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Financial Statement Analysis: Accounting Ratios (Excel XLSX)

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HIGHLIGHTS

Author: Jason Varner | SmartHelping

Immediate, digital download

File Type: Excel workbook (XLSX)

DOCUMENT DESCRIPTION

This product (Financial Statement Analysis: Accounting Ratios) is an Excel workbook (XLSX), which you can download immediately upon purchase.

This is a fun tool for anyone that wants to have their own historical data of key financial performance indicators of publicly traded companies or wants to track their own businesses financial ratios over time and try to improve them. This tool is best suited for someone just out of college that wants to understand how the financial health of organizations are measured and compared. It could be a new Accountant hired into a small business as well.

Once you know what to look for, you can start figuring out how to optimize certain things that matter.

You will quickly see why cash flow is so important as well as metrics that lead to better cash flow.

Analyzing financial statements can seem daunting if you never tried to do it, but one great way to get started is with Accounting ratios.

These are ratios / calculations that can be derived from the financial statements of companies. They give greater insight into various financial health metrics of a company and since they are based on standardized data (Balance Sheet, Income Statement, Cash Flow Statement) the ratios are an apples to apples comparison between different companies.

Often, this kind of analysis is done to compare companies within the same industry or multiple periods for the same company. This template has 17 financial health ratios and is built in a way to teach and track for actual use.

There is a separate tab for each ratio and on that tab is the explanation of the ratio, the financial statements that contain the data needed to make the ratio, and the actual formula for the calculation.

The user only has to input the raw data and the ratio auto-calculates. This template has a roll-up summary of the result of each tab and a periodic tracker that is also linked to this. On each tab, there is also a pointer as to what financial statements you can find the required data that is input so that the ratio can be calculated.

Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Financial Analysis, Financial Ratios Template Excel: Financial Statement Analysis: Accounting Ratios Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping

ABOUT THE AUTHOR: JASON VARNER | SMARTHELPING

I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork. [read more]

Jason Varner | SmartHelping has published 105 additional documents on Flevy.

DETAILS

This business document is categorized under the function(s): Corporate Finance

It applies to All Industries

File Type: Excel (xlsx)

File Size: 54.8 KB

Related Topic(s): Financial Analysis Financial Ratios Template

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Nov 16, 2022
Most recent version published: Nov 16, 2022

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