ISMAT 159

Financial Analysis

• ApresentaçãoPresentation

  The field of action is Finance, the area of action suggests the planning, direction and control of the organization's liquid resources, with areas of intervention in the operational, investment and financing vectors. Its relevance is because without financial balance, no organization will survive by forcing financial managers to understand and reflect on the financial situation of the organization, in a responsible and sustained way, both in the short term (Treasury) and in the medium and long term (Financial Plan), through reading and building accounting and financial documents that allow the required financial balance and sustainability.  maximizing results, through resource efficiency.    
• ProgramaProgramme

      Introduction to Financial Analysis as a Financial Management Instrument The role of Financial Analysis Analysis of economic efficiency indicators The analysis of the Financial Statements: Source and Application Map of Funds, Schematic Balance Sheet, Functional Balance Sheet, Cash Flow Map, Treasury and Financial Plan.   Analysis of Liquidity, Solvency, Efficiency and Profitability Ratios Economic, financial and global risk analysis Analysis of economic and financial returns Relatório e Gestão dos Resultados (Balanced Scored Card) Bilingue, sustentabilidade e crescimento  
• ObjectivosObjectives

  Understand and analyze the financial environment Understand and analyze the role of Financial Analysis Analyze and Interpret economic and financial efficiency Analyze and interpret the Financial Statements Understand and analyze ratios Understanding and analyzing risk Analysing returns Controlling the company's results and its global sustainability and growth  
• BibliografiaBibliography

  Torres, M. C., Gama, Paulo M.,. Exercícios de Análise Financeira. 3ª Edição. Almedina: Coimbra. 2018. Páginas 184. ISBN: 9789724076867. Silva, J. Pereira. Análise Financeira das empresas. 13ª Edição. Atlas: Lisboa. 2016. Páginas: Páginas: 616. ISBN: 9788522483747
• MetodologiaMethodology

  The course will take place in a system of theoretical-practical classes in person or online. TM 1: In the Expository teaching methodology, the various contents of the program are exposed and explained. TM2: In the discussion of cases, in practical classes, real situations will be used to exemplify the way of applying the management tools taught. There will also be classes in which students will develop their work, in working groups, with the support of the teacher. The group work will be, at the end, the subject of an oral presentation. TM 3: Knowledge Assessment System: 1 test 60%, 1 group work (30%) and attendance 10%. Students are exempt from the final exam with a grade equal to or greater than 10 points.
• LínguaLanguage

  Português
• TipoType

  Semestral
• ECTS

  5
• NaturezaNature

  Mandatory
• EstágioInternship

  Não