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    Professional Skills:: Written Communication Technology Critical Thinking and Problem Solving

    Uploaded by

    Shaharyar Asif
    This document provides instructions for a work product assessment that requires analyzing the financial reports of a publicly traded company. Students must: 1) Choose a large publicly traded company and calculate 11 financial ratios for the company and its industry averages. Ratios should be compiled and compared in an Excel spreadsheet. 2) Write a 2-3 page memo to a supervisor explaining findings from the ratio analysis. The memo should identify ratios above and below industry standards, limitations of ratio analysis, and qualitative factors impacting the company's financial health. 3) Recommend specific ways for the company to improve below-average ratios over the next 3 years, including annual targets, and explain why the recommendations will be effective.

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    © All Rights Reserved
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    Professional Skills:: Written Communication Technology Critical Thinking and Problem Solving

    Uploaded by

    Shaharyar Asif
    32 views2 pages
    This document provides instructions for a work product assessment that requires analyzing the financial reports of a publicly traded company. Students must: 1) Choose a large publicly traded company and calculate 11 financial ratios for the company and its industry averages. Ratios should be compiled and compared in an Excel spreadsheet. 2) Write a 2-3 page memo to a supervisor explaining findings from the ratio analysis. The memo should identify ratios above and below industry standards, limitations of ratio analysis, and qualitative factors impacting the company's financial health. 3) Recommend specific ways for the company to improve below-average ratios over the next 3 years, including annual targets, and explain why the recommendations will be effective.

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    instructions_for_FIN_2

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    This document provides instructions for a work product assessment that requires analyzing the financial reports of a publicly traded company. Students must: 1) Choose a large publicly traded company and calculate 11 financial ratios for the company and its industry averages. Ratios should be compiled and compared in an Excel spreadsheet. 2) Write a 2-3 page memo to a supervisor explaining findings from the ratio analysis. The memo should identify ratios above and below industry standards, limitations of ratio analysis, and qualitative factors impacting the company's financial health. 3) Recommend specific ways for the company to improve below-average ratios over the next 3 years, including annual targets, and explain why the recommendations will be effective.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    32 views2 pages

    Professional Skills:: Written Communication Technology Critical Thinking and Problem Solving

    Uploaded by

    Shaharyar Asif
    This document provides instructions for a work product assessment that requires analyzing the financial reports of a publicly traded company. Students must: 1) Choose a large publicly traded company and calculate 11 financial ratios for the company and its industry averages. Ratios should be compiled and compared in an Excel spreadsheet. 2) Write a 2-3 page memo to a supervisor explaining findings from the ratio analysis. The memo should identify ratios above and below industry standards, limitations of ratio analysis, and qualitative factors impacting the company's financial health. 3) Recommend specific ways for the company to improve below-average ratios over the next 3 years, including annual targets, and explain why the recommendations will be effective.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    Overview

    In this Work Product Assessment, you will examine various financial reports of
    a publicly traded company and conduct financial ratio analysis to demonstrate
    your ability to understand a company’s financial health and analyze ways to
    improve in areas revealed as being below industry average.
    Professional Skills: Written Communication, Technology, and Critical
    Thinking and Problem Solving are assessed. when completing this
    Assessment,
    Your response to this Assessment should:

     Conform to APA style guidelines.

    This Assessment requires submission of two (2) files. Save your files as
    follows:

    A. Excel file

    B. Word file 

    Instructions
    Before submitting your Assessment, carefully review the rubric. This is the
    same rubric the assessor will use to evaluate your submission and it provides
    detailed criteria describing how to achieve or master the Competency. Many
    students find that understanding the requirements of the Assessment and the
    rubric criteria help them direct their focus and use their time most productively.
    Rubric
    Access the following to complete this Assessment:

     Financial Ratio Excel Spreadsheet


     Text: Fundamentals of Financial Management, Chapter 4, "Analysis of
    Financial Statements"

    Prompts
    Taking the role of a financial analyst within the company, prepare an
    executive dashboard (performance report) on a large, publicly traded
    company of your choice (e.g., Cisco, Walmart, IBM, Apple, etc.) by computing
    and comparing its ratios against the 11 industry average ratios listed in
    Problem 4-23 on page 129 of the text.
    It is imperative for you to understand the use of good academic writing (visit
    the Walden Writing Center), use of online library for academic resources (not
    internet sources), SEC.gov for financial filings (not annual reports from a
    company website), and most importantly, your job is to do vetting of anything
    companies claim on their websites. The use of Wikipedia, Investopedia,
    financial related websites, blogs, etc. is not appropriate for this competency.

     Use the provided Financial Ratio Excel Spreadsheet to show the


    computed financial ratios for your chosen company and industry averages.
    Prepare your performance report to show calculations for the 11 ratios
    listed on page 129, as well as a comparison of your computed ratios with
    industry averages.  It is a good idea to be familiar with each industry's
    classification! A good place to start is to look for the North American
    Industry Classification System (NAICS) and look for the industry of your
    chosen company through https://www.census.gov/eos/www/naics/. Please
    notice how it is a US Government website, not a ".com". Then, visit the
    Walden University Library and access the IBIS World database in order to
    look for the appropriate industry standards: https://my-ibisworld-
    com.ezp.waldenulibrary.org/. The comparisons, including a list of your
    computations in a table, should be added as an appendix to the memo
    described below and submitted as a separate Excel spreadsheet.
     Write a memo (approximately 2–3 pages) to your supervisor explaining
    your findings and your recommendations for where improvements are
    needed to increase financial health. Be sure to Include the following:
    o Areas within the company that are both above and below industry
    standards
    o An explanation of the limitations of using ratio analysis
    o The qualitative factors that play a role in improving the company’s
    financial health

    In the memo, suggest some specific ways in which the company can plan to
    improve below industry average ratio performance over time. Suggest annual
    targets over the next three years to catch up with or surpass industry
    averages. Explain why your recommendations should be effective.

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