Controller Series: Insightful Financial Analysis
Overview
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
Leader(s):
Leader Bios
Jennifer Elder, Business Learning Institute Inc
Jennifer Elder specializes in making the financially complicated simple, awesomely simple. She has seen all sides of the accounting profession starting in public accounting, was an Accounting Department Chair, and CFO in the private sector. She has worked in manufacturing and distribution, residential construction and development, software development, and angel investing. She is also involved in non-profits, sitting on the Board of Directors of Rude Ranch Animal Rescue. Jennifer is currently President of The Sustainable CFO, helping business owners, executives, and CPAs enhance their success skills and find that elusive work-life balance. She also assists businesses in developing a strategy for integrating sustainability into strategic plans and day-to-day operations. In addition, Jennifer teaches finance at Antioch University New England, is a trainer with the AICPA and Business Learning Institute, and is a contributing writer for TriplePundit. When it comes to instruction, Jennifer believes that in order for training to be effective it must be: approachable, applicable, interactive, and interesting. She focuses on finding the essence of a topic, explaining so that it can be understood at all levels, illustrates with real-life examples, creates opportunities to apply the knowledge, and does it with an infectious enthusiasm. Her goal is to ensure that everyone walks away with something they can use and apply immediately.
Non-Member Price $129.00
Member Price $95.00