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  2. Understanding Financial Needs Analysis - AOL

    www.aol.com/news/understanding-financial-needs...

    A financial needs analysis (FNA) is an overview of your current and future financial situation. It takes into account assets, such as wealth and income, set off against liabilities, such as debt ...

  3. Financial analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_analysis

    Financial analysts often assess the following elements of a firm: Profitability - its ability to earn income and sustain growth in both the short- and long-term. A company's degree of profitability is usually based on the income statement, which reports on the company's results of operations;

  4. Financial statement analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_statement_analysis

    Financial statement analysis (or just financial analysis) is the process of reviewing and analyzing a company's financial statements to make better economic decisions to earn income in future. These statements include the income statement , balance sheet , statement of cash flows , notes to accounts and a statement of changes in equity (if ...

  5. Needs assessment - Wikipedia

    en.wikipedia.org/wiki/Needs_assessment

    A needs assessment is a systematic process for determining and addressing needs, or "gaps", between current conditions, and desired conditions, or "wants". [1]Needs assessments can help improve policy or program decisions, individuals, education, training, organizations, communities, or products.

  6. Strategic financial management - Wikipedia

    en.wikipedia.org/wiki/Strategic_Financial_Management

    Competitive analysis: analysis on how the competition will affect your revenues. Ongoing costs: Includes labour, materials, equipment maintenance, shipping and facilities costs. Needs to be broken down into monthly numbers and subtracted from the revenue forecast (see below).

  7. Fundamental analysis - Wikipedia

    en.wikipedia.org/wiki/Fundamental_analysis

    Fundamental analysis, in accounting and finance, is the analysis of a business's financial statements (usually to analyze the business's assets, liabilities, and earnings); health; [1] competitors and markets. It also considers the overall state of the economy and factors including interest rates, production, earnings, employment, GDP, housing ...

  8. Financial analyst - Wikipedia

    en.wikipedia.org/wiki/Financial_analyst

    Financial analysts employed in commercial lending perform balance sheet analysis, examining the borrower's audited financial statements and corollary data in order to similarly assess lending risks, and to confirm that yield is appropriate given risk; this task is both upfront and on a monitoring basis thereafter.

  9. Financial accounting - Wikipedia

    en.wikipedia.org/wiki/Financial_accounting

    Providing information to the users for rational decision-making: accounting as a 'language of business' communicates the financial result of an enterprise to various stakeholders by means of financial statements. Accounting aims to meet the financial information needs of the decision-makers and helps them in rational decision-making.

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