Identifying Opportunities through Financial Analysis

Fine tune your analytical skills to develop new opportunities as you tie together financial and credit analysis with business value creation.

Description

You will be equipped with analytical techniques that focus on a client's financial statements to identify and analyze the nature of financing needs. 

Topics covered include:

Levers of business value creation

Financial statements as sources for identifying financing needs:

 ▸Principal identification technique
 ▸Asset Turnover
 ▸Fixed Asset Turnover
 ▸Sustainable Growth Level
 ▸Working Capital

Covenants and triggers in structuring operations

Commented ratings to identify needs

Cash flows: cash generation seasonality, financing terms and conditions

Ratings, structuring and guarantees: acceptable financing levels for each rating, analyzing collateral and guarantees, the valuation, documentation, control and execution (VPCE) methodology for analyzing collateral and guarantees

Credit analysis for structuring solutions

 ▸Foreign trade
 ▸Cash management
 ▸Lending desk
 ▸Structured assets

Methodology

Presentations, case studies, group work and classroom discussion

Target Audience

Analysts, associates and managers in middle market and corporate segments

Available Languages

English, Mandarin, Portuguese, Spanish

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