Basic format of financial analysis report sample
The first part is the summary paragraph, which summarizes the company's comprehensive situation and allows the recipient of the financial report to have a general understanding of the financial analysis explanation.
The second part of the explanatory paragraph is an introduction to the company’s operations and financial status. This part requires appropriate text expression and accurate data citation. When explaining economic indicators, absolute numbers, comparative numbers and composite index numbers can be appropriately used. Pay special attention to the focus of the company's current operations and reflect on important matters individually. The company's work priorities are different at different stages and in different months, and the focus of financial analysis required is also different. If the company is in the process of launching new products and developing markets, all levels of the company will need financial analysis reports that analyze the cost, reimbursement, and profit data of the new products.
The third part of the analysis section is to analyze and study the company's operating conditions. While explaining the problem, you must also analyze the problem and find the cause and crux of the problem to achieve the purpose of solving the problem. Financial analysis must be well-founded and each indicator must be detailed and decomposed, because the data in some reports are relatively vague and general. You must be good at using tables and diagrams to highlight the content of the analysis. When analyzing problems, you must be good at grasping the current key points, and mostly reflect the company's business focus and easily overlooked problems.
The fourth part is the evaluation section. After making financial explanations and analyses, fair and objective evaluations and predictions should be made from a financial perspective on operating conditions, financial status, and profit performance. Financial evaluation cannot use irresponsible language such as specious, forward and backward, swinging left and right. The evaluation should be carried out from both positive and negative aspects. The evaluation can be carried out in separate sections, or the evaluation content can be interspersed in the explanation part and the analysis part.
第五部分建议段。 That is, the opinions and views formed by financial personnel after analyzing business operations and investment decisions, especially the improvement suggestions put forward for problems existing in the operation process. It is worth noting that the recommendations made in the financial analysis report should not be too abstract, but should be concrete, and it is best to have a set of practical plans.
Basic methods of financial analysis report sample
Comparative analysis method
The comparative analysis method is an analysis method that compares the actual financial data with specific various standards, quantitatively determines the difference, and analyzes and judges the current financial status and investment and financial management performance of an individual or family. Reveal quantitative relationships and gaps in financial activities through comparative analysis and identify problems.
Comparative analysis method includes horizontal analysis and comparison method and vertical comparative analysis method.
Ratio analysis method
Ratio analysis method is the most important method of financial analysis. It is an analytical method that compares two related items that affect financial status and calculates the ratio between the two to determine the degree of change in economic activity. These ratios can reflect the composition, efficiency, etc. of assets and liabilities.
Trend analysis method
The trend analysis method is a financial analysis method that uses the calculation of index or completion rate to determine and analyze the changes and trends of relevant items in each period based on the same indicators in the accounting statements of individuals or families in consecutive periods.
Trend analysis method can be used for the overall analysis of accounting statements; it can also be used to analyze the development trends of certain major indicators.
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The financial analysis report sample is a free template. You can download the source file for you to edit, modify and replace. Huajun Software Park also providesMarket analysis report sample,performance analysis reportDownload.
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