FIN 320 Final Project Financial Analysis Report - Essayeco (2024)

Table of Contents

FIN 320 Final Project Financial Analysis Report

In this project, you will demonstrate your mastery of the following competencies:

Analyze financial and investment decisions that add value to the organization
Analyze financing options to maximize investor value
Overview
This assignment is the last in the sequence that includes Final Project Milestones One and Two. In Milestone One, you introduced the business you chose. You examined its financial statements and financial health and reported its financial values. In Milestone Two, you made calculations based on the information found using Mergent Online about your company and compared the totals with those of one year ago. You then used those figures to decide whether short-term financing was needed to improve your company’s financial health.

In this final stage of your Final Project, you will use the information you’ve accumulated thus far and make decisions on whether any or all of the following are appropriate directions for your company. Review the assumptions about this company located in the Final Project Financial Assumptions document.

Note: All documents and resources that are needed to complete this assignment are linked in the What to Submit and Supporting Materials sections.

Scenario
The CFO of your company has asked for your support in preparing a report for the business’s board of directors. Many of the board members are new, and some of them have little background in finance. With this in mind, you will need to write a report that all board members can easily understand.

Directions
Specifically, you must address the following rubric criteria:

Financial Analysis: In prior assignments, you calculated some of the financial formulas using quarterly financial statements from your chosen business and the Final Project Financial Formulas worksheet. For the financial analysis, edit prior work based on feedback and include it in this final project.
Financial Calculations: Accurately calculate financial formulas to figure out the business’s current financial health. You must calculate the following:
Working capital
Current ratio
Debt ratio
Earnings per share
Price and earnings ratio
Total asset turnover ratio
Financial leverage
Net profit margin
Return on assets
Return on equity
Working Capital Management: Explain the impact of working capital management on a typical business’s operations. Provide examples to support your claims.
Why is it important for a business in general to carefully manage its working capital?
Financing: Explain the options available for a company in general to finance its operations and expansion.
Short-Term Financing: Explain how potential short-term financing sources could help any business raise funds for improving its financial health.
Bond Investment: Discuss the risks and benefits of any business investing in a corporate bond. Include the necessary ethical factors, appropriate calculations, and examples to support your analysis.
Capital Equipment: Discuss the risks and benefits of any business investing in capital equipment. Include the necessary ethical factors, appropriate calculations, and examples to support your analysis.
Capital Lease: Discuss the risks and benefits of any business investing in a capital lease, including leasing substantive physical assets like buildings. Include the necessary ethical factors, appropriate calculations, and examples to support your analysis.
Financial Evaluation: In this step, you will use the knowledge you’ve accumulated thus far and make decisions on whether any or all of the following are appropriate directions for your chosen company. Assume that the situations located in the Final Project Financial Assumptions document are true of your chosen company. For each of the options below, include the necessary ethical factors, appropriate calculations, and examples from previous milestones to support your analysis. Based on your company’s financial health, you should consider:
Bond Investment: Determine if the bond investment is a good financing option for your chosen business’s financial health. Use your financial analysis and other financial information to support your claims.
Capital Equipment: Determine if the capital equipment investment is a good financing option for your chosen business’s financial health. Use your financial analysis and other financial information to support your claims.
Capital Lease: Determine if the capital lease investment is a good financing option for your chosen business’s financial health. Use your financial analysis and other financial information to support your claims.
Future Financial Considerations: Describe your chosen business’s likely future financial performance. Base your description on the business’s current financial well-being and risk levels. This time, do not consider the assumptions in the Final Project Financial Assumptions document. Use your chosen company’s most current financial information to support your claims.
Milestones

Get your paper done by professional writers. Our experts can handle every subject

Order Original Paper

  • From 3 hours
  • 134 writers online
  • 100% plagiarism free

Improve your writing with our guides and samples

  • All Posts, Sociology, Study Questions
Introduction to Sociology (SOC-1010-OL011): Modernization Theory and Dependency Theory

  • All Posts, English, Study Questions
Image (Cause Print Ad) Analysis Assignment Sheet

  • All Posts, History, Study Questions
HIST 102: First Critical Essay #1

Get 15% off your first order with Essay Eco

Connect with a professional writer within minutes by placing your first order. No matter the subject, difficulty, academic level or document type, our writers have the skills to complete it.

FIN 320 Final Project Financial Analysis Report - Essayeco (4)

About

FIN 320 Final Project Financial Analysis Report - Essayeco (5)

  • support@essayeco.com
  • +1323-530-2188

FIN 320 Final Project Financial Analysis Report - Essayeco (6)

FIN 320 Final Project Financial Analysis Report - Essayeco (7)

Disclaimer
  • About Us
  • Blog
  • FAQ's
  • Pricing
  • Order Now
  • Reviews
  • Contact us
  • Sitemap
  • Privacy Policy
  • Refund Policy
  • Revision Policy
  • Cookie Policy
  • Why Choose Us
  • Terms & conditions
  • Guarantee

Services
  • Do My Homework
  • Buy Assignment
  • Essay Writing
  • Case Study
  • Research Paper
  • University Assignment
  • HND Assignment
  • BTEC Assignment
  • Nursing Assignment
  • MBA Assignment
  • Law Assignment
  • CIPD Assignment
  • Business Assignment
  • PHD Writing
  • Academic Writing
  • Open university

Services

  • Personal Statement
  • Do My Assignment
  • Write My Essay
  • College Assignment
  • Write My Dissertation
  • Literature Review
  • Proofreading
  • Thesis Writers
  • HR Assignment Help
  • Term Paper Writing

© 2024 EssayEco.com. All Right Reserved

FIN 320 Final Project Financial Analysis Report - Essayeco (2024)

FAQs

How to conclude financial statement analysis? ›

By the end of a financial analysis, readers must be able to answer the two following questions that served as the starting point for their investigations: Is the company solvent? Will it be able to repay all its creditors in full? Is the company creating any value for its shareholders?

