Order Instructions
Overview
Corporate financial managers must have a business-wide perspective to successfully navigate the corporate environment. The skills you develop in this course will support you in your future business career as well as set the foundation for the concepts that will be covered in the next course, FIN 336: Multinational Corporate Finance. Your final projects for FIN 330 will allow you to showcase your mastery of the varied skills a finance professional must obtain by requiring you to analyze a real-world corporation from a quantitative perspective while also investigating the challenges and decisions a manager must face.
As such, your assessment will be broken up into two separate but related final projects. For your first project, a corporate valuation report, you will choose one of the U. S. corporations from the provided list, analyze the historical financials of your chosen corporation using the provided Excel template, and estimate the value of your corporation in a brief report.
The second project is a risk management and ethical analysis report, which will focus on the same corporation, highlighting the management and leadership considerations and decisions required of top-level financial managers. In this written report, you will discuss ethics, corporate social responsibility, and challenges related to attaining short-term and long-term goals.
Combined, these two projects will assess your learning regarding the quantitative and qualitative concepts of corporate finance and leadership.
Prompt
This milestone requires you to write a draft of the Overview and Financial History sections (Sections I and II) of Final Project I, the corporate valuation report. This milestone requires you to select and focus on a specific corporation of interest from a provided list for the larger final projects. To support your selection, you are encouraged to use Mergent Intellect. Refer to the provided Mergent Intellect Instructions for assistance in navigating this resource.
Specifically, the following critical elements must be addressed in this milestone:
Overview: This section of your report will be devoted to providing a thorough overview of the background of the corporation you selected and setting the foundation for your later discussion of the challenges financial managers face. Specifically, you must address the following:
Describe the market to which your corporation belongs, identifying the products or services your corporation sells, and the share of the market it has.
Describe the customer base of your corporation and the top competitors for this customer base. Be sure to consider what motivates the customers and the challenges the organization faces in retaining the customer base.
Describe the key inputs and sources of those inputs used to create the products or services as well as the key resources for corporate operation (such as staff, facilities, technologies, etc.) and the extent to which attaining all these resources presents a challenge to the particular organization.
Analyze key market trends and issues within the industry for potential risks to the organization.
Financial History: The next section of your report should focus on the financial history and capital structure of your organization.
Quantitatively analyze three years of the corporation’s finances using the provided Excel template. You will submit this template along with your report, and may embed pieces of the Excel template into your report to show key financial highlights for the following section. Please note that, for this assignment, you only need to complete the “Financial History” tab in the spreadsheet.
Summarize the financial highlights you determined from the analysis in the Excel template, explaining the significance of the key ratios for the overall financial health of the organization.
