Financial Analysis and Management Control

Objectives

Financial Analysis and Management Control provides internal and external stakeholders with the opportunity to make informed decisions regarding investing, and to have a more accurate understanding of the financial status of an entity, and what the main drivers of the business. Financial statement analysis also provides lending institutions with an unbiased view of a business's financial health, which is helpful for making lending decisions. The course intends to provide the basics of Financial Analysis and Management Control and it is divided into four main modules: accounting principles, financial statements, analysis and control and business valuation.

General characterization

Code

100223

Credits

4.0

Responsible teacher

João Francisco Ribeiro da Silva Martins

Hours

Weekly - Available soon

Total - Available soon

Teaching language

Portuguese. If there are Erasmus students, classes will be taught in English

Prerequisites

None

Bibliography

Teaching method

Classes will be theoretical and practical, with a PBL approach. Problem-based learning¿(PBL) is a student-centered approach in which students learn about a subject by working in groups to solve an open-ended problem. This problem is what drives the motivation and the learning.

Evaluation method

Assignment theme

Due date

Grade Calculation

1st Call

2nd Call

PBL (group assignment)

PBL 1 - October 25

PBL 2 - December 13

50%

0%

Quizzes

Quizz 1 – October 11

Quizz 2 – November 29

 

50%

 

0%

Exam

TBD

n.a.

100%

Subject matter

  1. Accounting Principles
    1. Types of accounting and basic principles.
    2. The Company view
    3. Key financial demonstrations
    4. Accounting methods and movements
    5. Accounting standardization system
  2. Financial Statements
    1. Explanation of key financial statements
    2. Building a balance sheet and P&L statement
  3. Analysis and Control
    1. Financial ratios and KPIs
    2. Role of the financial controller. Tools and strategies
    3. Strategic planning
  4. Applications
    1. Financing strategies for start up’s

Programs

Programs where the course is taught: