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As an analyst for a large U.S. multinational corporation, you are assigned to examine a possible acquisition candidate, completing an initial search and review. Your

As an analyst for a large U.S. multinational corporation, you are assigned to examine a possible acquisition candidate, completing an initial search and review. Your supervisor is a member of the Controller's team. The Controller reports directly to the Chief Financial Officer (CFO). Your work may be presented to a variety of audiences, so professionalism is essential in all deliverables you create. As you are reviewing historical financial statements you cannot conclude if this company is a good investment.

  1. This report will be based on the company: Amazon.
  2. The company must have Accounts Receivable and Inventory. You must select a retail or manufacturing company.
  3. You must research and secure the SEC 10-K Annual Report for the most recent year by visiting and searching the SEC EDGAR system. An alternative path to accessing and downloading the most current 10-K is through the company's Investor Relations webpage.

Report Requirements

Report Content

  1. Your report should comment on the financial statements for your company including the auditor's report and the notes to the financial statements.
  2. Refer to the weekly reports.
  3. Commentary for this report should include considering the financial statements as a whole.

Report Layout

  1. Write a minimum of a 3-page ( a full-page typically has at least 500 words) report, single-spaced, one-inch margins, 12-point font, with a double space between paragraphs. This page requirement includes data visualization (charts and graphs) that you create.
  2. Page count does not include a title page, tables and exhibits, and reference list.
  3. Include a title page (include your name on the title page). The report must include headings such as Accounts Receivable and Inventory; other examples would be Income Statement, Balance Sheet, Statement of Cash Flows, the Statement of Shareholders' Equity, and Critical Audit Matters.
  4. Include a brief introduction of your company as well as a conclusion/summary at the end.
  5. Include the Income Statement, Balance Sheet, Statement of Cash Flows, and the Statement of Shareholders' Equity in your report. Use the Snipping Tool to copy directly from the SEC 10-K Report. The statements are not included in the page count.
  6. APA style is required for citations and a reference list. The report must include the reference list.

PowerPoint Presentation

  1. You must prepare a PowerPoint.

Part 2

Overview

  1. You are also required to prepare a brief PowerPoint file of no more than 10 slides (do not exceed) for the SEC-10K Report.
  2. Make sure you include a reference list in APA format.

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