Ratio analysis
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RatioAnalysisGradingGuide.doc|
Ratio Analysis Grading Guide ACC/561 Version 7 |
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Individual Assignment: Ratio Analysis
Purpose of Assignment
This week’s focus is on the preparation of financial reports for internal users, such as managers. This case study applies the concepts of managerial accounting, through comparative and ratio analysis, and requires students to identify financial data needed by managers for decision making.
Resources Required
Generally Accepted Accounting Principles (GAAP)
U.S. Securities and Exchange Committee (SEC)
Tutorial help on Excel® and Word functions can be found on the Microsoft® Office website. There are also additional tutorials via the web offering support for Office products.
Grading Guide
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Content |
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Partially Met |
Not Met |
Comments: |
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Explained why student would want the financial statements to be audited. |
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Discussed the implications of the ratios provided for the lending decision about to be made. That is, did the information paint a favorable picture? Answered the following question: · Are these ratios relevant to the decision? Stated why or why not. |
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Evaluated trends in the performance of P. Jason Corporation. Identified each performance measure as favorable or unfavorable and explained the significance of each. |
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Listed three other ratios that student would want to calculate for P. Jason Corporation, and in own words explained in detail why student would use each. |
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Answered the following question: · As the loan officer, what else would student do to gain a better understanding of Paul Jason’s, and the Corporation’s financial picture and why? |
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Answered the following question: · Based on student’s analysis of P. Jason Corporation, would student recommend approval for the requested loan? Provided specific details to support decision. |
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The examination is a minimum 700 words in length. |
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Total Available |
Total Earned |
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40 |
#/40 |
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Writing Guidelines |
Met |
Partially Met |
Not Met |
Comments: |
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The paper—including tables and graphs, headings, title page, and reference page—is consistent with APA formatting guidelines and meets course-level requirements. |
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Intellectual property is recognized with in-text citations and a reference page. |
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Paragraph and sentence transitions are present, logical, and maintain the flow throughout the paper. |
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Sentences are complete, clear, and concise. |
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Rules of grammar and usage are followed including spelling and punctuation. |
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Total Available |
Total Earned |
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20 |
#/20 |
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Assignment Total |
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60 |
#/60 |
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Additional comments:
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