How to write a simple financial analysis report

Financial analysis report generally contains five aspects: synopsis, description, analysis, evaluation, recommendations. Specifically as follows:

1, synopsis paragraph, the company's comprehensive situation is summarized.

2, description of the paragraph, the company's operations and financial status.

3, analysis paragraph, the company's operating conditions of the analytical research summary description. Through the refinement of the breakdown of the indicators, the use of financial data tables or bar charts, highlighting the need to express the content of the analysis.

4, evaluation paragraph, after making financial statements and analysis, for the business situation and profitability performance, according to the financial point of view to write a fair and objective evaluation and economic forecast.

5. Recommendation paragraph, writing the financial situation through the analysis of the formation of opinions and views, especially on the operation of the process of the problems existing in the proposed recommendations for improvement.

Excellent financial analysis of the eight characteristics of the report

① weight in the usefulness: do not go overboard in the pursuit of professional form.

②Customer-oriented: seize the main needs, do not over-pursuit of comprehensive.

③Streamlining: get to the point and list the conclusions.

④ Explore the business reasons behind the numbers.

⑤ Don't put too much pressure on the business unit for your own needs; their main responsibility is not to provide you with data but to fight the market.

6 Paradigm reports, personalized interpretation.

⑦Finance staff who do not understand the business model can not write high-quality financial analysis reports.

⑧ The ultimate purpose of financial analysis is to enable action. Add recommendations at the end.