How to Read a Financial Report Workbook: Wringing Vital Signs Out of the Numbers
暫譯: 如何閱讀財務報告工作手冊:從數字中提煉關鍵指標

Tracy, Tage C.

  • 出版商: Wiley
  • 出版日期: 2024-10-15
  • 售價: $1,180
  • 貴賓價: 9.5$1,121
  • 語言: 英文
  • 頁數: 256
  • 裝訂: Quality Paper - also called trade paper
  • ISBN: 1394263279
  • ISBN-13: 9781394263271
  • 相關分類: 投資理財 Investment
  • 海外代購書籍(需單獨結帳)

相關主題

商品描述

Read and understand financial reports like an expert, including the "big three" financial statements

Accompanying the new 10th edition of How to Read a Financial Report, How to Read a Financial Report Workbook provides hands-on exercises and active tools that teach readers not just how to read, analyze, and interpret a variety of financial reports but in addition, provides bonus material related to better understanding the types of capital used by companies to support business growth. To explain concepts in an easy-to-understand way, this book is lighter on text and instead features a wealth of exhibits and accompanying companion exhibits to first showcase various scenarios and then compare two scenarios using different assumptions.

This workbook also includes "in the trenches" content that enables readers to equate key concepts with commonly used "street" language in finance. In this workbook, readers will learn and expand their knowledge with:

  • Cash flows & capital sources, financial condition (i.e., the balance sheet), and profit performance reports (AKA the "big three" financial statements)
  • Balance sheets, income statements, financial ratio analyzes, and statements of changes in shareholder equity
  • Typical financial statement line items including earned sales revenue, costs of sales revenue, operating expenses, EBITDA, income taxes, accounts receivable, inventory, capital and other long-term assets, accounts payable, accrued liabilities, short-term debt, deferred revenue, long-term debt, and types of equity capital
  • Most commonly used accounting and finance terminology, enabling you to speak the language of business finance
  • Bonus material that covers key concepts with understanding capital sources, the capital table (i.e., cap table), and the critically important cap stack

How to Read a Financial Report Workbook is a helpful interactive learning resource that can be used every day by investors, lenders, business leaders, analysts, and managers seeking to enhance their career path and upward mobility by gaining more knowledge in understanding financial information and performances.

商品描述(中文翻譯)

像專家一樣閱讀和理解財務報告,包括「三大」財務報表

隨著第十版的如何閱讀財務報告如何閱讀財務報告工作手冊提供了實用的練習和主動工具,教導讀者不僅如何閱讀、分析和解釋各種財務報告,還提供了與更好理解公司用於支持業務增長的資本類型相關的額外材料。為了以易於理解的方式解釋概念,本書的文字較少,而是展示了大量的展覽和伴隨的配套展覽,首先展示各種情境,然後使用不同的假設比較兩個情境。

這本工作手冊還包括「實戰」內容,使讀者能夠將關鍵概念與財務中常用的「街頭」語言對應起來。在這本工作手冊中,讀者將學習並擴展他們的知識,包括:


  • 現金流與資本來源、財務狀況(即資產負債表)和利潤表現報告(即「三大」財務報表)

  • 資產負債表、損益表、財務比率分析和股東權益變動表

  • 典型的財務報表項目,包括已賺取的銷售收入、銷售成本、營業費用、EBITDA、所得稅、應收帳款、庫存、資本及其他長期資產、應付帳款、應計負債、短期債務、遞延收入、長期債務和各類股本

  • 最常用的會計和財務術語,使您能夠講述商業財務的語言

  • 涵蓋關鍵概念的額外材料,包括理解資本來源、資本表(即cap table)和至關重要的資本堆疊

如何閱讀財務報告工作手冊是一個有用的互動學習資源,投資者、貸款人、商業領袖、分析師和管理者每天都可以使用,旨在通過獲得更多理解財務信息和表現的知識來提升他們的職業道路和向上流動性。

作者簡介

Over the past 30+ years, Tage C. Tracy has operated a financial consulting firm focused on offering CFO/executive-level support and planning services to private companies on a fractional basis, working primarily with startups, rapid growth companies, strategic exits and acquisitions, and turnarounds and challenged environments.

作者簡介(中文翻譯)

在過去的30多年中,Tage C. Tracy經營著一家金融諮詢公司,專注於以部分時間的方式為私營公司提供CFO/高層支持和規劃服務,主要與初創企業、快速成長的公司、戰略退出與收購,以及轉型和面臨挑戰的環境合作。