Seeing Beyond the Numbers: Financial Statement Analysis for CFOs and Controllers

Description

Financial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization's financial standing. However, the interpretation of financial statements can vary widely depending on the user's perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company's financial performance.

Objective

Indicate how different stakeholders utilize financial statements Recognize how flexible budgeting may be used by CFOs and controllers Recall how time series analysis and common size financial statements are used in trend analysis Calculate liquidity, leverage, and profitability ratios Identify the uses and limitations of ratio analysis

Attendee Information

David Peters, CPA, CFP, CLU, CPCU, MST, MBA

Required Knowledge

Basic understanding of financial statements and financial statement preparation

Credit Types

CPE – Finance