How to Read Financial Statements

How to Read Financial Statements

Understand the financial health of any business by learning to read and analyze financial statements.

Learn From Industry Leaders

  • Alexi Robichaux

    CEO/Cofounder, BetterUp

  • Elaine Paul

    CFO, Lyft
    CFO, Hulu

  • Nick Van Dyk

    Chief Strategy Officer, Nexon
    SVP, The Walt Disney Co.

Meet Your Instructor

  • Nic Barnhart

    Cofounder & CPO, Pareto Labs
    Finance/Analytics, ZipRecruiter

    Nic Barnhart is a cofounder and Chief Product Officer at Pareto Labs. Prior to that he was in finance and analytics at ZipRecruiter and head of operations at a health tech startup acquired by Aetna. Earlier in his career, Nic started a business to teach kids basic finance concepts and founded a nonprofit organization to fund efforts to combat human trafficking. He earned a B.S. from the United States Air Force Academy and an MBA from The Wharton School at the University of Pennsylvania.

  • Tommy Moreno

    Cofounder & CEO, Pareto Labs
    Strategic Planning, Disney

    Prior to Pareto Labs, Tommy was an Operating Partner at Colony Capital, a global private equity firm. He helped turnaround a hotel technology company and acquire Miramax Film from Disney. Before that, he was an executive in the Strategic Planning group at The Walt Disney Company. Tommy started his career as an officer in the U.S. Air Force. He holds a B.S. from the United States Air Force Academy and an MBA from Harvard Business School.

Curriculum

  • 01 Income Statements Above the Line

    Understand the revenue and cost of “ingredients” that go into creating and delivering products to determine how much money is left over to pay for business operations.

  • 02 Income Statements Below the Line

    How much did the company spend running the business? That’s what we’ll discover in this lesson!

  • 03 Income Statement: Simple Analysis

    By the end of this lesson, you will understand a company's operations just by looking at the income statement.

  • 04 Balance Sheet Overview

    How to look at a balance sheet, know where the money comes from, and how it is put to use.

  • 05 Balance Sheet: Liabilities

    Understand how much the business owes to other people.

  • 06 Balance Sheet Shareholders’ Equity

    Understand how much money investors have put into the business in exchange for ownership and how much money the company has retained from its own profits to grow the business.

  • 07 Balance Sheet: Assets

    Discover how all the capital is being put to use to run the business.

  • 08 Cash Flow Statement

    Learn about the different sources of cash flow and why it matters where the cash comes from.

  • 09 Financial Ratios

    Now you know how to read financial statements! Congrats! But to unlock their power, you have to put the numbers into context.