How is the analysis of financial statements important for project evaluation? ›

There is a huge significance of these statements in business as it tells us the complete record of projects, budgets, and all other finance-related transactions. With this information, we can determine the profitability of the entity and also conclude whether the given entity is investable or not.

What is an example of financial statement analysis? ›

What is an example of financial statement analysis? An analyst may first look at a number of ratios on a company's income statement to determine how efficiently it generates profits and shareholder value. For instance, gross profit margin will show the difference between revenues and the cost of goods sold.

What is an example of an analysis report? ›

What are two examples of analytical reports? Two examples of analytical reports would be a report on investigating business opportunities and report on problem solving. An example of investigating a business opportunity would be if a company did a report on expanding their product into an additional market.

What is the summary of financial statement analysis? ›

Financial analysis is the process of identifying the financial strengths and weaknesses of the firm by properly establishing relationships between the various items of the balance sheet and the statement of profit and loss.

How do you complete a financial statement analysis? ›

There are generally six steps to developing an effective analysis of financial statements.
  1. Identify the industry economic characteristics. ...
  2. Identify company strategies. ...
  3. Assess the quality of the firm's financial statements. ...
  4. Analyze current profitability and risk. ...
  5. Prepare forecasted financial statements. ...
  6. Value the firm.
Mar 9, 2018

What are the 5 methods of financial statement analysis? ›

There are five commonplace approaches to financial statement analysis: horizontal analysis, vertical analysis, ratio analysis, trend analysis and cost-volume profit analysis.

What is the purpose of financial analysis of a project? ›

Objectives of financial analysis

Financial analysis helps to assess your enterprise's financial performance, make informed decisions, identify strengths and weaknesses, plan for the future, communicate effectively with stakeholders, and ensure compliance with regulations.

What is the most important part of the financial statement analysis? ›

Typically considered the most important of the financial statements, an income statement shows how much money a company made and spent over a specific period of time.

What is an example of a financial performance analysis? ›

One example of a financial analysis would be if a financial analyst calculated your company's profitability ratios, which assess your company's ability to make money, and leverage ratios, which measure your company's ability to pay off its debts.

How to write a financial analysis report? ›

How to conduct a financial analysis report
  1. Gather financial statement information. To begin conducting your financial analysis report, you must collect data. ...
  2. Calculate ratios. ...
  3. Conduct a risk assessment. ...
  4. Determine the value of your business. ...
  5. Company overview. ...
  6. Investment. ...
  7. Valuation. ...
  8. Risk analysis.
Oct 26, 2022

What are the three basic requirements of financial analysis? ›

The income statement, balance sheet, and statement of cash flows are required financial statements. These three statements are informative tools that traders can use to analyze a company's financial strength and provide a quick picture of a company's financial health and underlying value.

What is financial analysis in one sentence? ›

Financial analysis is used to evaluate economic trends, set financial policy, build long-term plans for business activity, and identify projects or companies for investment. This is done through the synthesis of financial numbers and data.

What is an example of a financial analyst report? ›

6 Types of Financial Reports Every FP&A Team Should Be Using
  • Budget vs. Actual Reports. ...
  • Cash Flow Forecasting Reports. Cash flow forecasts predict the future financial liquidity and cash collection of a business over a specific period of time. ...
  • Operational Review Reports. ...
  • Balance Sheet. ...
  • Income Statement. ...
  • Cash Flow Statement.

How do you format an analysis report? ›

How to Write a Data Analysis Report? 9 Simple Steps
  1. Start with an Outline.
  2. Make a Selection of Vital KPIs.
  3. Pick the Right Charts for Appealing Design.
  4. Use a Narrative.
  5. Organize the Information.
  6. Include a Summary.
  7. Careful with Your Recommendations.
  8. Double-Check Everything.
Nov 30, 2023

Which is an example of a financial report? ›

An example of financial reporting would be a company's annual report, which typically includes the balance sheet, income statement, and cash flow statement. The report may be released to the public, regulators, and/or creditors.

What are the six key components of a financial statement analysis report? ›

The major elements of the financial statements (i.e., assets, liabilities, fund balance/net assets, revenues, expenditures, and expenses) are discussed below, including the proper accounting treatments and disclosure requirements.

Top Articles
Latest Posts
Article information

Author: Gov. Deandrea McKenzie

Last Updated:

Views: 6190

Rating: 4.6 / 5 (66 voted)

Reviews: 89% of readers found this page helpful

Author information

Name: Gov. Deandrea McKenzie

Birthday: 2001-01-17

Address: Suite 769 2454 Marsha Coves, Debbieton, MS 95002

Phone: +813077629322

Job: Real-Estate Executive

Hobby: Archery, Metal detecting, Kitesurfing, Genealogy, Kitesurfing, Calligraphy, Roller skating

Introduction: My name is Gov. Deandrea McKenzie, I am a spotless, clean, glamorous, sparkling, adventurous, nice, brainy person who loves writing and wants to share my knowledge and understanding with you.