The British Academy for Training and Development offers this training program in Financial Analysis and Financial Reporting to equip participants with the knowledge and skills needed to understand financial data and extract accurate indicators that support effective managerial and investment decision-making. The program focuses on developing participants’ ability to analyze an organization’s financial performance using advanced tools and methodologies, and how to produce clear, reliable financial reports that accurately reflect the financial reality and assist in strategic planning.

The program emphasizes the importance of transparency and accuracy in financial reporting and its direct impact on building trust between management, investors, and partners. It covers the role of financial analysis in evaluating organizational performance, predicting risks, and identifying promising investment opportunities, with a focus on presenting professional, data-driven recommendations. Participants will also learn to link financial results with strategic decisions, enhancing their ability to contribute effectively to the organization’s growth and sustainable financial success.

Who Should Attend?

• Financial analysts and accounting staff.

• Managers of finance and accounting departments.

• Individuals seeking to enhance their skills in financial analysis and reporting.

• Students and recent graduates in finance and accounting fields.

Knowledge and Benefits:

After completing the program, participants will be able to master the following:

• Understand the fundamentals of financial analysis and the types of financial data.

• Develop the ability to read financial statements and extract key indicators.

• Learn techniques for writing accurate and clear financial reports.

• Acquire skills to analyze financial performance and provide actionable recommendations.

• Enhance the ability to support financial and managerial decision-making within the organization.

• Introduction to Financial Analysis

  • The importance of financial analysis in supporting management decisions.

  • Key components of financial statements and their functions.

  • Types of financial analysis: horizontal, vertical, and ratio analysis.

• Understanding Financial Statements

  • Income statement and its role in performance evaluation.

  • Balance sheet and analysis of assets and liabilities.

  • Cash flow statement and its impact on liquidity and operational efficiency.

• Financial Analysis Using Ratios

  • Liquidity, profitability, and operational efficiency ratios.

  • Debt and solvency ratios for organizational assessment.

  • Using indicators to compare financial performance across periods and competitors.

• Performance Analysis and Diagnostics

  • Analyzing financial strengths and weaknesses.

  • Identifying potential financial risk indicators.

  • Evaluating operational and financial efficiency.

• Financial Reporting

  • Key elements of a well-prepared financial report.

  • Writing clear analysis and financial observations.

  • Simplifying complex information for decision-makers.

• Presentation and Visualization Techniques

  • Using tables and charts effectively.

  • Highlighting key financial indicators.

  • Preparing a clear and comprehensive executive summary.

• Internal and External Financial Reports

  • Differences between internal reports and reports for investors and stakeholders.

  • Focusing on the requirements of each report’s audience.

  • Verifying accuracy of data before reporting.

• Financial Recommendations and Insights

  • Providing actionable recommendations based on financial analysis.

  • Drafting future financial plans and scenarios.

  • Linking financial results to the organization’s strategic goals.

• Advanced Analysis and Trend Studies

  • Long-term financial trend analysis.

  • Comparing financial performance with industry competitors.

  • Evaluating the impact of financial decisions on profitability and liquidity.

• Final Financial Report Preparation

  • Preparing a comprehensive financial report using acquired tools and skills.

  • Presenting professional and data-supported recommendations.

  • Reviewing ethical and professional standards in financial reporting.