Financial Analysts are the ones who analyze the financial data of an organization and through their findings help companies to make the right business decisions. They constantly monitor the cash in-flow and transactions incurred by the organization. They must be well aware of all the financial movements within their organization and if the need arises must report for any predicament found.

The information evaluated from Finance and Financial Analysis Tools is of great importance and different interpretations and financial decisions are made on the basis of this analysis. Financial analysis indicates the performance of a firm by analysing the liquidity, profitability, financial reports, risk management, efficiency of operations of a business entity, etc.

To be a financial analyst, one should have good quantitative and analytical skills along with a good presentation expertise and should be able to handle a large volume of data.

Uplatz provides this extensive training on concepts involved in financial analysis, data modeling, number crunching, advanced calculations required to do financial analysis, reporting & visualization of data.

The Financial Analyst course also covers the most important topics related to investment banking, financial planning and analysis (FP&A), private equity, corporate development, equity research, and other areas of corporate finance. The aim of this course is to identify and analyse important financial data with a view to making financial decisions; it also looks at how to read annual reports and use ratios for decision making.

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1. Financial Analysis

·         What is Financial Analysis?

·         Where is it Used?

·         M&A, Private Equity, Equity Research

·         Career Opportunities

·         Skills Required

2. Financial Statement Preparation

·         Balance Sheet, Profit and Loss and Cash Flow

·         Revenues and Expenses

·         Consolidated Accounts

·         Tangible Assets

·         Goodwill, Depreciation

3. MS Excel

·         Spreadsheet Vocabulary

·         Logical & Statistical Functions

·         Data Validation

·         Custom List, Goal Seek, Scenarios

·         Data Manipulation

·         Pivot Tables and Macros

4. Accounting Basics

·         The Accounting Process

·         Accounting & Book-Keeping

·         Financial Terminologies

·         Accounting Concepts

·         The Accounting Cycle

·         Hindalco: Walk‐Through of Financial Statements

5. Ratio Analysis

·         Introduction to Ratio Analysis

·         Objectives of Ratio Analysis

·         Dupont Analysis

·         Types of Ratios

·         Simple Consolidation

·         Preparing Consolidated Statements

6. Financial Modeling

·         Create a Basic IB Financial Model

·         Types of Data & Variables

·         Growth Rates and Proportions

·         BEDMAS Principle

·         Forecasting and Modeling