Create a 4-6 page report that analyzes financial ratios for a company, uses the data to tell the financial story of that company, and concludes with a recommendation on whether the company would be a viable partner based on its financial condition.
Introduction
It’s essential for senior management to know the financial condition of an organization in order to make strategic decisions. In this assessment, you will apply the financial management skills learned thus far.
Tell the financial story based on financial statements.
Conduct a financial analysis and identify focus areas for enhancing shareholder value.
Interpret ratio computations that are meaningful and inform business decisions and strategies.
Make three recommendations that maximize shareholder value.
Scenario
Maria Gomez is founder and president of ABC Healthcare Corporation, a company that owns hospitals, ambulatory surgical centers, urgent care centers, and outpatient clinics. She has called on you to review various financial documents and to make recommendations to maximize shareholder value.
Your Role
You are one of Maria’s high-performing financial analyst managers at ABC Healthcare Corporation and she trusts your work and leadership.
Deliverable Format
Create a report that tells the financial condition of this company. Your report should provide information on the following:
Analysis of the financial statements.
Evaluation of the true condition and valuation of the company.
Recommendation of actionable items for the company based on the financial analysis.
Financial Condition Analysis Report Requirements:
Remember that you’re preparing a professional document meant for executive leadership with limited time.
Title Page.
Executive Summary.
Company Background.
Overall Financial Analysis.
Financial Ratio Analysis.
Trend Analysis.
Competitive Comparative Analysis.
Recommendations.
Conclusion.
References.
Appendix (if you have additional data, reports, charts, et cetera, to support your analysis).
Additional Requirements:
Your report should follow the corresponding MBA Academic and Professional Document Guidelines, including single-spaced paragraphs.
Ensure written communication is free of errors that detract from the overall message and quality.
Format your paper according to Help write my thesis – APA style and formatting.
Use at least three scholarly resources.
Length: Between 4-6 pages of content, beyond the title page, references, and appendices.
Use 12 point, Times New Roman.
Evaluation
By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies through corresponding scoring guide criteria:
Competency 1: Apply the theories, models, and practices of finance to the financial management of an organization.
Analyze financial ratio analysis, trend analysis, and competitive average analysis.
Competency 3: Apply financial analyses to business planning and decision making.
Evaluate the provided financial statements of the firm to find its true condition and valuation.
Competency 4: Use data to support evidence-based financial decisions.
Develop actionable items and conclusions, based on the analysis, recommending at least three ways to maximize shareholder value.
Competency 5: Communicate financial information with multiple stakeholders
Tell the current financial story as to the overall health of the firm as it relates to current valuation and the future prospects of the company. Identify focus areas for enhancing shareholder value for the long term. Note what short-term steps might be necessary for longer-term gains.
Your course instructor will use the scoring guide to review your deliverable from the perspective of Maria Gomez. Review the scoring guide prior to developing and submitting your assessment.
Create a 4-6 page report that examines a firm’s financial ratios, uses the data to tell the company’s financial story, and closes with a recommendation on whether the company would be a feasible partner based on its financial health.
Introduction
It is critical for top management to understand an organization’s financial situation in order to make strategic decisions. You’ll use the financial management abilities you’ve gained so far in this assessment.
Based on financial statements, provide the financial story.
Conduct a financial analysis and pinpoint areas where you can improve shareholder value.
Interpret relevant ratio computations to influence corporate decisions and strategy.
Make three suggestions that will increase shareholder value.
Scenario
ABC Healthcare Corporation, a firm that owns hospitals, ambulatory surgical centers, urgent care centers, and outpatient clinics, was founded and is led by Maria Gomez. She’s asked you to look over a variety of financial documents and give recommendations to increase shareholder value.
Your Function
Maria trusts your work and leadership as one of ABC Healthcare Corporation’s high-performing financial analyst managers.
Format for Delivery
Create a report that details the company’s financial situation. Your report should include the following information:
The financial statements are examined.
The genuine state of the company and its value are assessed.
Based on the financial analysis, make recommendations for actionable things for the company.
Requirements for a Financial Condition Analysis Report:
Keep in mind that you’re working on a professional document for executive leadership with a restricted amount of time.
Page of the title.
Summary of the report
The History of the Business.
Financial Analysis as a Whole
Financial Ratio Analysis is a term used to describe the study of financial ratios.
Analyze the trends.
Comparative Analysis of Competitors
Recommendations.
Conclusion.
References.
Addendum (if you have additional data, reports, charts, et cetera, to support your analysis).
Requirements in addition to the above:
Your report should be formatted in accordance with the MBA Academic and Professional Document Guidelines, including single-spaced paragraphs.
Ascertain that written communication is devoid of faults that detract from the message’s overall quality.
Help write my thesis – APA style and formatting should be used to format your paper.
At least three scholarly sources should be used.
Beyond the title page, references, and appendices, the material should be about 4-6 pages long.
Use Times New Roman 12 point font.
By completing this assessment satisfactorily, you will demonstrate your proficiency in the following course competencies using the scoring guide criteria:
Competency 1: Apply financial theories, models, and procedures to an organization’s financial management.
Financial ratio analysis, trend analysis, and competitive average analysis are all things to look into.
Competency 3: Use financial analytics to plan and make decisions in company.
Examine the firm’s financial statements to determine its genuine status and value.
Use data to support evidence-based financial decisions (competency 4).
Based on the study, develop actionable items and findings, offering at least three approaches to increase shareholder value.
Competency 5: Disseminate financial data to a variety of stakeholders
Tell the present financial story about the company’s overall health as it relates to its current valuation and future prospects. Determine priority areas for increasing long-term shareholder value. Take note of any short-term steps that may be required for longer-term results.
The scoring guide will be used by your course instructor to evaluate your deliverable from Maria Gomez’s point of view. Before creating and submitting your assessment, go over the scoring guide.
