Instructions (Tesla Inc.)
Overview
As an analyst for a large U.S. multinational corporation, you are assigned to examine a possible acquisition candidate, completing an initial search and review. Your supervisor is a member of the Controller’s team. The Controller reports directly to the Chief Financial Officer (CFO). Your work may be presented to a variety of audiences, so professionalism is essential in all deliverables you create. As you are reviewing historical financial statements you cannot conclude if this company is a good investment.
- You must research and secure the SEC 10-K Annual Report for the most recent year by visiting and searching the SEC EDGAR system. An alternative path to accessing and downloading the most current 10-K is through the company’s Investor Relations webpage. (Tesla Inc. SEC 10-K https://www.sec.gov/ix?doc=/Archives/edgar/data/13…)
- Save the 10-K document to your computer for access. Please do not print this file as the report is usually 100 pages or more.
- Use the selected company in the discussion postings throughout the semester. The discussion questions are designed to help you build content for your report and presentation.
Report Requirements
Report Content
- Your report should comment on the financial statements for your company as they relate to the information presented through Week 6 material for this class, including the auditor’s report and the notes to the financial statements. (Course material posted in the Resources section)
- Refer to the weekly reports. (Course material posted in the Resources section)
- Commentary for this report should include considering the financial statements as a whole.
Report Layout
- Write a minimum of a 3-page (a full-page typically has at least 500 words) report, single-spaced, one-inch margins, 12-point font, with a double space between paragraphs. This page requirement includes data visualization (charts and graphs) that you create.
- Page count does not include a title page, tables and exhibits, and reference list.
- Include a title page (include your name on the title page). The report must include headings such as Accounts Receivable and Inventory (topics from the textbook); other examples would be Income Statement, Balance Sheet, Statement of Cash Flows, the Statement of Shareholders’ Equity, and Critical Audit Matters.
- Include a brief introduction of your company as well as a conclusion/summary at the end. The majority of your report should include accounting topics in weeks one through five.
- Include the Income Statement, Balance Sheet, Statement of Cash Flows, and the Statement of Shareholders’ Equity in your report. Use the Snipping Tool to copy directly from the SEC 10-K Report. The statements are not included in the page count.
- APA style is required for citations and a reference list. The report must include the reference list.
Resources
Tesla Inc. SEC 10-K https://www.sec.gov/ix?doc=/Archives/edgar/data/13…
Financial Reporting and Concepts. (2021, October 20)
https://www.principlesofaccounting.com/long-term-a…
https://www.principlesofaccounting.com/chapter-15/
https://www.principlesofaccounting.com/chapter-16/
https://leocontent.umgc.edu/content/umuc/tus/acct/…
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https://www.principlesofaccounting.com/chapter-20/
https://www.principlesofaccounting.com/chapter-18/
https://www.principlesofaccounting.com/chapter-23/
https://www.principlesofaccounting.com/chapter-24