financial performance analysis

By attending Financial Performance Analysis workshop, Participants will learn to:

  • Assess the financial performance of a company and compare it with peers. The delegates will be able to give rankings to different companies based on financial health as we define in the course
  • Develop an understanding of key metrics important to analyze and differentiate companies

The Financial Performance Analysis training course is a short course to understand how to look at financial performance of a company vs the peers in industry. We lay out a framework to assess the health of a company and outline a few ratios that are critical in this exercise. The delegates will learn how to rank companies in an industry based on the performance of financial ratios.

The delegates are expected to have basic understanding of accounting statements. None the less, we do explain the accounting statement in brief which should help to refresh the concepts.

This course can be taken by any one who has interest in looking at financial performance of companies - be it business planning professionals, analysts with consulting or private equity companies as well as finance delegates in a MBA college.

COURSE AGENDA

  • Introduction
  • Why do you need to do financial statement analysis?
  • Understanding financial statements - income statement
  • Understanding financial statements - balance sheet
  • Parameters to analyze the operating health of the company
  • Parameters to analyze the financing health of the company
  • Metrics to calculate the operating health
  • Metrics to calculate the financing health
  • Illustration of the analysis
  • Ranking of companies