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.

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

Date
Price
Duration
Format & Language

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.

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.

Duration

Duration: 16 hours

Format & Language

Format: Open training, LIVE/Online

Language: English/Polish

We offer this course in a closed form, tailored to the needs of a given client.

Contact us

Svitlana Zasukhina

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

Tel: +48 519 062 937

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