Andreas Simon, PhD, CFA, is a Professor of Accounting at the Orfalea College of Business at California Polytechnic State University. His expertise lies at the intersection of financial statement analysis and equity valuation, and how accounting information is used by sell-side security analysts. Dr. Simon’s publications have received national recognition in congressional reports for the U.S House of Representatives and the U.S. Senate, and have been listed on Social Science Research Network’s Top Ten download list for Capital Market and Market Efficiency Research. Prior to joining Cal Poly, Dr. Simon received postdoctoral training at the University of Michigan and UC Los Angeles and was a visiting professor at ESADE Business School and UC Irvine. Dr. Simon was a Financial Analyst for Landesbank Holding AG in Germany, where he was responsible for forecasting, valuation, risk and capital markets research and an Associate in assurance and business advisory services, financial services at PriceWaterhouseCoopers in Germany, where he worked in bank financial statement analysis.


University of Queensland (AUS), Ph.D.

Uni of Applied Sciences (GER), B.A. hons

Research interests:

Equity valuation

Earnings forecasts

Financial analysts

Corporate financial decision making

Teaching specializations:

Financial Statement Analysis
Financial Accounting

International Accounting

Accounting Research

Forensic Accounting




Congressional Research Service (July 9, 2009) "International Tax Avoidance and Evasion." page 18 [CRS2.pdf]

Congressional Research Service (February 11, 2009) "Tax Cuts on Repatriated Earnings as Economic Stimulus: An Economic Analysis." page 4 [CRS.pdf]

Center on Budget and Policy Priorities (January 23, 2009) "Proposed Tax Break for Multinationals Would be Poor Stimulus." page 2 [CBPP.pdf]


Eugene O’Connor Professional Development Grant (2010)

Ernst & Young Outstanding Educator Award (2010)

Cal Poly State Faculty Support Grant (2009, 2010)