Analysis of financial statements – making the numbers talk


Date: Tuesday 21 May 2024

Timing: 09.30–12.30 (UK time)

AAT Masterclass

Immerse yourself in the intricacies of financial reporting analysis and discover how to interpret financial statements effectively.

Competitive discounts

AAT members are entitled to exclusive discounts on AAT online masterclasses:

From £81 to £90 (Non-members £126)

You will be redirected to an external site for booking.
More Information
About this course

While accountants traditionally focus on calculating and reporting transactions, the skill of financial analysis is crucial for long-term partnerships with suppliers or customers. Through this session, learn to decipher financial statements, ask insightful questions, assess financial health and potential risks, and enhance communication with stakeholders.

Type Live online course
Duration 3 - 5 hours

During this session you will:

  • delve into the significance of non-financial analysis
  • explore trend analysis, ratio analysis, and cash flow statement analysis
  • learn how to conduct industry benchmarking as part of financial analysis.
What you'll achieve

By the end of this masterclass, you will:

  • develop financial analysis skills to evaluate the financial statements of partners or organisations
  • formulate insightful questions to assess the financial well-being and sustainability of a business
  • recognise and interpret trends in financial statements
  • identify areas of financial risk that warrant further investigation.
Who it's for

This session is suitable for finance professionals seeking to enhance their financial analysis abilities, regardless of experience level.

How to access

Purchase securely online, and we’ll send you further instructions and your booking confirmation explaining how to attend the live masterclass.

Book your place today

Topic Financial statements

Meet the speaker: Helen Kerrigan

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 AAT, AICPA CIMA, ACCA 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 behavioural skills recognising the evolving role of the finance professional – with a particular focus on ESG.

Recently she has worked with the NHS, Department for Education, Grant Thornton, Kreston Global, Three and Asahi.

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