Topic for the Individual report is "Paper cups, bags and plates manufacturing company". We have to set our own company financials, strategic purpose and goals.

A model financial report and assessment brief attached for your reference.

Need a report of 1500 words which is clearly mentioned in that assessment brief.

Note: Do not consider about presentation as it is group work based on the report.

LEARNING OUTCOMES

1. Analyze the connection between Excel sheet with P&L

2. Developand analyzing a Balance Sheet

3. Develop a Sales Budgetwith all appropriate components

4. Develop an expense budget (HR Budget), etc.

5. Debate to what extent the business plan can be reliable to assess financial forecast

Topic:Select a company (SME or MNC) to which you will develop a financial plan (5-9 years) considering its strategic purpose and goals.

Your report must address the following questions

1. Assessing the financial situation of the company of your choice. It is important to know the net worth of the company. The list of assets and liabilities are to be made clearly. (savings, property, investment versus mortgage, loans, tax bills, outstanding debts, etc.)

2. Create a budget. You need to track the ins and outs of the capital to understand how you can take control of your spending and savings.

3. Set your financial goals. You need to identify and evaluate the financial goals and objectives of the defined company according to its environment. It is important to consider its external and internal environment to develop relevant financial objectives which are linked to the corporate strategy of the organization. Discuss thoroughly your short and long term financial objectives (Limit transaction costs by acquiring a company, set a pension fund for your stakeholders, build a new factory to enter a new market, etc.)

4. Know your risk tolerance. Discuss the risk tolerance of the company considering 5 categories (conservative, moderately cautious, balanced, moderately aggressive and aggressive). The discussion must consider the following risks: Market, interest rate, business, corporate misgovernance, inflation, liquidity, policy, scams and broker failure.

5. Implement the financial plan and regularly review and adjust your implementation or your financial plan

Structure of the presentation

The presentation must be structured according to the elements listed below:
• Cover page
• The table of contents
• Introduction
• Background, Scope of the work, Method of Investigation, Research Question, Objectives
• Body of Analysis: Analysis using theories and models studied in class; use of facts, figures, graphs and visual material
• Conclusion
• Bibliography
• Appendix

Attachment:- BusinessPlan.rar

Attachment:- Assessment Brief.rar