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Eight Problems To Be Noted In Writing Financial Analysis Report
< p > < strong > 1. We should clearly and clearly know the object of the report and < a href= "http://www.91se91.com/news/index_c.asp > > the scope of report < /a > < /strong > /p >
< p > report writing should vary from person to person. < /p >
< p > for example, the leaders of the finance department can be professionally specialized, and the reports to leaders of other departments, especially those who are quite unfamiliar with this profession, should be more popular. At the same time, the analysis reports provided to different levels of reading objects require analysts to accurately grasp the framework and analysis level of the reports in order to meet the needs of different readers. < /p >
< p > again, if the scope of the report is analyzed by a certain department or two level company, the content of the analysis can be a little more detailed and specific; if the object of the analysis is the whole group company, the analysis of the text should be concise, not all the problems, and concentrate on several key issues. < /p >
< p > < strong > two, understand the readers' demand for information, and fully understand what the information needed by leaders is < /strong > /p >
< p > I remember once communicating with the head of the business department. He felt deeply touched and said: the financial analysis report you gave me is a lot of contents, and it has been written for a long time. It should be said that it has taken a lot of thought. Unfortunately, I don't need much information, and I really want to get too little information. The premise of writing a good financial analysis report is that financial analysts should communicate with leaders as much as possible and capture the information they really understand. < /p >
"P > < strong > three. Before writing the report, we must have a clear framework and analysis idea < /strong > < /p >.
< p > < a > href= > http://www.91se91.com/news/index_c.asp > > Financial Analysis > /a > the framework of the report is as follows: report catalogue - important notes - Report Summary - specific analysis - key issues summary and corresponding improvement measures. < /p >
< p > "report directory" tells the content and the page number of the reader's report; < /p >
< p > "important note" is mainly for the purpose of giving advance explanation to the new report in the new content or issues requiring great attention, so as to arouse the leadership's attention; < /p >
< p > < < a href= > http://www.91se91.com/news/index_c.asp > > report > /a > is highly condensed to the contents of this report. It must be concise and comprehensive. < /p >
< p > no matter "important reminder" or "report summary", the page number of the specific analysis should be marked later, so that the leader can consult the corresponding analysis content in time. The above three parts are very necessary. The purpose is to enable leaders to get the overall understanding of the report in the shortest possible time and the important matters to be announced in this report. < /p >
< p > "key issues summary and corresponding improvement measures" on the one hand is a follow-up report on the implementation of the problems in the previous report. At the same time, the key issues revealed in the "specific analysis" section of this report are elaborated, aiming at centralizing scattered analysis and impressing the leaders again. < /p >
< p > the "concrete analysis" part is the core content of the report analysis. How to write the "specific analysis" part determines the quality and grade of the analysis. To make this part very well, the first thing is to have a good analytical thinking. For example, a group company consists of four two level companies, all of which are manufacturing companies. The analysis method of financial report is: overall index analysis - group headquarters situation analysis - the analysis of each level of two companies; in each part, according to the analysis of this month - the cumulative analysis of the year, and then proceed to profitability analysis - sales analysis - cost control analysis. There is a close relationship between every part and every part. < /p >
< p > < strong > four, the financial analysis report must be closely integrated with the company's business, and deeply understand the business background behind the financial data, and reveal the problems existing in the business process. < /strong > < /p >
< p > when financial personnel make analysis reports, they often fall behind the door because they do not understand their business, and thus fall into the passive situation of data theory data. The conclusion of the analysis is often ridiculous. Therefore, it is necessary to stress that all kinds of financial data are not simply pieced together and added up in the usual sense. Behind every financial data, there are vivid changes, expenses and repayment of debts. Financial analysts can judge the reasonableness and compliance of economic spanactions through the understanding and inspection of business and the professional judgment of financial data sensitivity. The analysis reports written here can also provide useful decision-making information for business departments. Financial data, after all, is only an intermediary. Therefore, the analysis report of financial data is frustrating for data theory data, the important quality characteristic of the report, "relevance", and it is difficult to talk about the usefulness of decision making. < /p >
< p > < strong > five, to highlight the key points, avoid generalizing < /strong > < /p >.
