Financial and investment decisions

Competencies In this project, you will demonstrate your mastery of the following competencies. Analyze financial and investment decisions that add value to the organization .Analyze financing options to maximize investor value Scenario. You are a financial analyst for the chosen business that you selected during your Module Two Journal assignment. Your supervisor has discovered last minute that your business’s board of directors is looking for updates on the business’s financial health. Your supervisor has asked you to write a report regarding the business’s current financial health and the available financial options for improving the business. You’ve also been asked to make recommendations as to which options the business should choose to best support its financial health.

Your supervisor will then use your report to present to the business’s board of directors, whose members all have varying levels of knowledge in terms of finance. Directions using the business you chose from the Project Two Business Options List. Create a report for your supervisor to share with the board of directors during their presentation. Keep in mind that your report needs to be easy for someone unfamiliar with finance to understand, as not all of the board members for your business fully understand finance. Using Emergent Online, locate the most recent quarterly financial statements for your chosen company, and use these statements to support your analysis throughout the project.

Further Guidelines

Refer to the Project Two Finance Assumptions document located in the Supporting Materials section for the assumptions. You need in order to analyze the three available financial options outlined in the Finance Analysis section of the project directions. You are encouraged to use the Project Two Finance Analyst. Report template located in the to Submit section to help complete this project. Specifically, you must address the following: Financial Analysis: In this section of the report, you will use the most recent quarterly financial statements for your chosen business and the Project Two Financial Formulas spreadsheet (located in the what to Submit section) to calculate appropriate financial formulas for assessing the business’s financial health.

You will also analyze all three available finance options for improving the business. Based on your calculations and the provided Project Two Financial Assumptions document. Finance Calculations: Calculate accurate finance formulas to assess the business’s current financial health. Specifically, you must calculate the following: Working capital Current ratio Debt ratio Earnings per share Price. Earnings ratio Total asset turnover ratio Financial leverage Net profit margin Return on assets Return on equity Working Capital Management. Explain the impact of working capital management on the business’s operations. Provide examples to support your claims.

Further directions

Bond Investment: Analyze the risks and benefits of the business choosing to invest in a corporate bond. Including the necessary ethical considerations, appropriate calculations, and examples to support your analysis.  Capital Equipment: Analyze the risks and benefits of the business choosing to invest in capital equipment. Including the necessary ethical considerations, appropriate calculations, and examples to support your analysis. Capital Lease: Analyze the risks and benefits of the business choosing to purchase a capital lease. Including the necessary ethical considerations, appropriate calculations, and examples to support your analysis Online.

Attached Files

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