Project One: Financial Analyst Job Aid Week 3

Project One Guidelines and Rubric.html

Project One: Financial Analyst Job Aid Guidelines and Rubric

Competency

In this project, you will demonstrate your mastery of the following competency:

• Describe the purpose and function of financial management in an organization

Scenario

You’ve been an entry-level financial analyst for six months. Your supervisor plans to fill another entry-level financial analyst position on your team. Your supervisor has asked you to create a job aid for the financial analyst role. The purpose of the job aid is to help the new hire move smoothly into the role. The job aid must describe the responsibilities of a financial analyst. It must also describe the impact the role has on a business.

Directions

Using the Financial Analyst Job Aid (linked in the What to Submit section), create a job aid for a new hire to an entry-level financial analyst position. Your job aid should be thorough, but it should also be easy to understand for someone new to the field of finance.

In your job aid, you’ll give a general overview of financial management and its importance to a business. Specifically, you must address the following:

1. Financial Responsibilities: Describe the responsibilities of a financial analyst.

1. Write five to seven bullet points outlining the responsibilities of a financial analyst. Write in complete sentences.

• Financial Management Decisions: Use an example to discuss the importance of analyzing and managing finances to help make business decisions.

1. Consider the bullet points you outlined in the previous section. Then write a brief paragraph that answers the following questions. Use examples to support your claims.

1. How do these responsibilities help inform management decisions?
2. What would happen if management didn’t have this information?

• Accounting Principles: Explain how to use accounting principles to analyze a business’s financial health. Give examples to support your claims.

1. Write a brief paragraph that explains how financial analysts use accounting principles to analyze a business’s financial health. In your paragraph, also answer the following questions:

1. What accounting information do financial analysts use?
2. What would happen if that information was not available or was not accurate?

• Financial Statements: Describe how to use financial statements to help businesses make finance-related decisions. Give examples to support your claims.

1. Think about how financial analysts identify the information contained in financial statements. Then write a brief paragraph that answers the following questions. Use examples to support your claims.

1. What does a financial analyst need to do their job?
2. What types of finance-related business decisions would this information help businesses to make?

• Financial Terminology: Explain how a financial analyst uses key financial terms every day. Ensure your response is clear and easy to understand.

1. Define each term listed below. Then, for each term, write one or two sentences showing how a financial analyst might use the term and how the concept is used to make important financial decisions.

1. Financial statement
2. Liquidity
3. Working capital
4. Diversification
5. Time value of money

What to Submit

To complete this project, you must submit the following:

Financial Analyst Job Aid Submit your completed Project One: Financial Analyst Job Aid that includes sources cited according to APA style.

AI Usage

If you use gen AI tools to support your work on this assignment, be sure to follow these AI usage guidelines. You must acknowledge your use of these tools in your work. Guidelines on how to cite AI tools can be found in this Shapiro Library guide.

Project One Rubric

Criteria	Exceeds Expectations (100%)	Meets Expectations (85%)	Partially Meets Expectations (55%)	Does Not Meet Expectations (0%)	Value
Financial Responsibilities	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Describes the responsibilities of a financial analyst	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include describing in more detail the responsibilities of a financial analyst	Does not attempt criterion	17
Financial Management Decisions	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Discusses the importance of analyzing and managing finances to help make business decisions and gives examples to support claims	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include discussing in more detail the importance of analyzing and managing finances to help make business decisions or giving examples to support claims	Does not attempt criterion	18
Accounting Principles	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Explains how to use accounting principles to analyze a business’s financial health and gives examples to support claims	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explaining in more detail how to use accounting principles to analyze a business’s financial health or giving examples to support claims	Does not attempt criterion	16
Financial Statements	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Describes how to use financial statements to help businesses make finance-related decisions and gives examples to support claims	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include describing in more detail how to use financial statements to help businesses make finance-related decisions or giving examples to support claims	Does not attempt criterion	16
Financial Terminology	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Explains how a financial analyst uses key financial terms every day; writes responses that are clear and easy to understand	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explaining in more detail how a financial analyst uses key financial terms every day or writing responses that are clearer and easier to understand	Does not attempt criterion	18
Clear Communication	Exceeds expectations with an intentional use of language that promotes a thorough understanding	Consistently and effectively communicates in an organized way to a specific audience	Shows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understanding	Shows no evidence of consistent, effective, or organized communication	10
Citations and Attributions	Uses citations for ideas requiring attribution, with few or no minor errors	Uses citations for ideas requiring attribution, with consistent minor errors	Uses citations for ideas requiring attribution, with major errors	Does not use citations for ideas requiring attribution	5
Total:	100%