Tag: financial

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Current state of the financial health of the company

Using the analytical tools each of you will learn, each student will prepare an analysis of a public company. The company will be evaluated from the perspective of both fixed income securities (e.g., would you buy the bonds in the medium to long-term?) and equity securities (e.g., would you buy or sell the stock in the medium to long-term?).

Approaches to the analysis should include:

ü Current state of the financial health of the company

ü Trends in the financial health over recent years and potentially into the future

ü Comparison of the subject company with competitors and/or industry sector

ü Analysis of the subject company’s industry sector

o Relative strengths or weaknesses

o Factors affecting the industry such as product, technical innovation, regulation, economic cycles, etc.

ü Assessing the company’s position within the industry context

o Is it a leader?

o Does it have a clear advantage vis a vis other industry participants?

o Is it subject to extreme competition or pricing pressure?

The company chosen is at your discretion, but should not be so complex or one for which the information is not readily available that makes it more difficult than necessary. Students should pick a subject company outside his/her usual frame of reference. For example, if a student is employed in the technology sector, he/she should choose a company in another industry, such as food. In my experience, retail companies make the best selection.

The company paper analysis should not exceed 8 to 10 pages, double spaced using font 12 or 14. The page limit does not include the cover page and exhibits. Please number each page

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Impact of Gramm-Leach-Bliley Act on Financial industry

Please include these references.

1.Grant, Joseph Karl. Albany Law Review. 2010, Vol. 73 Issue 2, p371-420. 50p.

2.  

Cuaresma, Jolina C. Berkeley Technology Law Journal. Annual Review 2002, Vol. 17 Issue 1, p497. 21p.

3.  

Hodges, Sarah. Information & Communications Technology Law. Mar2013, Vol. 22 Issue 1, p60-85. 26p. DOI: 10.1080/13600834.2013.785177.

4.  

Shull, Bernard. Antitrust Bulletin. Spring2002, Vol. 47 Issue 1, p25. 37p. DOI: 10.1177/0003603X0204700102.

5.  

Holyoke, Thomas T. Review of Policy Research. Winter2002, Vol. 19 Issue 4, p95. 25p. 4 Graphs. DOI: 10.1111/j.1541-1338.2002.tb00334.x.

6.  

GARRISON, LORETTA; HASTAK, MANOJ; HOGARTH, JEANNE M.; KLEIMANN, SUSAN; LEVY, ALAN S. Journal of Consumer Affairs. Summer2012, Vol. 46 Issue 2, p204-234. 31p. 1 Diagram, 9 Charts. DOI: 10.1111/j.1745-6606.2012.01226.x.

7.  

PERETTI, KIM; ABBAS, NAMEIR. Antitrust Magazine. Summer2017, Vol. 31 Issue 3, p56-59. 4p

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Record financial data that accurately captures business transactions according to accepted accounting principles

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Use financial statements in order to evaluate the efficiency and effectiveness of an organization.

The following programmatic competencies:

3.1: Use financial statements in order to evaluate the efficiency and effectiveness of an organization.

5.3: Evaluate budgeting and accounting reports to determine the financial strength of an organization or financial proposal.

The purpose of this assignment is to analyze an annual SEC report in order to evaluate the financial strength, efficiency, and effectiveness of an organization. Visit the Company Filings search page of the U.S. Securities and Exchange Commission’s EDGAR database website (SEC.gov), located in the Topic Materials. Search publicly traded companies and choose one to use for this project. Submit your selected company to the instructor for approval. Locate the company’s most recent annual report (10K) and download it.

Read and analyze the “Management Discussions and Analysis of Financial Condition and Results of Operations” and “Financial Statements and Supplementary Data” sections of your selected company’s annual report. Based on the information found, calculate the relevant ratios and write a 500-750 word analysis providing an assessment of the following with a determination of whether your company of choice is favorable or unfavorable:

  1. Liquidity
  2. Effectiveness
  3. Leverage
  4. Profitability

Conclude with an evaluation of the overall financial strength, efficiency, and effectiveness of the organization based on your findings. 

