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Join us for an interactive workshop designed for banking professionals seeking to strengthen their financial statement analysis skills. The session explores key financial metrics, profitability, asset quality, liquidity, and capital adequacy to support informed decision-making and performance assessment.
Fundamentals of financial statement analysis
Understanding the nature of a business
Introduction to key accounting concepts and foundations
Understanding the key financial statements: Income statement, balance sheet, cash flow
Assess trends, ratios and underlying key performance indicators of the financial statements
Assessing key components of working capital and its drivers
Related party transactions and business considerations
Hands on case studies and learning check points
Who Should Attend?
Non-finance professionals who interact with finance teams
Junior finance team members seeking hands on perspectives on how to assess performance, capital projects and business opportunities
Training is not sector specific and applies to professionals in various industries
Theodoros is a Senior in EY-Parthenon's Transaction and Corporate Finance team. His experience spans financial due diligence, business and asset valuations across a range of sectors, including real estate and financial services. Prior to joining EY, he worked as an Investment Manager at HSBC Asset Management, where he was involved in investment analysis, financial modelling, and credit research covering listed bond issuers. Theodoros is a CFA Charterholder and holds postgraduate qualifications in Financial Economics and a bachelor’s degree in Economics.
Jack Pisani - EY Parthenon Senior
Jack is a Senior Analyst within EY's Parthenon practice, specialising in Transactions and Corporate Finance. Since joining EY, he has advised private equity firms and corporates on a wide range of financial due diligence, vendor support, and strategic advisory engagements across multiple industries and international markets. Through his work, he supports clients in assessing financial performance, business drivers, working capital, and investment opportunities. Jack holds a Master of Science in Economics and is a CFA Level II candidate, bringing both academic and practical perspectives to financial statement analysis.