Advanced Financial Statement Analysis: Forecasting and Strategic Decision-Making
Live Online 3-Day Training | Intensive, Practical and Interactive
This advanced-level course is designed for those who want to sharpen their analytical skills and apply financial statement analysis in high-stakes contexts such as valuation, M&A, credit analysis, and strategic decision-making.
Using a blend of analytical frameworks, modelling tools, and real-world case studies, participants will sharpen their ability to analyze complex financial scenarios, predict outcomes, and support long-term corporate strategies. Emphasis is placed on actionable insights, critical thinking, and scenario planning.
Ideal for those who shape financial direction by linking to other strategies, influence boardroom decisions, and support long-term business growth, directors, senior finance professionals, strategic decision-makers, financial analysts, auditors and business leaders involved in deep financial evaluation, forecasting, and long-term planning.
By the end of this training, participants will be able to:
- Apply advanced techniques in financial statement analysis.
- Integrate forecasting models to project future financial performance.
- Evaluate strategic options using financial tools.
- Conduct sensitivity and scenario analysis for decision-making.
- Synthesize financial and non-financial data into strategic insights.
Day 1: Advanced Financial Statement Analysis
- Session 1: Advanced Income Statement Analysis: Revenue quality, operating leverage, and margin stability
- Session 2: Deep Dive into Balance Sheet Strength: Working capital, capital efficiency, and asset utilization
- Session 3: Cash Flow Health & Analysis: Cash sustainability, free cash flow, reinvestment analysis
- Session 4: Cross-sectional & Industry Benchmarking: Peer comparison, normalized performance metrics
- Q&A session
Day 2: Forecasting and Financial Modelling
- Session 5: Forecasting Techniques – Revenue & Costs: Top-down vs bottom-up methods, regression models
- Session 6: Forecasting Balance Sheet & Cash Flows: Drivers-based modeling and projections
- Session 7: Excel-Based Financial Modeling: Dynamic models, linking forecasts with financials
- Session 8: Scenario and Sensitivity Analysis: Best case, worst case, and real-time simulations
- Q&A Session
Day 3: Strategic Financial Analysis and Valuation
- Session 9: Strategic Analysis Using Financial Data: Financial metrics for strategic decision-making
- Session 10: Valuation Insights & Multiples: DCF, P/E, EV/EBITDA and FREE CASH FLOW TO EQUITY
- Session 11: Integrated Case Study (Group Work): Forecasting, analysis, and strategic recommendations
- Group Presentations & Feedback: Teams present findings to facilitator and peers
- Wrap-Up, Assessment: Course review, final Q&A, feedback.
George Skordis - an experienced professional, currently a Group CFO of 15 companies and conducting Finance projects for the EY Academy’s clients. For specific projects in Advisory and Training, George collaborates with EY Academy to serve key clients.
Benefit from the knowledge of our experts
Access to articles and know-how is free of charge. Learn about our working methodology – transferring knowledge through real-life examples:
Do I need Financial Skills?
Gone are the days when knowledge of “Finance” was the preserve of accountants and financial managers, whose sole functions were to be the custodians of an organisation's assets and report on the health of its finances.
Applied Finance in Business Programme - Webinar Series: Part 1
Free webinar where we discuss practical finance skills you can apply immediately in your work.
Derivatives and Financial Statements – International Finance For Future Managers
Investors place their money in companies they know are managed well. That means these companies are “being looked after” and their financial health is of primary concern to management.
FREE Budgeting Email Course
Do you feel confused by the budgeting process? Would you benefit from having a clear and practical understanding of your and your department’s role in this process? Make a start with our FREE interactive email course. See how our tried, tested and loved training methodologies will help you understand the budgeting process and transform your planning and company finances.
Participants of this two-day workshop will receive 14 CPD (Continuous Professional Development) credit hours.
Our courses fulfil the requirements of the professional development schemes of international professional bodies such as ACCA, IIA, PMI®, etc.
