SBE: Financial Analysis

Classroom Resources
School-based Enterprise
Financial Analysis

Finances are a business’s foundation. The primary purpose of a business is to make money. However, it can only make money if its financial affairs are in order. A business needs to know the state of its financial affairs at all times. Financial analysis refers to activities a business conducts to monitor its finances.

At the conclusion of this session, students will be able to:

  • Explain the role of finance in business.
  • Describe the need for financial information.
  • Describe the nature of budgets.
  • Make responsible financial decisions.
  • Maintain the financial records.
  • Describe the use of technology in the financial-information management function.
  • Budgets (Static, Performance-based, Zero-based, Variance-based)
  • Personal Financial Statement
  • Balance sheets
  • Assets (Current Assets, Noncurrent Assets)
  • Liabilities (Current Liabilities, Long-term Liabilities)
  • Net Worth
  • Income Statement
  • Cashflow Statement
  • Liquidity Ratios
  • Leverage Ratios
  • Activity Ratios
  • Profitability Ratios

Related Resources


Contact DECA staff
for more information.

Debbie Taylor
Leadership Manager