Seminar Overview
This seminar equips procurement and purchasing professionals who already have a grounding in financial basics with the practical ability to analyze supplier financial health in depth — and translate those insights into sourcing strategy and risk management.
Through five hands-on Buyer Challenges, participants will master industry- and scale-specific financial analysis, CVP-based breakeven assessment, and supplier crisis response — turning financial analysis into a true procurement asset.
Do Any of These Challenges Sound Familiar ?
- Wanting to assess a supplier’s financial health, but not knowing what to focus on
- Reviewing financial ratios without factoring in differences in industries or business models
- Seeking to analyze how rising raw material costs or dropping order volumes impact suppliers
- Unable to explain why a profitable supplier can still face a cash-flow crunch
- Wanting to leverage financial analysis for supplier cost negotiations and cost-reduction initiatives
- Unsure what to verify and how to respond when a key supplier faces a financial crisis
Skills Gained
- Analysis：Advanced analytical skills to interpret financial metrics by industry and company scale, and to identify management trends across multiple fiscal periods
- Thoughts：A practical decision-making framework for converting financial findings into supplier policy, procurement risk response, and cost-reduction negotiation.
- Crisis Management：Early detection of supplier financial distress and bankruptcy risk, plus structured response steps for insolvency and cash-flow deterioration scenarios.
- Prep：The conceptual grounding and vocabulary needed to advance to the Advanced Expert Level.
■Information
Program
１．Corporate Management & Financial Statement
- Corporate Activities and Financial Statements
- Basic Financial Statements
- Balance Sheet
- Income Statement
- Manufacturing Process and Cost Flow
- Cash-Flow
This session covers the fundamentals of business operations and financial flows, manufacturing activities and cost flows, and how to read financial statements.
２．Financial Indicators
- Profitability
- Sustainability (Retained earnings, negative equity)
- Productivity (Cash Conversion Cycle)
- Efficiency (Labor Share)
- Cash Flow
In this session, we will learn four (4) financial indicators (profitability, solvency, efficiency, productivity, and growth).
? Buyer's points will be explained
３．Financial Analysis Steps & Tips - HOP
- Step 1- Make a drawing (using Excel)
- Step 2- Check a Balance
- Step 3- Assessment and analyze
- Step 4- Make Action Plan
This session provides a clear explanation of the basic approach to financial analysis, broken down into four steps. In the Buyer Exam, we will explain the key points a buyer focuses on, using actual financial statements.
•Buyer Exam (1): Financial Assessment – 2 Company Comparison
４. Financial Analysis Steps & Tips - STEP
- Four Points
- Structure by Industry, by Business Size
- Impact to Procurement / Supply Chain
This session explains key points for financial indicators based on industry and sales volume. Procurement departments deal with a variety of companies. We will use exercises to illustrate important points to consider in
•Buyer Exam (2): Industry Difference from Financial
•Buyer Exam (3): High Fixed Cost vs Sales Demand Change
５. Financial Analysis Steps & Tips - JUMP
- CVP Analysis
- Financial Analysis using CVP Analysis (Excel)
- Judgement and Action Plan
In this session, we will develop our financial analysis skills, including the application of "CVP analysis," into management analysis. We will check the break-even point.
? Buyer's Check Points will be explained
•Buyer Exam (4): Loss-Making Business using CVP Analysis
６. Profit vs Cash – Examination
- Profit vs. Cash
- Point from Act on Ensuring Proper Transactions Involving Specified Entrusted Business Operators
This session will help you understand the difference between "profit" and "cash" through exercises on common problems encountered in parts procurement. We will also touch upon “amended subcontract law" and "insolvency."
? This incidents is not rare for buyers. Need to Know !
•Buyer Exam (5): Profit vs. Cash
７. Mini-Mini Story of Bankruptcy
- What Bankruptcy is
- Basic Step – how to deal with supplier bankruptcy
This session will explain the basic procedures to follow in the event of a business partner's bankruptcy, drawing on the instructor's experience.
? Minimum knowledges for Buyers should know !
８. Wrap up
Q&A Session
- Example 1: How procurement can contribute to company financially ?
- Example 2: How Japanese procurement manage Small-Medium Suppliers from potential crisis ?
?Takeaways
✓ Financial Analysis Template for Comparing Two Companies (Excel)
✓ Financial Analysis Template for Comparing Two Reporting Periods (Excel)
✓ Financial Assessment Radar Chart Template (Excel)
✓ CVP Break-Even Point Templates (Excel)
Details
Provided by
Kenji SHINKAI
Global Sourcing Academy & Office, Representative
Target Participants
- Procurement professionals with 3–7 years of experience
- Buyers seeking to leverage financial analysis in sourcing and supplier management
- Intermediate Level
Place
Your office or Sites
Estimated Hours
Approx. 6 Hours
Price
- Transportation expenses and accommodation costs (when travel requires an overnight stay), with lodging expenses limited to JPY 15,000 (excluding tax) per night.
- Course Fee (Excluding tax): JPY 46,000 per participant (If you feel that the course did not deliver the value you expected, we will refund the full course fee. Register with confidence)
How to Apply
We are happy to send you some samples. Please use the button on the right to contact us by email.