How To Operate An Applicable Financial Analysis?

The financial personnel control all the business data of the enterprise.

How to make proper use of these data and analyze them and make applicable financial reports, so that these data can produce value in the process of business operation and provide references for the management of enterprises is a need for every financial staff to think about.

It is not easy to write a high-quality and applicable financial analysis report.

The following points should be noted in writing financial reports:

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.

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.

The framework of the financial analysis report is as follows:

Important note - Summary of the report - specific analysis - highlights of the problem 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.

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, but to be thorough.

It is good at catching the inevitable law of accidental phenomena in the process of development and change, and with a realistic attitude, it overcomes the idea of "preconceived".

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.

Annual, quarterly and monthly analysis is important. However, with the continuous improvement of information timing in financial decisions, enterprises are required to analyze their daily financial status, profitability, asset management capabilities and the future development trend of enterprises in a timely manner.

For real-time analysis, attention should also be paid to routine analysis while focusing on regular 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.