Surgent's Seeing Beyond the Numbers: Financial Statement Analysis for CFOs and Controllers

Overview

Financial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization’s financial standing. However, the interpretation of financial statements can vary widely depending on the user’s perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company’s financial performance.

Highlights

• The purpose of financial statement analysis
• Comparing actuals vs. expectations and benchmarking
• Ratio analysis
• Analysis of statement of cash flows
• Other uses of ratios
• Numerous case studies included

Prerequisites

Basic understanding of financial statements and financial statement preparation

Designed For

Accounting and finance professionals who are involved in the financial reporting functions of their companies and looking to improve their review skills

Objectives

• Indicate how different stakeholders utilize financial statements
• Recognize how flexible budgeting may be used by CFOs and controllers
• Recall how time series analysis and common size financial statements are used in trend analysis
• Calculate liquidity, leverage, and profitability ratios
• Identify the uses and limitations of ratio analysis

Preparation

None