Strategic Financial Analysis

This two-day workshop focuses on the strategies that businesses and corporations employ in their quest to create value for their shareholders. Participants are introduced to strategies firms use to carry out financial analysis and planning, investments analysis, capital structure and dividend policy.

The role of hedging in strategic financial analysis is also examined. Through hands-on exercises and discussions, participants acquire an understanding of the importance of strategic financial analysis.

Accurate financial analysis is a fundamental element of growth, strategy and overall success. Understanding how to use financial indicators and benchmarks allows you to allocate resources and evaluate potential projects for maximum return-on-investment.

Course Content:

• Introduction to Accounts  
  • Why are accounts needed?
  • Key conventions and rules
  • Financial accounts
  • Management accounts
  • Analysing key financial statements
• Strategic analysis of financial performance
  • Ratio analysis
  • The “Weinstock” performance ratios
  • Competitor analysis
  • Benchmarking

Learning Outcome:

By the end of the course, participants will be able to:

• Identify the components of a firm’s strategic financial analysis framework
• Explore the interdependencies of corporate financial decision making
• Understand the roles of the chief financial officer and other officers in firms
• Participate in discussions and exercises to enhance important concepts
• Identify current vital financial indicators that are important to the organization
• Comprehend financial forecasting techniques that can enable management to make truly informed decisions
• Apply methods that can improve the company’s profit picture and your stockholders’ investment
• Know their firm’s finances and what that means for the present and future