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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

During this Workshop participants will understand the intermediate techniques of FSA and best practices. They will analyze the Financial Statement through vertical and horizontal techniques to give a full business insight to understand the business acumen and drivers to support the decision-makers in future investment. The Financial Statement Analysis best practice techniques will help the participants in creating the required sensitivity analysis, for future strategic planning and potential growth. The Financial Statement Analysis Workshop will highlight the concept of the peers and benchmarking analysis to understand the organization's current positions in the industry. The workshop will highlight the importance of performing the project analysis to support future decision making and cash flow projections with variance analysis root cause.

Learning Outcome

Understand the concept of financial analysis

Understand the mechanics and component of financial statements (balance sheet, income statement, and statement of cash flow)

Master time-saving techniques including sensitivity analysis

Create sensitivity analysis, and use variance analysis to track performance

Apply the Financial Statement Analysis principles and structured approaches (that are applicable across a range of industries including Mining, Oil & Gas, Power, Renewable Energy, Real Estate, and Infrastructure)

Apply the basic data visualization techniques and data storytelling approaches

Course Outline

The three key financial Statements components

  • Understanding the Balance Sheet
  • Understanding the Income and Cash Flow Statements
  • Links Between the Financial Statements.

  • Who Uses Financial Statement Analysis
  • Problems with Financial Statement Analysis
  • Common Size the Income Statement
  • Common Size the Balance Sheet
  • Cash Flow Statements: What They Tell You About Your Business.

  • The accounting system
  • Constructing A Balance Sheet and Income Statement
  • Constructing A Cash Flow Statement.

  • Introduction to Accounting Principles
  • Basic Accounting Principles and Guidelines
  • Account’s integration.

  • Terms Similar to Financial Statement Analysis
  • Types of Financial Statement Analysis
  • Vertical analysis
  • Horizontal analysis
  • Benefits of horizontal analysis
  • Analyzing cash flow groups
  • Benchmarking concepts.

  • intermediate analysis of the Income Statement
  • intermediate analysis of the Balance Sheet
  • Common size analysis
  • Vertical and Horizontal Income Statement Analysis.

  • Components of ratio analysis
  • Different type of Ratio
  • Financial Statement Ratios
  • Understand and calculate intermediate financial ratios (Profitability, Efficiency, and Liquidity).

  • Working capital overview
  • Cash Conversion Cycle
  • intermediate Variance Analysis
  • Pyramid of ratios concepts.

  • Retained earnings concepts

  • Tracking and Performance Monitoring
  • Direct Material Variance
  • Direct Labor Variance
  • Variance analysis: identifying the components of variance (taking the corrective action)
  • Action Plan to Close the Gap.

  • Financial vs. Managerial accounting (decision making)
  • Financial statements format for internal reporting and external reporting
  • Business decision make (Buy, sales, disinvestment, Obsolete inventory, capacity constraints, and product mix, Pricing Strategies).

Who Should Attend

Professionals who need to understand Financial Statement Analysis techniques= Professionals with some Financial Statement Analysis experience who have the responsibility of developing or maintaining financial statements= Corporate finance and structured finance professionals who want to increase the depth and breadth of their knowledge= Accountant Analysts, Investment bankers need to develop the skills to build or interpret integrated Financial Statement Analysis.