Financial Analysis
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CERTIFICATES
FLEXIBLE DELIVERY
LIVE SUPPORT
INTERNSHIP AVAILABLE

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 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
* Please contact us for the timetable.

FINANCE OPTIONS

FINANCE OPTIONS

Fees must be paid within 5 working days of receiving the confirmation of enrolment and invoice for the enrolment fee.

Seed Training Group may cancel an 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
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