Module 1: Introduction to Financial Benchmarking
• Definition, purpose, and benefits of benchmarking
• Types of benchmarking: internal, competitive, functional, and generic
• Setting benchmarking objectives in financial management
• Identifying peer groups and relevant industry standards

Module 2: Financial Ratio Analysis Fundamentals
• Overview of financial statements: balance sheet, income statement, cash flow
• Categories of ratios:
– Liquidity ratios (current ratio, quick ratio)
– Profitability ratios (net profit margin, ROA, ROE)
– Efficiency ratios (inventory turnover, receivables turnover)
– Solvency ratios (debt-to-equity, interest coverage)
– Market valuation ratios (EPS, P/E, price-to-book)
• Ratio interpretation and relevance across industries

Module 3: Using Benchmarking in Budgeting and Planning
• Setting realistic financial targets using industry benchmarks
• Integrating benchmarking insights into forecasting models
• Evaluating historical performance vs. industry trends
• Planning for cost efficiency, resource optimization, and revenue growth

Module 4: Industry Analysis and Peer Comparison
• Accessing industry reports and databases
• Tools for peer comparison: financial filings, analyst reports, online platforms
• Sector-specific financial indicators and KPIs
• Evaluating competitive positioning through financial metrics

Module 5: Advanced Excel Techniques for Benchmarking
• Building ratio analysis dashboards and scorecards
• Creating dynamic benchmarking models
• Visualizing performance gaps and trends
• Case-based exercises in Excel

Module 6: Strategic Applications of Benchmarking
• Linking benchmarking results to strategic financial decisions
• Identifying cost improvement opportunities
• Enhancing investor and stakeholder reporting
• Communicating findings to senior management effectively

This training program is delivered through interactive lectures, group exercises, real-world case studies, and Excel-based practical applications, allowing participants to apply benchmarking techniques directly to their organizational context.

Financial Benchmarking and Industry Ratio Analysis Training Course in Doha

Available Dates

Custom Date Selection

Available Cities

Objectives and Target Group

Course Content