Assessment Brief/Task

Assessment Brief/Task

The detailed requirements for this task are as follows:

Scenario:

You are to select a Public Listed Company (PLC) that has a listing on any recognized stock exchange of your choice. The organization can be the organization you are currently working in, or have worked in the past, or any other organization of your choice. Once this is done, you are required to answer the following questions:

Assignment Task 1 (40 Marks):

Provide a brief introduction of your chosen organization. (5 Marks)

Critically examine the importance of various functional areas within your chosen organization, emphasizing on the significance of Finance as a critical functional area.(10 Marks)

You are required to look into the financial statements of your chosen organization for the latest consecutive years and answer the following:

Analyze and interpret the profit and loss statement, identify the major expenses & incomes, compare with previous year, & recommend actions for the upcoming year. (10 Marks)

Analyze the Balance sheet and critically discuss the financial position of your chosen organization and recommend future actions. (10 Marks)

Explain, Calculate and interpret the following ratios for your chosen organization for the latest consecutive years (5 Marks)

Current ratio

Quick ratio

Gearing ratio

Return on capital employed

Interest cover ratio

Net profit margin ratio.

Assignment Task 2 (30 marks):

Explain the process and significance of budgeting process. Critically evaluate various methods of budgeting and how they differ from each other? As a Finance Manager, which budgeting approach would you employ and why? You are also required to examine the impact of technology on the budgeting process and see how technology can be best used in the process to enhance the budgeting process? (15 Marks)

Explain why it is important for organizations to measure their performance. Discuss the different types of performance management tools and techniques which can be deployed in large global companies for evaluating its suitability across a range of business and economic environments. (15 Marks)

Assignment Task 3 (30 marks):

Acquisition and utilization of funds are two of the major decisions taken by an organization which requires careful analysis. You are required to explain and evaluate various sources of finance available to a business. Once this is done, you must examine and justify 15% Net Asset Investment decision taken by your chosen organization in order to upgrade the technology. Which sources of finance do you believe would be appropriate for your chosen organization and why? (15 marks)

Considering your organizations plans of making capital investments which is the need of the hour as the organization is facing a tough competition, the board of directors have approached you for your expertise in regards to making a capital decision. You must critically evaluate the investment appraisal techniques you would employ to help your organization to reach a decision. You are also required to compare and contrast the discounted and non-discounted Investment appraisal techniques. (15 Marks)

Word count: Approx. 4000 words

Note: Please answer all questions within the prescribed word limits.

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