Skip to main content

North Star Promise Scholarship Alert: FAFSA or MN Dream Act forms must be submitted by June 1 to be considered for the scholarship next year!

ACCT 515G Financial Statement Analysis

This course provides a framework to analyze organizational performance using financial statements to evaluate past organizational performance including past, estimate future performance and support management decisions regarding investments, credit and financial performance. The course will focus on data-driven formats using current analytical tools including data visualizations, goal seek analysis, predictive analysis, statistical analysis, etc. and software tools such as Excel, Tableau and Power Bi.

Prerequisites

Special information

18 Credit Credentialing Pathways
4 Graduate credits

Effective August 1, 1998 to present

Learning outcomes

General

  • Understand how data can be used to analyze financial statements through a balanced approach, centered on both performing data analysis and data-driven inferences.
  • Comprehend firm valuation techniques using data analytics and corporate valuation models with published financial and non-financial data.
  • Analyze three major financial statements (BS, IS, CF) for compliance and accuracy using data analysis tools and techniques.
  • Create a data visualization of a company¿s financial position based on reports of publicly traded companies.
  • Evaluate and appraise firms¿ asset, debt and equity balances using data analytics to support investment decision making.
  • Construct sensitivity analyses based on the organization¿s published financial statements.

Spring 2026

Section Title Instructor books eservices
50 Financial Statement Analysis Radziej, Lance Thomas Books for ACCT-515G-50 Spring 2026 Course details for ACCT-515G-50 Spring 2026

Fall 2026

Section Title Instructor books eservices
50 Financial Statement Analysis Olarewaju, Odunayo Magret Books for ACCT-515G-50 Fall 2026 Course details for ACCT-515G-50 Fall 2026