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Financial Statement Analysis

Intuit Academy Team

In the final course of this certificate, you will apply your skills towards financial statement analysis. If you have the foundational concepts of accounting under your belt, you are ready to put them into action in this course. Here, you will learn how to reconcile different types of accounts, check for accuracy, and troubleshoot errors. Additionally, you will practice how to apply different analytical methods to key financial statements and understand how these methods inform a variety of business decisions.

By the end of this course, you will be able to:

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In the final course of this certificate, you will apply your skills towards financial statement analysis. If you have the foundational concepts of accounting under your belt, you are ready to put them into action in this course. Here, you will learn how to reconcile different types of accounts, check for accuracy, and troubleshoot errors. Additionally, you will practice how to apply different analytical methods to key financial statements and understand how these methods inform a variety of business decisions.

By the end of this course, you will be able to:

-Describe and illustrate the use of a bank reconciliation in controlling cash

-Outline the purpose of financial statements in relationship to decision making

-Describe basic financial statement analytical methods

-Apply quantitative skills to analyze business health

Courses 1-3 in the Intuit Bookkeeping Professional Certificate, or the equivalent, are recommended prerequisites for this course.

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What's inside

Syllabus

Understanding Reconciliations
In this module, you will be introduced to different liabilities and learn how to account for them. Additionally, you will learn how to work with the sales tax payable accounts.
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Teaches methods for bank account reconciliation, which is a key accounting competency
Outlines the purpose of financial statements for decision making
Informs learners about analytical methods for financial statements, which is important for business management
Applies quantitative skills to financial analysis, which is crucial for data-driven decision making
Requires prior accounting knowledge, which may limit accessibility for beginners

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Reviews summary

Practical financial statement analysis

According to learners, this course provides a strong foundation in financial statement analysis, highly praised for its practical application of concepts through real-world examples. Students particularly value the clear explanations and step-by-step guidance on topics like bank reconciliations and troubleshooting errors. While many find the course structure logical and relevant for finance professionals, some express a desire for more advanced analytical techniques beyond the basics, indicating it serves as a solid introductory or intermediate resource rather than an in-depth advanced study.
A solid foundation in prior accounting concepts is crucial for success.
"It truly built on the prerequisite knowledge."
"Some parts assume you are very comfortable with the prior courses, so definitely have those basics down."
"The course assumes you have the foundational concepts of accounting under your belt."
The course's depth in reconciliations and error troubleshooting is a key strength.
"The bank reconciliation module was thorough."
"The step-by-step guidance on troubleshooting errors was invaluable."
"I learned how to reconcile different types of accounts and check for accuracy."
Learners consistently praise the course for its clear explanations and practical relevance.
"The practical application of concepts through real-world examples and case studies was incredibly helpful."
"The instructor explained complex topics clearly, especially the different reconciliation methods."
"Perfect course to bridge theoretical accounting knowledge with practical application."
Some found the delivery dry or rushed, while others praised the logical structure.
"A bit dry at times. The lectures were informative but lacked engagement."
"The material is important, but the delivery could be improved in some sections."
"The course structure was logical and easy to follow, making it accessible."
While strong in fundamentals, some learners desired more advanced analytical techniques.
"I would have appreciated more advanced analytical techniques beyond the basics."
"Not enough practical application for real-world complex statements; I was hoping for more in-depth analysis."
"The course covers the basics, but some parts felt a bit rushed, particularly the long-term liabilities section."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Financial Statement Analysis with these activities:
Gather Course Materials
Organize and review course materials to gain an overview of the course content and identify areas that may require additional focus.
Show steps
  • Collect syllabi, handouts, and assigned readings.
  • Create a system for organizing and storing materials.
  • Review materials to identify key concepts and topics.
Seek Guidance from Financial Analysis Experts
Accelerate your learning by seeking guidance from experienced financial analysis professionals who can provide personalized advice and support.
Browse courses on Financial Statement Analysis
Show steps
  • Identify potential mentors through LinkedIn or industry events.
  • Reach out and introduce yourself.
  • Request guidance and support in financial statement analysis.
Discuss Financial Analysis with Peers
Enhance your learning by discussing financial statement analysis concepts with peers, exchanging ideas, and receiving feedback on your understanding.
Browse courses on Financial Statement Analysis
Show steps
  • Join an online forum or study group.
  • Participate in discussions and ask questions.
  • Collaborate on projects or assignments.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Explore Financial Statement Analysis Techniques
Enhance your understanding of financial statement analysis techniques by completing interactive tutorials that provide guided instruction and practice.
Browse courses on Financial Statement Analysis
Show steps
  • Identify online tutorials or courses on financial statement analysis.
  • Follow tutorials to learn about different analysis methods.
  • Practice applying the techniques to sample financial statements.
Analyze Financial Statements for Practice
Reinforce your understanding of financial statement analysis by completing practice exercises that test your ability to analyze and interpret financial data.
Browse courses on Financial Statement Analysis
Show steps
  • Find practice problems or exercises online.
  • Analyze financial statements and answer questions.
  • Check your answers to evaluate your understanding.
Contribute to Open Source Financial Analysis Projects
Deepen your understanding of financial statement analysis by contributing to open source projects that involve developing or using tools and techniques for financial data analysis.
Browse courses on Financial Statement Analysis
Show steps
  • Identify open source financial analysis projects on GitHub.
  • Review project documentation and code.
  • Contribute bug fixes, enhancements, or new features.
Participate in Financial Analysis Competitions
Challenge yourself and showcase your financial statement analysis skills by participating in competitions that test your ability to analyze and interpret financial data under time constraints.
Browse courses on Financial Statement Analysis
Show steps
  • Identify financial analysis competitions online.
  • Practice your analysis skills.
  • Register and participate in competitions.
Develop a Financial Analysis Report
Apply your financial statement analysis skills by creating a comprehensive report that demonstrates your ability to analyze and interpret financial data.
Browse courses on Financial Statement Analysis
Show steps
  • Choose a company or industry to analyze.
  • Gather and analyze financial statements.
  • Write a report summarizing your analysis and insights.

