FIN6440

Financial Statement Analysis and Reporting

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This course uses real financial statements to analyze the financial, investment and operating activities of public companies. These activities will teach and challenge students to critically evaluate firm liquidity and asset management, relative to the efficient use of the variables that underscore the operating cycle. The course teaches students to evaluate and analyze topics that underscore the critical areas of firm valuation and solvency. Students will also enhance their analytical and evaluative skills in financial ratios such as the Return on Invested Capital and Profitability. The course will emphasize ethics, and the ramifications of fraudulent reporting. The course is streamlined to benefit students who have aspirations in careers such general management, financial analysis, and commercial and investment banking and consulting.

PREREQUISITE: 

BUS 4113: Accounting and Finance for Managers

COURSE COMPETENCIES: 

UPON COMPLETION OF THE COURSE, THE STUDENT WILL BE COMPETENT IN: 

  • Analyzing financial statements in order to critically evaluate the financial, investment and operating activities of public companies.
  • Analyzing and evaluating liquidity and cash flows in order to assess the solvency and viability of the firm.
  • Analyzing all underlying variables pertaining to operating cycles in order to determine the financing period and cash flows.
  • Evaluating and determining the optimal capital structure of  the firm.
  • Applying relevant and ethical assumptions and estimates when preparing and reporting financial statements and results.
  • Analyzing and evaluating equity and credit positions of the firm.
  • Analyzing and evaluating return on invested capital and profitability.
  • Understanding and adhering to governmental regulations and financial standards when preparing and reporting financial statements and results.
  • Evaluating the Long-Term Debt-Paying Ability in order to assess firm risk level.
  • Analyzing Personal Financial Statements and Accounting for Governments and Not-for-Profit Organizations.
  • Analyzing and Evaluating leverage and its effects on earnings.
  • Analyzing Financial Ratios as perceived by Commercial Loan Departments.
  • Analyzing key balance sheet elements such as Employee Stock Option Plans and Equity in Unincorporated Firms.