Categories
Writers Solution

Use financial statements in order to evaluate the efficiency and effectiveness of an organization.

The following programmatic competencies:

3.1: Use financial statements in order to evaluate the efficiency and effectiveness of an organization.

5.3: Evaluate budgeting and accounting reports to determine the financial strength of an organization or financial proposal.

The purpose of this assignment is to analyze an annual SEC report in order to evaluate the financial strength, efficiency, and effectiveness of an organization. Visit the Company Filings search page of the U.S. Securities and Exchange Commission’s EDGAR database website (SEC.gov), located in the Topic Materials. Search publicly traded companies and choose one to use for this project. Submit your selected company to the instructor for approval. Locate the company’s most recent annual report (10K) and download it.

Read and analyze the “Management Discussions and Analysis of Financial Condition and Results of Operations” and “Financial Statements and Supplementary Data” sections of your selected company’s annual report. Based on the information found, calculate the relevant ratios and write a 500-750 word analysis providing an assessment of the following with a determination of whether your company of choice is favorable or unfavorable:

  1. Liquidity
  2. Effectiveness
  3. Leverage
  4. Profitability

Conclude with an evaluation of the overall financial strength, efficiency, and effectiveness of the organization based on your findings. 

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Writers Solution

Effective financial reporting depends on sound ethical behavior.

Effective financial reporting depends on sound ethical behavior. Financial scandals in accounting and the businesses world have resulted in legislation to ensure adequate disclosures and honesty and integrity in financial reporting. A sound economy is contingent on truthful and reliable financial reporting.

Instructions:

  • Read the following scenario.
  • Answer the questions that follow. This will be a 2-3 page submission in a question and answer format (also in paragraph form). An introduction and conclusion is not required.
  • Refer back to your textbook for guidance on how to think through the scenario.

You have been recently hired as an assistant controller for XYZ Industries, a large, publically held manufacturing company. Your immediate supervisor is the controller who also reports directly to the VP of Finance. The controller has assigned you the task of preparing the year-end adjusting entries.  In the receivables area, you have prepared an aging accounts receivable and have applied historical percentages to the balances of each of the age categories.  The analysis indicates that an appropriate estimated balance for the allowance for uncollectible accounts is $180,000.  The existing balance in the allowance account prior to any adjusting entry is a $20,000 credit balance.

After showing your analysis to the controller, he tells you to change the aging category of a large account from over 120 days to current status and to prepare a new invoice to the customer with a revised date that agrees with the new category.  This will change the required allowance for uncollectible accounts from $180,000 to $135,000. Tactfully, you ask the controller for an explanation for the change and he tells you “We need the extra income, the bottom line is too low.”

Required:

In a 2-3 page paper, discuss the following:

  1. Consider what you have learned relative to ethics and financial reporting. What is the rationale for the calculations/process used to estimate the $180,000 uncollectible allowance?
  2. How do you think the misstatement of funds will impact the income statement and balance sheet?
  3. What is the ethical dilemma you face? What are the ethical considerations? Consider your options and responsibilities as assistant controller.
  4. Identify the key internal and external stakeholders. What are the negative impacts that can happen if you do not follow the instructions of your supervisor?
  5. What are the potential consequences if you do comply with your supervisor’s instructions? Who will be negatively impacted?

Additional Requirements:

  • Use at least one (1) quality academic resource (in addition to your textbook) for this assignment. Note: Wikipedia and similar websites do not qualify as academic resources. You have access to Strayer University’s Online Library at https://research.strayer.edu and the iCampus University Library Research page at https://icampus.strayer.edu/library/research.

Your assignment must follow these formatting requirements:

  • Your paper should be double spaced (Arial or Times Roman 12 pt font) and follow general Strayer Writing Standards (SWS) as they relate to references and citations. Please take a moment to review the SWS documentation for details (more information and an example is included in the Strayer Writing Standards menu link located in your Blackboard).
  • Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.