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Homework answers / question archive / BUS-A 202 ANNUAL REPORT PROJECT INSTRUCTIONS PART 4 SCENARIO: For the final part of the project, you will instruct your employees to compile each section into one PDF and provide in-depth analyses for the required sections outlined for them

BUS-A 202 ANNUAL REPORT PROJECT INSTRUCTIONS PART 4 SCENARIO: For the final part of the project, you will instruct your employees to compile each section into one PDF and provide in-depth analyses for the required sections outlined for them

Accounting

BUS-A 202 ANNUAL REPORT PROJECT INSTRUCTIONS PART 4

SCENARIO: For the final part of the project, you will instruct your employees to compile each section into one PDF and provide in-depth analyses for the required sections outlined for them.

 

Part 4 – 100 points

In Part 1 you selected a company and gathered the required financial statements. In Part 2 you performed a trend analysis on the company’s Income Statements and Balance Sheets. In Part 3 you calculated and explained several ratios that are used to analyze the financial performance and health of a company. In Part 4 you will put everything together and write a professional report detailing the company and your assessment of its financial health. Your final submission must include the two-trend analysis and the seven financial statements you gathered in previous parts as an appendix to the report.

 

The final submission must be a pdf file using the following name:

 

Annual Report Project_YOUR LAST NAME_YOUR FIRST NAME_FINAL.pdf (CAPS matter) The report should consist of 8 to 15 about double­spaced pages (not including the Appendix) using APA citations (there are a lot of APA resources in the modules area) and organized according to the following outline:

 

  1. Table of Contents
    1. Your final report must include a properly formatted Table of Contents. Table of Contents should contain each of the required items and their page number. Use Word to do this with the built in Table of Contents tool.
  2. Introduction
    1. Name of the company.
    2. Description of the company’s principal products.
    3. Top competitors of the company
    4. The company’s main geographic area of activity.
    5. History of the company.
    6. Any significant things that have happened in the past to the company, such as restructure, bailouts, bankruptcy, going public, etc.
    7. A general layout of what the paper is about to present.
      1. You MUST have citation  s and good sources for all your introduction information.
  3. Summary of the company’s financial statements
    1. Income Statement
      1. What have the company’s sales and net income been for the past three years? What does management say about the trend? (Hint: Look at the Management Discussion and Analysis section of the company’s 10­K filings.)
      2. Does anything in the Income Statements appear to have a large one­time effect of a particular year’s income? If so, research and explain why? (Hint: Look for any Discontinued Operations and/or Extraordinary Gains and Losses sections on the Income Statement.)
      3. Feel free to insert charts and graphs to highlight the points you make, ensure they are labeled and cited.
      4. Research the things you find in scholarly sources to find explanations.
      5. Do NOT simply restate numbers or math, assume your reader can gather required information.
    2. Balance Sheet
  1. Has the company’s stockholders’ equity increased over the last three years? Has the company’s stock price increased over the last three years? (Hint: You can find the company’s historical stock prices using either the Google Finance or Yahoo Finance search engine.)
  2. Has the company increased (or decreased) its assets in the last three years? If so are these short­term or long­term assets? If the company’s long­term assets have changed substantially what might this mean? Does management address this in the company’s 10­K filings?
  3. What are the company’s liabilities? Have these increased (or decreased) substantially in the last three years? Why might this have happened? Does management address this in the 10­Ks?
  4. Feel free to insert charts and graphs to highlight the points you make.
  5. Research the things you find in scholarly sources to find explanations.
  6. Do NOT simply restate numbers or math, assume your reader can gather required information.
  1. Statement of Cash Flows
    1. Do cash flows from operating activities exceed net income for each of the last three years? What does this mean? Is the trend good, bad, or indifferent?
    2. How have cash flows from investing activities changed in the last three years? What does this mean?
    3. How have cash flows from financing activities changed in the last three years? What does this mean?
    4. Research the things you find in scholarly sources to find explanations.
    5. Do NOT simply restate numbers or math, assume your reader can gather required information.
  1. Trend Analysis
    1. Using the trend analysis calculated in Part 2, draw some conclusions about the company’s business. From the trend analysis, report on the significant trends that are happening in the company. Research these trends to discover more information. Does this bode well for the future financial performance of the company? Do not simply restate numbers and math. Include outside sources. Include your trend analysis in the Appendix, reference it so readers can go and read it. Look at the top 5 highs or lows and write about them if you are stuck and cannot figure out where to start.
  2. Ratio Analysis
    1. This part of the report should be the ratio analysis you did in Part 3 of the project with any changes you made after submitting Part 3. Do not modify or condense, cut and paste into your project in its entirety. You MUST correct the mistakes that were noted on the grading.
  3. Conclusion
    1. Based on your analysis d raw some conclusions regarding the company. Is its value increasing or decreasing? Why? Does it appear that management has good control over the company’s operations? On what basis are you drawing this conclusion? Do you think this company would be a good one in which to invest? Why? Include something from all parts of your paper, include sources, be thorough.
  4. Appendix
    1. Include all the financial statements from Part 1 into your appendix. If errors were noted when then were graded, correct them prior to inserting.
    2. Include the trend analysis from your income statement and balance sheet from Part 2 in your appendix. If errors were noted when they were graded, correct them prior to inserting.

Rubric Help: Paper APA, in text citations, Reference list, good introduction, introduction has statement explaining the paper, all three financial statements analyzed with outside sources, in depth writing on your trend analysis, outside sources used, focus on the how and why things happened, do not restate numbers or math, write good conclusion, include everything in the appendix, spell check, grammar check, have the writing center check your paper.

 

Extra Credit – 10 points

The IU East Writing Center can help you improve your grade on this project by checking your format (including your APA citations and Reference List), grammar, and spelling. To encourage your use of the Writing Center you will receive 10 bonus points for submitting your paper to the IU East Writing Center for their review. Make sure to let them know that the in­text citations and end­of­paper Reference List must be in APA format. Proof of assistance from the Writing Center must be received to earn these points. The Writing Center will notify the instructor automatically, just be sure to give them the instructor’s name, course number, and section number. If you are as student at another campus and go on­campus to your writing center you must specifically ask them to notify your instructor and provide the required information. You can do everything online: http://www.iue.edu/hss/writingcenter/

 

RUBRIC

Each part of this project is graded on a rubric.  For part three, there are ten components worth a total of 100 points.  The criteria for receiving the maximum points are:

  1. Following instructions – Students followed all instructions (10 points).
  2. Professionalism – Paper was well written with a logical flow and no grammar or spelling errors (10 points)
  3. APA – Paper was properly APA formatted, had proper APA citations, and a properly formatted Reference List (10 points).
  4. Table of Contents – Table of Contents contained all important information and was properly formatted (10 points).
  5. Introduction – Excellent introduction with all required information and layout of the paper (10 points).
  6. Summary of financials – Excellent summary of all three financials, included outside sources, and does not include restatement of numbers or math (10 points).
  7. Trend analysis – Excellent analysis of both the Income Statement and Balance Sheet, using outside sources to support thoughts (10 points).
  8. Ratio Analysis – Excellent analysis, all calculations correct, all ratios correct, and outside sources used. All corrections made from previous grading (10 points).
  9. Conclusions – Excellent conclusion (10 points).
  10. Appendix – Appendix included with all required information (10 points).

 

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