Tasks and Duties
For the first week, you will be performing a Financial Statement Analysis of a publicly traded company of your choice. The objective is to understand the company's financial health and profitability. The deliverable will be a DOC file that includes an analysis of the company's balance sheet, income statement, and cash flow statement. To complete this task: 1) Select a publicly traded company and gather its last three years' financial statements. 2) Analyze the company's liquidity, solvency, profitability and efficiency ratios. 3) Write a report detailing your analysis and your conclusions about the company's financial health. Evaluation will be based on the accuracy of your analysis, the clarity of your report, and your understanding of the financial statements.
This week, you will be creating a budget and forecast for a hypothetical small business. The goal is to practice planning and strategy skills. The deliverable will be a DOC file that includes the budget, forecast, and a detailed explanation of your assumptions and strategies. To complete this task: 1) Create a profile for a hypothetical small business. 2) Develop a one-year budget and forecast, taking into account potential revenue, expenses, and cash flows. 3) Write a report detailing your methods, assumptions, and strategies. Your evaluation will be based on the feasibility of your budget and forecast, the quality of your report, and your ability to plan and strategize.
This week, your task is to perform an Investment Portfolio Analysis. The objective is to understand the risk and return of a portfolio. The deliverable will be a DOC file that includes an analysis of a hypothetical portfolio's performance and risk. To complete this task: 1) Create a hypothetical investment portfolio. 2) Calculate the portfolio's returns over the past year and its risk using standard deviation. 3) Write a report detailing your analysis and your conclusions about the portfolio's performance and risk. Evaluation will be based on the accuracy of your calculations, the clarity of your report, and your understanding of portfolio management.
This week's task is Financial Modeling. The goal is to develop a financial model for a hypothetical project or investment. The deliverable will be a DOC file that includes the financial model and a detailed explanation of your assumptions and methodologies. To complete this task: 1) Create a profile for a hypothetical project or investment. 2) Develop a financial model to evaluate the project or investment, taking into account potential cash flows, rate of return, and risk. 3) Write a report detailing your methods, assumptions, and conclusions. Your evaluation will be based on the feasibility and complexity of your model, the quality of your report, and your ability to evaluate financial decisions.
This week, you are tasked with conducting a Macroeconomic Analysis to understand the impact of macroeconomic factors on a company's performance. The deliverable will be a DOC file that includes your analysis and a detailed explanation of your findings. To complete this task: 1) Select a publicly traded company. 2) Analyze how macroeconomic factors such as GDP growth, inflation, exchange rates, and interest rates could impact the company. 3) Write a report detailing your analysis and your conclusions. Evaluation will be based on the depth of your analysis, the clarity of your report, and your understanding of macroeconomics.
For the final week, you will be conducting a Risk Management Analysis. The objective is to identify and evaluate potential risks for a hypothetical business. The deliverable will be a DOC file that includes a risk analysis and a mitigation plan. To complete this task: 1) Create a profile for a hypothetical small business. 2) Identify potential financial and non-financial risks the business could face. 3) Develop a risk mitigation plan. 4) Write a report detailing your analysis, the potential impacts of the risks, and your mitigation plan. Evaluation will be based on the comprehensiveness of your risk analysis, the feasibility of your mitigation plan, and the quality of your report.