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Profitia

Analytics

Supplier Financial Analysis

Financial analysis training for buyers: how to assess a supplier's financial health, identify risks, evaluate whether the supplier is negotiation-strong or weak based on their financial position. Practical tools and exercises on real statements.

Assessing supplier risk without analysing its financial position is an incomplete assessment - regardless of how many years of partnership exist.

Problem

Where organisations get stuck

  1. No ability to assess supplier financial health

  2. Unknown supplier negotiation strength from their finances

  3. Counterparty risk not identified in the procurement process

Approach

How engagements work

  1. 01

    Financial analysis basics for non-professionals

  2. 02

    Exercises on real supplier financial statements

  3. 03

    Selected supplier analysis project

Results

What changes operationally

  1. 01

    Ability to independently analyse supplier financial statements

  2. 02

    Scoring tools for supplier health assessment

  3. 03

    Integration of financial analysis with negotiation preparation

Format

Engagement format
1-day workshop; in-company or open.
Capability area
Analytics

See also

Related areas

Supplier Intelligence

Intelligence

Explore service

Should-Cost Analysis

Cost Intelligence

Explore service

Procurement Negotiations

Workshop

Explore programme

Let's talk about what this looks like in your organisation.