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Financial analytics in practice
Rating: 4.5 out of 5(68 ratings)
338 students

Financial analytics in practice

Financial Statement Analysis, Business Analysis, Investments, Finance, Financial modeling, Financial Ratio Analysis,MBA
Created byFinancial Education Studio
Last updated 10/2021
English
English

What you'll learn

  • 1. You will gain practical skills that allow you to effectively manage your business and develop it, regardless of the scale and scope of activity, on the basis of a well-built system of financial indicators
  • 2. You will learn all the key indicators of financial analytics applied in practice in business management
  • 3. You will learn to combine all indicators into a single mechanism
  • 4. You will learn to make the best business decisions based on financial performance
  • 5. You will learn all the key relationships between the studied metrics
  • 6. You will learn to competently analyze the activities of any business in relation to its investment attractiveness
  • 7. You will get one more step closer to the goal of becoming a master in finance

Course content

1 section • 16 lectures • 2h 19m total length

  • Principles of building a system of financial indicators6:30

    Learn how to build a living mechanism for business management using a quantitatively digitized system of financial indicators drawn from financial statements, to drive strategy, growth, and market capitalization.

  • Meeting with an investment banker6:45

    Explore how to define strategic goals and build a system of indicators that measure money earned, capital access, and growth through investors, banks, and the market.

  • Return on equity10:21

    Explain how return on equity measures profit on shareholders’ invested capital using net income and weighted-average equity, and discuss its relevance for investors and debt financing.

  • Return on assets8:40

    Explore how the return on assets measures how efficiently a business uses all capital, including equity, debt, and asset types, with its balance sheet and a period-based formula.

  • Economic value added. Part 19:38

    Explore economic value added (eva) and how debt and equity impact growth. Compare two equivalent eva formulas—net profit plus interest payable and invested capital with weighted average cost of capital.

  • Economic value added. Part 29:34

    Explore the second EVA formula, its link to return on equity, economic profit, and cost of capital, and how the mix of equity and borrowed capital affects ROA and profitability.

  • Accounts receivable turnover9:49

    Analyze accounts receivable turnover as a core financial indicator, learn its calculation, and understand how it links working capital, operating cycle, and cash flow decisions in practice.

  • Accounts payable turnover7:16

    Explore accounts payable turnover and how mutual settlements with suppliers affect working capital, including the role of advances, cost of goods sold, and the payment period.

  • Inventory turnover7:45

    Explore inventory turnover as a key indicator of operational efficiency and capital turnover, and learn the formula using average stock and cost of goods sold.

  • Monetary cycle6:52

    Analyze how the monetary cycle combines accounts payable turnover, accounts receivable turnover, and inventory turnover to measure working capital across the production cycle.

  • Revenue management6:35

    Explore revenue and cost drivers behind the profit and loss statement, including gross income, income indicators, and product group sales policies.

  • Cost Management7:01

    Explore cost management by analyzing production costs, fixed and variable costs, depreciation, and how asset investments and commercial and administrative expenses shape sales and profit.

  • EBITDA and EBIT9:54

    Learn how EBITDA and EBIT measure the main activity's operating efficiency, excluding depreciation, interest, and taxes, to inform banks and investment funds' decisions.

  • Breakeven point7:24

    Analyze how to compute the breakeven point in units and dollars using 2020 data, determine minimum production and sales, and assess financial stability and management efficiency.

  • Operating Leverage7:38

    Explore how operating leverage amplifies profit from core activities as income grows, and how conditional fixed costs and breakeven points shape risk and growth using 2020 P&L examples.

  • Return on sales. And a description of the relationship of influence between all17:34

    Learn how the return on sales indicator, derived from profit and loss items, reveals earnings per dollar of sales and its interconnections with the monetary cycle and other financial indicators.

Requirements

  • 1. An irrepressible desire to build a fast and successful career from Financial Analyst to CFO
  • 2. Desire to get real practical skills in business management based on financial analytics indicators

Description

If you wish:

1. From a practical point of view, to learn how to effectively manage a business using financial analytics indicators, and not just to calculate a huge number of them

2. To acquire the real skills of a top-notch financial analyst

3. To Learn to think like a top-notch financier

4. To analyze the investment attractiveness of any business very qualitatively

5. To take a big step in your career

Then this course is just for you

This course was created by top-notch financiers, for people who want to become one.

The system of the proposed financial indicators has proven its effectiveness, from a practical point of view, in the successful creation and development of businesses of various sizes and fields of activity, for over two decades. And also, in a comprehensive assessment of the investment attractiveness of existing businesses

There is nothing superfluous in the material offered for study, only what really works

You will learn how to work with indicators that determine the strategy of business development:

• Return on equity

• Return on assets

• Economic value added or, as it is also called, the Economic profit of the business

As well as other indicators that determine the effectiveness of operational management:

• Indicators of turnover

• Monetary cycle

• Breakeven point

• Operating leverage and so on

You will learn how to effectively manage profits and money, as well as look at the business from the perspective of a potential investor.

You will learn the difference between the cost of debt and equity capital and learn how to make the most effective decisions regarding business financing in relation to this cost.

You will see how a decision related to, for example, the grace period for a potential customer can affect the profit margin, capital availability and Economic Value Added. That is, learn to make decisions in an integrated manner, taking into account many factors.

Who this course is for:

  • 1. For people who want to learn how to effectively manage a business off of Financial indicators, and not just by calculating a huge number of them
  • 2. For people who want to analyze the investment attractiveness of any business from a practical point of view
  • 3. For people who want to become top-notch financiers
  • 4. For people who want to learn to think systematically in relation to numbers

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