Financial Management and Decision Making

Learning Outcome 1: Interpret, critically evaluate, and synthesise information and data from appropriate sources, and use these to make informed judgments in critical business areas.

Learning Outcome 2: Communicate complex financial information and present arguments in a professional manner.

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.

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