Financial Analysis & Reporting Strategies

Offered by: Lifa n Lúce Consultancy
Delivery Mode: In-person / Online / Blended
Target Audience: Finance officers, accountants, analysts, senior administrators, budget managers, and professionals involved in financial planning and reporting
Objective: To equip participants with analytical tools, techniques, and reporting skills necessary to interpret financial data, make strategic recommendations, and communicate insights to decision-makers.

• The role of financial analysis in business performance

• Review of key financial statements: income statement, balance sheet, cash flow

• Understanding profitability, liquidity, efficiency, and solvency ratios

• Trend analysis and benchmarking

• Limitations of financial analysis and how to overcome them

• Ratio analysis and interpretation

• Vertical and horizontal analysis

• Break-even analysis and contribution margin

• Common-size statements for comparison

• Cash flow forecasting and working capital analysis

• Internal vs. external reporting

• Structuring clear and actionable financial reports

• Visualizing financial data using tables, charts, and dashboards

• Automating reports using Excel and/or Power BI basics

• Compliance with IFRS and relevant accounting standards

• Linking financial performance to business strategy

• Presenting financial findings to non-financial stakeholders

• Writing executive summaries and board-level financial briefs

• Supporting decision-making with scenario and sensitivity analysis

• Real-world case study: Interpreting data and providing recommendations

• Case studies and real-world financial scenarios

• Excel-based exercises and templates

• Assessment or final project (optional)

• Certificate of Completion