ANALYTICS IN FINANCIAL SERVICES (2 SCU)

Learning Outcomes:

On successful completion of this course, students will be able to: identify the fundamentals of finance and analytical tools including developing models, building analytical capability, and presenting and communicating financial information; explain the performance management and developing key performance indicators integrating it with other including benchmarking and competitive analysis.; construct the best practices in developing projections and plans budgets, operating plans, business and long-term projections; analyze techniques for planning, and improving on key performance drivers: revenue and margin growth, operating effectiveness, capital management, and cost of capital; identify the business valuation, value drivers, and analysis of mergers, acquisitions, and the evaluation of capital investments.

Topics:

1. Fundamentals and Key FP & A Capabilities;
2. Building Analytical Capability;
3. Performance Management;
4. Institutionalizing performance management;
5. Analysis of markets, customers, and competitors;
6. Business Projections and Plans;
7. Planning and Analysis for Critical Business and Value Drivers;
8. Capital management and cash flow;
9. Projecting capital investments and depreciation;
10. Valuation and Capital Investment Decisions;
11. Business Valuation and value Drivers;
12. Analysis of mergers and acquisitions;
13. Material Review.