LO2: Interpret, critically evaluate, and synthesise information and data from appropriate sources, and use these to make informed judgments in critical business areas.

 Learning Outcomes Assessed:

Financial Analysis of an Existing Company

Role

You have been appointed as a trainee management consultant. You are required to prepare a financial analysis of a company and present your findings specifically with commentary on efficiency, liquidity, and productivity. You are required to use the information provided in the company’s annual accounts, alongside any other information you can gather about the organisation, evaluating it for the benefit of potential investors, who will be invited to attend a short presentation provided by you. You have also been asked to critically assess the relevance of annual reports in general and the purpose of producing additional internal management information.

Assignment Tasks:

You should select a company from the FTSE 100. You will need to obtain a copy of the most recent annual report/accounts, alongside any other internal management information which will help you analyse the company. You must advise your tutor of the company selected. Prepare a presentation, based on the contents of the annual report and internal management data, to be made to an invited group of potential investors. The presentation will be for 20 minutes and will be followed by questions.LO2: Interpret, critically evaluate, and synthesise information and data from appropriate sources, and use these to make informed judgments in critical business areas.

You may wish to consider the following:

• Performance of the company

• Implementation of relevant ratio analysis

• Strategic Planning

• Structure of the Business

• Change Management Issues

• Market Share Plans

• Global Competition

• Market Challenges and Global economy

Marking Criteria:

Background and structure of the company – 20%

Financial analysis of the company - 50%

Research &Presentation-15%

Q&A – 15% 

Important and helpful information

Please refer to the Module Guide for information regarding indicative reading, guidelines for the preparation and submission of assignments, and the assessment criteria.  

Submission

Electronic copies of assignments should be submitted via “Turn-it-in” NO LATER THAN THE DEADLINE.

Please ensure you follow the instructions provided by your module tutor and on the assessment brief. Submission of assessments must be done by submission date. Assignments not available at this time will be considered late unless an extension has been previously agreed.

Students who fail to submit assessments by the specified date (without an extension being granted or without accepted Mitigating Circumstances) will be subject to the following penalties:

• Up to 7 calendar days late = 10 marks subtracted but if the assignment would normally gain a pass mark, then the final mark to be no lower than the pass mark for the assignment.
• More than 7 calendar days late = This will be counted as non-submission and no marks will be recorded.

Please note that it is your responsibility to ensure that the assignment is submitted in the format/s specified in the Module Guide or on the Assessment Brief.LO4: Communicate complex financial information and present arguments in a professional manner.

YOU SHOULD ALWAYS ENSURE YOU KEEP A COPY OF ANY ASSIGNMENT SUBMITTED.

In the case of exceptional and unforeseen circumstances, an extension of up to 14 days after the assessment deadline may be granted. This must be agreed by your Programme Leader, following a discussion the Module Tutor. You should complete an Extension Request Form available from Student Services and attach documentary evidence of your circumstances, prior to the published submission deadline.

Extensions over 14 calendar days should be requested using the Mitigating Circumstances procedure.

Some students with registered disabilities will be eligible for revised submission deadlines. Revised submission deadlines do not require the completion extension request paperwork.

Please see the Programme Handbook for further details.

References

Level HE7 - It is expected that the Reference List will contain between fifteen to twenty sources. As a MINIMUM the Reference List should include four refereed academic journals and five academic books. 

MBA 7060 - Presentation Feedback – AS1

Assessment 1 (30%):  Financial Management and Decision Making presentation– INDIVIDUAL WORK