Financial Statement Analysis

Financial statements provide critical insights into an organization’s financial health, operational performance, profitability, liquidity, and long-term sustainability. This practical Financial Statement Analysis workshop is designed to help participants develop the skills required to interpret, analyze, and evaluate financial information for more effective business and financial decision-making.

The program provides a structured understanding of the three key financial statements: the Income Statement, Balance Sheet, and Cash Flow Statement, while exploring how these reports are interconnected and used to assess organizational performance. Participants will learn how to analyze revenues, expenses, profitability, assets, liabilities, cash flows, and financial trends using practical analytical techniques and financial ratios.

The workshop also focuses on interpreting financial performance indicators, identifying operational strengths and weaknesses, evaluating financial risks, and understanding the financial implications of business decisions. Through practical exercises, case studies, and business scenarios, participants will strengthen their ability to assess organizational performance, compare financial results, and identify key business drivers.

In addition, the program highlights ratio analysis, trend analysis, liquidity assessment, profitability evaluation, and performance benchmarking techniques commonly used in finance, management, banking, and business environments.

By the end of the workshop, participants will gain practical financial analysis skills that support better business evaluation, strategic thinking, financial decision-making, and overall commercial awareness.

Learning Outcomes

By the end of this workshop, participants will be able to:

  • Understand the structure, purpose, and relationship between the Income Statement, Balance Sheet, and Cash Flow Statement
  • Interpret key financial information and evaluate organizational financial performance more effectively
  • Analyze profitability, liquidity, solvency, and operational efficiency using financial ratios and analytical techniques
  • Identify financial trends, business strengths, performance gaps, and potential financial risks
  • Apply ratio analysis techniques to evaluate business performance and support decision-making
  • Understand how operational and strategic decisions impact financial outcomes and organizational performance
  • Conduct basic trend analysis and benchmarking to compare financial performance over time or against industry standards
  • Interpret cash flow information and assess an organization’s ability to manage cash and financial obligations
  • Improve financial communication and understanding of financial reports used by management and stakeholders
  • Develop greater commercial and financial awareness to support strategic planning and business evaluation

Financial reporting standards

  • Importance of reporting standards in security analysis and valuation
  • The standards setting bodies
  • International Financial Reporting Standards (IFRS) versus Generally Accepted Accounting Principles (GAAP)

Describe the four financial statements and how they are prepared.

  • Income Statement
  • Retained Earnings Statement
  • Balance Sheet (Financial Position)
  • Statement of Cash Flows
  • Interrelationships of Statements
  • Other Elements of an Annual Report

Identity the sections of a classified balance sheet

  • Current Assets
  • Long-Term Investments
  • Property, Plant, and Equipment
  • Intangible Assets
  • Current Liabilities
  • Long-Term Liabilities
  • Stockholders’ Equity

How to account for current liabilities.

  • What Is a Current Liability?
  • Notes Payable
  • Current Maturities of Long-Term Debt

Analyze a company’s performance using ratio analysis.

  • Vertical analysis : balance sheet and income statement approaches
  • Horizontal, trend analysis and growth
  • Liquidity analysis:
    • Current, quick, and cash ratios, defensive interval and cash conversion cycle
  • Asset management and activity ratios:
    • Total and fixed assets turnover
  • Solvency analysis:
    • Debt, equity, and times interest earned ratios
  • Profitability analysis:
    • Profit margin, gross margin, return on assets, return on equity
  • Market and valuation:
    • Price earnings and earnings-per-share ratios
  • DuPont analysis: the three-step and five-step models
  • Discuss the Limitation of ratio analysis
Regular Fee:
USD 980
Per Participant
(Exclusive of VAT)
Group Registration Benefit

Planning to attend with colleagues? Organizations registering 3 or more participants receive a 15% group discount, making it more economical to develop teams together while creating a shared learning experience.

The Program Fee Includes:
  • Full-day instructor-led training
  • Comprehensive course materials
  • Practical tools, templates and learning resources used during the program
  • Interactive exercises and facilitated discussions
  • Networking opportunities with professionals from other organizations
  • Lunch and refreshments
  • SIMFOTIX Certificate of Completion
Registering a Team?

For larger groups, we can also explore a customized in-house delivery exclusively for your organization. The program can be tailored to your business context, participant profile, and specific learning objectives.

Delivery Mode

Face to Face

Duration

2 Day(s)

Start Date

Monday, November 9, 2026

End Date

Tuesday, November 10, 2026

Price

$ 980.00

Time

9am - 4pm

Venue

Dusit Thani Hotel

Instructor

TBC

Language

English/Arabic

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