MBA 520 Milestone One Guidelines and Rubric
This milestone assignment covers Modules One, Two and Three. After reviewing your chosen company’s organization context, you will conduct a financial analysis of the company’s financial statements for the last three consecutive years. Your analysis should include the review and interpretation of data from the following financial statements: the income statement, the balance sheet, statement of cash flow, and statement of retained earnings. Based on the review of the financial statements, assess the organization’s financial performance and financial health. Provide support for your assessment.
Prompt: As a newly-hired manager at a company of your choosing, your first task is to review the company’s past and current financial performance and health and make initial financial projections in order to begin planning for the upcoming year. Your report will include several financial tables, along with a comprehensive narrative describing the organization’s context, financial performance, and health. Note that, in addition to the organization’s financial statements and website, other authoritative news sources—such as annual reports and external sites like Bloomberg.com—may offer insights that facilitate analysis or provide information on the organization’s priorities, challenges, and geographic distribution.
In particular, you must cover:
1. Assess how the organization is capitalized and what that tells you about its financial health. Support your response with relevant graphs,
spreadsheets, and indicators such as “cash and cash equivalents,” total debt, shareholders’ equity, current ratio, debt/equity ratio, and Days Sales Outstanding (DSO). For example, does the organization have enough cash for payroll and other bills? Does it have the right mix of debt versus equity (stock)? How do you know?
Guidelines for Submission: Your Financial Performance and Health report should be approximately 2–4 pages long (excluding title page, spreadsheets and graphs, and references list). It should be double spaced, with 12-point Times New Roman font and one-inch margins, and should use the latest guidelines for APA formatting for references and citations. Please also include your name, course name, and submission date on the title page.
Instructor Feedback: This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information, review these instructions.