How To Read & Analyze The Balance Sheet Like a CFO | The Complete Guide To Balance Sheet Analysis

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00:00 Agenda
01:29 Breakdown of Balance Sheet
06:10 Cash
08:45 Accounts Receivable
11:10 Inventory
12:04 Other Assets
12:52 Accounts Payable
15:02 Accrued Expenses
15:36 Deferred Revenue
16:27 Long Term Debt
I walk you through both the accounting and the strategic analysis of the balance sheet; and explaining the risk-based approach in analyzing the balance sheet accounts.
Get My Balance Sheet Metrics Excel & PDF Summary (seen in this video):
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[@TheFinancialController]

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[@mahmoudalshami1557]

Do u have such course for Sr.accountant?

[@mayankvaid5454]

In finding day sales outstanding you have divided total receivable by total sales
Which i think is inappropriate because
Receivable also includes of some amounts which are older than 90 days
Which is some how can be imagined as bad debts for a movement.
Is it right or not?

[@deepakadhiraaijog7387]

Hi, also the EBIT was 325,000 and you mentioned 250,000.

[@memelogy737]

I have learnt more from you than 3 yrs at university studying accounting and finance. Keep the great work man your vids have helped me alot.

[@TheFinancialController]

Best thing I read all day

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Vert true. Agreed

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Thank u sir...☺️☺️

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What!!? Which university is that?

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The same thing for me

[@mzikazityelo6242]

Wow!!! You've explained the balance Sheet so clearly and simple. You made it so easy to understand

[@elliekay8616]

This helps me so much. I am a number thinker, which is hard when it comes to analyzing accounting. I focus on what numbers need to be where and making sure I balance, but I never take that other piece and apply comprehension to what I’m doing. This helps me SO much. Thank you.

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First ever video I've seen on RUclips without a single dislike 👎, you're doing an outstanding job, thank you much 👏 🙏

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I really can learn anything on YT and google. What a time to be alive! ❤️

[@HashBrown99Gaming]

Mate great video! Always good to hear from someone who works at a high financial position. That's where I aspire to be some day! Thanks again for sharing your knowledge :)

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studied from your clips everyday has got me a good job. Thank you very much!

[@victoriaullrich]

I really appreciate you taking the time to make this video. I have been out of school for awhile, and I have forgotten how to analyze financial statements. This video was very helpful in helping me remember.

[@TheFinancialController]

Thanks Victoria

[@rotimiabraham7784]

I found this helpful after leaving graduate school for a number of years and now trying to set up a hospitality focused fund . I have to refresh myself in doing FA. Thank you .

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Thank you so much for posting this content. I always hoped to find a controller that would take me under their wing and train me; that hasnt happened yet. But I'm glad I found your channel until that time comes! Keep teaching us. We appreciate it.

[@TheFinancialController]

:) thanks for the kind words; keep on learning

[@zulfiqardurrani3483]

Great lecture,I am an accountant myself and a CPA aspirant..

[@Prasad_Creations1]

This is the FIRST video I ever have seen, which PRACTICALLY gives THOROUGH knowledge about Balance sheet's interpretation! Thanks a lot sir!🙏🍫😊🙏 Lots of love from 🇮🇳Bharat (India)🇮🇳😊

[@michaelmaharlika8569]

Very good, I learned a lot in watching this, it helps me to understand much more now about these sheets. Thank you.

[@christine3081]

Many things you teach are so valuable and can’t be found anywhere else on RUclips. Thanks! Subscribed!

[@TheFinancialController]

Welcome aboard!

[@borkobozickovic7241]

Your way of explaining is one of the best I've ever seen. Bravo!

[@TheFinancialController]

Thanks Borko!

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This guy is a great teacher and explains things simly.

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Nice video teacher. I'm not fluent in English but I'm improving my skills. Thanks for the explanation! A hug from Brazil!

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I love your videos! You explain them extremely easy to understand, specially since my background is not in accounting. Currently going for my CPA certification, so I can go into accounting.

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wow. fantastic job. well put together. i definitely have a better grasp of how to analyze a balance sheet! thank you so much!!

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I enjoy your video very much. The content is practical and the way you present them is logical. I did not major in finance nor accounting and have been kinda jumping between finance and accounting roles, not out of my interest but just got pushed by “destiny”. Now I started to actually like the work. Hopefully I will eventually become as knowledgeable as you are.

[@TheFinancialController]

You will do great, I know it

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this was just beautiful!!! i shed a tear watching this video . I learned more with you than what i learned in grad school.

[@TheFinancialController]

Thank you!

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Great video! Please make more videos like this. Also, I would really appreciate if you could advice some advance learning material on how to analyze financials and how to value business and level 2, 3 investments.

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[@horacioumfurer1194]

Great explanation! it makes it so easy to understand how to read a balance sheet. Excellent work!

[@TheFinancialController]

Thank you!

[@allansaflor4203]

Thank you for all the information you shared to us, this will help us to elevate our knowledge on how to analyzed financial statement.

