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Controller Series: Insightful Financial Analysis

Description

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.

Learning 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

Major Topics

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

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Accounting and Auditing
Accounting & Auditing
CPE Field of Study
Accounting
0.5
Auditing
0.5
Who Should Attend

Aspiring leaders and leaders of teams and organizations

Instructor(s)
Jennifer Elder
Prerequisites

Experience in financial management of a company.

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Jun 26, 2023
2:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
1
Format
Webcast Replay

Register for this Event

Controller Series: Insightful Financial Analysis


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