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#FinancialStatements

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Posts tagged #FinancialStatements

It's perfect for #FinancialStatements and custom reporting where standard aggregation doesn't work.
🧭Takeaway: Master your filter context, and you can control every single cell in your #Excel reports.

#DataAnalytics #BusinessIntelligence

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estimonial
"I found it really interesting to see how the general ledger came together dynamically... The most exciting part was learning how easy it is to integrate transactional data into a data model using a chart of accounts as the primary key. It was only possible because you had set up all the data models and DAX measurements."
Andrew K. (5 stars)
Building Financial Statements in Excel with Power Pivot
(Caricature of Ken Puls)
Developed and delivered
by Microsoft MVP and Chartered Professional Accountant, Ken Puls
(Skillwave logo)
skillwave.training

estimonial "I found it really interesting to see how the general ledger came together dynamically... The most exciting part was learning how easy it is to integrate transactional data into a data model using a chart of accounts as the primary key. It was only possible because you had set up all the data models and DAX measurements." Andrew K. (5 stars) Building Financial Statements in Excel with Power Pivot (Caricature of Ken Puls) Developed and delivered by Microsoft MVP and Chartered Professional Accountant, Ken Puls (Skillwave logo) skillwave.training

If you use #Excel for #FinancialModeling, you'll want to check out our Building #FinancialStatements with #PowerPivot course by FCMA and FCPA, @excelguru.ca. See why students give it an average rating of 4.9 / 5 ⭐
Register today at skw-t.com/buildfs

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Self Service BI Academy Prepare to change your company's reporting game forever! In the Self Service BI Academy, Ken Puls will teach you how to use Excel, Power Query, and Power BI together to build robust Self Service BI…

It's perfect for #FinancialStatements and custom reporting where standard aggregation doesn't work.

🧭Takeaway: Master your filter context, and you can control every single cell in your #Excel reports.

The AKA sessions shine in moments like these, where you need to go beyond basic #ExcelFormulas. 💡

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Bonus tax optimization. December shouldn't hurt in February. Plan ahead. 🎄

https://www.paylesstax.co.za

#VAT #SouthAfrica #FinancialStatements

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Ring-fencing of assessed losses. Some losses stay where they belong. We know where. 🎯

https://www.paylesstax.co.za

#FinancialStatements #TaxPlanning #SmallBusiness

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Annual review: Varma's Year 2025
Annual review: Varma's Year 2025 YouTube video by Työeläkeyhtiö Varma

2025 was a strong year for pension investors despite tariffs and economic uncertainty. Finnish equities led Varma’s returns. In the video, CEO Risto Murto walks through Varma’s 2025 highlights. Thank you to our customers for your trust. youtu.be/rE-JBJZPUUM #financialstatements

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Varma’s Year 2025 - short version
Varma’s Year 2025 - short version YouTube video by Työeläkeyhtiö Varma

After a few lacklustre years, Finnish equities saw a welcome recovery in returns. Last year was good for a pension investor. We’re paying record-high client bonuses, bringing financial benefits to our customers. CEO Risto Murto sums up Varma’s 2025. youtu.be/2gvGpUYONXI  #financialstatements

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Abu Dhabi Islamic Bank to discuss dividend distribution for 2025 Abu Dhabi Islamic Bank schedules board meeting for January 21 to discuss dividend distribution for 2025 and approve final financial statements for the year ending December 31, 2025.

Abu Dhabi Islamic Bank schedules board meeting for January 21 to discuss dividend distribution for 2025 and approve final financial statements for the year ending December 31, 2025. Bne IntelliNews #AbuDhabi #IslamicBank #DividendDistribution #FinancialStatements #Investing

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The Financial “Star” Schema
To build our statements we need:
- Chart of Accounts Classifications (3 required tables)
- Fact Table 1 (Required), e.g. Sales or Actuals
- Fact Table 2 (Optional), e.g. Budget or Forecast
- Calendar Dimension (Required)
- Other Dimension(s) (Recommended), e.g. Customers, Products, GL Descriptions

The Financial “Star” Schema To build our statements we need: - Chart of Accounts Classifications (3 required tables) - Fact Table 1 (Required), e.g. Sales or Actuals - Fact Table 2 (Optional), e.g. Budget or Forecast - Calendar Dimension (Required) - Other Dimension(s) (Recommended), e.g. Customers, Products, GL Descriptions

I'm capping off the week by leading a course on how to build #FinancialStatements in #Excel with #PowerPivot for CPABC.

