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Effective Financial Statement Analysis: Practical Advice to Guide Business Strategy

by: Jennifer Elder, CPA, CFF, CIA, CMA Western CPE

Businesses need more than results—they need advice. Do you know share your advice in a way that your clients or your managers understand? There is more to finance than financials! Financial statements contain a wealth of information that can explain historical results and predict future performance. But all that information is of no value if it isn’t shared effectively. This session will analyze a six-step process for conducting a financial analysis that imparts wisdom and adds value.  We will describe a variety of financial analysis techniques including ratio analysis, horizontal and vertical analysis, key performance indicators, and the Altman z-score.  In addition, we will cover methods to present numbers with power, impact, and influence.

 

 

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