Financial analysis in corporations

Course: International business (compulsory study of two foreign languages)

Structural unit: Educational and scientific institute of international relations

Title
Financial analysis in corporations
Code
ВБ 4.10.01
Module type
Обов’язкова дисципліна для ОП
Educational cycle
First
Year of study when the component is delivered
2023/2024
Semester/trimester when the component is delivered
7 Semester
Number of ECTS credits allocated
3
Learning outcomes
To understand the essence of the concepts of financial analysis, financial model, financial stability, a system of balanced scores and in general the categorical apparatus that involves the study of this discipline; methods of financial analysis; basics of construction, calculation and analysis of a modern system of indicators that characterize the activities of economic entities at the micro level; features of modeling of operational activity at the enterprise; working capital and tax planning tools; approaches to assessing the effectiveness of investments; basics of factor analysis and risk calculations of projects.
Form of study
Prerequisites and co-requisites
Knowledge of the basics of accounting and management accounting, business economics, as well as higher mathematics; analyze the company's financial statements, internal documentation and legislative documents governing the relevant processes; availability of basic skills in Microsoft Excel, Word and 1C.
Course content
1. Content, meaning and classification of complex analysis. The role and place of financial analysis in the system of economic sciences. 2. The system of formation of economic indicators as a basis for financial analysis. Sources of analytical information for financial analysis. 3. General assessment of the financial condition of the enterprise. Analysis and assessment of financial stability and solvency of the enterprise. 4. Analysis and diagnosis of income, expenses and financial results. 5. Analysis, diagnosis of return on assets and efficiency of use of fixed and current assets. 6. Analysis of business and market activity. 7. Methods of diagnosing the probability of bankruptcy 8. Factor analysis and project risks
Recommended or required reading and other learning resources/tools
1. Ареф’єва О. В., Пілецька С. Т., Кравчук Н. М. Адаптивне управління фінансовою стійкістю підприємства при забезпеченні його економічної безпеки. Економіка та управління підприємствами. 2020. № 1(75). С. 80-89. 2. Бабич О. В., Макаренко У. Б. Проблеми фінансування малого бізнесу в Україні: матеріали XIV Міжнародної науково-практична конференції “Дослідження та оптимізація економічних процесів “Оптимум – 2018”. (м. Харків, 5-7 грудня 2018 р.). Харків: НТУ “ХПІ”, 2018. С. 121 – 124. 3. Безус П.І. Фінансовий менеджмент : навчальний посібник. Київ. АМУ, 2014. 208 с. 4. Бланк І. О., Ситник Г. В. Управління фінансами підприємств. Підручник. Київ: КНТЕУ, 2006. 780 с. 5. Бондар О.В. Теоретико-методичні основи формування доданої вартості. Науковий вісник Ужгородського університету. Серія Економіка. Випуск 1. Т.2. С. 365–271. 6. Горошанська О.О. Оптимізація структури капіталу підприємства // Вісник КНТЕУ. 2014. №6. С. 93-98.
Planned learning activities and teaching methods
Lectures, seminars
Assessment methods and criteria
Evaluation is carried out according to the modular rating system. Current control: evaluation of work in practical classes and performance of independent work (abstract); students write tests. The form of final control in the discipline is a credit.
Language of instruction
Ukrainian

Lecturers

This discipline is taught by the following teachers

Departments

The following departments are involved in teaching the above discipline