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  • 17 minutes

The Financial Analysis Process - Where to Find Financial Information and Which Statements to Use

“The user of a firm’s annual report can expect to encounter a great quantity of information that encompasses the required information- Financial statements, notes to the financial statements, the auditor’s report, a five year summary of key financial data, management’s discussion and analysis of operations – as well as material that is included in the report at the imagination and discretion of management.”

“Corporate financial statements are available from several sources. All publicly held companies must file a form 10-K annually with the SEC. The information in this document is mandated by the SEC and contains uniform content, presented in the same order for all filing companies.”

In this 4-minute video our speaker, Ronald A. Sereika, reviews how to navigate the vast information available when starting the financial analysis process. He discusses where to find financial information, which financial statements to use, and relating the balance sheet with profit and loss.

Ronald A. Sereika, of CooperVision, won the 2013 CCE award of excellence presented by the National Association of Credit management, as well as the 2010 National Instructor of the Year award. Mr. Sereika was a national speaker at NACM Credit Congress, NACM Eastern Regional Conference, Up-state NY Annual meetings from 2011 to 2015.
Runtime: 16 minutes
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Ronald A. Sereika

Ronald A. Sereika


  • 2010 National instructor of the year award for The National Association of Credit Management
  • 2013 CCE award of excellence presented by the National Association of Credit Management
  • 2011 Credit Executive of the year Upstate New York by NACM Chicago
  • National Speaker at NACM Credit Congress, NACM Eastern Regional Conference, Upstate NY Annual meetings 2011 to 2015
  • Two time finalist at CooperVision for the CFO award given annually for the top performer in North America’s finance team
  • B.S. degree in accounting, Fredonia State University; attended Amos Tuck School of Business at Dartmouth University executive program for certification in Credit and Finance
  • Can be contacted at 585-264-3269 or [email protected]
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