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https://courses yorkvilleu.ca/mod/assign/view.php?d 992178 Objectives Develop an ability to identify and assume an assigned role. Ability to work on real data and apply financial accounting analyses
https://courses yorkvilleu.ca/mod/assign/view.php?d 992178 Objectives Develop an ability to identify and assume an assigned role. Ability to work on real data and apply financial accounting analyses on real problems. Identify accounting issues (GAAP/IFRS compliance issues), assess their implications generate alternatives, and provide recommendations within the bounds of GAAP IFRS to meet the client's needs. Examine how accounting standards impact financial measures (ratios, covenants, etc.). Prepare a coherent report and integrated analysis that meets specific user needs. Instructions In order to complete your case analysis successfully, you should consider identifying the role you are playing and the tasks you need to perform analyzing the issues (qualitatively and quantitatively . providing a solution to the problem, and recommendation for each issue identified in the case. An average grade will come from you answering all questions with basic coverage and accuracy, showing all your work. Additional points come from including greater detail. astute and informed commentary where appropriate, and connections to readings and other content Respond in a single Word doc (or comparable text editor) Project Scenario You have been an Analyst for the professional service fim, FINACC LLP. Your firm specializes in providing a wide variety of internal business solutions for different clients. In your first day on the job you have helped the Manager in the Consulting area in making investment decisions for one of your large clients, Big Spenders Inc Big Spenders Inc. was very impressed with your report and has asked your Manager if you could work on another project. Additional information Big Spenders Inc. plans to expand its portfolio of investments and requires your firm to suggest and evaluate several Canadian equity investment opportunities. Your responsibility is to pick an industry that you are an expert in and choose a listed company that you think will be a great potential investment opportunity (the target company) You will then have to perform a comparative analysis of the profitability and financial health of this company compared to one of its competitors (the competitor). Finally, you will be asked to give recommendation on why you think your target company will be a great investment for Big Spenders Inc As you are new to the job, your Manager has provided you with some initial instructions to carry out this project. He recommends that you break the project into parts. Part 1 - Identify the companies Twith the Treanten uits for information Admin Type here to search Vou can than nonform ranch romanina O Wag op You WETTORE IT TIETOTUOTTEET Tour or cur pro PT Part 1. Identify the companies To start with you can visit the Toronto Stock Exchange website for information on listed companies in Canada. You can then perform a stock screening to obtain information about the stocks listed as well as the companies' financial information. The stock screener can be found at https://web.tmxmoney.com/screener.php?locale-EN. After you have picked a company of your choice and identified one of its competitors, your Manager has asked that you provided a brief background on the operations of the two companies as well as on the current stock prices of the two companies. Part 2- Read and understand the financial statements Similar to your past project, an important part of the analysis of the potential equity investment is an assessment of each company's current and future profitability as well as their financial soundness. You will have to extract details from their income statements in the last five years for both the target and the competitor companies. You can obtain this information directly after you have performed the stock screening on the TSX website, or you can go to the SEDAR filing system to search for Canadian companies financial statements (https://www.sedar.com). Part 3. Perform Financial Statement Analysis Based on the information obtained from the two companies'income statements as well as the background information, you are to compare the performance of the two companies using financial statement analysis. From the BUSI 1043 course that you took in the past at Yorkville University, you know there are at least the horizonal analysis, the vertical analysis and the ratio analysis that you can perform. You have been asked to discuss any other issues that you believe are relevant to the investment decision and make a recommendation to Big Spenders Inc, for whether your target would be a good investment. Big Spenders Inc. would likely be a long-term client of FINACC LLP if you could once again gain their trust from this project. The Manager would like you to prepare the final report and trust that your analysis will be throughout and completed as always Evaluation The project will be marked in its entirety out of 100. The following rubric indicates the criteria students are to adhere to, and their relative weights to the assignment overall Activity/Competencies Demonstrated 9 of Final Grade https://courses yorkvilleu.ca/mod/assign/view.php?d 992178 Objectives Develop an ability to identify and assume an assigned role. Ability to work on real data and apply financial accounting analyses on real problems. Identify accounting issues (GAAP/IFRS compliance issues), assess their implications generate alternatives, and provide recommendations within the bounds of GAAP IFRS to meet the client's needs. Examine how accounting standards impact financial measures (ratios, covenants, etc.). Prepare a coherent report and integrated analysis that meets specific user needs. Instructions In order to complete your case analysis successfully, you should consider identifying the role you are playing and the tasks you need to perform analyzing the issues (qualitatively and quantitatively . providing a solution to the problem, and recommendation for each issue identified in the case. An average grade will come from you answering all questions with basic coverage and accuracy, showing all your work. Additional points come from including greater detail. astute and informed commentary where appropriate, and connections to readings and other content Respond in a single Word doc (or comparable text editor) Project Scenario You have been an Analyst for the professional service fim, FINACC LLP. Your firm specializes in providing a wide variety of internal business solutions for different clients. In your first day on the job you have helped the Manager in the Consulting area in making investment decisions for one of your large clients, Big Spenders Inc Big Spenders Inc. was very impressed with your report and has asked your Manager if you could work on another project. Additional information Big Spenders Inc. plans to expand its portfolio of investments and requires your firm to suggest and evaluate several Canadian equity investment opportunities. Your responsibility is to pick an industry that you are an expert in and choose a listed company that you think will be a great potential investment opportunity (the target company) You will then have to perform a comparative analysis of the profitability and financial health of this company compared to one of its competitors (the competitor). Finally, you will be asked to give recommendation on why you think your target company will be a great investment for Big Spenders Inc As you are new to the job, your Manager has provided you with some initial instructions to carry out this project. He recommends that you break the project into parts. Part 1 - Identify the companies Twith the Treanten uits for information Admin Type here to search Vou can than nonform ranch romanina O Wag op You WETTORE IT TIETOTUOTTEET Tour or cur pro PT Part 1. Identify the companies To start with you can visit the Toronto Stock Exchange website for information on listed companies in Canada. You can then perform a stock screening to obtain information about the stocks listed as well as the companies' financial information. The stock screener can be found at https://web.tmxmoney.com/screener.php?locale-EN. After you have picked a company of your choice and identified one of its competitors, your Manager has asked that you provided a brief background on the operations of the two companies as well as on the current stock prices of the two companies. Part 2- Read and understand the financial statements Similar to your past project, an important part of the analysis of the potential equity investment is an assessment of each company's current and future profitability as well as their financial soundness. You will have to extract details from their income statements in the last five years for both the target and the competitor companies. You can obtain this information directly after you have performed the stock screening on the TSX website, or you can go to the SEDAR filing system to search for Canadian companies financial statements (https://www.sedar.com). Part 3. Perform Financial Statement Analysis Based on the information obtained from the two companies'income statements as well as the background information, you are to compare the performance of the two companies using financial statement analysis. From the BUSI 1043 course that you took in the past at Yorkville University, you know there are at least the horizonal analysis, the vertical analysis and the ratio analysis that you can perform. You have been asked to discuss any other issues that you believe are relevant to the investment decision and make a recommendation to Big Spenders Inc, for whether your target would be a good investment. Big Spenders Inc. would likely be a long-term client of FINACC LLP if you could once again gain their trust from this project. The Manager would like you to prepare the final report and trust that your analysis will be throughout and completed as always Evaluation The project will be marked in its entirety out of 100. The following rubric indicates the criteria students are to adhere to, and their relative weights to the assignment overall Activity/Competencies Demonstrated 9 of Final Grade
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