Financial Analyst

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About Course

The Financial Analyst Course at Skill Brook is designed to develop practical skills in financial statement analysis, financial modelling, budgeting, forecasting, valuation, profitability analysis, Advanced Excel, MIS reporting, and Financial Planning & Analysis (FP&A). This industry-oriented program provides hands-on training through real-world case studies and practical projects, preparing learners for careers in financial analysis, corporate finance, investment analysis, and strategic business decision-making.

What Will You Learn?

  • Learn practical financial analysis, financial statement interpretation, Advanced Excel, financial modelling, budgeting, forecasting, business valuation, FP&A, MIS reporting, profitability analysis, and strategic financial decision-making skills.

Course Content

1: Fundamentals of Financial Analysis
Introduction to Financial Analysis Role and Responsibilities of a Financial Analyst Financial Accounting Fundamentals Understanding Corporate Finance Financial Statements and Reporting Financial Analysis Tools and Techniques Business and Industry Analysis Financial Decision-Making Fundamentals

2: Financial Statement Analysis
Understanding Balance Sheets Profit and Loss Statement Analysis Cash Flow Statement Analysis Comparative Financial Statements Common-Size Financial Statements Horizontal and Vertical Analysis Financial Performance Evaluation Interpretation of Financial Results

3: Financial Ratio Analysis
Liquidity Ratio Analysis Profitability Ratio Analysis Solvency and Leverage Ratios Efficiency and Activity Ratios Return on Investment (ROI) Return on Equity (ROE) and Return on Assets (ROA) Working Capital Ratios Financial Ratio Interpretation and Benchmarking

4: Advanced Excel for Financial Analysts
Advanced Excel Formulas and Functions IF, SUMIFS, COUNTIFS and XLOOKUP INDEX-MATCH and Data Validation Pivot Tables and Pivot Charts Power Query and Data Cleaning Financial Data Analysis Using Excel Financial Dashboards and Charts Excel-Based Financial Reporting Automation

5: Financial Modelling
Introduction to Financial Modelling Financial Model Structure and Best Practices Revenue and Expense Forecasting Three-Statement Financial Modelling Profit and Loss Forecasting Balance Sheet and Cash Flow Projections Scenario and Sensitivity Analysis Financial Model Validation and Error Checking

6: Budgeting & Financial Forecasting
Introduction to Budgeting and Forecasting Revenue and Cost Budgeting Operating and Capital Budgets Cash Flow Forecasting Rolling Forecasts Budget vs. Actual Analysis Variance Analysis Financial Planning and Performance Monitoring

7: Financial Planning & Analysis (FP&A)
Introduction to FP&A Corporate Financial Planning Revenue and Profitability Analysis Cost and Expense Analysis Business Performance Evaluation Key Performance Indicators (KPIs) Financial Scenario Planning Management Decision Support

8: Business Valuation & Investment Analysis
Introduction to Business Valuation Time Value of Money Discounted Cash Flow (DCF) Analysis Net Present Value (NPV) Internal Rate of Return (IRR) Weighted Average Cost of Capital (WACC) Comparable Company Analysis Investment Decision-Making

9: Working Capital & Cash Flow Analysis
Working Capital Management Fundamentals Cash Flow Analysis and Forecasting Accounts Receivable Analysis Accounts Payable Analysis Inventory and Cash Conversion Cycle Liquidity Management Cash Flow Optimization Working Capital Performance Reporting

10: MIS Reporting & Financial Dashboards
Introduction to Management Information Systems Daily, Weekly and Monthly MIS Reports Revenue and Expense MIS Budget vs. Actual Reporting Financial KPI Tracking Financial Dashboard Development Data Visualization Using Excel Management Reporting and Presentation

11: Corporate Finance & Business Analysis
Corporate Finance Fundamentals Capital Structure and Cost of Capital Capital Budgeting and Investment Decisions Financial Risk Analysis Profitability and Margin Analysis Business Performance Benchmarking Strategic Financial Planning Financial Recommendations for Management

12: Practical Training & Industry Projects
Financial Statement Analysis Project Financial Ratio Analysis Case Study Advanced Excel Financial Dashboard Three-Statement Financial Modelling Project Budgeting and Forecasting Project Business Valuation Using DCF Cash Flow and Working Capital Analysis MIS Reporting and KPI Dashboard Real-World Corporate Finance Case Studies Final Financial Analysis Assessment

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