Controller Series: Insightful Financial Analysis

Course Details

Date

Wednesday, May 7, 2025

12:00pm – 1:00pm (Registration: 2:02am)

Location

Online

Field of Study

Accounting & Audit

CPE Credit

1 hour CPE credit

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Experience in financial management of a company.

Description

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

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

Designed For

Aspiring leaders and leaders of teams and organizations

Course Pricing

WYOCPA Member Fee
$75.00

Non-Member Fee
$89.00

Your Price
$89.00

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