Introduction

Five glorious careers in finance

Five careers in finance

About the course

Basics of Excel

Getting started with Excel

Time value of money in Excel

TVM questions

Reading Material

Income Statement

Format

Concept

Margin ratios

Definitions

DMart case study

Balance Sheet

Terminologies

Quick Summary

Assets, Liabilities and Equity

BS in Excel

Liquidity and Solvency ratios

Cash Flow Statement

Application in Excel

Links Between IS, BS, CFS in Excel

Ratio Analysis

Profitability and Liquidity

Activity and Solvency

Summary of FSA

Bookkeeping Case

Getting Started with Bookkeeping Transactions

More transactions

Tricky transactions

End of the year transactions

Complex transactions

FSA of DMart

Income Statement Analysis - |

Income Statement Analysis - ||

Balance Sheet Analysis

FSA of PVR

Analysing Income Statement

Analysing Balance Sheet

Analysing Cash Flow Statement

FSA of Indigo

CFS and Ratio Analysis

FSA of TCS

Analysing IS and BS

Ratio Analysis of TCS, HCL and Infosys

Infosys ratios

HCL ratios

Cross section analysis

Ratio Analysis of Indigo and SpiceJet

SpiceJet and Jet Airways Ratios

Cross Section Analysis

Summary and Assignments

Your Tasks

Advance Excel

VLOOKUP function

MATCH function

INDEX function

Working with dates

Data cleaning and pivots

Correlation

Next Steps and Projects


Suresh has over eight years of experience in investment banking and training, with an IIT engineering degree, and an IIM MBA, and has cleared CFA Level 3. He specializes in financial analysis, equity valuation, and financial modeling, delivering industry-relevant courses. With 4000+ hours of training experience, he simplifies complex financial concepts effectively.

This course is designed to equip you with the tools and techniques to perform in-depth Financial Statement Analysis using both theory and real-world application. You’ll start with the basics of financial reporting and Excel, then dive into the core components of the Income Statement, Balance Sheet, and Cash Flow Statement. You'll learn to calculate and interpret key ratios that measure profitability, liquidity, efficiency, and solvency. In Lesson 1, Introduction to the Course, you'll get an overview of the course structure, learning outcomes, and explore five high-impact careers in finance that leverage financial analysis skills. In Lesson 2, Basics of Excel, you'll learn some Excel essentials needed for finance, including the practical use of formulas and functions. Provides an understanding of how to apply time value of money concepts using Excel. In Lesson 3, Income Statement, you'll understand the structure and purpose of the income statement. Learning about some key concepts, definitions, and how to analyze revenue and expenses. In Lesson 4, Balance Sheet, you'll explore the layout and logic of the balance sheet. Learn key accounting terms, assets, liabilities, and equity components. Analyzing liquidity and solvency ratios with practical application in Excel. In Lesson 5, Cash Flow Statement provides an understanding of the cash flow statement structure and learn how it connects with the income statement and balance sheet. Practical application in Excel to track operating, investing, and financing cash flows using real examples. In Lesson 6, Ratio Analysis, you'll learn the core financial ratios like profitability, liquidity, and solvency, and their practical application to assess financial performance. In Lesson 7, Bookkeeping Case, you'll understand how basic and complex transactions affect financial statements and how to prepare a cash flow statement from scratch. In Lesson 8, FSA of DMart, you'll learn a full financial statement analysis of DMart. Reviewing its income statement, balance sheet, cash flow, and ratios to assess business performance. In Lesson 9, FSA of PVR analyzes how a cinema chain operates financially through its income, balance sheet, cash flows, and key ratios. In Lesson 10, FSA of Indigo, you'll gain an understanding of the financial performance of an airline company. Analyzing income, balance sheet, and cash flows, along with airline-specific metrics. In Lesson 11, FSA of TCS, you'll explore the financial health of a major IT services company. Performing a complete analysis using its income statement, balance sheet, and ratios. In Lesson 12, Ratio Analysis of TCS and Infosys, you'l learn a comparative ratio analysis of two IT giants—TCS and Infosys. Gain insights into cross-sectional benchmarking and industry trends. In Lesson 13, Ratio Analysis of Indigo and SpiceJet, you'll learn how to compare the financials of two leading airline companies. Using cross-sectional analysis to assess profitability, cost structure, and solvency. In Lesson 14, Summary and Assignments, learning with review sessions and assignments that test your understanding of concepts and practical applications. In Lesson 15, Advanced Excel, you'll learn data handling skills with advanced Excel tools like VLOOKUP, INDEX-MATCH, Pivot Tables, working with dates, correlation, and data cleaning. In Lesson 16, Next Steps and Projects, apply everything you've learned in capstone projects and explore how to take your skills into internships, jobs, or further certifications in finance. Course Highlights: - Fundamentals of income statements, balance sheets, and cash flow statements - How to analyze financial statements using key ratios - Practical applications of Excel for the time value of money, financial modeling, and data analysis - Financial analysis of companies like DMart, PVR, Indigo, TCS, and Infosys - Impact of bookkeeping transactions on financial statements - Advanced Excel skills like VLOOKUP, INDEX-MATCH, and pivot tables - Cross-sectional financial analysis for comparing companies across industries - How to interpret and communicate insights from financial data effectively Who is this course for: - Aspiring finance professionals looking to master financial analysis - Graduates seeking practical application of accounting and Excel - Early-career professionals in finance role who wants to gain a practical understanding of financial statements - Anyone preparing for roles in investment banking, equity research, or FP&amp;A

Complete Course on Financial Statement Analysis

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