ppt课件-financial analysisfor n p os- n a s c s p（金融analysisfor n p os - n s c s p）.pptVIP

? 2005 Wipfli LLP Example Title Screen # 1 Example Sub Title Introduction Financial Analysis covers all aspects of an organization and can be incorporated into, and obtained from, many aspects of an organization, including: Program reports Program financial statements Agency financial statements Introduction You will learn how organization’s should be looking at internal information and what you should be asking to ensure fiscal stability within the organization. Introduction Currently, what tools does the organization use? How often do they use them? How do they work? What is their biggest frustration? Agenda What we will cover: What information should the organization be looking at on a monthly basis? Agency-wide information Program information Trends Key numbers Supporting information Agenda What information should the organization be looking at on an annual basis? Agency-wide information Analyticals Program information Overview How does all this fit together? Easy!! It leads to a more productive and better informed organization!! Topic 1 – Monthly Financial Procedures Most important item to review is the agency-wide trial balance (How often is the organization reviewing their agency-wide trial balance? It should be monthly) (What should a monitor look for?) Topic 1 – Monthly Financial Procedures FOUR (4) KEY QUESTIONS TO ASK AND ANSWER What is it? Where is it from? What does it mean? What do we do with it? Topic 1 – Monthly Financial Procedures First thing to know about the trial balance is where do the numbers come from. Must have a review system in place that requires balances to be reviewed, reconciled, and adjusted on a regular basis. Topic 1 – Monthly Financial Procedures If the numbers aren’t supported by reliable information, the rest of analytical process is a waste of time. Also, if numbers aren’t reliable the information reported to funding agencies, program directors and your board is incorrect. (An