Go beyond the numbers and learn how to uncover the financial drivers of business performance using Excel

Financial Statement Analysis in Excel

working-people

Every financial statement contains valuable insights. The right analysis helps you discover them

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

Proposed program

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

  • Industry overview and company overview
  • Analyst adjustments for unusual charges
  • Vertical common-size balance sheet and income statement
  • Horizontal common-size balance sheet and income statement
  • Profitability ratios
  • Efficiency ratios
  • Liquidity ratios
  • Lender (solvency, gearing, leverage, debt) ratios
  • Value, purposes, and limitations of ratio analysis
  • ROE decomposition
  • Segment ratios
  • Free cash flow to firm (FCFF)
  • Free cash flow to equity (FCFE)
  • Fixed and variable costs
  • Regression analysis
  • Using ratio analysis to project the balance sheet and income statement line items
  • Operating and financial leverages
  • Price to earnings ratio (P/E)
  • Earnings yield (E/P) and dividend yield (D/P) ratios
  • Total shareholder return (TSR)
  • The International Business Communication Standards (IBCS®)

Organisational information

Target audience

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

Timing and delivery

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.

Duration: 16 hours

Format: Open training, LIVE/Online

Language: English

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

 

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.

Contact us

Aleksandra Marcinkowska

Manager, PwC Poland

Tel: +48 519 507 345

Sebastian Budzich

Training Coordinator, PwC Poland

Tel: +48 519 504 217

Arkadiusz Radomyski

Senior Training Coordinator, PwC Poland

Tel: +48 571 778 162

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