- Forecasting cost of goods sold
- Forecasting fixed and variable costs
- Forecasting financial position accounts
- Working capital: accounts receivables, inventory, payables
- Fixed assets forecasting
- Retained earnings and dividend pay-out policy
- Modeling financial statements forecast
Mawred Certificate
Mawred Certificate courses by Al mawred Training & Consulting are designed for those willing to challenge themselves and go the extra distance...
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