Financial Statement Analysis in Excel

This training programme is designed to help finance professionals go beyond numbers and draw logical conclusions from financial data. It will help you learn how financial analysis can bring useful hindsight, insight and foresight into the organisation’s performance and position.

Learning objectives:

Use financial ratio analysis to evaluate the organisation’s performance and financial position.
Interpret financial statements to drive successful business decisions.
Use the best practice in cash flow analysis.
Apply ratio analysis and other techniques to model and forecast earnings.
Present financial statement analysis to executive management, board of directors, investors and other stakeholders.

Target audience:

CFOs, finance business partners, financial managers, investment / financial / credit analysts, management accountants, internal auditors, accountants.

Competences to be developed:

Training Agenda:

Financial statement analysis framework	Industry overview and company overview. Analyst adjustments for unusual charges.
Common-size and trend analysis	Vertical common-size balance sheet and income statement. Horizontal common-size balance sheet and income statement.
Financial ratio analysis	Profitability ratios. Efficiency ratios. Liquidity ratios. Lender (solvency, gearing, leverage, debt) ratios. Value, purposes, and limitations of ratio analysis.
DuPont analysis	ROE decomposition.
Segment analysis	Segment ratios.
Cash flow analysis	Free cash flow to firm (FCFF). Free cash flow to equity (FCFE).
Management data analysis	Fixed and variable costs.
Projecting future financial performance based on the pastperformance analysis	Regression analysis. Using ratio analysis to project the balance sheet and income statement line items.
Business risk analysis	Operating and financial leverages.
Investor (value) ratios	Price to earnings ratio (P/E). Earnings yield (E/P) and dividend yield (D/P) ratios. Total shareholder return (TSR).
Development and communication of conclusions and recommendations	The International Business Communication Standards (IBCS®).

Additional information:

Dates:

27 November & 4, 11, 18 December 2025

Duration:

09:00 - 13:15 CET
16 hours in total

Format:

Live online

Language:

English

Price:

EUR 600 (excl. VAT)

Please contact us for more details.

Registration

Apply for a course

Calendar of open seminars

Discover our high level training courses

PwC's Academy newsletter

Subscribe To Academy newsletter

Required fields are marked with an asterisk(*)

Full Name*

Email Address*

Message*

By submitting your email address, you acknowledge that you have read the Privacy Statement and that you consent to our processing data in accordance with the Privacy Statement (including international transfers). If you change your mind at any time about wishing to receive the information from us, you can send us an email message using Unsubscribe

Contact us

Tijana Lazić

Coordinator, PwC's Academy, PwC Serbia

Hide

PwC's Academy homepage

Portfolio

Calendar of Open seminars

Why to choose PwC's Academy

Terms and Conditions