
Controller Series: Insightful Financial Analysis
This session will help you present your financial insights in a way that is insightful and impactful to your client.
Format
Webcast
Date
Feb 22, 2023
NASBA Field of Study
Accounting
Level
Intermediate
CPE Credits
1
Author(s)
Jennifer H. Elder
Availability
Product Number
WC4092139
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.
Key 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
Learning Outcomes
- 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
Who Will Benefit
- Aspiring leaders and leaders of teams and organizations
Group ordering for your team
2 to 5 registrants
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We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
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