---
esco_uri: http://data.europa.eu/esco/skill/8a43795b-bb38-4f29-91df-a6c92ad4643c
esco_label: "analyse financial performance of a company"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# analyse financial performance of a company — Financial Advisor

As a Financial Advisor, 'analysing financial performance' isn’t about *creating* those financials – it’s about deeply understanding what they *mean* for your client’s business and investment suitability. Daily, this translates to reviewing profit & loss statements, balance sheets, and cash flow statements (often provided by the client or their accountant) not just for headline numbers, but for trends. You'll be calculating key ratios like gross/net profit margins, debt-to-equity, current ratio, and return on assets – comparing them against industry benchmarks *and* historical performance to pinpoint strengths & weaknesses. This informs your advice; a declining margin might suggest needing cost control strategies or price adjustments before recommending expansion investments.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
