Macquarie University

Fundamentals of Financial Statement Analysis

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Macquarie University

Fundamentals of Financial Statement Analysis

Lydia Liu

Instructor: Lydia Liu

Included with Coursera PlusLearn more

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Interpret balance sheets, income statements, and cash flow statements to assess business performance and financial position.

  • Understand how business transactions are recorded and impact the three core financial statements.

  • Apply ratio and trend analysis techniques in Excel to evaluate financial health and business performance.

  • Build a basic Excel financial model to analyse, forecast, and support business decision-making.

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Recently updated!

August 2026

Assessments

18 assignments

Taught in English

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There are 5 modules in this course

This module sets the scene by introducing the three key financial statements and their components: Balance Sheet, Income Statement and Cash Flow Statement.

What's included

8 videos12 readings2 assignments

This module discusses the relatiohship between the financial statements, and introduces some accounting terminologies and principles. We also look at the Annual Report of the case company and consider the role of the auditors. Then we start to see how financial statement analysis is used in practice.

What's included

7 videos3 readings2 assignments

In this module we will learn the "nuts and bolts" behind the financial statements. We will see how business transactions affect the Balance Sheet, Income Statement and Cash Flow Statement and you will prepare a set of accounts. We will also learn about a range of financial metrics such as trends, and ratios.

What's included

8 videos8 readings2 assignments

Welcome to the topic of Modelling in Excel! In this module, we will learn how to build a financial model in Excel from the ground up. We will begin by reviewing fundamental Excel functions that are commonly used in financial modelling. After that, we will apply these skills to a real‑world case study using JB Hi‑Fi, where we will build an income statement and develop financial forecasts based on assumptions.

What's included

15 videos9 readings11 assignments

In this final module, you'll review the financial model you have built throughout the course and reinforce the key concepts covered. You'll also explore how these foundational skills can be applied in more advanced financial modelling and real-world business situations.

What's included

1 reading1 assignment

Instructor

Lydia Liu
Macquarie University
1 Course42 learners

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