Business administration homework
BA 301 – Research & Analysis of Business Problems
Homework Assignment #3
Fun with Charts and Excel to tell your story
Format/Requirements:
· Hand this in at the beginning of class, not by email.
· Use Times New Roman, 12-point font, 1-inch margins as indicated in the homework template.
· Use the homework template!
Objective:
Use Charts and Excel to effectively tell your story.
Find your company’s financial statements, industry statistics, and other related data.
Most financial statements will compare three years’ of results; most current, first year back, second year back. Example: 2016, 2015, 2014.
Using the RESEARCH PAPER TEMPLATE as well as CHARTS and EXCEL:
1. Rewrite your “Situational Analysis” – please address my feedback from your Homework #1.
2. Develop your “Problem Analysis & Description” section of your research paper.
3. Consider the following in your content for both sections combined – 6 pages maximum
· I encourage you to integrate CHARTS and ANALYSIS USING EXCEL in the body of your assignment, if it makes sense.
· Situational Analysis what INFORMATION will you convey based on DATA you have in your Appendix – these can include charts and analysis using Excel. Do not repeat data, convey your insights/takeaways.
· Internal performance
· Industry perspective
· Environmental factors
· Integrate SWOT Analysis table in your Situational Analysis. Substantiate descriptions with information.
· How well is the company doing with regard to accomplishing its Mission and Vision, and living up to its values?
· What insights do you have on your company’s revenues, expenses, and profits? How do these compare vs. competitors, industry?
· What insights do you have on your company’s balance sheet? How do these compare vs. competitors?
· What insights do you have on your company’s cash flow? How do these compare vs. competitors?
· What are the company’s problems, causes and symptoms? What opportunities, if any, are they missing?
· How would you put on chart or table your company’s problems, causes, and symptoms? (include in the Appendix but have the commentary in the body of your assignment)
· If you think your company does not have problems, what are they doing right? Why? How? Prove this via your analysis on Excel and put on a chart or whatever is the best way to show this visually. Have the commentary in the body of your assignment.
· What may be possible scenarios in the industry and/or environmental factors your company needs to be aware of
· Include your analysis on the financials and other related data that could be seen as potential symptoms, for example:
· Revenues flat, or declining, over what period of time? (why?)
· Cost of Goods Sold percentages increasing substantially over what period of time (ask why?)
· Expenses rising dramatically over what period of time (again, ask why?).
· Drill down on the expense categories – any item or items they are overspending on, etc.? (ask why?)
· Extraordinary expenses showing in only one year; could be the cost of closing a production facility, cost of buying assets that were paid for upon purchase (notate the situation).
· Why is their debt increasing over what period of time? (ask why?)
· What is the trend in your company’s stock price? What is this telling you? (ask why?)
· Determine what charts you will include in the Appendix, and how you will reference these in the body of your paper.
Submit your assignment to me BOTH in hard copy and onto D2L.
Include the Appendix and Bibliography in your submission.
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