Week 2: Financial Statement Analysis

Week 2: Financial Statement AnalysisImagine that you have started taking financial management courses as a step to fulfill your aspiration to become a financial manager. In the first class of your first course, the professor has emphasized regular reading of business articles from business magazines or from the business sections of daily newspapers. You have just started reading your first business article. You are comfortable with the first couple of paragraphs that talk about balance sheets, income statements, cash flows etc. However, things quickly become complicated as the article starts referring to such terms as common size balance sheets, common size income statements, current ratio, return on assets, price-earnings ratio, and DuPont identity. They sound so foreign to you that you wonder, “What on the earth do these terms mean?” You know you need to learn them, but how do you proceed?This week, you explore financial statements in more detail than you did last week. You examine various financial ratios and evaluate them for analyzing financial performances of different companies. Finally, you complete a quiz to assess your knowledge in the content covered this week.Learning ObjectivesStudents will:Analyze financial statements to determine company performanceIdentify concepts of financial management related to financial statementsPhoto Credit: [Daniel Grill]/[None]/Getty ImagesLearning ResourcesRequired ReadingsRoss, S. A., Westerfield, R. W., & Jordan, B. D. (2017). Essentials of corporate finance (9th ed.). New York, NY: McGraw-Hill Irwin.
Chapter 3, “Working with Financial Statements” (pp. 51-84)U.S. Securities and Exchange Commission. (n.d.) Beginners’ guide to financial statements. Retrieved http://www.sec.gov/investor/pubs/begfinstmtguide.h…Document: Financial Statements Template (Excel spreadsheet)Document: Week 2 Assignment Template (Word document)Document: Week 2 Discussion Template (Word document)Discussion: Financial Statement AnalysisAs a financial manager, you will find the skill of being able to analyze financial statements immensely helpful. You will also find that other players in the financial market, such as investors and lenders, also use financial statements analysis to understand the strengths and weaknesses of companies in many areas including profitability, efficiency, and liquidity. In addition, financial statements analysis also allows you to compare companies of different sizes within similar industries.For this Discussion, review the U.S. Securities and Exchange Commission article, “Beginners’ Guide to Financial Statements,” in this week’s Resources. This resource explains the relationship between the various sections of financial statements within an Annual Report and how they are used by organizations both internally and externally. Next, locate financial statements representing different reporting periods from a single business or organization on the Internet or via the Walden Library. You must not use examples from your assigned readings. You may choose to use the company you are focusing on for your Final Paper.By Day 3Post a 150- to 200-word financial statement from the company you have selected, addressing either a positive or a negative financial change for the organization. Explain how the specific financial statement you chose can help to identify trends for the organization that would be useful for its shareholders.Be sure to support your work with specific citations from the Learning Resources and any additional sources.Read a selection of your colleagues’ postings.By Day 6Response to two or moreof your colleagues’ postings in one or more of the following ways:Ask a probing question.Share an insight from having read your colleague’s posting.Offer and support an opinion.Validate an idea with your own experience.Make a suggestion.Expand on your colleague’s posting.Return to this Discussion in a few days to read the responses to your initial posting. Note what you learned and the insights you gained as a result of your colleagues’ comments.Note: Refer to the Discussion Template in this week’s Learning Resources for your main post and response.Submission and Grading InformationGrading CriteriaTo access your rubric:Week 2 Discussion RubricPost by Day 3 and Respond by Day 6To participate in this Discussion:Week 2 DiscussionAssignment: Case AnalysisAs a manager, you will usually not prepare financial statements. Your expertise will, instead, be valuable in reading, analyzing, and interpreting them. However, as a learner, preparing such statements will help you to understand them in better detail.For this Assignment, read the chapter case study “Cash Flows and Financial Statements at Sunset Boards, Inc.” at the end of Chapter 2 of your course text. The case deals with cash flows and financial statements at Sunset Boards, Inc.By Day 7Submit all of the following:Part 1:Prepare the following financial statements using the Financial Statements Template in this week’s Learning Resources:An income statement for 2015 and 2016A balance sheet for 2015 and 2016Operating cash flow for each year (Ross et al., 2014)Part 2:Write a 250-word paper using the Assignment Template in this week’s Learning Resources that addresses the following questions:How would you best describe Sunset Boards’ cash flows for 2014? Write a brief discussion.In light of your discussion in the previous question, what do you think about Tad’s expansion plans?Submission and Grading InformationTo submit your completed Assignment for review and grading, do the following:Please save your Assignment using the naming convention “WK2Assgn+last name+first initial.(extension)” as the name.Click the Week 2 Assignment Rubric to review the Grading Criteria for the Assignment.Click the Week 2 Assignment Part 1 and Week 2 Assignment Part 2 link. You will also be able to “View Rubric” for grading criteria from this area.Next, from the Attach File area, click on the Browse My Computer button. Find the document you saved as “WK2Assgn+last name+first initial.(extension)” and click Open.If applicable: From the Plagiarism Tools area, click the checkbox for I agree to submit my paper(s) to the Global Reference Database.Click on the Submit button to complete your submission.Grading CriteriaTo access your rubric:Week 2 Assignment RubricCheck Your Assignment Draft for AuthenticityTo check your Assignment draft for authenticity:Submit your Week 2 Assignment draft and review the originality report.Submit Your Assignment by Day 7To submit your Assignment:Week 2 AssignmentWeek 2 QuizWelcome to the Week 2 Quiz.There is no time limit to complete the Quiz. It is made up of 10 multiple-choice questions, and is worth 50 points. It covers Chapter 3 of the course text.You can take the quiz multiple times.By Day 7Complete the quiz of this week.Submission and Grading InformationSubmit Your Quiz by Day 7To submit your Quiz:Week 2 Quiz
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Week 2 Assignment: Case Analysis Part 2
Name:
Date:
Course Number and Title:
Walden University
Part 2:
Write a 250-word paper that addresses the following questions:
•
•
How would you best describe Sunset Boards’ cash flows for 2015 and 2016?