< p > financial analysis focuses on revealing problems, finding out the causes and making suggestions. Therefore, the contents of the financial analysis should highlight the key points of the current financial situation, grasp the essence of the problem, find out the main factors that affect the changes in the current indicators, and focus on analyzing the main and objective reasons for changing the larger indicators. Only in this way can we objectively and correctly evaluate and analyze the current financial situation of the enterprise, predict the trend of the development of the enterprise, and put forward suggestions and measures for rectification accordingly. < /p >
< p > < strong > six, to thoroughly analyze, avoid trying to "/strong > < /p >.
< p > we know that there are hidden serious shortcomings, loopholes and hidden dangers hidden behind good surface indicators. This requires us not to be deceived by superficial phenomena, nor to be able to talk about facts. We must be good at thorough investigation and research, be good at capturing the necessary laws of contingency in the course of developing and changing things, and overcome the idea of "first impressions" with a realistic attitude. Through the repeated scrutiny and verification of the large amount of detailed data, we can get rid of the rough and extract the essence and get rid of the false and retain the true, so as to obtain an objective and fair evaluation of the financial situation of the enterprise. For example, only the index's contrast caliber should be thoroughly investigated and verified, and the comparability of its valuation, standard, time, composition, content and so on can be converted. < /p >
< p > < strong > seven, we must adhere to the principle of combining regular analysis with daily analysis < /strong > < /p >
< p > annual, quarterly and monthly analysis is important. However, with the continuous improvement of the timeliness of financial decisions, enterprises are required to analyze the daily financial situation, profitability, asset management capabilities and the future development trend of the enterprises in a timely manner, and even require real-time analysis of the financial situation. Therefore, while paying attention to regular analysis, we should also attach importance to daily analysis. < /p >
< p > < strong > eight, we must adhere to the principle of combining report analysis with thematic analysis < /strong > < /p >
< p > the situation of enterprises. Financial analysis is mainly based on three major statements. The economic indicators of each period are analyzed and the financial statement is compiled. From the point of view of effectiveness, it is difficult to face everything and has limited practical effect. In practical work, financial analysis often lacks communication with readers, and there is a lack of targeted analysis of major business matters. Therefore, the enterprise financial analysis report should focus on the hot issues and the new problems that the cadres and workers are most concerned about and the actual problems encountered in their work. They can convey useful information to the leaders and make a real contribution to the staff. < /p >
< p > report writing should vary from person to person. < /p >
< p > for example, the leaders of the finance department can be professionally specialized, and the reports to leaders of other departments, especially those who are quite unfamiliar with this profession, should be more popular. At the same time, the analysis reports provided to different levels of reading objects require analysts to accurately grasp the framework and analysis level of the reports in order to meet the needs of different readers. < /p >
< p > again, if the scope of the report is analyzed by a certain department or two level company, the content of the analysis can be a little more detailed and specific; if the object of the analysis is the whole group company, the analysis of the text should be concise, not all the problems, and concentrate on several key issues. < /p >
< p > < strong > two, understand the readers' demand for information, and fully understand what the information needed by leaders is < /strong > /p >
< p > I remember once communicating with the head of the business department. He felt deeply touched and said: the financial analysis report you gave me is a lot of contents, and it has been written for a long time. It should be said that it has taken a lot of thought. Unfortunately, I don't need much information, and I really want to get too little information. The premise of writing a good financial analysis report is that financial analysts should communicate with leaders as much as possible and capture the information they really understand. < /p >
"P > < strong > three. Before writing the report, we must have a clear framework and analysis idea < /strong > < /p >.
< p > < a > href= > http://www.91se91.com/news/index_c.asp > > Financial Analysis > /a > the framework of the report is as follows: report catalogue - important notes - Report Summary - specific analysis - key issues summary and corresponding improvement measures. < /p >
< p > "report directory" tells the content and the page number of the reader's report; < /p >
< p > "important note" is mainly for the purpose of giving advance explanation to the new report in the new content or issues requiring great attention, so as to arouse the leadership's attention; < /p >
< p > < < a href= > http://www.91se91.com/news/index_c.asp > > report > /a > is highly condensed to the contents of this report. It must be concise and comprehensive. < /p >
< p > no matter "important reminder" or "report summary", the page number of the specific analysis should be marked later, so that the leader can consult the corresponding analysis content in time. The above three parts are very necessary. The purpose is to enable leaders to get the overall understanding of the report in the shortest possible time and the important matters to be announced in this report. < /p >
< p > "key issues summary and corresponding improvement measures" on the one hand is a follow-up report on the implementation of the problems in the previous report. At the same time, the key issues revealed in the "specific analysis" section of this report are elaborated, aiming at centralizing scattered analysis and impressing the leaders again. < /p >
< p > the "concrete analysis" part is the core content of the report analysis. How to write the "specific analysis" part determines the quality and grade of the analysis. To make this part very well, the first thing is to have a good analytical thinking. For example, a group company consists of four two level companies, all of which are manufacturing companies. The analysis method of financial report is: overall index analysis - group headquarters situation analysis - the analysis of each level of two companies; in each part, according to the analysis of this month - the cumulative analysis of the year, and then proceed to profitability analysis - sales analysis - cost control analysis. There is a close relationship between every part and every part. < /p >
< p > < strong > four, the financial analysis report must be closely integrated with the company's business, and deeply understand the business background behind the financial data, and reveal the problems existing in the business process. < /strong > < /p >
< p > when financial personnel make analysis reports, they often fall behind the door because they do not understand their business, and thus fall into the passive situation of data theory data. The conclusion of the analysis is often ridiculous. Therefore, it is necessary to stress that all kinds of financial data are not simply pieced together and added up in the usual sense. Behind every financial data, there are vivid changes, expenses and repayment of debts. Financial analysts can judge the reasonableness and compliance of economic spanactions through the understanding and inspection of business and the professional judgment of financial data sensitivity. The analysis reports written here can also provide useful decision-making information for business departments. Financial data, after all, is only an intermediary. Therefore, the analysis report of financial data is frustrating for data theory data, the important quality characteristic of the report, "relevance", and it is difficult to talk about the usefulness of decision making. < /p >
< p > < strong > five, to highlight the key points, avoid generalizing < /strong > < /p >.
< p > financial analysis focuses on revealing problems, finding out the causes and making suggestions. Therefore, the contents of the financial analysis should highlight the key points of the current financial situation, grasp the essence of the problem, find out the main factors that affect the changes in the current indicators, and focus on analyzing the main and objective reasons for changing the larger indicators. Only in this way can we objectively and correctly evaluate and analyze the current financial situation of the enterprise, predict the trend of the development of the enterprise, and put forward suggestions and measures for rectification accordingly. < /p >
< p > < strong > six, to thoroughly analyze, avoid trying to "/strong > < /p >.
< p > we know that there are hidden serious shortcomings, loopholes and hidden dangers hidden behind good surface indicators. This requires us not to be deceived by superficial phenomena, nor to be able to talk about facts. We must be good at thorough investigation and research, be good at capturing the necessary laws of contingency in the course of developing and changing things, and overcome the idea of "first impressions" with a realistic attitude. Through the repeated scrutiny and verification of the large amount of detailed data, we can get rid of the rough and extract the essence and get rid of the false and retain the true, so as to obtain an objective and fair evaluation of the financial situation of the enterprise. For example, only the index's contrast caliber should be thoroughly investigated and verified, and the comparability of its valuation, standard, time, composition, content and so on can be converted. < /p >
< p > < strong > seven, we must adhere to the principle of combining regular analysis with daily analysis < /strong > < /p >
< p > annual, quarterly and monthly analysis is important. However, with the continuous improvement of the timeliness of financial decisions, enterprises are required to analyze the daily financial situation, profitability, asset management capabilities and the future development trend of the enterprises in a timely manner, and even require real-time analysis of the financial situation. Therefore, while paying attention to regular analysis, we should also attach importance to daily analysis. < /p >
< p > < strong > eight, we must adhere to the principle of combining report analysis with thematic analysis < /strong > < /p >
< p > the situation of enterprises. Financial analysis is mainly based on three major statements. The economic indicators of each period are analyzed and the financial statement is compiled. From the point of view of effectiveness, it is difficult to face everything and has limited practical effect. In practical work, financial analysis often lacks communication with readers, and there is a lack of targeted analysis of major business matters. Therefore, the enterprise financial analysis report should focus on the hot issues and the new problems that the cadres and workers are most concerned about and the actual problems encountered in their work. They can convey useful information to the leaders and make a real contribution to the staff. < /p >
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