Key Issues In Writing Financial Analysis Reports

1., we should be clear and clear about the object of the report and the scope of the report analysis.

Presentation

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.

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.

3. 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.

When making financial reports, financial personnel often fail to understand their business and often fall behind the door and get caught up in the passive situation of data theory. 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 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.

5., we must emphasize the key points and avoid talking in broad terms.

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

Therefore, the contents of the 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.