[@TheFinancialController]

Great Allan

[@evansjuma3831]

Hi Bill, this is great presentation 👏. I would appreciate if you could please expound more on cash conversion cycle and how to balance AR and Inventory.
I would appreciate another deep dive on income statement items more so on the top down approach.
A big thank you 😊 🙏

[@TheFinancialController]

Will do! Thanks Evans

[@alkerdham]

Simple & straight to the point. Many thanks

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This is SO GOOD for my study and work! Thank you so much!!

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[@TheFinancialController]

Thanks for watching

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Thank u for responding to my comment.i request if you can make a video on deferred revenue expense with example and journal entries.

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bro, great video! I'm learning all this right now. I don't know professors ask like we have to remember all these formulas, when you use a cheat sheet in the real world.

[@TheFinancialController]

That’s right :)

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Thanks for teaching me a lot. Keep watching your channel.

[@natalia______8996]

Thank you very much for this easy explanation. I learn more watching this video than in my MBA from program

[@jasontsui2256]

Wow. This is indeed useful and inspiring. So to read and analyse the financial statements like a CFO is to be able to use financial ratios to analyse the numbers and make a meaning conclusion from it. I have been learning accounting for many years and learning financial ratios is not my favorite part. There are so many ratios out there and not easy to remember. Now I see it differently cos they are really very useful at work.

[@TheFinancialController]

Thanks brother. Glad you found it helpful

[@EvaWongWealthCoach]

Thank you for the presentation. Short and precise.

[@noredinilyas7130]

I like the way you are explaining the balan sheet its so amazing thank you so much ❤️❤️❤️🤛🏻

[@naghammerheb4274]

Thank you for this video, it's very helpful. I would like to ask what is the difference between Financial Leverage ratio described in the video (=Total Assets/ Total Equity) & the Degree of Financial Leverage (=%variation in EPS/% Variation in EBIT)

[@adeladel4752]

Great and useful video, you have clarified something to me in 2 min, really appreciate
Keep posting such interesting stuff please
Good luck

[@TheFinancialController]

Thanks Adel!

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I'm a Ph.D student, and I don't have any experience with financial management and analysis. You video help me understand the basics of everything. Thank you for your time and hard work. Wish you all the best.

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How did you complete Ph.D without knowing these basic concepts sir?

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[@TheFinancialController]

It's my pleasure

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Thank you, learned a lot, nice & clean presentation & great visual spreafsheet

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I can listen to you and learn all day. Ty

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Very helpful learning for the Management Executive's. Thank you.

[@usernamegobrr8851]

3 years of uni taught us how to make financial statements but never taught us how to analyze them. Eventhough it sounds like creating financial statements does justice to the analysis part, I never really knew how they're linked to other statements (like aging schedule) I learnt so much more after watching this video.

[@TheFinancialController]

Glad you enjoyed the video!

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Thank you! 😊👍👍👍

[@TheFinancialController]

Great thanks 🙏

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One of the best videos on Finance i have seen so far... Hope will learn a lot from you Dear Respected Sir

[@TheFinancialController]

Thank you 🙏

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[@TheFinancialController]

Thanks Pawel!

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Really grateful to you & God bless you with abundance💫🙌

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I have probably learnt more in this 21 minute video, than I have doing loads of accounting exams. Thanks so much.

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Great explanation! Really to the point and. In Simpli the best 🙏👍

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You’re the best. Thank you for doing what you do

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Thank you...crisp ..simple...to the point...Presentation..

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I always come back and watch this video, every time I learn something new new

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I've learned so much. Thank you so much for sharing your knowledge.

[@TheFinancialController]

You are so welcome!

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Great explanation and very useful. Thank you

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Great detail. Highly recommend!

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Thank you for the great presentation. It is an impressive refresher for me as an Accountant.

[@TheFinancialController]

Thanks

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Thank you for the breakdown this has been so helpful.

[@TheFinancialController]

Great :)

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Hi
Just finished this vedio
Great content and way of presentation is awesome
It’s really helps me to understand few concepts
Kindly continue the classes
God bless you

[@TheFinancialController]

Thanks Nizar!

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[@TheFinancialController]

Thanks and welcome

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Thanks brother

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Are…

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[@TheFinancialController]

Glad it was helpful!

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[@TheFinancialController]

:) 🙏 thanks

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Thank you Sir, i keep on coming back to your vids.

[@TheFinancialController]

Glad you like them!

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Pretty much straightforward without any jargon language and explain beautifully.

[@TheFinancialController]

Thanks Vikas

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Great content and presentation 🔥

[@TheFinancialController]

Thanks Anoop

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It really help me during this audit period. Thanks!

[@TheFinancialController]

Glad to help

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Thanks for making accounting so accessible & easy to understand FC! 😊 When will your channel name change to CFO cause you certainly deserve one!

[@TheFinancialController]

Haha thank you

[@tendainyawiri208]

That's a good analysis. I like the way you have analyzed your financial position. You remind me of what I learnt from British Chartered Accountancy profession. After having understood how Americans analyze the balance sheet, I have respect for British qualifications because this was our food. I am sure I can handle a CFO position very well. If you have any links in USA let me have your email I will send you my CV. Thanks so much for your good understanding of financial reporting and analysis. I salute you!

[@TheFinancialController]

thank you for watching Tendai

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[@TheFinancialController]

soon!

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