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所在平台: Udemy |
课程主页: https://www.udemy.com/course/kpis-what-every-financial-analyst-should-know/
课程评论：没有评论
课程名称：学习KPI和财务指标 课程概述：KPI（关键绩效指标）是衡量任何企业健康状况的简单但强大的工具。在这门课程中，我将展示设定KPI的最佳实践以及KPI仪表盘的逐步设计。我会教你如何解读和讨论那些被最成功的财务分析师广泛使用的常见KPI。 我们将通过两个不同的企业进行学习： 1）GutBuddy Yogurt Inc.，一家酸奶制造商。我们将学习与销售和成本优化相关的KPI。 2）SpaBooker Inc.，一个在线市场。我们将学习与提成率、客户获取成本等相关的KPI。 课程内容还将包括： - 应收账款周转天数（DSO）：它反映了客户关系的健康状况，包括开票和收款的速度，以及客户支付条件的优惠性。 - 应付账款周转天数（DPO）：帮助企业跟踪营运资本的优化，我将教你影响该KPI的各种因素以及如何改进这一指标。 此外，我将教你如何在Excel中构建工作表，展示最成功分析师使用的模型，教你如何将原始数据与公式分离，最终创建一个外观精美的仪表盘。你将学会如何以讲故事的方式书写Excel公式，尤其是Index/Match公式的记忆方法，确保你不会遗忘。 课程还包括额外讲座，介绍会计基础知识，包括从商业活动到财务报表的数据流。作为一名注册会计师和纽约市一家科技初创公司的财务主管，我在公共/企业会计及财务规划与分析领域拥有超过12年的广泛经验。 这门课程适合： - 会计/财务专业的学生以及考虑主修该领域的人士 - 会计师、财务分析师、财务主管及CFO - 商业所有者
KPIs are simple yet powerful tools to measure the health of any businessIn this class, I show you the best practices on setting KPIs and a step-by-step design of a KPI Dashboard. I will teach you how to interpret and speak about commonly used KPIs that are used by the most successful financial financial analysts.We will go through two different businesses:1) GutBuddy Yogurt Inc.A manufacturer of yogurt. We will learn KPIs around sales as well as cost optimization. 2) SpaBooker Inc.An online marketplace. We will learn KPIs around Take Rate, Customer Acquisition Cost, and many more.I will cover Days Sales Outstanding (DSO)This KPI gives a snapshot of the health of customer relations. How fast are you invoicing & collecting from customers? How favorable are your customer payment terms? These are all factors we will talk about in the course. I will walk you through Days Payables Outstanding (DPO)This KPI helps a business keep track of it's Working Capital optimization. I will teach you all the factors that could impact this KPI and how to improve it.I will teach you how to structure your worksheet in Excel.I will show you the model used by the most successful analysts. You will learn how to segregate your raw data from your formulas and finally create a separate great looking dashboard.How to write your Excel formula like you are telling a story in your head!If you are not familiar with the Index/Match formula, I will show you how to always remember how to write it like you are telling a story. This way you will never forget!Bonus lectures - We will cover the Accounting basicsWe will go over the flow of data in Accounting from business activities all the way to the Financial Statements. I am a CPA and controller of a tech startup in New York City and have a wide range of experiences ranging from public/corporate accounting to financial planning & analysis over the past 12 years.This class is meant for:Accounting/Finance major students and those who are thinking about majoring in the field. Accountants, financial analysts, controllers and CFOsAccounting and/or Finance major college students.Business owners
