Eight Problems That Should Be Paid Attention To In Writing Financial Analysis Report

First, be clear and clear about the object of the report and the scope of the report analysis.

The writing of reports should vary from person to person.

For example, it is possible to specialize in providing some leadership to the financial department, and to provide leadership to other department leaders, especially those who are quite unfamiliar with this profession. We should strive to 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.

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, and not be able to solve all the problems.

Two, understand the readers' need for information, and fully understand what information the leaders need.

I remember once communicating with the head of the business department. He felt deeply touched: "the financial analysis report you gave me is a lot of contents, and it has been written for a long time.

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.

Three, before reporting writing, there must be a clear framework and analytical thinking.

The framework of the financial analysis report is as follows: report catalogue, important reminder - Report Summary - specific analysis - key issues summary and corresponding improvement measures.

The "report directory" tells the contents and the page numbers of the readers analyzed in this report.

The "important note" is mainly aimed at giving advance explanation to the new report in the new content or issues requiring great attention, so as to arouse the leadership's attention.

The summary of the report is highly condensed to the content of the current report. It must be concise and comprehensive.

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.

On the one hand, it is a follow-up report on the implementation of the problem in the previous report. At the same time, the key issues in the "specific analysis" section of the current report are elaborated, aiming at centralizing the scattered analysis and impressing the leader again.

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.

Four, the financial analysis report must be closely integrated with the company's business, deeply understand the business background behind the financial data, and reveal the problems existing in the business process.

When doing the analysis report, because they do not understand the business, they often close behind the doors and fall into the passive situation of data theory data. The analysis conclusion 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 pactions 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.

Financial analysis focuses on revealing problems, finding out the causes and making recommendations.

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.

Six, we must thoroughly analyze and avoid it.

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 in the phenomenon of occasional development, 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.

Seven, we must adhere to the principle of combining regular analysis with routine analysis.

Annual, quarterly and monthly analysis is important. However, with the continuous improvement of financial decision making to the timeliness of information, enterprises are required to analyze their daily financial status, profitability, asset management capabilities and the future development trend of enterprises in a timely manner, and even require real-time analysis of their financial status. Therefore, while paying attention to regular analysis, they should also attach importance to daily analysis.

The financial analysis of enterprises mainly starts with three major statements, analyzes the economic indicators of each period, and compiling financial statement.

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.