Data and Analytics & Financial Statements

Data and Analytics & Financial Statements provides a practical understanding of how data analytics enhances the preparation, analysis and interpretation of financial statements. The course explores how finance professionals can leverage data tools and analytical techniques to improve reporting accuracy, identify trends, detect anomalies and support strategic decision-making.

In today’s data-driven environment, financial statements are no longer static compliance documents — they are strategic tools for insight and performance management. Organisations increasingly rely on advanced analytics, dashboards and visualisation tools to interpret financial information, strengthen controls and identify risks and opportunities.

This course equips participants with the knowledge to apply data analytics techniques within financial reporting, improve financial statement analysis and enhance the quality and reliability of reported information.

TARGET COMPETENCIES

This comprehensive course will enable participants to appreciate and develop the following target competencies:

• Understand the role of data analytics in financial reporting

• Apply analytical tools to interpret financial statements

• Identify trends, anomalies and risk indicators

• Enhance ratio and performance analysis using data techniques

• Strengthen internal controls through analytics

• Improve forecasting and financial planning

• Interpret large datasets to support decision-making

• Communicate insights effectively through dashboards and visualisation

WHO SHOULD ATTEND?

This course is ideal for professionals involved in financial reporting, analysis and performance management.

• Accounting Professionals

• Finance Directors

• Chief Financial Officers

• Financial Analysts

• Management Accountants

• Internal Auditors

• Risk Managers

• Business Analysts

• Finance Transformation Teams

Organisations consider this course a valuable opportunity to enhance analytical capability within finance teams and improve data-driven decision-making.

COURSE OUTLINE

Introduction to Data Analytics in Finance

• The evolution of data-driven finance

• Types of financial data

• Overview of analytics tools and techniques

Financial Statement Analysis Using Data

• Ratio analysis enhanced by analytics

• Trend and variance analysis

• Horizontal and vertical analysis

Detecting Risks and Anomalies

• Identifying irregular patterns

• Fraud and error detection techniques

• Early warning indicators

Forecasting and Performance Insights

• Predictive analytics basics

• Budgeting and scenario modelling

• Cash flow and profitability analysis

Data Visualisation and Reporting

• Creating dashboards

• Communicating financial insights

• Enhancing stakeholder reporting

Governance and Data Integrity

• Data quality and controls

• Ethical use of financial data

• Compliance considerations

VENUE

Choice between In-house / External Venue / Live Online Classroom

Do you have more people interested in attending this course? Would you like to tailor it to meet your company’s exact requirements? We can deliver this course at your organisation’s premises, helping you reduce costs and increase return on investment.

If you require a customised learning solution, our learning specialists will guide you from consultation to evaluation to ensure maximum training value.