Financial Statement Analysis

Overview

You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-9279. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders.

Highlights

• Purposes of financial statement analysis
• Trend analysis
• Vertical & horizontal analysis
• Simple and multivariate regression
• Analysis of metrics
• Assessment of liquidity, solvency, and profitability
• Using data visualizations
• The role of qualitative factors

Prerequisites

Basic working knowledge of financial statements

Designed For

CPAs in public practice and members in industry

Objectives

Upon completion, you will be able to:

• Recognize techniques for financial statement analysis.
• Identify tools that facilitate analysis.
• Apply tools and techniques to actual financial statements.
• Communicate results to decision-makers.

Preparation

None