Financial Analysis in Corporations

Major: Finance, Banking and Insurance
Code of subject: 6.072.01.E.079
Credits: 7.00
Department: Finance
Lecturer: Ph.D., docent, docent Bondarenko Lidia Petrivna
Semester: 7 семестр
Mode of study: денна
Learning outcomes: - apply appropriate economic and mathematical methods and models to solve financial problems; - identify sources and understand the methodology for determining and methods of obtaining economic data, collect and analyze the necessary financial information; - apply methods of analyzing the financial resources and cash flows of the corporation in the process of implementing financial strategies, assess the level of tax burden and efficiency of their activities.
Required prior and related subjects: previous: digitization in finance, investing related and following: finance of international corporations, interdisciplinary course project on the analysis of financial activities of business entities
Summary of the subject: Analyzing the financial condition of corporations. Analysis of profitability. Rating of condition and efficiency using corporations property. Valuation of business activity of corporations. The capital structure of corporations and analyzing financial stability. Analyzing ability to pay and liquidity. Analyzing position of the company on the stock market. Corporate valuation. Financial insolvency and methods of assessment of the bankruptcy probability of corporations. Factor analysis. Analysis of operating and financial leverage. Analysis of the financial condition of the bank. Analysis of the financial condition of the insurance company.
Assessment methods and criteria: - current control (laboratory works, practical works, independent work (40%) - final control (examination): written-verbal form (60%)
Recommended books: - Веснін С.Н. Управління сучасною корпорацією: Навчальний посібник / С.Н. Веснін, Видавництво «ВАМ», 2020. – С. 176. - Волошко Н.О. Корпоративне управління в умовах глобалізації / Н.О. Волошко // Економіка і держава, 2021. - №1. – С. 54-58 - Фінансовий аналіз [текст] навчальний посібник. / За заг. ред. Школьник І. О. [І. О. Школьник, І. М. Боярко, О. В. Дейнека та ін.] – К. : «Центр учбової літератури», 2019. – 368 с.