📊 Strategic Financial Analysis
📝 Course Overview This interactive course delivers a practical, real-world approach to financial analysis by focusing on core financial statements, ratio analysis, trend analysis, and forecasting techniques. Through case studies and Excel-based exercises, participants will build the skills needed to …
Overview
📝 Course Overview
This interactive course delivers a practical, real-world approach to financial analysis by focusing on core financial statements, ratio analysis, trend analysis, and forecasting techniques. Through case studies and Excel-based exercises, participants will build the skills needed to make informed decisions and present financial insights to stakeholders effectively.
🎯 Key Learning Objectives
By the end of this course, participants will be able to:
-
Interpret and analyze financial statements with confidence
-
Apply horizontal, vertical, and ratio analysis
-
Use Excel to model and forecast financial performance
-
Evaluate company profitability, liquidity, solvency, and efficiency
-
Perform comparative and trend analysis
-
Identify red flags and evaluate business health for decision-making
🧠 Training Methodology
-
Instructor-led lectures
-
Hands-on Excel modeling
-
Case studies and real company data
-
Team exercises and group discussion
-
Final assessment and project presentation
📅 5-Day Agenda with Daily Time Breakdown
📘 Day 1: Introduction to Financial Statements & Business Analysis
| Time | Topic |
|---|---|
| 08:30–09:00 | Registration and Welcome |
| 09:00–10:30 | Key Components of Financial Statements (Balance Sheet, P&L, Cash Flow) |
| 10:30–10:45 | ☕ Coffee Break |
| 10:45–12:15 | Understanding Financial Reporting Standards (IFRS vs GAAP) |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | Linking the 3 Financial Statements |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Case Study: Reading and Interpreting Company Financials |
📗 Day 2: Ratio Analysis and Financial Health Indicators
| Time | Topic |
|---|---|
| 08:30–10:00 | Liquidity, Solvency, and Profitability Ratios |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Efficiency and Activity Ratios |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | DuPont Analysis and Return on Equity Breakdown |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Excel Practice: Ratio Analysis Using Real Company Reports |
📙 Day 3: Trend and Comparative Analysis Techniques
| Time | Topic |
|---|---|
| 08:30–10:00 | Time Series and Vertical/Horizontal Analysis |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Benchmarking Against Industry Peers |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | Common-Size Financial Statements |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Group Exercise: Comparative Financial Performance Case |
📕 Day 4: Forecasting and Financial Modeling in Excel
| Time | Topic |
|---|---|
| 08:30–10:00 | Introduction to Financial Forecasting |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Building Financial Forecast Models (Revenue, Costs, EBITDA) |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | Forecasting Balance Sheet and Cash Flow |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Excel Lab: 3-Statement Forecast Model |
📒 Day 5: Strategic Interpretation and Final Project
| Time | Topic |
|---|---|
| 08:30–10:00 | Interpreting Results for Decision Making |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Red Flag Analysis & Fraud Detection Basics |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | Group Project: Analyze a Company and Present Findings |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Final Presentations, Feedback, and Certificate Distribution |
📂 Course Deliverables
-
Excel Templates for Ratio & Forecast Analysis
-
Financial Analysis Checklists
-
Case Study Workbook
-
Certificate of Completion
Target audiences
- Reservoir Engineers, Geologists
You May Like
📘 Procurement and Supplier Relationship Management
🎯 Course Description: This course equips procurement professionals with the knowledge and skills to effectively manage supplier relationships and optimize procurement processes. Emphasizing strategic supplier collaboration, performance management, and value creation, the program helps organizations build resilient, mutually beneficial partnerships. …
📘 Managing Efficient Shutdown and Turnaround
🎯 Course Description: This practical 5-day course is designed to equip professionals with the knowledge and skills required to plan, execute, and close out shutdowns and turnarounds (STOs) in industrial plants efficiently. The course covers best practices in scope management, …
📘 Advanced Contract Drafting and Negotiation Skills
🎯 Course Description: This intensive 5-day program provides participants with advanced tools and techniques for drafting, reviewing, and negotiating contracts in complex, high-value projects. The course focuses on precision in drafting, clarity in language, minimizing ambiguities, and negotiation strategies that …
🌍 Roadmap to Achieve Sustainability: Building a Resilient and Responsible Energy Future
🔎 Course Description This intensive course empowers energy professionals to develop and implement actionable sustainability strategies. It covers global sustainability frameworks, decarbonization pathways, circular economy principles, ESG integration, and reporting practices tailored for oil, gas, and energy industries. Participants will …
🔄 Management of Change (MOC) & Pre-Startup Safety Review (PSSR) Training Course
📘 Course Description: This course provides in-depth training on the systematic control of changes to processes, equipment, people, and procedures through Management of Change (MOC) protocols, and how to verify safety before process startup using Pre-Startup Safety Review (PSSR). Participants …