💡One of the first things we need to understand is how to properly architect the #DataModel so we have the required fact and dimension tables.

#FinancialModeling #ExcelForFinance

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#PensionFunds #BudgetPerformance #FinancialStatements #ProgrammeBudgeting #Staffing #FinancialResources #Auditing #Investments #Governance #FinancialManagement

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3 Financial Statements Explained 💳

#education #finance #financialstatements

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Check out Part 3 of Understanding Company Financials: thebarnblog.substack.com/p/understand...

We look into #investment cash flow and complete the metrics for our screener. Plus, more on the #AstraZeneca case study using our very own #FindItFinancials extractor for #financialstatements!

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Understanding company financials (Part 2) Three simple metrics to determine if AstraZeneca is worth analysing beyond my initial screener

"Understanding company financials (Part 2)" is now up!

➕ three metrics to determine if #AstraZeneca is worth analysing beyond our screener (don't hold your breath!) and a first look at the #FindItFinancials extractor for #financialstatements 👀

thebarnblog.substack.com/p/understand...

#investing

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NITheCS Colloquium: 'Portfolio Stress Testing: A Risk Management Tool' - Dr Praise Obanya (North-West University) - Mon, 6 October 2025 @ 16h00-17h00 SAST. Attend online or in person. buff.ly/vepLpSn
#stresstest #cashflow #financialstatements #macroeconomy #economics

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#RefugeeAssistance #RefugeeProtection #FinancialStatements #FinancialManagement #Auditing

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Key 10-Q Takeaways Uncovered!
Dive deep into balance sheets, income statements, and cash flow insights.
Explore Now: www.secfilingdata.com/sec-form-typ...

#10QInsights #FinancialStatements #BalanceSheet #IncomeStatement #CashFlow #SECFilings #InvestorKnowledge

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Unlocking Financial Statements: A Complete Guide to Mastering a Company’s Books "Master the essentials of business finance with our in-depth guide to reading financial statements. Understand the income statement, balance sheet, and cash flow to make smarter investment decisions."

The $436 Billion Mistake: How Understanding Financial Statements Can Safeguard
Your Wealth
#FinancialStatements #FinancialLiteracy #Accounting #Investing #BusinessFinance #FactRage #FactRageNews

tglm.us/zHeaU

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If you build #FinancialStatements in #Excel, this is the course for you! I'll guide you through every step in the process of creating a full set of accounts and reports from raw data, leveraging #PowerQuery, #DAX, and #PowerPivot.
Until Aug 31, save 50% with code SUMMER50 - go to skw-t.com/buildfs50

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If you build #FinancialStatements in #Excel using DAX, this is the course for you! Students love that this in-depth training is developed and delivered by @excelguru.ca, a CPA with real-world experience.

And if you enroll by August 31, you can save 50% with code SUMMER50. Go to skw-t.com/buildfs50

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Hotel Financial Statements: Documents for Hospitality Management Hotel financial statements are documents outlining a hotel's financial performance. Learn why these documents matter.

Hotel Financial Statements: Essential Documents for Effective Hospitality Management
https://www.rfr.bz/bf949fe
#hotelfinancialstatements #financialstatements #hotelindustry #hotel

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US Corp reported $11B revenue Q4, 5% increase yr/yr. Net income up 8% to $1.2B. EPS $4.50. @forbes #financialstatements #stockmarket learn how i got $1256 grant for my business: tinyurl.com/financialhel...

