Overview

The financial statement analysis course provides participants with the “nuts and bolts” of accounting, from a financial analysis perspective. As a solid accounting foundation is critical to grasping more advanced finance concepts, the course prepares participants for subsequent modeling and valuation modules. The course focuses on accounting fundamentals emphasizing the interrelationships between the 3 financial statements. Throughout the course, actual company annual reports are analyzed to show real examples of accounting treatment and disclosure notes.

  • What’s in an annual report and where to look (MD&A, financials, notes)
  • Structure of 3 financial statements (income statement, balance sheet, cash flow statement)
  • Key links between 3 financial statements
  • Impact of transactions on 3 statements

 

Income statement

  • Revenue recognition and the matching principle
  • Accrual vs. cash accounting
  • Types of profits and expenses
  • EBIT and EBITDA
  • Cleaning earnings for non-recurring items
  • Effective tax rate vs. marginal tax rate
  • Normalized net income
  • Basic vs. diluted EPS
  • WASO versus shares outstanding
  • Profitability ratios

 

Working capital

  • Working capital vs. operating working capital
  • Components of operating working capital
  • Operating working capital as a source or use of funding for the company
  • OWC days ratios and cash conversion cycle

 

Non-current assets

  • Tangible vs. intangible assets
  • Depreciation and amortization
  • Difference between intangible assets and goodwill
  • Impairments
  • Capital expenditures and asset sales

 

Debt and equity

  • Debt vs. long term liabilities
  • Current and long term portions of debt
  • Senior vs. subordinated debt
  • Amortizing vs. bullet payments
  • Cash and PIK interest
  • Leverage and coverage ratios
  • Debt disclosure note
  • Common vs. preferred stock
  • Authorized, issued and outstanding shares
  • Par value and additional paid-in capital
  • Share issuances and repurchases
  • Retained earnings
  • Dividends

 

Cash flow statement

  • Operating, investing and financing cash flows
  • Building a cash flow statement from scratch
  • Best practices to always ensure your model will balance

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