Financial Statement & Ratio Analysis Masterclass
From reading the statements to defending a recommendation — ratio analysis, forecasting and Excel technique applied to real published accounts from listed companies.
Format
Classroom · Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
Finance professionals are asked for more than the numbers — management wants the impact of its financial decisions read back to it, with a recommendation attached. This masterclass builds that full arc: understanding the relationships between the elements of financial statements, calculating and interpreting the ratios, and presenting the analysis persuasively. Real published financial statements from listed companies run through the programme, worked in Excel. The cohort learns to evaluate financial position and performance, forecast future performance, weigh the effect of leverage on business risk and return on equity, and see through the subjective accounting policy choices that flatter the figures — then pinpoint problem areas for remedial action.
What you will do
Who attends
- Heads of finance, finance managers and financial analysts
- Risk, accounting and balance sheet management teams
- Capital management and market risk professionals
- Heads of audit, business heads and senior management
Programme agenda
Built for the decisions no textbook prepares you for
I.Reading the statements
- Relationships between the elements of financial statements
- Accounting policies and their subjective nature
- Interpreting excerpts from financial reports and footnotes
II.Ratio analysis
- Ratios for financial position and financial performance
- Leverage, business risk and return on equity
- Interpreting company financials and sector position
III.Forecasting and evaluation
- Analytical techniques for forecasting performance
- Free cash flow generation, profitability and operating efficiency
- The process of company evaluation and analysis
IV.From analysis to recommendation
- Financial analysis template models in Excel
- Working real-life published statements
- Presenting analysis and recommendations dynamically
Frequently asked
What material does the masterclass work from?
Real published financial statements from listed companies run through the whole programme, worked in Excel. Participants build financial analysis template models, interpret excerpts from financial reports and the footnotes most readers skip, and finish by presenting analysis and recommendations designed to survive challenge.
What analytical skills will I take away?
Evaluating financial position and performance through ratio analysis, forecasting future performance, measuring the impact of leverage on business risk and return on equity, and analysing free cash flow generation, profitability and operating efficiency — while seeing through the subjective accounting policy choices that flatter the figures.
Is the masterclass available in French, and can it be run in-house?
Yes on both counts. Delivery is available in English and French, and an in-house edition tailored to your institution can focus the ratio and cash flow analysis on your own sector. Public sessions run on a rolling calendar with dates confirmed on request; fees and quotations are provided on enquiry.
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In their words
Knowledge transfer, emphasised throughout
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The Capability Arc™
Fix it · Advisory
Advisory & Consultancy
A senior bench across risk, treasury and regulation.
Learning is one point on the Capability Arc. Many institutions pair this programme with the advisory engagement — and automate what the framework demands.
Teams from these institutions train with BIZENIUS
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.