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📘 Advanced Financial Statements Analysis
📍 Madrid, Spain
📅 September 22 – 26, 2025

🎓 Certificate of Completion
🌍 Join in-person or online

📩 For registration & inquiries:
📱 wa.me/+201018980958

#FinancialAnalysis #FinanceProfessionals #FinancialStatements #BusinessStrategy #FinanceCourse

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Understand your financial statements: balance sheet, income statement, and cash flow statement. They tell a story about your business's financial health. #FinancialStatements #BusinessAnalysis

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Auditor flags financial mismanagement at Land Fund Allexer Namundjembo The Land Acquisition and Development Fund has come under scrutiny after the Auditor General, Junias Kandjeke, flagged a series of financial and operational shortcomings in its 2022 financial statements, revealing a concerning pattern of mismanagement. According to a report tabled in Parliament last week, the fund failed to submit a complete set of financial statements as required by the International Public Sector Accounting Standards (IPSAS), including the omission of a statement of changes in net assets or equity. Discrepancies were also identified between the fund’s financial records and tax information from the valuation roll, with gaps of N$29.5 million in 2023 and N$15.4 million in 2022. The Auditor General linked the error to the fund’s continued use of a cash-basis accounting method to record land tax income instead of the accrual method recommended by IPSAS. “The land tax, which the farmers have paid at the Namibia Revenue Agency (NAMRA), was N$6,081,355 in 2023 and N$5,071,384 in 2022. The fund only records the amounts received from NAMRA, which does not reflect the total receivables due for the financial year(s),” Kandjeke said. This approach, he added, has led to a misstatement of trade receivables that should not have been recognised at all. Further irregularities were found in the way salaries were paid. In 2022, N$4.2 million in payroll expenses were paid directly from the fund’s account, contrary to financial rules, which state that such payments should come from the ministry’s vote. Kandjeke recommended corrective action to ensure the fund’s payroll processes align with public finance guidelines. Concerns were also raised over lease rental fees, where income totalling N$3.7 million over the two financial years could not be verified due to missing reconciliations. Additionally, invoices worth over N$10 million were recorded in the wrong financial years, violating basic accounting standards. The audit also revealed a failure to enforce land tax payments as required under the Agricultural (Commercial) Land Reform Act. Despite legal provisions for penalties and court action against defaulting taxpayers, the Fund has not charged any penalties since 2002. “The Fund should align its operations with its legislative mandate as outlined in Section 13 of the Agricultural (Commercial) Land Reform Amendment Act, 2000,” Kandjeke urged. The absence of a strategic plan or annual plan for the reporting period further compounded the Fund’s performance issues. Without these plans, Kandjeke pointed out, it would be difficult to evaluate the fund against key performance indicators and gauge its impact or success. The Auditor General’s report has been submitted to Parliament for review, with calls expected for urgent institutional reforms.

#FinancialMismanagement #AuditorGeneral #LandFund #IPSAS #FinancialStatements

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Ensuring the accuracy of financial statements involves careful bookkeeping, internal audits, and compliance with accounting standards. This article will guide you on best practices to maintain precise records for your business in UAE and avoid costly errors.
#financialstatements

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Annual review: Varma's Year 2024
Annual review: Varma's Year 2024 YouTube video by Työeläkeyhtiö Varma

Customer work and strong investment returns brought joy to Varma last year. Thank you to our customers for your trust over the past year. Take a look at what we achieved in 2024 with Risto Murto, CEO of Varma. #financialstatements youtu.be/UIgtIyMXvDc

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Varma’s 2024 result: The return on Varma’s investments was 10.2 per ce

Varma’s investments yielded EUR 6 billion during the year 2024. The return on investments was 10.2 per cent. Last year was one of the best years for investments in the past decade. The value of investments totalled EUR 64.4 billion.
#financialstatements
www.varma.fi/en/this-is-v...

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Does anyone know what it is called when internal controls do not operate effectively?!?
#tesla #musk #internalcontrol #financialstatements #audit #accounting #technoking #DOGE

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