Better Vision Leads to Better Performance 

Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

Business Environmental Analysis: Finance's Role

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Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

FAST Member? Click here for instant access.

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance. The course then explains popular models for analyzing that data. 

What You'll Learn ...

In this course, you'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

Course Outline

Section 1: Environmental Analysis Basics

  • What is Environmental Analysis and Why Do It?
  • The Environmental Monitoring Cycle
  • Common-Size Analysis

Section 2: Dimensions

  • Stakeholders
  • Owners
  • Customers, Products, Competitors, and Industry
  • Other External Factors
  • Sources of Information

Section 3: Models

  • SWOT
  • PESTLE
  • Porter's Five Forces

Section 4: Key Takeaways

  • Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees. 

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Would Better Vision Improve Your Profit?

Get the Tips and Techniques for Business Environmental Analysis

- OR -

MOST POPULAR

Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The Environmental Analysis course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance. 

The right tools can save you time, reduce your stress, and improve your effectiveness.

FAST Member? Click here for instant access.

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