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Financial Statement Analysis in Excel

The program is designed to help finance professionals go beyond numbers and draw logical conclusions from financial data.
Learn how financial analysis can bring useful hindsight, insight and foresight into the organisation’s performance and position.

Learning objectives

  • Use financial ratio analysis to evaluate the organisation’s performance and financial position.
  • Interpret financial statements to drive successful business decisions.
  • Use the best practice in cash flow analysis.
  • Apply ratio analysis and other techniques to model and forecast earnings.
  • Present financial statement analysis to executive management, board of directors, investors and other stakeholders.

Additional information

Target audience

CFOs, finance business partners, financial managers, investment / financial / credit analysts, management accountants, internal auditors, accountants.

Timing and delivery

16 academic hours. Sessions can be in-person or delivered virtually:
- 2 days (9.00 – 16.30)
- 4 webinars (9.00 – 12.15)
We offer this course in a closed form, tailored to the needs of a given client.

 

Training program

The training program below is a sample and can be modified to meet the unique business needs of the organization.


Financial statement
analysis framework  
  • Industry overview and company overview.
  • Analyst adjustments for unusual charges.

Common-size and trend analysis
  • Vertical common-size balance sheet and income statement.
  • Horizontal common-size balance sheet and income statement.

 

Financial ratio analysis
  • Profitability ratios.
  • Efficiency ratios.
  • Liquidity ratios.
  • Lender (solvency, gearing, leverage, debt) ratios.
  • Value, purposes, and limitations of ratio analysis.
DuPont analysis
  • ROE decomposition.

Segment analysis
  • Segment ratios.

Cash flow analysis
  • Free cash flow to firm (FCFF).
  • Free cash flow to equity (FCFE).
Management data analysis
  • Fixed and variable costs.
Projecting future financial performance
based on the pastperformance analysis 
  • Regression analysis.
  • Using ratio analysis to project the balance sheet and income statement line items.

Business risk analysis
  • Operating and financial leverages.

 

Investor (value) ratios
  • Price to earnings ratio (P/E).
  • Earnings yield (E/P) and dividend yield (D/P) ratios.
  • Total shareholder return (TSR).
Development and communication
of conclusions
and recommendations 
  • The International Business Communication Standards (IBCS®).

Organisational information

Number of participants

The Client can include up to 20 members of their team in the session.

Price

Please contact us. Because of flexible deployment of the program, the price is determined individually and will depend on the scope and unique business needs of the client.

Proposed date

Please contact us. The training session will be delivered at a time agreed upon by PwC’s Academy and the Client. Trainers will be dedicated to conduct the training session according to their availability.

Place

PwC Academy office Polna 11 Warsaw, 00-633, Poland Any other available place.

Contact us

Svitlana Zasukhina

Trainer, Senior Manager, MBA, CFA, ACMA/CGMA, CIA, PwC Poland

Tel: +48 519 062 937

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