Financial Analysis - Month End

Note: The Live Virtual course is presented in collaboration with CPA Western Provinces. The content is applicable to all participants. If you have questions regarding this course, please contact pdregistration@cpaalberta.ca. 

Overview:

Does part of your role or those you supervise involve financial analysis? In today's fast-paced corporate world, financial analysis can mean many things.  

Today’s marketplace is characterized by increasing competition, declining margins, and a reduction in customer loyalty. In order to compete effectively, every organization must thoroughly analyze its financial results to understand its strengths, weaknesses, and then take action for the future. This course looks at current and emerging best practices in financial analysis in order for financial analysts to understand results and communicate them effectively to key people in their organization. 

Topics covered include month-end, quarter-end, and year-end analysis, budget analysis variance analysis, and overall financial statement analysis. Analysts will also learn about the type of information that their internal clients need and how to provide this information effectively to the people they support, which is ultimately what helps them advance their own careers. This seminar is intended for accountants working within companies rather than public practitioners.

This course is highly interactive. You will deal with exercises to learn through doing. It is highly recommended that you bring a calculator or Excel to obtain maximum benefit.

Note: that this course will overlap with the Powerful Financial Analysis course

Course Content:

In this course, you will gain knowledge about the following topics:

• What is financial analysis? 
• Role of financial analysis in the finance function 
• Month-end analysis 
• Quarter-end analysis 
• Year-end analysis 
• Budget analysis 
• How to provide effective information to internal business partners  

Who Will Benefit: 

This course will benefit financial professionals working as analysts within an accounting department or a business unit and who are responsible for reviewing cost centre reports, monthly reports, budget reports and other variance reports.