Career center

Learners who complete Financial Statement Analysis will develop knowledge and skills that may be useful to these careers:
Chief Financial Officer
Chief Financial Officers (CFOs) are responsible for the overall financial health of an organization. They oversee financial planning, budgeting, and reporting. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and make sound financial decisions.
See salaries and explore the career path for Chief Financial Officer
Controller
Controllers are responsible for managing the financial operations of an organization. They prepare financial statements, manage budgets, and oversee financial reporting. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and make sound financial decisions.
See salaries and explore the career path for Controller
Bank Examiner
Bank Examiners are responsible for ensuring that banks are in compliance with all applicable laws and regulations. They review bank financial statements to assess the bank's financial health and identify any potential risks. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential risks.
See salaries and explore the career path for Bank Examiner
Financial Analyst
Financial Analysts use their knowledge of finance and economics to make investment recommendations. They analyze financial statements to evaluate a company's financial health and make recommendations on whether to buy, sell, or hold a particular stock. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and make sound investment decisions.
See salaries and explore the career path for Financial Analyst
Risk Manager
Risk Managers identify and assess risks that could affect their organization. They develop and implement strategies to mitigate these risks. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential risks.
See salaries and explore the career path for Risk Manager
Financial Planner
Financial Planners help individuals and families plan for their financial future. They analyze financial statements to assess a client's financial health and make recommendations on how to achieve their financial goals. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and make sound financial decisions.
See salaries and explore the career path for Financial Planner
Auditor
Auditors are responsible for examining an organization's financial records to ensure that they are accurate and complete. They also make sure that the organization is in compliance with all applicable laws and regulations. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential risks.
See salaries and explore the career path for Auditor
Investment Banker
Investment Bankers help companies raise capital by issuing new stocks or bonds. They also advise companies on mergers and acquisitions. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential investment opportunities.
See salaries and explore the career path for Investment Banker
Portfolio Manager
Portfolio Managers invest money on behalf of their clients. They analyze financial statements to evaluate a company's financial health and make investment decisions. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and make sound investment decisions.
See salaries and explore the career path for Portfolio Manager
Internal Auditor
Internal Auditors are to ensure that their organization's operations are efficient and compliant. They do this by evaluating the company's internal controls, including its financial reporting practices. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential risks.
See salaries and explore the career path for Internal Auditor
Forensic Accountant
Forensic Accountants investigate financial crimes. They analyze financial statements to identify evidence of fraud or other illegal activities. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential risks.
See salaries and explore the career path for Forensic Accountant
Management Consultant
Management Consultants help organizations improve their performance. They analyze financial statements to identify areas for improvement and make recommendations on how to achieve those improvements. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential risks and opportunities.
See salaries and explore the career path for Management Consultant
Business Analyst
Business Analysts help organizations improve their business processes. They analyze financial statements to identify areas for improvement and make recommendations on how to achieve those improvements. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential risks and opportunities.
See salaries and explore the career path for Business Analyst
Tax Accountant
Tax Accountants prepare and file tax returns for individuals and businesses. They also advise clients on tax planning and compliance. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential tax implications.
See salaries and explore the career path for Tax Accountant
Data Analyst
Data Analysts collect, clean, and analyze data to help organizations make better decisions. They may use financial statement data to identify trends and patterns that can help the organization improve its performance. The Financial Statement Analysis course can help you develop the skills needed to succeed in this role by teaching you how to analyze financial statements and identify potential risks and opportunities.
See salaries and explore the career path for Data Analyst

