Controller Series: Insightful Financial Analysis
1.00 Credits
Member Price $75
Non-Member Price $89
Overview
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.
Highlights
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
Prerequisites
Experience in financial management of a company.
Designed For
Aspiring leaders and leaders of teams and organizations
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
Leader(s):
Leader Bios
Jennifer Elder, Business Learning Institute
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is an executive coach who helps smart professionals transform from technically talented to strategically savvy. As a keynote speaker and trainer, she has presented her engaging and highly interactive sessions to over 15,000 people in all 50 states and 12 countries. Her clients include Home Depot, Campari, Experian, HP, Capgemini, and Oracle. She started her career in public accounting at a regional firm. She chaired the accounting department at a New Hampshire college and spent 15 years as a CFO in a variety of industries including homebuilding, technology, and insurance. In 2022, she received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP). Making her one of only 15 people worldwide who hold both the CPA and CSP designations. CPA Practice Advisor named her one of the Top 25 Women in Accounting in 2018. She received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She has been published by the Journal of Accountancy, FM Magazine, the National Association of Home Builders, Triple Pundit, and the Journal of Corporate Accounting and Finance.
Non-Member Price $89
Member Price $75