MBA7060 Financial Management and Decision Making Assignment 1 Brief | RCL

MBA7060 Learning Outcomes

• LO2:  Interpret, critically evaluate, and synthesise information and data from appropriate sources, and use these to make informed judgments in critical business areas.
• LO4: Communicate complex financial information and present arguments professionally.

Assessment Task Scenario:  Financial Analysis of an Existing Company

Your Role

Assume you are the finance manager in an organisation, and you have been directed by the finance director to make a presentation to a group of potential investors looking to invest in your organisation. 

You are required to prepare a financial analysis using an appropriate performance matrix and present your findings about the financial performance of the company on efÏciency, liquidity, and profitability. You are required to use the information provided in the company’s annual accounts,  including  Market ratios to measure the market performance of the shares anddividend payments, etc, of the organisation, evaluating it for the benefit of the 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 to stakeholders and any otheradditional internal management information that may help in financial analyses when speaking to potential investors. 

Assignment Tasks:

You should select a company from the FTSE100 London stock market (Public Limited Company –PLC). You will need to obtain a copy of their most recent annual report/accounts, alongside any other internal management information that will help you analyse the company’s financial performance. 

You must let your tutor know your chosen organisation. Using MS PowerPoint or any other similar tool, prepare a presentation based on the financial information in the annual report and internal management data. The presentation is to be made to an invited group of potential investors. The presentation will be for 20 minutes and will be followed by questions from the examiners.

You can consider the following in your structure:

• Structure of the Business, including size, products, and governance 
  Demonstrate  theoretical  understanding  of  financial  analysis  and   its  usefulness   in organisations

Implementation of relevant ratio analysis – calculation or extraction from annual report financial statements.

Market ratios - Measuring the market performance of the company – calculating and interpreting share price, EPS, PE/ratio & dividends payout, or cover.

Relevance of annual reports in general to stakeholders.

Any additional internal management information relevant to potential investors.

You may wish to consider any two of the following as additional internal managementinformation.

• Strategic Plans and innovations, and their benefits to potential investors
• Change Management Issues, if any & how they were managed
• Global/International Competition and how they were managed.•
• Global Market and economic Challenges and how they were managed, etc.

Specific Assessment Criteria/Marking Scheme: 

Background and structure of the company – 20%
Financial analysis of the company - 50%
Research & Presentation-15%
Q&A (from both student and examiner) – 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 in the assessment brief. Submission of assessments must be done by the 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 is 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 markswill be recorded.

General Assessment Criteria