Management 790 - Individual Case Assignment
For your individual case assignment you are to:
- Obtain financial information for the most
recent three years of operations on the company you have been assigned
as your capstone case.
- Prepare an in-depth financial analysis of the
company for the most recent three years.
- The financial analysis should cover all the
categories that we discuss in our financial statement discussion sessions.
- Write a formal report on your analysis.
The report should be in good business reporting format (i.e., Title
Page; Introduction; Discussion; Summary; and Statistical Sections)
Special Note--- Do not begin the report with a statistical
section. Insert statistical sections in the body of the report or
as an appendix. The report should
be double-spaced typewritten and contain no fewer than four pages and no
more than 12 pages in the body (not counting title page and references)
of the report.
- Include in your report your own comments
regarding your company’s financial status and related financial
management performance. Your
written report should follow guidelines from a business writing
reference book such as Effective Writing for Finance People handbook.
- Keep in mind that this is sort of a warm up for
your capstone case, so if you run across some pertinent information that
will help you in your team’s capstone case presentation, make note
of it or take down the reference.
This will help you during the hectic pace we always encounter
during the final three or four weeks of the course.
Outline for Financial Analysis Case:
Title Page: Name
Financial Analysis Case
Course Name and
discussion, and Summary or Conclusions Section
Graphics in narrative section not required but encouraged
not include financial statements and calculations in narrative; rather, these
in the appendices
References: Follow any
accepted format but follow it consistently
Cite reference from body of report
[(i.e., (Brown, 2001)]
Appendices: Include financial
statements, raw data, and calculations here