ACTA-337 Financial Statement Analysis Project & Rubric

ACTA-337 Financial Statement Analysis Project & Rubric

Author: sweeden jorgh

ACTA-337 Financial Statement Analysis Project & Rubric

Copy and Pate below link into your Browser to buy tutorial


ACTA-337 Financial Statement Analysis Project & Rubric

Financial Statement Analysis Project & Rubric

Purpose:  Students will assume the role of senior management or the board in analyzing the current financial performance of the firm using peer and trend ratio analysis and the Statement of Cash Flows.

Deliverable:  The final product will be a typed report that includes financial and ratio data and analysis.  Ratio calculations should be calculated in Excel using formulas.  The analysis portion of the report may be completed in Excel or Word.


1.     Choose a publicly traded firm to analyze. Choices must be approved by the instructor and only one student may choose each firm.

2.     Obtain three years of financial information, including the balance sheet, income statement, and statement of cash flows.

3.     Compile financial information in Excel in such a way that ratios may be easily calculated for each of the three years.

4.     Calculate the ratios discussed in Chapter 17 of the textbook.

5.     Conduct peer and trend analysis for each ratio or groups of ratios. Find industry information or specific firm information to conduct the peer analysis.

6.     Conduct trend analysis of the Statement of Cash Flows. Assess this year’s statement for noteworthy events or activities.

7.     Provide an overall assessment of the firm’s financial performance.


See More
Try a College Course Free

Sophia’s self-paced online courses are a great way to save time and money as you earn credits eligible for transfer to over 2,000 colleges and universities.*

Begin Free Trial
No credit card required

26 Sophia partners guarantee credit transfer.

226 Institutions have accepted or given pre-approval for credit transfer.

* The American Council on Education's College Credit Recommendation Service (ACE Credit®) has evaluated and recommended college credit for 21 of Sophia’s online courses. More than 2,000 colleges and universities consider ACE CREDIT recommendations in determining the applicability to their course and degree programs.