Provide a brief overview of the organisation

Assignment Help Financial Accounting

Reference no: EM132291372 , Length: word count:2500

Accounting for Managers Assignment - Financial Reporting and Analysis

REQUIRED - An investor is keen to buy shares in Tassal Group Limited and has asked you to investigate the organisation. You will advise her on the potential investment, basing this information on your analysis and interpretation of the financial statements contained within the last three available end of year Annual Reports and any other information that you deem important in her decision-making.

Provide a full formal written report, making sure you use the following CHECKLIST POINTS:

1. Provide a brief overview of the organisation and its operations. Use information from sources outside of the Annual Report (approximately 200 words).

2. Identify, explain, and critically evaluate the organisation's social and environmental impact, any issues of ethics and/or corporate governance (approximately 900 words).

3. Calculate and present the results of your financial statement ratio analysis for the organisation using the ratios in Table 1:

Use your own table to present a summary of the results of your analysis (for 3 years). Do not show the detail of your calculations in your table (refer to Point 4).
Use the ratio formulas provided on page 324-326 of your text (Hancock et al 2015) for your calculations.

4. Create an appendix to show the details of the ratio calculations, the formulas and data used to complete the financial statement ratio analysis. This may be an Excel worksheet but is not limited to that format.

5. Explain how each of the ratios helps an investor in their decision-making. In other words, define and explain the ratios as you present your answers. This section must be referenced by more than one source of information (approximately 200 words).

6. Analyse and critically evaluate the financial performance, performance and cashflow of the organisation using your financial statement ratios (approximately 1200 words).

7. Use correct in-text referencing and provide a Reference List in accordance with the Harvard Referencing System.

Table 1 Ratios used in your financial statement analysis

Profitability	Net profit margin
	Return on assets
	Return of ordinary shareholders' equity

Efficiency	Accounts receivable turnover
	Inventory turnover

Short-term solvency	Current ratio
	Quick ratio
	Cash Flow from operations to current liabilities

Long-term solvency	Debt to equity
	Debt to total assets
	Leverage ratio

STRUCTURE THE REPORT AS FOLLOWS:

a. Title page

b. Executive summary

c. Table of contents

d. Introduction

i. Overview of the company and its operations (Point 1)

ii. Other information (Points 2)

e. Analysis of the company over three years (Points 3, 5, 6):

i. Overall results

ii. Profitability

iii. Efficiency

iv. Short-term solvency

v. Long-term solvency

f. Conclusions

g. Recommendations (recommend or not)

h. Limitations in using financial statement analysis

i. List of References (Harvard Style of referencing)

j. Appendix (Point 4).

Reference no: EM132291372

Questions Cloud

Familiarity with content prevent you from spotting errors : Why does familiarity with content prevent you from spotting errors? How can you overcome it?

Statement on the integration of faith and work : According to GCU's Statement on the Integration of Faith and Work, "we are assured that our work within the world matters to God and our neighbors

Topic sentence and at least three supporting details : In a paragraph written for a general academic audience, describe one story that you think should be made into a film.

Community-based studies of diagnosed psychiatric disorders : Similarly, in community-based studies of diagnosed psychiatric disorders, uncultured migrant Mexican farmworkers, when compared with native-born Mexican America

Provide a brief overview of the organisation : BFA526 Accounting for Managers Assignment - Financial Reporting and Analysis, University of Tasmania, Australia. Provide a brief overview of the organisation

What keeps an insect with an exoskeleton : Most land animals with exoskeletons are smaller than the volume of a mouse, and most vertebrates are larger than a mouse (marine invertebrates can be somewhat).

Explain the key implications of the results : Summarize the article using the format and answering the following questions in the summary. Explain the key implications of the results. Avoid overstating the.

Identify one technological tool used for assessing students : Identify one technological tool used for assessing students. How does assessing student learning through technology affect the teacher and the students?

What are the different ways of using in-text citations : What are the different ways of using in-text citations? For example, when introducing multiple authors and when paraphrasing from a journal article?

Reviews

len2291372

4/23/2019 3:40:00 AM

WORD LIMIT: 2500 WORDS IN TOTAL. The title page, reference list and the appendix are not included in the word count. Word count guides for each section are presented below. These are recommendations only. Use correct in-text referencing and provide a Reference List in accordance with the Harvard Referencing System. Use the Harvard Referencing Guide from the University of Tasmania’s Library website.

len2291372

4/23/2019 3:39:53 AM

FURTHER INFORMATION - Use the consolidated financial statements not those of the parent company. Recognise the limitations of ratio analysis and be critical of the information provided for your analysis. Do not limit your analysis to the Annual Report of the company. Be concise in your writing. Use graphs and other graphics to help deliver the message of your report. Follow the rubric provided.

len2291372

4/23/2019 3:39:47 AM

Rubric - Apply financial statement ratios to make decisions 20 marks (5 for each ratio set) - Calculated more than 80% of the profitability ratios correctly. Calculated more than 80% of the efficiency ratios correctly. Calculated more than 80% of the short-term stability ratios correctly. Calculated more than 80% of the long-term stability ratios correctly. Analyse and critically evaluate an organisation’s financial position, performance and cashflow 30 marks - Analysed and critically evaluated an organisation’s financial position, performance and cashflow. Clearly and concisely drew information from the financial analysis to give strong advice to the client. The reasoning behind the decision was evident. Referred to the report to support this advice.

len2291372

4/23/2019 3:39:41 AM

Analyse and critically evaluate an organisation’s social and environmental impact 15 marks - Analysed and critically evaluated the organisation’s social and environmental impact. Presented critical information in relation to the organisation’s corporate social and environmental responsibility reporting and used this information to form a strong opinion. The information was gathered from many sources. Identify, explain and critically analyse issues of ethics and corporate governance 15 marks - Identified, explained and critically analysed issues of ethics and corporate governance. A very strong opinion was formed. The information was gathered from many sources.

len2291372

4/23/2019 3:39:36 AM

Communicate your analysis and evaluation through a formal written report, using concise and effective English expression 20 marks - Communicated your analysis and evaluation through a formal written report, using concise and effective English expression. Compiled a very well written formal report with financial statement analysis. Made very strong, clear and clear decisions that demonstrated critically evaluation to make recommendations for an external stakeholder. This report was supported by reasons and calculations.

Write a Review

Required(*) Message

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

Submit Assignment

User Account

All Pages