• Like

Loading…

Flash Player 9 (or above) is needed to view presentations.
We have detected that you do not have it on your computer. To install it, go here.

Financial intelligence ppt babasba patil

  • 972 views
Published

Financial intelligence ppt babasba patil

Financial intelligence ppt babasba patil

Published in Economy & Finance , Business
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
972
On SlideShare
0
From Embeds
0
Number of Embeds
0

Actions

Shares
Downloads
28
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1. Financial Intelligence
  • 2.
    • Meaning
    • Skill sets
    • Understanding the foundation
    • Understanding the art
    • Understanding analysis
    • Understanding the big picture
  • 3.
    • Speak the language – Finance is the language of the business, common denominator across the organisation.
    • Use the language to be taken seriously and to communicate effectively.
  • 4.
    • Ask questions
    • Look at financial reports with a questioning eye
  • 5.
    • Use the information
    • - to improve cash flow
    • - assess the company’s results
  • 6.
    • Benefits of financial literacy
    • Increased ability to critically evaluate companies
    • Better decision making- ROI / Accounts receivable
    • Can I spend more money since my company is profitable
    • Strength and balance throughout the organisation – HR / Mktg/ IT
  • 7.
    • Analysis of Financial Statements
  • 8. Business Analysis
    • Types of Business Analysis
    • Credit Analysis
    • Equity Analysis
    • Business Environment and strategy Analysis
    • Financial Analysis
    • Prospective Analysis
    • Valuation
  • 9. Roadmap to Financial Analysis
    • Business Analysis
    • Business Environment Analysis – Company’s economic & industry circumstances, SWOT Analysis , industry analysis
    • Business strategy Analysis – Company’s business decisions leading to a competitive advantage , its product mix , cost structure
    • Company profile and significant events
    • Company shareholding pattern
  • 10.
    • Company Analysis
    • Financial performance
    • Revenues
    • Profitability
    • Asset Utilisation
    • Cash flows
    • Working capital Management
    • Stock performance
  • 11.
    • Users of financial statements
    • Contents of annual report
  • 12.
    • Tools for financial analysis
    • Ratios
    • Percentage calculations – CAGR / YOY
    • Indexation of numbers
    • Comparison with relevant data
  • 13.
    • Road map for financial analysis of a company
    • Business of the company
    • Shareholding pattern
  • 14.
    • Profit & Loss Account
    • - Installed capacity & utilisation
    • - Sales
    • - Profitability Analysis
    • - Interest costs
    • - Changes in accounting policies
  • 15.
    • Balance Sheet
    • - Share capital
    • - Reserves
    • - Tangible net worth
    • - Contingent liabilities
    • - Debt composition
    • - Movement in fixed assets, capital work in progress & investments
  • 16.
    • Cash flows
    • - Operating cash flows
    • - Investing cash flows
  • 17.
    • RPAT
    • ROGNW
    • ROCE
    • ROE
    • Earning per share
    • Price Dividend per share
    • NAV per share
    • OPBDIT
    • OPBDT
    • OPBT
  • 18.
    • Venus Music corner provides is in the business of providing audio CDs to customers. During March the accounts were maintained by a professional accountant On March 31 , the records showed a balance of Rs.21140 in his capital account . Since he could not afford an accountant, he starts maintaining the accounting records himself. He prepared the statements for the month of April 2010 and was shocked to find that his business had not fared well. He wants you to review his statements.
    •  
  • 19.
    • Profit & Loss A/c for the month ended April’10
    •  
    • Expenses Revenues
    • Salaries 5600 Investments by owner in business 3000
    • Electricity 410 Unearned service revenue 600
    • Advertisement 130
    • Rent 300
    • Drawings 4000 Loss for the month 6840
    • 10440 10440
    •  
    • Balance Sheet as on April 30
    • Liabilities Assets
    • Creditors 2510 Recording equipment 25500
    • Service revenue Supplies 2190
    • earned 12660 Debtors 1210
    • Capital 14300 Cash 570
    • 29470 2 9470