Learn From The Best

Gerald Peries received his Master of Business Administration and Bachelor of Science Degree in Finance from Southern Illinois University, U.S.A..Gerald has over 20 years’ experience in training and lecturing for various business organizations and private colleges & universities. His areas of expertise are in Finance and Accounting.

Gerald combines a wide range of practical and hands-on training experience in a challenging and interactive environment. At present he regularly conducts training programs on Accounting Skills for Accounts Clerks & Assistants, Effective Cash Flow Management, Handling Full Set of Accounts/Book-Keeping Skills, Budgeting & Cost Control, Finance for Non-Finance Managers and Making Capital Investment Decisions.

He is also actively involved in lecturing on several M.B.A. and Degree programs affiliated with University of Wales & Binary University. Prior to this, he served as a Finance Manager for a large engineering company for several years where he was responsible for making investment, costing, financing and working capital decisions. His specific duties among others were as follows:

  • Evaluating the viability of long-term projects and making appropriate recommendations to the board of directors.

  • Costing for Projects and preparing quotations.

  • Sourcing for appropriate financing upon approval of projects

  • Preparing the budgets for projects, ensuring compliance and investigating any deviations

  • Reviewing management accounting information with other departments and making presentations to the board of directors.

  • Managing the day to day running of the finance department.

  • He is also a certified trainer with PSMB (Perbadanan Sumber Manusia Berhad).

Training Specialization:

Accounting Skills for Accounts Clerks and Assistants, Finance for Non-Finance Managers & Executives/Finance for Non-Finance Personnel, Handling Full Set of Account/Sharpening Your Accounting Skills/Effective Book Keeping Skills, Effective Cash Flow Management, Accounting for Non-Accounting Personnel, Budgeting & Cost Control, Financial Inverstment Appraisal.


List of Companies that have benefited from his training:

Tenaga Nasional Berhad, MRCB, KLAS, Glomac Bhd, SPAD, IOI Bhd, Maju Holdings, Sime Darby Properties, Bank Pembangunan, Mitsui-Soko, Petronas, Hitech Padu, Darul Eshan Medical Centre, Brahim’s, Naza, Mattel, MAS, Westport and many other organisations

Understanding & Analysing Financial Statements

10 May 2021 (9:00am-5:00pm)

Introduction

Financial Statements represents the medium of communication of a company’s financial performance to its stakeholders like shareholders, lenders, the tax department and the company’s staff.


It is therefore, vital for all staff to be able to read, understand and analyse the company’s financial statement in order to be in a better position to understand the direction of the company and to contribute effectively towards decision making.

Program Outlines

MODULE 1

INTRODUCTION

· What is Accounting?

· Accounting Process

· Role in today’s business

· The Accounting Equation

· Transaction Analysis


DOUBLE ENTRY SYSTEM OF RECORDING

· Assets

· Liabilities

· Capital

· Revenue

· Expenses

· Extracting the Trial Balance

· Activity



MODULE 2

ADJUSTMENTS AT FINANCIAL YEAR END

· Cash Versus Accrual Accounting

· Matching Principle

· Accruals

· Prepayments

· Depreciation – Calculation & Recording

· Impact on Financial Statements

· Financial



MODULE 3

FINANCIAL STATEMENT ANALYSIS

· Profitability Ratios

· Efficiency Ratios

· Liquidity Ratios

· Gearing Ratios

· Activity- Case study



MODULE 4

FINANCIAL FORECASTING & MANAGING CASH FLOW USING FINANCIAL STATEMENTS

·  Role of financial statements

·  Percentage of sales method

·  Forecasting financing needs

· Cash Conversion Cycle & operating cycle

· Activity

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Who Should Attend

Personnel in non-finance areas like Sales & Marketing, Administration, Personnel, Operations, Purchasing, Engineering & I.T.  Entrepreneurs are also encouraged to attend this programme.

Methology

· Interactive lectures

· Discussions

· Practical Exercises & Case Studies

After Attending, You Will Return To Your Job

COMPREHEND

· The nature and purpose of financial statement

· The ways that business transactions are measured, recorded and reported.



DEVELOP

· Skills in preparing and understanding financial statements

· Skills in analysing financial statements

· Skills in recommending appropriate actions for improving financial performance.

· Skills in communicating more effectively with the accounts department.

· Skills in performing some financial forecasting and understand the cash flow situation of the company.



APPRECIATE

· The usefulness and limitations of financial statements.

Course Fees

Nett - RM 700.00

(Incl 6% Service Tax)

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