Financial Analysis

Financial analysis is a useful tool for organizing. It contributes to the identification of key relationships, profit centers, and growth strategies that drive company decision making. Organizers who understand the connections that allow a company to operate, the sources of its earnings, and the techniques it uses to expand can develop campaign strategies and tactics that have the best chance to build worker power. In this practical, hands-on, two-part workshop, you will learn the basics of financial analysis and how owners/investors think about their companies. You will use actual company SEC filings to get comfortable with income statements, balance sheets, and cash flow statements. Then, with data from those documents, you will practice using elementary analytic tools to evaluate a company’s financial health. You will end the workshop better informed about company economics, with financial skills that can inform your campaign planning and execution.

John Marshall is the Director of Capital Strategies for UFCW 3000. From 2009 to 2022 he held the title of Senior Capital Markets Economist with the UFCW International Union’s Capital Stewardship Program, where he worked with investors and analysts on financial and governance issues in the retail, meatpacking, and food processing sectors. Previously he was the Research Director for SEIU’s Capital Stewardship Program. John received his MBA from the UCLA Anderson School of Management in 2003, and was awarded the Chartered Financial Analyst (CFA) designation in 2007. In 2019, John was appointed by Governor Gavin Newsom to serve as a member of the California Future of Work Commission.