Accounting for Managers
Financial Statements Briefing and Analysis
Declared Company Background
Write 1-3 pages about the company and its direction from a financial standpoint (This is based on
combination of narrative and quantitative measurements in the annual report.) (Measures C6)
- Accounting Information Systems and Internal Controls addressing Sarbanes-Oxely Act
Discuss accounting information system related to internal control systems. Based on Sarbanes-Oxely Act, internal controls must be discussed and therefore, report contains these topics. The suggested length should be 1 page. (Measures C3)
Accounting for Managers
Risk Factors
Risk Factors – Summarize 5 of the numerous risk factors stated in the report. Risk factors are standard requirement of each company’s report. Discuss risks’ impact on company and management. The suggested length be 1 – 1 ½ page. (Measures C4-C6)
Budget Outcomes
The annual report information should discuss budget outcomes. Discuss budget results and
management’s reflection and//or action of budget outcomes. The suggested length be ½ – 1 page.
(Measures C4-C5)
Vertical Analysis on (stated financial statement)
(financial diagram below either in table formatted or integrated excel spreadsheet)
Create a vertical analysis for the most recent year for one major financial statements (consolidated) (Measures C6)
Accounting for Managers
Horizontal Analysis on (stated financial statement)
Create a horizontal analysis for the most recent year and immediate prior year for one major financial statements (consolidated) (measures C4 & C6)
Ratio Analysis
There are various categories of financial ratios discussed in this course. For each category Profitability, Solvency, Efficiencies, and Liquidity ratios, calculate at least 2 ratios (per category), utilizing the financial statements contained in the annual report. Show the formula and the result. Discuss the results and its meaning. The student may integrate information in the report that explains ratio analysis and outcome
Don’t forget to discuss each 2 in each category, which means a total of 8. Fully discuss. APA.