Login Successful

Your login is successfull, please click here to stay signed in

Disclaimer: Access to Highako Academy courses is exclusive to HighRadius customers

A Financial Analysis Excel Template for Credit Analysts

Use this financial analysis spreadsheet which takes into account the financials, trade references, payment history with sqm, industry payment history, bank information etc.

This blog is part of Highako Annual Subscription Plan.

JOIN NOW

Earn a free online certificate now!

Share Your Credentials with The World!

Add the certificate to your LinkedIn profile with a single click. You will also be able to download, print and share this certificate through your profile page on Highako Academy.

Get Certified Now

Helen F. (Johnni) Elrod · SQM North America

This is a financial analysis spreadsheet used by SQM North America. The form takes into account the financials, trade references, payment history with SQM, industry payment history, bank information, years the company has been in business, etc.

In the top portion where the balance sheet numbers are, the number fields that are in red are the fields that should be filled in. The numbers that are in black are calculated by formula.

The same should be done on the income statement side. The ratios, equity, and networking capital are automatically calculated. At the bottom of the sheet, the numbers that are red are to be filled in. The factor and weight are calculated and a risk factor is computed along with a suggested maximum credit limit.

You can modify the weightings to suit your own situation.

Size: 1 page

File type: MS Excel Spreadsheet (.xls)

A Financial Analysis Excel Template for Credit Analysts

Use this financial analysis spreadsheet which takes into account the financials, trade references, payment history with sqm, industry payment history, bank information etc.

Limited availability | See below

About this course

description

lessonOverview

This is a financial analysis spreadsheet used by SQM North America. The form takes into account the financials, trade references, payment history with SQM, industry payment history, bank information, years the company has been in business, etc.

In the top portion where the balance sheet numbers are, the number fields that are in red are the fields that should be filled in. The numbers that are in black are calculated by formula.

The same should be done on the income statement side. The ratios, equity, and networking capital are automatically calculated. At the bottom of the sheet, the numbers that are red are to be filled in. The factor and weight are calculated and a risk factor is computed along with a suggested maximum credit limit.

You can modify the weightings to suit your own situation.

Size: 1 page

File type: MS Excel Spreadsheet (.xls)

instructor

name	title	image	description	Ins
Helen F. (Johnni) Elrod	SQM North America

related

image	tag	title	description	link	contentType
	KPIs and Reporting	A Complete Financial Statement Analysis Handbook To Guide You	Follow this template to remind sales terms and conditions to customers in order to ensure all remaining payments are paid on time without any obligations	https://academy.highako.com/financial-statement-analysis-handbook
	Deductions Resolution	Basics of Financial Statements Analysis for Credit Analysts	Free online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques	https://academy.highako.com/basics-of-financial-statements-analysis-for-trade-credit-analysts

About this course

description

lessonOverview

This is a financial analysis spreadsheet used by SQM North America. The form takes into account the financials, trade references, payment history with SQM, industry payment history, bank information, years the company has been in business, etc.

In the top portion where the balance sheet numbers are, the number fields that are in red are the fields that should be filled in. The numbers that are in black are calculated by formula.

The same should be done on the income statement side. The ratios, equity, and networking capital are automatically calculated. At the bottom of the sheet, the numbers that are red are to be filled in. The factor and weight are calculated and a risk factor is computed along with a suggested maximum credit limit.

You can modify the weightings to suit your own situation.

Size: 1 page

File type: MS Excel Spreadsheet (.xls)

instructor

name	title	image	description	Ins
Helen F. (Johnni) Elrod	SQM North America

related

image	tag	title	description	link	contentType
	KPIs and Reporting	A Complete Financial Statement Analysis Handbook To Guide You	Follow this template to remind sales terms and conditions to customers in order to ensure all remaining payments are paid on time without any obligations	https://academy.highako.com/financial-statement-analysis-handbook
	Deductions Resolution	Basics of Financial Statements Analysis for Credit Analysts	Free online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques	https://academy.highako.com/basics-of-financial-statements-analysis-for-trade-credit-analysts