Strategic Financial Analysis & Design

Fin-601

Coach: Syed Sarmad Hasan

Objective/s

Yours’
Complete the program requirement
Get good grades
Learn about Strategic Finance Theory &
Practice
Mine
Learn how to think critically
Practice being creative
Sharpen your skills
Course Content

1. SFAD overview
2. Goals & Objective of the Firm
3. Performance Measurement of Organizations
4. Financial Statements
5. Financial Planning & Forecasting
6. Working Capital
7. Capital Budgeting
8. Capital Structure
9. Dividends
10. Mergers & Acquisition
What are the skills we will focus on:

Problem Solving
Decision Making
Comprehension
Delivery
Analytical Skills
Presentation
 SMART..er GOALS
• Specific
• Meaningful
• Achievable
• Relevant
•
•
•
Time bound
Ethical
Review
 Firm’s Objectives/Goals

• Increase Profit
• Maintain growth rate
• Increase market share

Increase Financial Value

 Objectives/Goals – Cont.
Long-term
• Find & Retain Talent
• Build goodwill
• Add Social value
• Environmentally friendly

Triple Bottom Line Elkington,

1997
 Triple Bottom Line
The triple bottom line involves:
1. the management of traditional profit/loss;
2. the management of the company’s social
responsibility; and
3. the management of its environmental
responsibility.
Class Discussion on

How FM concepts can be applied to Not-for

profit organizations?
  
 Role of Finance Manager
• Custodian of financial resources
internal controls, insurance, audit, regulatory
• Allocation…..budgeting
• Efficient use….monitoring
Mission
• Investment decisions Accountability
Transparency
• Financing decisions Learning

• Reporting
 Book Value
• Historical value
• Valuation at a certain date

Whatever amount of an item is appearing in

books of accounts (ledgers & journals) at a
particular date is called Book Value of that
item on that date.
 Profit Manipulation
• Revenue recognition
• Expenditure classification
• Provisions
• Receivables
• Auditor’s Responsibility
• Sarbanes-Oxley Act 2002
• Management’s Responsibility