Course Details
Financial Analysis
Understanding a supplier’s financial health and market position is essential for managing risk and building resilient supply chains. By analyzing financial data, benchmarking performance metrics, and evaluating market intelligence, supply management professionals can make more informed decisions and develop appropriate supplier engagement strategies.
In this course, you'll learn how to assess supplier financial performance using a variety of analytical tools and techniques. You'll explore how to interpret financial statements, apply benchmarking metrics, and leverage supply market data to gain a more complete understanding of a supplier's strengths, vulnerabilities, and competitive position.
By the end of the course, you'll be equipped to identify potential financial risks, support proactive supplier management strategies, and make data-driven recommendations that help protect your organization while strengthening supplier relationships and long-term business performance.
Recommended For
Procurement Professionals • Category Managers • Strategic Sourcing Professionals • Financial Analysts • Supply Chain Professionals
What You Will Learn
- Financial Analysis Overview.Understanding the uses of financial analysis in supply management.
- Sources of Data. Identifying sources of data for public and non-public suppliers.
- Profit & Loss Statements. Understanding the framework of P&L statements.
- Balance Sheets. Reading and interpreting a balance sheet.
- Ratio Analysis. Developing a basic understanding of the importance of financial ratios.
- Profitability Ratio Analysis. Practicing calculating profitability ratios and gaining insights into a supplier.
- Efficiency Ratio Analysis. Practicing calculating efficiency ratios and gaining insights into a supplier.
- Action Plan. Using the tools and techniques to achieve a measurable result.
Virtual Class Schedule
Day 1 - 10:00 am ET - 1:30 pm ET / 7:00 am PT - 10:30 am PT (3.5 hours), Break for Lunch
Day 1 - 2:30 pm ET - 6:00 pm ET / 11:30 am PT - 3:00 pm PT (3.5 hours)
Member Price: $995.00
VIRTUAL CLASS
Date
Nov 4, 2026
Time
10 AM - 6 PM ET
Terms And Conditions
Virtual Learning Transferals: Registrations are transferable without any charge to another ISM Virtual Learning Course occurring within 12 months of the original purchase. Transferring registrations to another party are subject to price variance or change based on membership status and an additional $50 fee will be incurred. Any bundled purchases are non-refundable.
Cancellations Virtual Learning: Cancellations more than 5 weeks before the date of the course will incur an administrative charge of 50 percent. Cancellation within 5 weeks of the date of the event will be charged the full fee. You must notify ISM in writing of a cancellation. Any bundled purchases are non-refundable.
Tax Deduction: The Internal Revenue Service may permit an income tax deduction to U.S. residents for expenses (including registration fees, travel costs, meals and lodging) incurred in pursuit of continuing professional education. Consult your tax adviser for details.