As accountants we are often focused on calculating and reporting transactions and events. Analysis is a different skill that needs to be developed when partnering with suppliers or customers in the longer term. Analysis is about ‘making the numbers talk’, interpreting the financial statements to identify good questions to get underneath the business to assess its financial health and longevity. We can’t know the answers without further research but analysing the financials can help us to identify those risk areas that require further investigation.
Ideal for anyone who wants to develop the analytical skills to make a more effective assessment of the financial statements of customers, suppliers or other partner organisations.
Recorded on 21 October 2022.
Helen is a director of Future Finance Training Ltd. She qualified as a Chartered Accountant with KPMG in 2001. During her time at KPMG, she audited clients in the retail sector, worked as a forensic accountant on an international project and enjoyed a secondment to Walmart’s commercial finance team. On secondment to KPMG’s learning and development team Helen discovered a love of training and had the opportunity to develop her expertise in this area.
Helen designs and delivers training materials for AICPA, ACCA, AAT, AICPA CIMA and ICAEW. She also delivers ‘finance for non-financial manager’ training for clients ranging from manufacturers to charities. Technical updates are essential for accountants and financial reporting and audit are core areas of expertise for Helen. Increasingly she delivers training that blends both technical and leadership skills recognising the evolving role of the finance professional.
Recently she has worked with the NHS, Department for Education, Grant Thornton, Kreston International, Three and Asahi.
6 CPD units
1 hour of learning = 1 unit of CPD.
ACCA members can use this learning to meet their CPD requirements provided it is relevant to their career. If the event contributes to general knowledge and skills, it should be recorded as non-verifiable CPD. If the learning can be applied in the workplace, it will contribute to verifiable CPD.
Fee: 250 GBP + VAT (300 GBP) per delegate
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