Final Statement Analysis

This Portfolio Project has two parts: Calculations and a 4- to 6-page essay.

While the calculation requirements of this assignment are important, equally important are your discussion and analysis of the quantitative results.

You will submit two documents: 1) a spreadsheet containing your horizontal and vertical analysis (and perhaps your ratios) in Module 7 and 2) a word document containing your essay in Module 8.

You will submit both parts separately. See the Portfolio Project Part One and Part Two grading rubrics, located in the Module 7 and Module 8 folders.

In Module 7, you submitted your spreadsheet. For this module, you will take what you submitted in your spreadsheet, and use that information to write your paper.

Directions:

Your paper must:

Be 4-6 pages in length.

Include a proper introduction and conclusion.

Include a reference page.

Provide your reader with an overall understanding of the financial health of your chosen firm including the following:

Discussion of the ratio analysis results, including rationale for the ratios chosen.

Discussion of all horizontal and vertical analysis from above.

Discussion of four items from the management discussion of the firm that support the conclusion formed in your discussion of the financial results.

Finally, read through the Portfolio Project Part Two Grading Rubric in the Module 8 folder that will be used to grade your assignment-you will get a feeling for expectations by doing so. Your instructor is here to help you through this project. If you have questions, please let your instructor know.

He or she may be willing to take a quick look at your horizontal and vertical analysis to give you feedback in advance since you will not have had much experience on that calculation prior to the project. Always communicate right away with your instructor when you need assistance!