I attached the presentation and the spreadsheet, everything is almost done, I ne
Place your order now for a similar assignment and have exceptional work written by our team of experts, At affordable rates
For This or a Similar Paper Click To Order Now
I attached the presentation and the spreadsheet, everything is almost done, I need only some adjustments, and I put in very detail what I need in each part. ONLY BID IT IF YOU CAN HANDLE IT, I WILL GIVE YOU A GENEROUS TIP IF YOU GIVE A HIGH QUALITY ASSIGNMENT.
The excel spreadsheet and again there are formatting issues. It needs to be formatted the same way as I did. Also, there are several sheets that don’t have any formulas for the totals. I will provide an example of the formatting when the question is assigned.
Also, I was looking at the PowerPoint presentation and didn’t include the information that was asked for. Please read the requirements again and edit the PowerPoint to include what is asked for in each section.
I need a high-quality work, I need this ON TIME OR BEFORE THE DEADLINE.
Please be sure to include formulas and formatting and don’t forget the PowerPoint Presentation at the end.
Excel Project: Historical Financial Statements Assignment Instructions
Overview
Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4)
Instructions
Choose one of the 3 companies listed in your Instructor’s Module 1: Week 1 Excel Project Announcement.
Go to the Securities and Exchange Commission’s EDGAR database and access your chosen company’s most recent Form 10-K (annual report). (For help with this process, see the Module 1: Week 1 presentation, “Downloading Financial Statements from the SEC EDGAR Database.”)
Create an Excel workbook, including data for your chosen company as follows:The 1st tab (worksheet) in your Financial Statement Analysis Template must be labeled Company Information. The following information must be included:Company Name and ticker symbol
Industry
Products or services offered
Major competitors
An example of this tab is provided in Exhibit A.
The 2nd tab in your Financial Statement Analysis Template must be labeled Historical Income Statements.Include the latest three years based on SEC filings.
Ensure that the worksheet includes a header with:Company Name
Financial Statement Name (Income Statements)
Financial Statement Dates
Denomination level ($s in millions or thousands, etc.)
The 3rd tab in your Financial Statement Analysis Template must be labeled Historical Balance Sheets.Include the latest three years based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)
Ensure that the worksheet includes a header with:Company Name
Financial Statement Name
Financial Statement Dates
Denomination level ($s in millions or thousands, etc.)
A partial balance sheet example is provided in Exhibit B.
The 4th tab in your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows.Include the latest three years based on SEC (10-K) filings.
Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows.
Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet.
Ensure that the worksheet includes a header with:Company Name
Financial Statement Name
Financial Statement Dates
Denomination level ($s in millions or thousands, etc.)
Other instructions:The Excel workbook should be professionally formatted. Professional formatting includes:All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.
Dollar signs are included in the first and last numbers of each column.
Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.
All extraneous information is removed from the spreadsheet. Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted.
Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read.
All totals and subtotals should be calculated using formulas. For an example of which cells may need formulas, please see Exhibit B.
Excel Project: Competitor Analysis Assignment Instructions
Overview
Competitor #1 Income Statement (Tab 5), Competitor #1 Balance Sheet (Tab 6), Competitor #1 Cash Flows (Tab 7), Competitor #2 Income Statement (Tab 8), Competitor #2 Balance Sheet (Tab 9), Competitor #2 Cash Flows (Tab 10), Historical and Competitor Ratios (Tab 11)
Instructions
Continue in the same Excel workbook prepared in Module 2: Week 2, adding the following tabsThe 5th tab and 8th tabs in your Financial Statement Analysis Template must be labeled (Competitor Company Name) Income Statements. (Replace “Competitor Company Name” with the name of the competitor.)Include the latest three years of income statements for your competitor based on SEC filings.
Ensure that the worksheet includes a header with:Company Name
Financial Statement Name (Income Statements)
Financial Statement Dates
Denomination level ($s in millions or thousands, etc.)
The 6th and 9th tabs in your Financial Statement Analysis Template must be labeled (Competitor Company Name) Balance Sheets. (Replace “Competitor Company Name” with the name of the competitor.)Include the latest three years of balance sheets for your first competitor based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)
Ensure that the worksheet includes a header with:Company Name
Financial Statement Name
Financial Statement Dates
Denomination level ($s in millions or thousands, etc.)
The 7th and 10th tabs in your Financial Statement Analysis Template must be labeled (Competitor Company Name) Cash Flows. (Replace “Competitor Company Name” with the name of the competitor.)Include the latest three years based on SEC (10-K) filings.
Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:Net Income from Income statement agrees with Net Income on the Statement of Cash Flows
Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet
The 11th tab in your Financial Statement Analysis Template must be labeled Historical and Competitor RatiosThe list of ratios to be included are as follows. They should be grouped under the headings, as shown:Liquidity RatiosCurrent Ratio
Quick Ratio
Leverage RatiosDebt to Total Assets Ratio
Debt Equity Ratio
Long-Term Debt to Equity
Times Interest Earned Ratio
Activity RatiosInventory Turnover
Fixed Assets Turnover
Total Assets Turnover
Accounts Receivable Turnover
Average Collection Period
Profitability RatiosGross Profit Margin
Operating Profit Margin
Net Profit Margin
Return on Total Assets (ROA)
Return on Stockholders’ Equity (ROE)
Earnings Per Share (EPS)
Price Earnings Ratio
Calculate the ratios for your chosen company for the last three years, linking the ratio calculations back to the historical financial statement tabs (Tabs 2-4) using formulas.