Reading list

We've selected nine books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Financial Statement Analysis.
Cover image
The Little Book of Picking Top Stocks
Save
Provides a comprehensive overview of financial statement analysis techniques and how to apply them in practice. It valuable resource for both beginners and experienced analysts. Also, this book covers several of the same topics as the course, but it goes into more depth and provides more practical examples.
The Little Book of Picking Top Stocks: How to Spot...
Hardcover
$$
The Little Book of Picking Top Stocks: How to Spot...
Kindle Edition
$$
Cover image
How to Read a Financial Report
Save
Practical introduction to financial statement analysis for non-financial professionals. It is written in a clear and concise style and provides numerous examples and case studies.
How to Read a Financial Report
Paperback
Check
How to Read a Financial Report
Kindle Edition
Check
Financial Reporting and Analysis
Save
Comprehensive textbook on financial reporting and analysis. It is used by many universities and colleges as a textbook for financial accounting courses.
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$
By Charles H. Gibson - Financial Reporting and...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$$
By Charles H. Gibson Financial Reporting and...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Paperback
$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$
Financial Reporting and Analysis
Kindle Edition
$$$
Cover image
The Intelligent Investor, 3rd Ed.
Save
Classic guide to investing. It provides a framework for making investment decisions and emphasizes the importance of value investing. This book great way to gain a deeper understanding of the financial markets and how to make sound investment decisions.
The Intelligent Investor, 3rd Ed.: The Definitive...
Hardcover
$$
Cover image
Security Analysis, Seventh Edition: Principles and...
Save
Classic guide to security analysis. It provides a comprehensive overview of the security analysis process and valuable resource for both beginners and experienced investors. This book is more advanced than some of the others on this list, but it great resource for those who want to learn more about security analysis.
Security Analysis, Seventh Edition: Principles and...
Hardcover
$$$
Security Analysis, Seventh Edition: Principles and...
Kindle Edition
$$$
Cover image
The Little Book that Still Beats the Market
Save
Provides a simple and effective investment strategy that can be used by anyone. It good resource for beginners who want to learn more about investing.
The Little Book That Still Beats the Market
Hardcover
$$
The Little Book that Still Beats the Market (Little...
Hardcover
$$
The Little Book That Still Beats the Market (Little...
Kindle Edition
$$
Cover image
The Essays of Warren Buffett
Save
Collection of essays by Warren Buffett. It provides insights into Buffett's investment philosophy and valuable resource for anyone who wants to learn more about investing.
The Essays of Warren Buffett: Lessons for Corporate...
Paperback
$$
巴菲特寫給股東的信【2023全新增修版】: The Essays of Warren Buffett:...
Kindle Edition
$
The Essays of Warren Buffett: Lessons for Investors...
Paperback
$$$
(Português) As Cartas de Warren Buffett [The Essays of Warren...
Audible Audiobook
$$
(Deutsch) Die Essays von Warren Buffett: Die wichtigsten...
Audible Audiobook
$$
The Essays of Warren Buffett
Paperback
$$$
Essays of Warren Buffett Lessons for Investors and...
Paperback
$$$$
W. E. Buffett's L. A. Cunningham's The Essays of...
Paperback
$$
Cover image
Invest Like a Guru
Save
Collection of essays by Charlie Munger. It provides insights into Munger's investment philosophy and valuable resource for anyone who wants to learn more about investing.
Invest Like a Guru: How to Generate Higher Returns...
Hardcover
$$
(Pусский) Инвестируй как гуру: Как повысить доходность и...
Kindle Edition
$
Cover image
Mastering The Market Cycle
Save
Provides insights into Marks' investment philosophy and valuable resource for anyone who wants to learn more about investing.
Mastering The Market Cycle
Paperback
Check
Mastering The Market Cycle
Kindle Edition
Check

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Course image
Level
Introductory
Via
Coursera
Institution
Intuit
Instructor
Intuit Academy Team
Language
English
Transcripts
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This course belongs to a collection called Intuit Academy Bookkeeping. It's comprised of four courses:
  1. Assets in Accounting
  2. Liabilities and Equity in Accounting
  3. Bookkeeping Basics
  4. Financial Statement Analysis (viewing)
Traffic lights
Read about what's good
what should give you pause
and possible dealbreakers
Teaches methods for bank account reconciliation, which is a key accounting competency
Outlines the purpose of financial statements for decision making
Informs learners about analytical methods for financial statements, which is important for business management
Applies quantitative skills to financial analysis, which is crucial for data-driven decision making
Requires prior accounting knowledge, which may limit accessibility for beginners
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