Display knowledge and understanding of the sector’s contribution to the environmental and climate emergency backed up with empirical research evidence, examples and data

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Display knowledge and understanding of the sector’s contribution to the environmental and climate emergency backed up with empirical research evidence, examples and data

Display understanding of a range of policy instruments and solutions as well as a recognition of the trade-offs and challenges of implementing different options, and their relative strengths and weaknesses in terms of bringing about change

Display UK specific knowledge about the sector and policy options being currently used or considered by the UK government, whilst also showing an ability to draw on international experiences and evidence

How will contemporary issues such as Brexit and Covid impact an organisations recruitment and selection practices, policies and procedures in the next decade?

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How will contemporary issues such as Brexit and Covid impact an organisations recruitment and selection practices, policies and procedures in the next decade?

 

How do you catagorize Land and building asset for a non profit liability in Fund Accounting

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How do you catagorize Land and building asset for a non profit liability in Fund Accounting

Explain in your own terms how fraud impact our economy.

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You are required to find a financial fraud case (Current or Past) using any publication of your choosing, local, national or a corporation.

Your writing should cover the type of fraud (whether financial or tax), the people involve and how the fraud was perpetrated, and the related evidence presented in court. Which court handled or handling the case and whether it was or it’s a federal or state court.

Also, describe the outcome of the case, and any penalties for those who committed the crime.

You are required to describe the Fraud Triangle in relation to your case.

Make sure to explain any economic impact of the fraud against the associated victim (s), such as on the company, the state, city, county and or the public.

Your Opinion – Explain in your own terms how fraud impact our economy.

Evaluate the investment proposal in accordance with the requirements of AlhenaHolidays plc and provide a preliminary recommendation concerning acceptance or rejection of the project.

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Oral Exam Scenario:You are the analyst selected to brief senior management representatives, VP-Marketing and VP-Finance prior to going before the board.Required:

(a)Evaluate the investment proposal in accordance with the requirements of AlhenaHolidays plc and provide a preliminary recommendation concerning acceptance or rejection of the project.For the optimistic, pessimistic and most likely scenarios, calculate the expected profit or loss for the year ended 31 January Year 1 and prepare a projected cash flow statement for the year ended 31 January Year 1 to show the amount of funding to be raised from external sources.

(b)Be prepared to discussthe requirements of Alhena Holidays plc for evaluating investment proposals and state any recommendations that you would make for improvement.

(c)Be prepared to discuss the key risks associated with the investment and financing proposals.

(d)Be prepared to discuss further information that Alhena Holidays plc is likely to require concerning the monitoring, planning and control of the project before a final decision is made.

(e)Be prepared to discuss the factors that should be taken into account when deciding between the two financing options identified.

Write a five comparative financial statement analysis of the three companies listed below.

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Write a five comparative financial statement analysis of the three companies listed below. In this analysis, you will discuss the financial health of these companies with the ultimate goal of making a recommendation to other investors. Your paper should consist of the following sections: Company Overview, Comparison of Accounting Methods, Ratio Analysis, Final Recommendation, Conclusions. You will also submit an appendix as a separate document. Additional research may be necessary to provide company background information or to support your analysis and recommendations.

Download Form 10-K for each company.

The Coca-Cola Company: Form 10-K (Links to an external site.) – Financial statements and notes start on page 60.
Accounts receivable, page 81
Inventories, page 82
Depreciation, page 96
Goodwill, page 83

Keurig Dr Pepper Annual Report (Links to an external site.)
Click on the 2018 Annual Report
Accounts receivable, page 72
Inventories, page 72
Depreciation, page 73
Goodwill, page 74

PepsiCo Annual Report (Links to an external site.) – Financial statements and notes start on page 79.
Accounts receivable, page 124
Inventories, page 89
Depreciation, page 95
Goodwill, page 88

Here is a breakdown of the sections within the body of the assignment (Use paragraph headings to indicate each section):

Company Overview
Provide a brief overview of the three companies (at least two pages). What industry is it in? What are its main products or services? Who are its competitors? Where is the company located?

Ratio Analysis

Calculate the current ratio, quick ratio, gross profit percentage, inventory turnover, accounts receivable turnover and asset turnover ratios for all three companies for the current year.