Write a brief discussion.
In light of your discussion in the previous question, what do you think about Tad’s
expansion plans?
Below are three UNRELATED EXAMPLES of how to cite within a paragraph in
APA format. You need to cite resources in your Assignment to support and justify
your thinking:
Haag and Cummings (2003) base their information on their experience and concepts of
IT at the time, and…
The authors base their information on their experience and concepts of IT at the time,
and… (Haag & Cummings, 2003).
The authors base their information on their experience and concepts of IT at the time.
They stated that “…IT is the most important aspect that needs attention by upper
management” (Haag & Cummings, 2003, p. 89).
Do not forget to include your references in APA format. You will need to write the
references to any resources that you cite in your Assignment. Below are
examples of references, including your course texts.
References
Ross, S. A., Westerfield, R. W., & Jordan, B. D. (2012). Essentials of corporate finance.
New York, NY: McGraw-Hill/Irwin.
Below are UNRELATED REFERENCES from a journal, a newspaper, and Web site.
These references are only intended to illustrate correct APA formatting:
Ismail, A., Mohamad, M. H., Mohamed, H. A.–B., Rafiuddin, N. M., & Zhen, K. W. P.
(2010). Transformational and transactional leadership styles as a predictor of
individual outcomes. Theoretical and Applied Economics, 17(6), 89–104.
Porter, E. (2014, May 13). The politics of income inequality. The New York Times.
Retrieved from http://www.nytimes.com/2014/05/14/business/economy/thepolitics-of-incomeinequality.html?module=Search&mabReward=relbias%3Ar%2C%7B%222%22%
3A%22RI%3A18%22%7D
Walmart. (n.d.) Our business. Retrieved from: http://corporate.walmart.com/ourstory/our-business/
Week 2 Discussion: Financial Statement Analysis
Post by Day 3, a 150- to 200-word financial statement from the company you have
selected, addressing either a positive or a negative financial change for the
organization.
Explain how the specific financial statement you chose can help to identify trends for the
organization that would be useful for its shareholders.
Below are three UNRELATED EXAMPLES of how to cite within a paragraph in
APA format. You need to cite resources in your discussion post to support and
justify your thinking:
Haag and Cummings (2003) base their information on their experience and concepts of
IT at the time, and…
The authors base their information on their experience and concepts of IT at the time,
and… (Haag & Cummings, 2003).
The authors base their information on their experience and concepts of IT at the time.
They stated that “…IT is the most important aspect that needs attention by upper
management” (Haag & Cummings, 2003, p. 89).
Now, draft your response of at least 150–200 words below:
After you have finished addressing all elements of the Discussion prompt, do not
forget to include your references in APA format. You will need to write the
references to any resources that you cite in your Discussion Response. Below
are examples of references, including your course texts. When complete, please
copy and paste your response in the appropriate thread in the Discussion Forum.
References
Ross, S. A., Westerfield, R. W., & Jordan, B. D. (2012). Essentials of corporate finance.
New York, NY: McGraw-Hill/Irwin.
Below are UNRELATED REFERENCES from a journal, a newspaper, and Web site.
These references are only intended to illustrate correct APA formatting:
Ismail, A., Mohamad, M. H., Mohamed, H. A.–B., Rafiuddin, N. M., & Zhen, K. W. P.
(2010). Transformational and transactional leadership styles as a predictor of
individual outcomes. Theoretical and Applied Economics, 17(6), 89–104.
Porter, E. (2014, May 13). The politics of income inequality. The New York Times.
Retrieved from http://www.nytimes.com/2014/05/14/business/economy/thepolitics-of-incomeinequality.html?module=Search&mabReward=relbias%3Ar%2C%7B%222%22%
3A%22RI%3A18%22%7D
Walmart. (n.d.) Our business. Retrieved from: http://corporate.walmart.com/ourstory/our-business/
Week 2 Financial Statements Template
Income statement
2015
Sales
Net Income
Balance sheet as of Dec. 31, 2015
Cash
Total Assets
Balance sheet as of Dec. 31, 2016
Total Assets
Operating Cash Flow for 2015 =
Operating Cash Flow for 2016 =
tatements Template
2016
heet as of Dec. 31, 2015
Total Liabilities & Equity
heet as of Dec. 31, 2016
Total Liabilities & Equity

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