A thorough grasp of the principles of financial analysis is a key competency needed for effective management of a business. This 5 day interactive program goes far beyond the typical financial analysis program. It uses both the principles of analysis and the power of Excel® to identify the strategic drivers that can dramatically enhance the shareholder value of your organization.

Using Excel®, delegates will:

• Develop the basics of strategic financial planning
• Apply the latest financial analysis techniques
• Use the tools of finance, such as the time value of money
• Determine key performance indicators in order to manage the drivers of business success
• Create tools to use within their own business

On completion of this seminar delegates will be able to:

• Identify the key steps in developing a financial model
• Analyse a company’s annual report identifying key performance indicators in order to understand what the numbers are really saying and make projections of future performance
• Understand the theory of interest and the time value of money and their applications
• Develop an Economic Value-Added model to see the organization from the shareholders’ perspective
• Project the benefit of Capital Investment
• Learn how to use Excel® tools such as Solver, Goal Seeker, and Scenario

The training comprises teaching sessions covering each topic with demonstrations of the applications on each of the topics. Delegates then use the templates prepared in order to apply the knowledge gained on each section to short case studies, using Excel®. Additional practice cases are available for delegates who may develop the proficiencies more swiftly.

Delegates will be confronted with the issues in financial management and analysis which are needed in order to be effective financial managers.

They will emerge with:

• A thorough understanding of the objectives of profitability and efficiency, essential for companies to succeed in a competitive environment
• The skill to use Excel® as a tool to assist in resolving issues
• Skills in basic modelling techniques which will enable them to build models appropriate to their company and industry.
• A greater understanding of the financial drivers of an organisation
• The ability to create “what if?” scenarios
• The skills to impact upon return on investment

By attending the seminar each person will:

• Develop an improved understanding of financial drivers
• Recognise the necessity of return on investment as an imperative for the company by which they are employed
• Improve their knowledge of the many applications of Excel® and their confidence in using this package
• Improve their career prospects
• Impact upon shareholder value
• Develop greater confidence in discussing financial strategy

• All financial professionals
• Financial management
• Department heads
• Internal auditors
• Project professionals
• Sales and marketing professionals
• R&D professionals
• and anyone who needs to understand the short and long-term financial impact of key decisions