ACTA-337 FINANCIAL STATEMENT ANALYSIS PROJECT & RUBRIC
To Download tutorial
Copy and Paste below Link into your Browser
for any inquiry email
us at ( essayblue@gmail.com )
ACTA-337 Financial
Statement Analysis Project & Rubric
Financial Statement
Analysis Project & Rubric
Purpose: Students will assume the role of senior
management or the board in analyzing the current financial performance of the
firm using peer and trend ratio analysis and the Statement of Cash Flows.
Deliverable: The final product will be a typed
report that includes financial and ratio data and analysis. Ratio
calculations should be calculated in Excel using formulas. The analysis
portion of the report may be completed in Excel or Word.
Steps:
- Choose a publicly traded firm to analyze. Choices must
be approved by the instructor and only one student may choose each firm.
- Obtain three years of financial information, including
the balance sheet, income statement, and statement of cash flows.
- Compile financial information in Excel in such a way
that ratios may be easily calculated for each of the three years.
- Calculate the ratios discussed in Chapter 17 of the
textbook.
- Conduct peer and trend analysis for each ratio or
groups of ratios. Find industry information or specific firm information
to conduct the peer analysis.
- Conduct trend analysis of the Statement of Cash Flows.
Assess this year’s statement for noteworthy events or activities.
- Provide an overall assessment of the firm’s financial
performance.
Rubric:
|
Category
|
Maximum Points
Possible
|
|
Financial
Information· Financial
statements provided and
analyzed· Ratio calculations
provided and analyzed
·
Accurate use of financial statements
|
40
|
|
Analysis·
Accurate peer and trend analysis·
Appropriate consideration of the statement of cash flows
·
|
80
|
|
Report
Format· Overall
appearance· Use of
appropriate tables, graphs, etc.
·
Necessary citations
·
Ease of use and reading
·
Grammar, punctuation, spelling, etc.
|
40
|
|
Overall Summary
Analysis· Strong financial
support for the summary·
Pertinent peer and trend information included in the final analysis
|
40
|
|
TOTAL
|
200
|
Comments
Post a Comment