Financial Analysis Report
Students will write a Financial Analysis Report for a stakeholder (external investor or internal
manager) that interprets the annual report of an Australian company. The Report will clearly state
recommendations about the company’s suitability for share investment or internal management.
The company should be listed on the ASX.
Students will be assessed on the thoroughness of the financial analysis. Thoroughness requires
a logical justification of why financial and non-financial performance indicators are included in the
analysis. The analysis will be formally written to meet the expectations of a stakeholder.
Financial Analysis Report content
Executive summary
The executive summary should be approximately 10% of total word count.
It provides a background of the company chosen, the main business activities and the purpose of
the Financial Analysis Report.
Analysis
Analysis will present and discuss the financial results and performance indicators extracted from
the company’s annual report.
A concise commentary should explain the significant changes in the financial results.
Interpretation
The interpretation should be approximately 70% of total word count.
Interpret the causes of the changes in the company’s financial performance. Justify the inclusion of financial and non-financial performance indicators in the Financial Analysis Report.
Research additional non-financial performance indicators from a wider range of sources beyond
the company’s own publications.
Discuss the company’s business activities and the financial implications of the activities. Apply
financial and non-financial performance indicators to explain trends and issues in the company’s
financial results.
Conclusion
The conclusion should be approximately 20% of total word count.
State a clear recommendation that addresses the decision-making needs of a stakeholder. For
example, recommend a decision to invest or not invest in the company if the Report is written for
a potential shareholder. Or, recommend a decision to improve the financial performance of the
company if the Report is written for an internal manager.
Justify recommendations by explaining how it will meet the needs of the stakeholder.
Consider the following questions if they are relevant to the company’s financial performance.
operates?
difference in the target market? Is there a specific skillset required of employees?
recent global events apparently had on the company? In which specific areas?
Organization in future financial years.
Organization in future financial years.
Assessment Marking Guide The following criteria will be applied to marking your assignment.
Presentation:The Financial Analysis Report adheres to the total word count of 1,000 words The Financial Analysis Report is clearly written, logically structured, and draws a logical conclusion(s) Financial information is evaluated and presented to meet the expectations of a stakeholder (external investor or internal manager).
Technical Skills /20 Financial and non-financial data is interpreted, analysed and justified for relevance to the company’s performance Financial theory and principles are applied in the evaluation and discussion Relevant and specific advice is provided to the stakeholder that addresses their needs
Stakeholder Engagement /5 The selection of data sources is relevant to the interests of the stakeholder. The language and tone (grammar and syntax) of the Financial Analysis Report are formal and professional
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