Financial Statement Analysis: Beyond the Basics
Live Online 2-Day Training | Intensive, Practical and Interactive
This two-day intensive, practical and interactive training program on Financial Statement Analysis is designed to equip finance or non-finance professionals across all functions whether business managers or credit analysts or accountants and other stakeholders with the knowledge and skills necessary to interpret and evaluate financial statements effectively.
Participants will gain practical tools to assess company performance, identify financial risks, uncover underlying business risks and operational inefficiencies and support strategic decision-making.
This course is designed for all finance or non-finance professionals across all functions whether business managers or credit analysts or accountants and other stakeholders.
By the end of this training, participants will be able to:
- Understand and interpret the core financial statements.
- Apply key financial ratios and analysis techniques.
- Perform trend and common-size analysis.
- Evaluate company performance using ROE and ROCE analysis.
- Analyze real-world company data and present financial insights.
Day 1: Foundations and Core Techniques
- Session 1: Understanding Financial Statements: Overview of the income statement, balance sheet, and cash flow statement.
- Session 2: Income Statement Analysis: Analysis of revenue trends, cost structure, gross margin, and operating margin.
- Session 3: Balance Sheet Analysis: Evaluation of asset quality, capital structure, and liquidity ratios.
- Session 4: Cash Flow Statement Analysis: Examination of operating, investing, and financing cash flows, including free cash flow analysis.
- Q&A / Recap
Day 2: Advanced Techniques and Practical Application
- Session 5: Ratio Analysis & Interpretation: Analysis of profitability, liquidity, solvency, and efficiency ratios.
- Session 6: Trend and Common-Size Analysis: Application of horizontal (trend) and vertical (common-size) analysis.
- Session 7: ROE Decomposition: In-depth review of return on equity metrics and performance diagnostics.
- Session 8: Case Study & Group Presentations: Hands-on company analysis followed by group presentations.
- Wrap-Up, Feedback: Training review, participant Q&A, post-assessment.
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.
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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.
