Reference no: EM132400960

Project - Financial Statement Analysis Project

Introduction: This project is designed to assess your ability to research corporate data, analyze and interpret financial statements and make a presentation to your boss and colleagues.

The project provides opportunities for you to further develop the following competencies:

Graduate School Core Competencies:

1. Communication

2. Critical thinking

Accounting Competencies:

3. Measurement, analysis, and interpretation

4. Reporting

5. Research

6. Technology and tools

Business Competencies:

7. Global and industry perspective

Professional Competencies:

8. Professional behavior

Steps to Completion:

Step 1: Select two companies to analyze

Select any pair of companies found in the Project 3 Fortune 500 Paired Companies List (Excel). Post your selection in the Subject Line of the Week 8 discussion topic. Each paired-company can only be selected by one student. Before making your selection, check the discussion to learn which paired-companies have already been selected by a colleague, and therefore no longer an option for you.

Step 2: Conduct research

Click Edgar to search for the SEC filings of your chosen retail ¬¬paired corporations. Download and review the SEC Forms 10-K for the most recent year.

If you are unfamiliar with the corporations you selected, learn more about each company by reading Part I of its SEC Form 10-K. To learn more about the corporations, the following resources will be helpful:

UMUC Library: Research Guide for Business and Management: Resources

Browse all databases in this guide to find the most relevant resources

Academic journals

ABI/Inform is the best starting point

Federal government Websites

Big 4 Accounting firm articles published within the last 3 years

Step 3: Using technology and tools to measure, analyze, and interpret

In Excel:

1. Perform a horizontal analysis of the Balance Sheet and Income Statement for the most recent 2 years in Excel using formulas. Reference different sheets in your formulas when necessary.

2. Perform a vertical analysis of the Balance Sheet and Income Statement for the most recent 2 years in Excel using formulas. Reference different sheets in your formulas when necessary.

3. Perform ratio analyses using 20 ratios for each corporation using formulas in each cell that contains an answer. Reference different sheets in your formulas when necessary.

4. Compare the horizontal analysis, vertical analysis, financial ratio analysis of both corporations and the industry averages to detect trends and outliers, if any.

Milestone 1: Optional opportunity to receive feedback in advance of submitting your final version for a grade. Submit your excel file in the Assignment folder for Milestone 1.

Step 4: Reporting, communication, critical thinking, and professional behavior

Reporting -

Prepare one Excel file with multiple sheets labeled as follows:

Communication -

Prepare a Power Point presentation that includes the following:

Graphs, tables, and other data visualization tools to explain your findings

A summary side-by-side comparison of the two corporations and the industry averages completed in step 8 above

Speaker's notes must be placed under each slide. Use the speaker's notes to create either a/an:

- Audio-enhanced PPT presentation with accurate transcription (or accurate Closed Captioning) that you will present to your boss and colleagues,

- Video of yourself presenting the content of your slide to your boss (professor) and colleagues (classmates).

Your recommendations to improve profitability in Company A and B.

Critical thinking and communication -

A Word document summarizing your analyses and recommendations for both Corporation A and B.

Approximately a 3-4-page report, (not including the cover sheet and reference list) in APA format.

Attachment:- Financial Statement Analysis Project Files.rar