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Homework answers / question archive / Assignment 1: Annual Report Analysis Due Sunday, Midnight of Week 5 (30% of Final Grade) Overview A critical financial accounting skill is the ability to read, analyze, and make actionable decisions from any financial statement
Assignment 1: Annual Report Analysis
Due Sunday, Midnight of Week 5 (30% of Final Grade)
Overview
A critical financial accounting skill is the ability to read, analyze, and make actionable decisions from any financial statement. Business leaders gain valuable information from the annual reports of direct competitors, companies that operate in similar fields, and companies in which they are considering an investment or partnership.
Instructions
You are the CFO of a family owned beauty care manufacturing firm and are looking to partner with a large drug retailer to be the exclusive retailer of your product line. Your CEO has narrowed the field down to two retailers and is requesting your analysis and guidance. She has asked you to do a financial review of recent results from CVS Health Corp (NYSE: CVS) and Rite Aid Corp (NYSE: RAD). You have decided to organize your work into TWO components:
Part A: Financial Analysis Snapshot of key data from the annual reports Part B: Executive Memo and brief Video Presentation of your analysis
Part A: Financial Analysis Snapshot
o Some entries simply require finding the respective line item amounts, while others will require
calculations (these are indicated in in template).
o Note that some historical data and ratios have already been provided in the template.
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class.
Assignment 1
Part B: Executive Memo and Video Presentation
Present a synopsis of your analysis in an executive memo you would feel comfortable turning in to your CEO or to Jack. You may organize the memo as you see fit, but it must follow the principles of good business communication. To support your executive memo, record a brief video presentation highlighting the key points of your findings.
For your executive memo, answer the following questions:
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JWI 530 – Assignment 1 (1214) Page 2 of 5
JWI 530: Financial Management I
Assignment 1
For your video presentation, complete the following tasks:
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1.
2.
Create a PowerPoint deck in support of your financial presentation
Submission Requirements
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class.
JWI 530 – Assignment 1 (1214) Page 3 of 5
JWI 530: Financial Management I
Assignment 1
RUBRIC
30% of Course Grade |
Assignment 1, Parts A and B |
||||
CRITERIA |
Unsatisfactory |
Low Pass |
Pass |
High Pass |
Honors |
1. Accurately complete the Data and Analysis T emplate. Weight: 25% |
Did not submit, or had greater than 30% errors. |
Submission had 30% or fewer errors. |
Submission had 20% or fewer errors. |
Submission had 10% or fewer errors. |
Submission had virtually no errors. |
2. Discuss the profit structure of both organizations’ net income margins. Weight: 15% |
Did not submit, or incorrectly identified and assessed the profit structures of both organizations. |
Partially identified and assessed the profit structure of at least one organization. |
Satisfactorily identified and assessed the profit structures of both organizations; contained minor omissions. |
Excellent analysis of the profit structures of both organizations; no critical omissions. |
Met HP criteria, plus included additional insights and analyses demonstrating additional research and knowledge. |
3. Assess each company’s Inventory management practices. Weight: 15% |
Did not submit, or incorrectly assessed both companies’ Inventory management methods and results. |
Partially assessed at least one company’s Inventory management methods and results. |
Satisfactorily assessed both companies’ Inventory management methods and results; contained minor omissions. |
Excellent assessment of both companies’ Inventory management methods and results; no critical omissions. |
Met HP criteria, plus included additional insights and analyses demonstrating additional research and knowledge. |
4. Identify and assess each company’s cash flow situation and decisions. Weight: 15% |
Did not submit, or incorrectly identified and assessed both companies’ cash flow situation and decisions. |
Partially identified and assessed at least one company’s cash flow situation and decisions. |
Satisfactorily identified and assessed both companies’ cash flow situation and decisions; contained minor omissions. |
Excellent identification and assessment of both companies’ cash flow situations and decisions; no critical omissions. |
Met HP criteria, plus included additional insights and analyses demonstrating additional research and knowledge. |
5. Identify and assess each company’s liquidity status. Weight: 15% |
Did not submit, or incorrectly identified and assessed both companies’ liquidity statuses. |
Partially identified and assessed at least one company’s liquidity status. |
Satisfactorily identified and assessed both companies’ liquidity statuses; contained minor omissions. |
Excellent identification and assessment of both companies’ liquidity statuses; no critical omissions. |
Met HP criteria, plus included additional insights and analyses demonstrating additional research and knowledge. |
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class.
JWI 530 – Assignment 1 (1214) Page 4 of 5
JWI 530: Financial Management I
Assignment 1
6. Demonstrate professional communication and executive presence. Weight: 15% |
Did not submit, or submission was poorly written; PPT deck was missing or was not integrated into presentation; delivery was unfocused or off- topic. |
Delivery and communication met minimum requirements, but lacked executive presence; PPT deck and written work met basic submission requirements; presentation was on-topic, but poorly organized and/or made minimal connections to key topics. |
Delivery and communication were good; made eye contact; voice was dynamic; presenter used appropriate verbal cues, and wore professional attire; PPT deck, written work and presentation material met all submission requirements for content and length. |
Delivery and communication were excellent; written materials, timing, and content were well organized and clear; made excellent choices of where to focus time and energy to cover the most critical elements. |
Met all HP criteria, plus infused the delivery with a style and energy that exemplified executive presence; demonstrated exceptionally strong and engaging interaction with support materials without allowing them to distract from the presentation. |
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class.