Note: Cash includes cash and cash equivalents and short term investments.

Explain how the ratio is calculated and discuss and interpret the ratios that you calculated.
Discuss potential liquidity issues based on your calculations of the current and quick ratios.
Are there any factors that could be erroneously influencing the results of the ratios?
Discuss liquidity issues of the three companies.
Comparison of Accounting Methods

In your paper, ascertain from the notes of the financial statements the following:

Explain the difference between the allowance method and the direct write off method for accounts receivable. Document the method used for each of the three companies.
Explain the difference between the straight line, double declining balance, and the unit-of-production depreciation methods. Document the method used for each of the three companies.
Explain the difference between LIFO and FIFO and document the method used for each of the three companies.
Explain the different categories of intangible assets and document the method used for each of the three companies.
Recommendation
Based on your analysis, would you recommend an individual invest in these companies? What strengths do you see? What risks do you see? It is perfectly acceptable to state that you would recommend avoiding this company, as long as you provide support for your position.

Conclusions

Include an appendix in a separate document. The appendix must include screenshots of the financial statements and information obtained for the receivables, intangible assets, depreciation, and inventory. You can get help with creating an appendix in APA format by using the Ashford Writing Center’s guide, Tables, Images, & Appendices (Links to an external site.).

The Financifktal Statement Analysis Final Paper

Why do most audited financial reports to the shareholders include a statement of cash flows in addition to the balance sheet and income statement? Discuss.

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Why do most audited financial reports to the shareholders include a statement of cash flows in addition to the balance sheet and income statement? Discuss.

Why is the cash budget regarded as a primary tool in short-run financial planning? Discuss.

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Why is the cash budget regarded as a primary tool in short-run financial planning? Discuss.

Discuss the results of your findings from the horizontal and vertical analysis and ratios

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1. Choose an American publicly traded company in which you may want to invest.

2. Obtain a copy of a company profile and the annual financial statements for the most current two years. You should begin gathering information as soon as possible. The annual financial statements must be the 10k form on file with sec.gov.

3. Review the financial data that will assist you in making an investment decision. Use the techniques of financial analysis in Appendix C of your text to assist you in your investment decision and document their use in your report. The following is the minimum required:
a. Horizontal analysis of the Income Statement and Balance Sheet between for the two most recent years
b. Vertical analysis of Income Statement and Balance Sheet for the two most recent years
c. Ratio analysis to include at a minimum:
1) Current Ratio
2) Debt Ratio
3) Rate of Return on common stockholder’s equity (ROE)
4) Earnings per share
5) Price earnings ratio
6) Dividend yield
7) Previous year for same company for comparison of the above ratios

d. Stock price information in graph form (for at least the last five years) on the company.

You may find the following web sites helpful in you gathering of data and in your analysis:
finance.yahoo.com
money.cnn.com
moneycentral.msn.com
reuters.com
kiplinger.com
sec.gov

4. Prepare a well-formatted, word-processed (typed) report following the guidelines on the next page. Double spaced and 12-point font size.

Section 1: Executive Summary (one-half page maximum)

a. Highlights the important points of your report and conclusions. This should appear at the beginning of your report just prior to the main body of the text and must include your recommendation.

Section 2: Main Text of Document (two or three pages)

a. A brief description of the company and its major line of business

b. A summary of the financial data affecting your decision:
1. Give a description of the ratios, the formula, and what the ratios tell you.
2. In a table, compare two years of your company’s ratios, showing the calculations.
3. Discuss the results of your findings from the horizontal and vertical analysis and ratios (e.g is net income improving through time in dollar amounts and as a percentage of sales; is the company’s cash position improving through time as a percent of total assets?).

c. Your conclusion – including a “buy or not buy” recommendation and why. Justify your decision based on the analysis tools from previous section and your current new articles.

Section 3: Appendix
a. Horizontal and vertical analysis
b. Graph of stock prices
c. Two recent (web-based) news articles on the company as of the date of your report
d. A list of referencfktes used to gather your data

Create a dashboard for a Profit and Loss Statement that calculates the Gross Profit, Operating Profit or EBIT for a company selected from a drop-down list.

