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Financial Analysis of Organizations

Gies College of Business, University of Illinois

This course focuses on adopting and implementing a financially analytic mindset when analyzing organizational activities, position and performance.

This course begins with an overview of an organization’s financial statements, including the balance sheet, income statement, cash flow statement, as well as the transactions that comprise these statements. You will learn about tools and ratios that help analyze these financial statements and transactions. Financial statement analysis will help you understand how the company has performed in the past and its current position. This analysis - as well as course content on forecasting both short- and long-term performance - enables you to draw inferences, make predictions about the organization's future performance and value.

Ultimately, this course provides a "deep-dive" into the multi-dimensional nature of financial analysis and how it used to assess the value of organizations.

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What's inside

Syllabus

Course Introduction and Module 1: Financial Statements - A Deeper Dive Into Company Position

This module will explain the basics of the balance sheet, provide a working definition of assets, and give you an overview of assets typically presented on the balance sheet. You will then be introduced to the concept of liabilities and explain what they are and how they can arise. This module will then build an intuition for what equity represents. It will also explain how the components of the balance sheet relate to one another.

Module 2: Financial Statements - A Deeper Dive Into Company Performance

This module introduces you to the primary components of the income statement by focusing on the concepts of revenue and cost of goods sold. The module also discusses examples of other income and expenses included in a typical income statement and introduces you to the statement of cash flows.

Financial Statement Ratios

In this module, we will learn how to calculate financial ratios that measure concepts such as liquidity, leverage, and profitability. We will work with accounting statements and financial data from real world companies and learn how to use this data to measure the financial health of companies and make comparisons with competitors.

Module 4: Forecasting Financial Statements

In this module, we will learn models that allow us to forecast and manage a company's capital expenditures. We will forecast the future financial statements of a company and learn how to figure out how much external financing the company will need.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Offers an accessible entry point for beginners seeking to build a firm understanding of financial analysis

Lays a strong foundation for learners to progress to more advanced financial analysis courses

Provides practical knowledge and skills that are highly relevant in the finance industry

Introduces key financial concepts such as liquidity, leverage, and profitability through the use of examples and real-world data

Provides a comprehensive overview of financial statements, their components, and their interrelationships

Covers a wide range of topics, from basic financial concepts to advanced financial forecasting techniques

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Career center

Learners who complete Financial Analysis of Organizations will develop knowledge and skills that may be useful to these careers:

Management Consultant

Management Consultants help companies improve their performance. This course will teach you the basics of financial statement analysis, which is essential for Management Consultants. You will also learn how to forecast financial statements, which is important for evaluating the financial impact of different management strategies.

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Data Analyst

Data Analysts collect, clean, and analyze data to identify trends and patterns. This course will teach you the basics of financial statement analysis, which is essential for Data Analysts who work with financial data. You will also learn how to forecast financial statements, which is important for identifying future trends and patterns.

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Financial Analyst

Financial Analysts help plan long-term financial goals and develop strategies to achieve them. By taking this course, you will learn the basics of financial statement analysis, which is a core skill for Financial Analysts. This course will also teach you how to forecast financial statements, which is essential for developing long-term financial plans.

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Investment Banker

Investment Bankers help companies raise capital and advise them on mergers and acquisitions. This course will teach you the basics of financial statement analysis, which is essential for Investment Bankers. You will also learn how to forecast financial statements, which is important for evaluating the financial health of companies.

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Portfolio Manager

Portfolio Managers manage investments for individuals and institutions. This course will teach you the basics of financial statement analysis, which is essential for Portfolio Managers. You will also learn how to forecast financial statements, which is important for evaluating the financial performance of companies.

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Risk Manager

Risk Managers identify and manage financial risks for companies. This course will teach you the basics of financial statement analysis, which is essential for Risk Managers. You will also learn how to forecast financial statements, which is important for assessing the financial impact of risks.

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Financial Planner

Financial Planners help individuals and families plan for their financial future. This course will teach you the basics of financial statement analysis, which is essential for Financial Planners. You will also learn how to forecast financial statements, which is important for developing long-term financial plans for clients.

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Credit Analyst

Credit Analysts assess the creditworthiness of borrowers. This course will teach you the basics of financial statement analysis, which is essential for Credit Analysts. You will also learn how to forecast financial statements, which is important for evaluating the financial health of borrowers.

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Auditor

Auditors examine financial statements to ensure that they are accurate and reliable. This course will teach you the basics of financial statement analysis, which is essential for Auditors. You will also learn how to forecast financial statements, which is important for evaluating the financial health of companies.

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Chief Financial Officer (CFO)

CFOs are responsible for the financial health of their companies. This course will teach you the basics of financial statement analysis, which is essential for CFOs. You will also learn how to forecast financial statements, which is important for developing long-term financial plans for companies.

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Accountant

Accountants prepare and maintain financial records for businesses. This course will teach you the basics of financial statement analysis, which is essential for Accountants. You will also learn how to forecast financial statements, which is important for helping businesses plan for the future.

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Financial Controller

Financial Controllers are responsible for the day-to-day financial operations of their companies. This course will teach you the basics of financial statement analysis, which is essential for Financial Controllers. You will also learn how to forecast financial statements, which is important for developing long-term financial plans for companies.

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Chief Executive Officer (CEO)

CEOs are responsible for the overall success of their companies. This course will teach you the basics of financial statement analysis, which is essential for CEOs. You will also learn how to forecast financial statements, which is important for developing long-term strategic plans for companies.

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Chief Operating Officer (COO)

COOs are responsible for the day-to-day operations of their companies. This course will teach you the basics of financial statement analysis, which is essential for COOs. You will also learn how to forecast financial statements, which is important for developing long-term operational plans for companies.

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Treasurer

Treasurers are responsible for the management of their companies' cash and investments. This course will teach you the basics of financial statement analysis, which is essential for Treasurers. You will also learn how to forecast financial statements, which is important for developing long-term financial plans for companies.

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Reading list

We've selected 13 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 Analysis of Organizations.

The Intelligent Investor, 3rd Ed.

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This classic book by Benjamin Graham must-read for anyone who wants to learn about value investing. It provides a framework for analyzing companies and making investment decisions.

The Intelligent Investor, 3rd Ed.: The Definitive...

Hardcover

Security Analysis, Seventh Edition: Principles and...

Save

This comprehensive book by Benjamin Graham and David Dodd classic in the field of security analysis. It provides a detailed overview of the principles and techniques of security analysis.

Security Analysis, Seventh Edition: Principles and...

Hardcover

$$$

Security Analysis, Seventh Edition: Principles and...

Kindle Edition

$$$

Accounting Principles

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Provides a comprehensive overview of accounting principles. It valuable resource for students and practitioners who want to learn more about the basics of accounting.

Financial Analysis of Organizations

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