Analysis of the Operation and Financial Condition of the Enterprise

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Analysis of the Operation and Financial Condition of the EnterpriseIntroductionMotivation for Developing the CourseResearch by the members of the project consortium Employers’ Confederation of Latviaand Bulgarian Chamber of Commerce and Industry indicated the need for further educationcourses.Financial and operation analysis is the main tool to obtain information about all aspects ofthe enterprise, evaluate its competitive position and understand its strengths andweaknesses.Innovative Content of the CourseThe course is developed to include the following innovative content: Developed and emphasized teaching of international financial management; Financial documentation considered in the course is compatible with internationalfinancial reporting standards, which is important for entrepreneurs for easier accessto financial markets and cooperation with international partners; New techniques of applied business management and applied financial planning.Innovative Teaching Methods of the CourseThe course is developed to utilise the following innovative teaching methods: Availability on the electronic platform with interactive learning and interactiveevaluation methods; Active use of case studies and participant centered learning; Availability in modular form; Utilising two forms of learning - self-study and tutorial consultations; Availability in several languages simultaneously.Target Audience for the CourseThe target audience are: entrepreneurs, finance and management specialists from Latvia,Lithuania and Bulgaria and, in the longer term, similar groups in any other Europeancountry.The course assumes little prior applied knowledge in the area of financial and operationanalysis.The course is intended for 32 academic hours (2 credit points).Course ObjectivesIn the area of qualitative analysis, after completing the course, the audience should be ableto:1. Determine performance efficiency of the enterprise for the reporting period and againstset goals;4
Analysis of the Operation and Financial Condition of the Enterprise2. Establish the potential areas for the activities of an enterprise for the current period andin the perspective by considering alternative uses of resources.Course Objectives IIIn the area of quantitative analysis, after completing the course, the audience should beable to:1. Assess the efficiency of utilisation of the financial resources by performing analysis ofthe financial results of the enterprise;2. Prepare a forecast of the possible financial results, based on the existing businessperformance results and alternatives for the use of resources;3. Design the activities for improvement of the financial position and further efficiencyimprovement of the use of financial resources.The idea is for entrepreneurs to use the course as a template for the financial analysis oftheir own company.Description of Course Sections1. Theoretical aspects of the enterprise external environment and competitiveness analysis;2. Theoretical aspects of enterprise performance analysis;3. Applying financial statements as the basis of information for analysis;4. Applying financial analysis measures;5. Case Study: Evaluation of the Financial Position of Enterprise N - A real company in theconstruction industry.1. Analysis of External Environment and CompetitivenessThis section covers: Portfolio analysis - a way to evaluate the competitiveness of an enterprise (theposition of its product line) in comparison with the situation in the market. Role of competitiveness and methods of measurement – the focus is on M. Porter’sFive Forces model. Corporate SWOT analysis - the assessment of both external and internalenvironment that allows to identify the enterprise strengths and weaknesses,opportunities and threats existing in the external environment.2. Analysis of Enterprise PerformanceThis section provides broad theoretical knowledge, establishes terminology, principles andclassification.This section covers:I Concept, principles and forms of enterprise performance analysis. This part coversrequirements for enterprise performance analysis and different kinds of analysis that canbe performed.I Users of enterprise performance analysis - here various interest groups are discovered(e.g. owners, government, employees, etc.) as well as the reasons why they may beinterested in analysing the company.The section on analysis of enterprise performance also includes:5
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