Financial Statement Analysis Training for Trade Creditors

Lessons

1. Credit Analysis is More Than the Math

2. What to Look for in Financial Statement

3. How to Read a Balance Sheet

4. Profit and Loss Statement Analysis

5. Cash Flow Analysis in Financial Statement

6. Key Ratios and Trends to Monitor, Value of Benchmarking

7. Financial Statement Analysis During Economic Downturn

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Duration 120 Min
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Lessons 7 Lessons
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

Financial Statement Analysis is looking into and examining an organization's finance to aid decision making. Processes involved are Credit Analysis, Cash flow analysis, Profit and Loss statement analysis, Reading Balance sheets, and understanding key ratios and trends.

What you will learn

  • Credit analysis more than maths
  • What to look for in a financial statement
  • How to read a balance sheet
  • Profit and loss statement analysis
  • Cash flow analysis in financial statement
  • Key ratios and trends to monitor :Value of benchmarking

Skills you will gain

Financial Statement Analysis
Reading Balance Sheet and P&L Statements
Understand Accounting Jargon
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Role: Credit Analyst
Designed for Business Credit and Risk Analysts
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Level : Foundation Course
Designed to educate entry-level professionals
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Topic: O2C Essentials
O2C domain-specific training course
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Type: Theory Course
Theory lectures by Credit Practitioners
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Completion Time: 2 Weeks
Suggested reading for 2-3 hours/week

1. Credit Analysis is More Than the Math

Risk assessment of a company’s creditworthiness is much more than just maths. It requires an assessment of both internal and external considerations. This video talks in detail about Porter’s five forces model, important “cash drivers” of a company and 5 C’s of credit.

2. What to Look for in Financial Statement

This module talks about understanding the importance of analyzing financial statements to help determine creditworthiness. It also explains key factors to consider while doing an effective financial review.

3. How to Read a Balance Sheet

Equities, liabilities, assets and how to read them in a balance sheet. This module is your go-to-guide for understanding the jargon soup in financial statements.

4. Profit and Loss Statement Analysis

Customer profitability tells a lot about their viability, volatility, value and performance. Watch this video to understand how to read the P&L statement of a company.

5. Cash Flow Analysis in Financial Statement

Cash is oxygen for business and nothing else gives as much insight about a company's health than their working capital. Take this 20-minute LIVE review of cash flow statement to understand how to evaluate customer's finance stability.

6. Key Ratios and Trends to Monitor, Value of Benchmarking

This tutorial enlists key ratios that you should evaluate while doing financial statement analysis including liquidity ratios, leverage ratios, activity ratios, and net income and break-even point analysis.

7. Financial Statement Analysis During Economic Downturn

The current strategies for credit evaluation don't work anymore. Watch this tutorial to find how to assess customer financial statements post Covid-19.

Lesson Resources

Robert S. Shultz

Robert S. Shultz

Board of Directors Member, CMA
Robert Shultz has had a thirty- year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. He is currently on several Advisory boards including as a Special Advisor to the Credit Management Association Board of Directors and he is the Chairman of the Financial Executive Networking Group’s (FENG) Credit and Working Capital Management professional group.

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