Financial Analysis - Seed Training and Seed Career

ABOUT THE COURSE

*The course will be delivered in Mandarin (中文授课）. Most of the accountants are trained in how to use Accounting Systems / Excel, but seldom be trained in how to build a financial model. This Financial Analysis course guides students to explore the fundamental concept behind the financial modelling. Students will learn the essential techniques during different phases: designing, modelling, prototype, and testing. And students will also learn how to use models in accounting daily jobs.

UNITS

Module 1 Model Analysis Tools

Build assumptions documentation tools
Use the scenario manager
Show multiple scenario outcomes simultaneously with one and two-dimensional data tables

Module 2 Building a Business Case

Build business case scenarios
Business case study-financial calculations
Business case study-scenario analysis

Module 3 Financial Statements Analysis

Revise the contents of the financial statements to suit for management reporting purpose
Prepare horizontal and vertical analysis
Trend analysis case: YTY (year to year) growth model
Prepare common-sized financial statement analysis
Prepare comparative financial statement analysis
Build a DuPont analysis model
Evaluate profit margins, asset turnover (efficiency) and leverage
Prepare a benchmark analysis for company performance
Prepare actual vs. budget variance analysis

Module 4 Operation Analysis

Sales analysis: Marketing Effectiveness, Sales Leads, Conversion Rate
Cost variance analysis: Price Impact & Volume Impact
Human resource analysis: HR acquisition, deployment, performance & compensation, motivation & development
Operating cycle & working capital management
Prepare weight analysis for OPEX
Company valuation-DCF model
Break-even analysis model

Module 5 Cash Flow Analysis

Understand cash flow from operations, investing and financing
Prepare ratios and metrics for cash flow analysis
Identify patterns of value
Understand cash flow performance indicators—profitability, liquidity, and solvency
Evaluate past performance and project future cash flow

UPON COMPLETION

This course is eligible for CPD hours.

CAREER OPPORTUNITIES

Financial Modeller
Management Accountant
Senior Accountant

DURATION

2 days
6 months access to materials and on-going support
* Please contact us for the timetable.

OTHER RELEVANT COURSES/PATHWAY

Financial Modelling Essential

Dynamic Business Reports

FEE INFORMATION

Fees must be paid within 5 days of receiving the confirmation of enrolment and invoice for the enrolment fee.
Seed Training Group may cancel enrolment or discontinue training if fees are not paid as required.
Both direct deposit and credit card are accepted.

*Please refer to the Student Information Handbook for further details regarding Fees & Refund Policy and Procedure.

Trainer’s Profile

17 Years of Dedicated Best-Practice Financial Modeller Extensive Experience in Building & Reviewing Complex Financial Model
Experienced Financial Controller of an ASX listed companies
Managing Director of AFMA (Australian Financial Modeller Association)
Committee Member of ACAA (Association of Chinese Accountants Australia)
Special Guest Trainer of ABC Television (Australian Broadcasting Corporation)
Guest BI (Business Intelligence) Lecturer of CPA Australia
Lecturer of Shanghai University of Finance and Economics MBA
Experienced Financial Analyst and Financial Modeller