請教經營分析人員的發展性? - 職場
By Selena
at 2021-05-23T00:28
at 2021-05-23T00:28
Table of Contents
大叔我出社會到現在做了15多年的經營分析,可以跟妳分享有關這個職務的方向
首先經營分析是台商的名稱,在外商通常會叫FP&A(財務規劃與分析),在台灣通常有這種
職務的都是大型企業居多,因為是幕僚,中小企業老闆通常不會想要投資這塊,妳的股務經
驗不能說沒用,但在這個領域要在特殊目的才會用到(後述),簡單講經營分析從財務三大表
出發,但角度會跟純財會人員不同,
1.營收:通常會以產品別/通路別/客戶別作為基本分析
2.成本:以料/工/費為主(通常製造業較複雜),妳要能分析出該產品營收與成本間的關係,
抓出毛利的產品,進一步來看是現場標準與實際成本差異,是工時問題(效率,製程瓶頸)
採購價差問題/製造費用問題,構成一pcs成本
3.毛利:綜合1,2點,甚至可做到客戶別損益分攤
4.opex:營運費用(銷管研)這較單純
5.AR帳齡與庫存分析
6.子公司認列損益份額分析(權益法認列)
7.Rolling fcst
8.CF分析
9.CAPEX資本效益分析
10.投資評估(如建廠財務模型建立,推估到NPV,IRR,PB)
以上為數字面的,再來妳從上面得出的問題,就要有辦法跟各部門溝通,不管是業務,廠端
採購,到子公司,所以妳的溝通能力要很重要
再來,為什麼我會說妳的股務經驗在特殊目的會重要,因為我曾作過一個清算轉投資的案子
從兩岸母子公司清算流程,到境外公司帳務,金流,稅務外,還要將律師跟會計師的意見作整
合,中間召開股東會,董事會還有投審會就用得到你股務經驗,另外如果你有機會碰到經營權
爭議,你的股務經驗會很有用,但前提是你要能活用,例如權數配票計算,提議案%,怎麼聯合
其他股東等問題
說了這麼多,只是要跟你說經營分析範圍很廣,最重要的一點就是,當你能力越強,妳能幫妳
老闆解決各種問題,妳的重要性就會越高,當然前提是你自己也要不斷提升自己能力,這個
職務你在老闆面前的能見度就會越高,以上供你參考~
--
首先經營分析是台商的名稱,在外商通常會叫FP&A(財務規劃與分析),在台灣通常有這種
職務的都是大型企業居多,因為是幕僚,中小企業老闆通常不會想要投資這塊,妳的股務經
驗不能說沒用,但在這個領域要在特殊目的才會用到(後述),簡單講經營分析從財務三大表
出發,但角度會跟純財會人員不同,
1.營收:通常會以產品別/通路別/客戶別作為基本分析
2.成本:以料/工/費為主(通常製造業較複雜),妳要能分析出該產品營收與成本間的關係,
抓出毛利的產品,進一步來看是現場標準與實際成本差異,是工時問題(效率,製程瓶頸)
採購價差問題/製造費用問題,構成一pcs成本
3.毛利:綜合1,2點,甚至可做到客戶別損益分攤
4.opex:營運費用(銷管研)這較單純
5.AR帳齡與庫存分析
6.子公司認列損益份額分析(權益法認列)
7.Rolling fcst
8.CF分析
9.CAPEX資本效益分析
10.投資評估(如建廠財務模型建立,推估到NPV,IRR,PB)
以上為數字面的,再來妳從上面得出的問題,就要有辦法跟各部門溝通,不管是業務,廠端
採購,到子公司,所以妳的溝通能力要很重要
再來,為什麼我會說妳的股務經驗在特殊目的會重要,因為我曾作過一個清算轉投資的案子
從兩岸母子公司清算流程,到境外公司帳務,金流,稅務外,還要將律師跟會計師的意見作整
合,中間召開股東會,董事會還有投審會就用得到你股務經驗,另外如果你有機會碰到經營權
爭議,你的股務經驗會很有用,但前提是你要能活用,例如權數配票計算,提議案%,怎麼聯合
其他股東等問題
說了這麼多,只是要跟你說經營分析範圍很廣,最重要的一點就是,當你能力越強,妳能幫妳
老闆解決各種問題,妳的重要性就會越高,當然前提是你自己也要不斷提升自己能力,這個
職務你在老闆面前的能見度就會越高,以上供你參考~
--
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