Controller Series: Insightful Financial Analysis

Overview

This session will hel

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.

Highlights

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.

Designed For

Aspiring leaders and leaders of teams and organizations

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

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by AICPA (do_not_reply@on24event.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.