Calculate the ratios for each of your company’s competitors (most recent year only), linking the ratio calculations to the competitor financial statements shown in Tabs 5-10 using formulas.
Using the internet, locate the industry averages for the ratios listed above, and include them in the final column of the ratio tab. Include a footnote on the tab to identify the source of the industry averages.
Other instructions:The Excel workbook should be professionally formatted. Professional formatting includes:All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.
Dollar signs are included in the first and last numbers of each column.
Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.
Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read.
All totals and subtotals in the competitor financial statements as well as the ratio calculations should be calculated using formulas.
Other instructions:The Excel workbook should be professionally formatted. Professional formatting includes:All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.
Dollar signs are included in the first and last numbers of each column.
Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.
Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read.
All common sized, horizontal analysis, and projection items should be calculated using formulas. Totals and subtotals should also be calculated using formulas. For an example of which cells may need formulas, please see Exhibits A & B.
Excel Project: Projecting Financial Statements Assignment Instructions
Overview
Common Sized Balance Sheets (Tabs 12), Common Sized Income Statements (Tab 13), Horizontal Analysis Balance Sheets (Tab 14), Horizontal Analysis Income Statements (Tab 15), and Projected Financial Statements (Tabs 16-18)
Instructions
Continue in the same Excel workbook prepared in Module 4: Week 4, adding the following tabs:
The 12th tab in your Financial Statement Analysis Template must be labeled Common Sized Balance Sheets.
The 13th tab in your Financial Statement Analysis Template must be labeled Common Sized Income Statements.Set-up like the Historical Income Statements (Tab 2), this worksheet should use formulas to calculate the common sized percentages, linking to the Historical Income Statements for the calculations. “Revenue” or “Total Revenue” (depending on your company) should be used as the base for all common sized calculations on the Income Statements. Common sized percentages should be calculated for all three historical years presented.
The 14th tab in your Financial Statement Analysis Template must be labeled Horizontal Analysis of Balance Sheets.Start by copying and pasting the Historical Balance Sheets from Tab 3 to this worksheet. Then, add dollar and percentage change columns between each of the set of historical years.
See Exhibit B for an example of this tab.
The 15th tab in your Financial Statement Analysis Template must be labeled Horizontal Analysis of Income Statements.Start by copying and pasting the Historical Income Statements from Tab 2 to this worksheet. Then, add dollar and percentage change columns between each of the set of historical years.
The 16th tab in your Financial Statement Analysis Template must be labeled Projected Income Statements. Three years of projected statements should be included, starting with the most recent year after the company’s last issued report.
The 17th tab in your Financial Statement Analysis Template must be labeled Projected Balance Sheets. Three years of projected statements should be included. Three years of projected statements should be included, starting with the most recent year after the company’s last issued report.
The 18th tab in your Financial Statement Analysis Template must be labeled Projected Statement of Cash Flows. Three years of projected statements should be included, starting with the most recent year after the company’s last issued report.Other information relating to projected tabs:Projections should be based on research performed on your company and its industry. Use historical, trend, ratio data and current and future economic projections as well as information from the company’s MD&A to aid in preparing projections.
Clearly state your assumptions in a text box at the bottom of each tab. Cite sources for assumptions based on research.
The statements should be consistent, reasonable, and accurate. Areas that will be checked for accuracy include:The Balance Sheets should balance for all years presented.
Retained earnings should be properly calculated using the prior year’s balance, net income, and dividends.
The Ending Cash Balance on the Statement of Cash Flows should agree to the Cash Balance shown on the Balance Sheet for the same year.
Net Income on the Income Statements should match what is reported on the top of the Statement of Cash Flows (if indirect method is used).
Financial Analysis Presentation Assignment Instructions
Overview
Each student will prepare a 10-12 minute presentation, summarizing the financial statement analysis completed on the company that was the focus of the Excel Project.
Instructions
Start by preparing a PowerPoint presentation that concisely summarizes the following key areas:
INTRODUCTION: A general description of the Company, its products/services, industry, primary customer base, and major competitors
INCOME: A discussion of the company’s primary sources of core and comprehensive income, major sources of non-operating or transitory earnings (if applicable), and quality of earnings
CASH FLOWS: A discussion of cash flow trends for each of the 3 major categories (operating, investing, financing)
RATIO ANALYSIS: Key conclusions drawn from the company’s last 3 years of ratios, as well as a comparison to industry averages and competitors. Should include a discussion for each major category of ratios, including liquidity, solvency/leverage, efficiency, profitability, and market value.
MARKET VALUATION: A consideration of any unrecorded assets, as well as the company’s general market value or stock price trends.
STRENGTHS/WEAKNESSES: Summarize the company’s key financial strengths and weaknesses, in comparison to its competitors and the industry.
FUTURE PROSPECTS: Discuss what conclusions you were able to draw regarding the company’s future prospect from your financial analysis and research.
BIBLICAL WORLDVIEW: Evaluate the company’s financial position and organizational strategy in relation to a Biblical worldview.
Presentations should include in-text citations (APA style, current edition) that reference at least 8 scholarly/trade sources, the course textbook, and the Bible.
