Financial Statement Analysis for Decision Making

Course objectives

• Analyse profitability, liquidity, solvency, and efficiency ratios in an integrated way
• Apply trend and common size analysis to identify shifts in financial performance
• Assess quality of earnings and identify accounting choices that distort reported results
• Interpret financial statements for credit assessment and counterparty risk decisions
• Present financial analysis findings clearly to non financial decision makers

Who should attend

• Credit analysts and relationship managers
• Investment and equity research analysts
• Financial controllers and business analysts
• Procurement staff assessing supplier financial stability
• Managers responsible for evaluating counterparties and partners

Course outline

1. 01Framework for financial statement analysis
2. 02Profitability, liquidity, solvency, and efficiency ratios
3. 03Trend analysis and common size statements
4. 04Assessing quality of earnings and accounting red flags
5. 05Applying analysis to credit and counterparty risk decisions
6. 06Communicating financial analysis to decision makers

Scheduled sessions