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Financial Forecasting and Reporting · LearnSpace
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Financial Forecasting and Reporting

Курс от University of Colorado Boulder
Средний≈ 18.4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This course discusses corporate financial statements such as the income statement, balance sheet and statement of cash flows. The course describes how to read and interpret them, using techniques such as ratio analysis to assess a company's financial health. It then shows the process of creating departmental budgets for engineering cost centers and pro forma statements for profit centers. As all future-looking financial estimates involve uncertainty, risk management measures such as scenario analysis and sensitivity analysis are developed to create best-case, most likely case, and worst case analyses. Finally, many businesses today are incorporating various aspects of sustainability into their operations. The course wraps-up with how these initiatives are communicated via annual sustainability reports, using frameworks such as the Global Reporting Initiative (GRI) and Corporate Sustainability Reporting Directive (CSRD) that ensure transparency and common metrics for investors. This course can be taken for academic credit as part of CU Boulder’s Master of Engineering in Engineering Management (ME-EM) degree offered on the Coursera platform. The ME-EM is designed to help engineers, scientists, and technical professionals move into leadership and management roles in the engineering and technical sectors. With performance-based admissions and no traditional application process, the ME-EM is ideal for individuals with a broad range of undergraduate education and/or professional experience. Learn more about the ME-EM program at https://www.coursera.org/degrees/me-engineering-management-boulder.

Навыки, которые вы освоите

Cash FlowsCorporate SustainabilityFinancial Statement AnalysisFinancial ReportingSustainability ReportingFinancial AnalysisFinancial StatementsIncome StatementFinancial ForecastingBudgetingRisk ManagementRisk ModelingEngineering ManagementFinancial ManagementBusiness ReportingRisk AnalysisCost Benefit AnalysisEnvironmental Social And Corporate Governance (ESG)Balance SheetOperating Budget

Программа курса

6 модулей · 90 учебных материалов

01Understanding Financial Statements21 материалов

Course Overview and Mechanics

Non-Credit Students: Welcome and Where to Find HelpЧтениеCourse OverviewВидеоCourse IntroductionВидеоCourse Syllabus (For Non-Credit)Чтение

Учитесь у экспертов

Michael J. Readey, Ph.D.

W. Edwards Deming Professor of Management

Financial Forecasting and Reporting
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Обучение на Coursera

≈ 18.4 ч

6 модулей

Язык: Английский

Субтитры: Арабский, Французский, Украинский, Китайский (Китай), Греческий, Итальянский, Бразильский португальский, Вьетнамский, Нидерландский, Корейский, Немецкий, Русский, Тайский, Индонезийский, Шведский, Турецкий, Испанский, Хинди, Японский, Казахский, Польский

Часть программы вашего университета
Meet Your InstructorЧтение

Introduction to Financial Statements

Module 1 IntroductionВидеоIntroduction to Financial StatementsВидеоIntroduction to Financial StatementsЗадание

The Income Statement

The Income Statement - The BasicsВидеоRevenues, Cost of Goods Sold, and the Gross MarginВидеоOperating Expenses and ProfitabilityВидеоTerminology - The Income StatementЧтениеThe Income StatementЗадание

The Balance Sheet

The Balance SheetВидеоLiabilities and Shareholder EquityВидеоTerminology - The Balance SheetЧтениеThe Balance SheetЗадание

The Statement of Cash Flows

The Statement of Cash Flows - The BasicsВидеоThe Statement of Cash Flows - The DetailsВидеоThe Statement of Cash FlowsЗадание

End of Module Exam

Understanding Financial StatementsЗадание
02Analyzing Financial Statements with Ratio Analysis16 материалов

Introduction to Ratio Analysis

Module 2 Introduction ВидеоFinancial Ratio OverviewВидеоLiquidity RatiosВидеоIntroduction to Ratio AnalysisЗадание

Working Capital, Debt Management, and Profitability Ratios

Working Capital Management RatiosВидеоProfitability RatiosВидеоDebt Management RatiosВидеоSome Useful Terminology for RatiosВидеоWorking Capital, Debt Management, and Profitability RatiosЗадание

Investment and Market Value Ratios

Investment Ratios - ROA and ROEВидеоOther Useful Investment RatiosВидеоMarket Value Ratios - EPS and PEВидеоMore Fun Market Value RatiosВидеоRatio Wrap-UpВидеоInvestment and Market Value RatiosЗадание

End of Module Exam

Analyzing Financial Statements with Ratio AnalysisЗадание
03Budgeting and Forecasting14 материалов

The Budgeting Process

Module 3 Introduction ВидеоThe Budgeting ProcessВидеоThe Budgeting ProcessЗадание

Budgeting for Profit Centers

Developing the Production Forecast and Direct Material BudgetВидеоTaking into Account the Direct Labor, Overhead and Operating ExpensesВидеоA Production Pro Forma Income StatementВидеоBudgeting for Profit CentersЗадание

Budgeting for Cost Centers

Project Cost Estimates: Personnel and ExpensesВидеоWhen Reality Hits the PlanВидеоBudgeting for Cost CentersЗадание

Financial Forecasting Techniques

Qualitative Forecasting TechniquesВидеоQuantitative Forecasting TechniquesВидеоFinancial Forecasting TechniquesЗадание

End of Module Exam

Budgeting and ForecastingЗадание
04Risk Management Techniques15 материалов

Scenario and Sensitivity Analysis

Module 4 IntroductionВидеоRisk Mitigation Techniques: Scenario AnalysisВидеоScenario Analysis Applied to a Real ProjectВидеоSensitivity Analysis: An ExampleВидеоScenario and Sensitivity AnalysisЗадание

Decision Tree Analysis

The Concept of Expected ValuesВидеоTree Trimming Knowing the Expected NPVВидеоDecision Tree AnalysisЗадание

Multi-Attribute Analysis

The Weighted Attribute Approach: Steps 1 and 2ВидеоThe Weighted Attribute Approach: Steps 3-5 and Determining the Best Option!ВидеоA Useful Example: Work-Life-Location DecisionsВидеоWhich Job Will You Take?ВидеоMake a Work-Life-Location DecisionЗаданиеMulti-Attribute AnalysisЗадание

End of Module Exam

Risk Management Techniques Задание
05Sustainability Reporting19 материалов

The Sustainability Imperative

Module 5 IntroductionВидеоWelcome to the AnthropoceneВидеоPlanetary BoundariesВидеоGrowing Social InequalityВидеоThe Sustainability ImperativeЗадание

The Sustainable Business

The Sustainable Business DefinedВидеоWhy This MattersВидеоThe 5 Stages to a Sustainable BusinessВидеоSustainability and the Triple Bottom Line (TBL)ВидеоThe Concept of Environmental ServicesВидеоThe Sustainable BusinessЗадание

Sustainability Reporting

Puma's Environmental P&LВидеоThe E-P&L ProcessВидеоThe Sustainability ReportВидеоThe GRI and CSRDВидеоESG and ESG InvestingВидеоExamine Ball's 2020 Sustainability ReportЗаданиеSustainability Reporting

End of Module Exam

Sustainability ReportingЗадание
06Financial Forecasting and Reporting: End of Course Project5 материалов

End of Course Project

Course Project (Part 1): Background and InstructionsЧтениеACME Financial Statement AnalysisЗаданиеCourse Project (Part 2): Background and InstructionsЧтениеYour Turn: Analyze a Public CompanyЗаданиеFinance for Technical Managers Specialization Wrap-UpВидео
Задание