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financial management United States Securities and Exchange Commission


1. Microsoft Word document:

Copy and paste key financial statements into your word document

oThey do not affect page count

oYou may find graphics in the SEC 10-K that illustrate topics

oThese items will assist readers as they review your paper

Identify highlights of your financial analysis, and contrast to a non-manufacturing (or manufacturing) corporation’s financial statements using your OWN WORDS.

What do you learn about the company?

What areas are changing and may be opportunities for cost control and improved profits

Pricing and Sales: how are sales changing? While the SEC 10-K may not reveal details (consider competitive advantage versus required disclosure)

As sales change, how does gross profit and net income change?

Vertical analysis, comparatively, from year to year, is helpful

Estimated length: five to seven (5-7) pages

1 inch margins top & bottom; 1 to 1.25 inches on left & right sides

Line spacing: single spacing with double spacing between paragraphs

Font size: 12 CPI

Font style: Times New Roman

Save the file with YOUR NAME in the file name. Example: SteveHarveySECPaper.doc

oFailure to put your name in the file name could result in a delay in the posting of your grade.

2. FINAL Microsoft Excel spreadsheet:

After reviewing and considering student feedback and making revisions if necessary on your DRAFT spreadsheet, post the following:

Company information

Income Statement

Balance Sheet

Financial statement ratios related to accounts specific to cost accounting for manufacturing corporations. For example, ratios related to the three inventory accounts, calculation of cost of goods sold, different product line sales in relation to total sales, etc. Be creative and create meaningful cost accounting ratios to assist management’s decision making.

a.Formulas must be embedded into the cells (preferable) or written beside the cells.

Save the file with YOUR NAME in the file name. Example: SteveHarveySECSpreadsheet.xls

oFailure to put your name in the file name could result in a delay in the posting of your grade.

3. Microsoft Power Point presentation:

Imagine that you are preparing slides to make a formal presentation to the senior management team of the corporation on opportunities for the future.

You may wish to add audio to the Power Point presentation file or provide speaker’s notes embedded into the file in the notes section.

Prepare the following

o Cover slide

1.Brief description of corporation

2.Financial statement ratios you created and computed

3.Cost of goods sold calculation

4.Comparison of profitability of various product lines

5.Potential opportunities to control costs in particular product lines, departments, divisions, etc.

6.Recommendations for sustaining existing product(s) lines based on cost analysis

7.Recommendations for eliminating or transitioning existing product(s) lines based on cost analysis

8.Recommendations for potential market opportunities

9.Concluding thoughts

Additional Guidance on Preparing the 3 deliverables:

1. The grading rubric found in the syllabus will be used to grade the deliverables.

2. Take care to avoid academic dishonesty. Create, read, and edit your work. Explain the financial analysis you prepared in Excel, discuss relevant financial statement disclosure notes, and any other cost accounting-related information using your own words.

Copying information from the Web and pasting it into LEO is plagiarism. Plagiarism is cheating. Papers, spreadsheets, and discussion postings and all submissions must complete with UMUC policies on this issue. Do not risk failure to comply.

3. Resources needed to complete this project are the SEC 10-K report, weekly discussion questions and your answers, and and materials provided in our LEO course.

4. Submit each of the 3 deliverables in the proper assignment folder. Save each file with your name and deliverable name in the file name.

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