Controller Series: Insightful Financial Analysis

This session will help you present your financial insights in a way that is insightful and impactful to your client.

5/20/2024 2:00pm - 3:00pm  |  Online  |  AICPA

Members: $71.00, Non-members: $82.00

CPE Categories: Accounting (0.5 CPE), Auditing (0.5 CPE)

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Description

Anyone can "crunch numbers" but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.

Target Audience

Aspiring leaders and leaders of teams and organizations

Course Objectives

Determine how to set the context for a financial analysis with a corporate overview

Distinguish the reasons why financial statement analysis can be difficult

Identify the steps to complete a business strategy analysis

Identify the six steps of a financial analysis

Choose between various ratios for greatest insights

Subjects

Reasons why it's so difficult to provide an "insightful" financial analysis

What is the definition of a financial analysis

The six steps of a financial analysis

Key takeaways

Prerequisites

Experience in financial management of a company.