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How Do You Complete this Project?

This project is connected with the Introduction to the Data part of the course, but depending on your background knowledge, you may not need to take this module to complete this project.

Introduction

For the final project, you will conduct three tasks: 1) complete your own data analysis and create a presentation to share your findings, 2) develop a dashboard for a Profit and Loss Statement, and 3) create a Financial Forecasting Model using three scenarios. You should start by taking a look at your dataset and brainstorming which sub-category and company you want to focus your data analysis on – the questions leading to this page should have assisted in this process! Then you should use spreadsheets or another Excel-like software to conduct your analysis and choose a sub-category and company you are most interested in. This project is open-ended in that there is no one right answer.

Project Goals:

Here are the three tasks that you will complete in the final project.

Task 1:
a. Identify the question about the data that you will answer based on your data analysis, and include this in your slide presentation.

  • Your question should include at least one categorical variable (GICS Sector or GICS Sub Industry) and one quantitative variable (one of the financial metrics) and require the use of at least one of the summary statistics.
  • A tab within the Excel spreadsheet that you submit should include the summary statistics [measures of central tendency (e.g., mean, median) and measures of spread (standard deviation and range)] you used to answer your question.
  • Deliverable: Slide presentation, Spreadsheet with tab for Summary statistics
  1. Your slide presentationshould provide at least one visualization to help with your answer.
  • This visualization might be a bar chart, histogram, scatterplot, box-plot or other visual that you learned to make. Include your insights from the measures of center and spread and at least one numeric summary statistic in the description.
  • Deliverable: Slide presentation (includes visualization)

Task 2:

  • Create a dashboard for a Profit and Loss Statement that calculates the Gross Profit, Operating Profit or EBIT for a company selected from a drop-down list.
  • Your drop-down list should pull historical fundamentals data to create the P&L Statement.
  • The P&L statement should include the Gross Profit, Operating Profit or EBIT values for all the years there is historical data available for that company in the dataset.
  • Deliverable: Spreadsheet with tab for Dynamic P&L statement

Task 3:

  • Create a financial model for a company (different from Task 2) of your choice that forecasts out the Gross Profit, Operating Profit or EBIT for two more years using three scenarios (Best case, Weak case and Base case).
  • Your assumptions for revenue growth, gross margin and operating margin should change for each scenario.
  • The forecasting model should be dynamic for the selection of the case (Weak, Base, Strong). However, the forecasting model can be static for the chosen company sticker symbol.
  • Deliverable: Spreadsheet with tab for Forecasting Model

Step One – Get Organized
When you complete your analysis and presentation you’ll want to submit your project. Get organized before you begin. I recommend creating a single folder that will eventually contain:

  • The presentation with the visual and summary
  • The original data set
  • A copy of the spreadsheet workbook you will use to do the analysis for your report that contains at least the following tabs:
    1. Data file
    2. Summary statistics
    3. P&L Statement Dashboard
    4. Forecast scenarios

Step Two – Analyze Your Data
Look through the Tasks described above and select the qualitative variable and quantitative variable you want to focus your analysis on for the various tasks. Then use the .csv file to conduct your data analysis.

Step Three – Create Your Presentation
Once you have finished analyzing the data, create a presentation that shares the visual and summary paragraph. The summary paragraph should clearly communicate your findings based on your analysis, and provide visual or numeric values associated with your summary.

SUBMISSION TEMPLATE

The submission template is a Google Slides file. Make a copy of the submission template to complete your project. We suggest you use the layout provided, though it is not a requirement.

Step Four – Assemble your Worksheet You will need to include the Excel file with the summary statistics, dashboard and financial model scenarios.

Put your presentation and spreadsheet workbook you used to do the analysis in a folder and zip it. Then submit the zipped folder for your project.

Step Five – Check the Rubric
Use the Project Rubric located here. If you see room for improvement, keep working to improve your project.

Step Six – Assemble your folder ready for submission
If you are happy with your submission, then you’re ready to submit your project. Put your presentation and spreadsheet workbook in a folder and zip it. Then submit the zipped folder for your project.