Annual Financial Statement Analysis for Controllers
Inhouse Seminar: Annual Financial Statement Analysis for Controllers
Being able to analyze financial statements offers many advantages, whether you are a decision-maker seeking relevant insights from your numbers or a controller who wants to advise management. Procurement departments can better assess the financial stability of key suppliers, and group controllers can gain a quicker overview of the companies they support. Finance departments can prepare more effectively for rating discussions with capital market participants or their relationship bank, and valuable insights can also be gained about competitors. In this seminar, you will primarily work on specific case studies to practice calculating key financial ratios, identifying relationships, and drawing conclusions about the company under review. This enables you to develop a meaningful picture of a company’s asset, financial, and earnings position.
In addition, you will learn to recognize the impact that accounting standards (German GAAP/HGB vs. IFRS) have on financial statement analysis.
After the seminar, you will be able to
- analyze your own financial statements more confidently
- assess more clearly the effects of discretionary accounting choices
- better evaluate and compare a company’s financial strengths and weaknesses
- discuss financial ratios and the impact of accounting standards more knowledgeably with management and accounting professionals
Seminar content
- Analysis of a company’s asset, financial, and earnings position based on annual and consolidated financial statements prepared under German GAAP/HGB and IFRS
- Approach to financial statement analysis
- Reasons for conducting a financial analysis
- Preparing data
- Dealing with assumptions and forecasts
- Financial ratios for assessing
- profitability
- liquidity
- financial stability
- investment and financing activities
- the interaction of ratios and the selection of an appropriate set of key metrics
- Extensive hands-on calculation and practice using examples
- Use of supplementary information, for example from the notes to the financial statements and the management report
- Brief outlook on discretionary accounting and presentation choices under German GAAP/HGB and IFRS
- What else is taken into account in a corporate rating: the influence of qualitative factors, external warning signals, and collateral or cross-guarantee structures
Target group
The Annual Financial Statement Analysis for Controllers seminar is aimed primarily at decision-makers and professionals in controlling, procurement, and finance, as well as anyone who would like to develop a deeper understanding of how to read an annual report in a focused and purposeful way.
+49 170 7420 673