Project 1: Analyzing Financial Statements
Step 4: Complete the Analysis Calculation for Project 1

To help you analyze LGI’s financial situation so that you can make recommendations for improvement, you receive an Excel workbook containing the company’s key financial statements. After performing the ratio, common-size, and cash flow analyses, submit your initial findings.

Complete the analysis calculation for the project:

• Download the Project 1 Excel Workbook , click the Instructions tab, and read the instructions.
• Perform ratio, common-size, and cash flow analyses using the Income Statement and Balance Sheet worksheet in the Excel workbook.
• If you would like instructor feedback on this step, follow the instructions below to submit your Excel file to the Assignments folder as a milestone by the end of Week 1. This is optional. If you choose to submit the milestone, you will receive instructor feedback. To distinguish the milestone submission from the file you will submit in Step 5, label your file as follows: P1_milestone_lastname_Calculation_date

Take Action

Submit your assignment to your instructor for review and feedback.

Follow these steps to access the assignment:

• Click My Tools in the top navigation bar.
• Click Assignments.
• Select the relevant assignment.

• You should use the comments your instructor made about your optional milestone submission to revise your calculations as needed. Next, proceed to Step 5, where you will answer questions about your analysis, make recommendations for the client, and compile and submit your final report.
  

  Project 1: Analyzing Financial Statements
  Step 5: Prepare the Analysis Report for Project 1

  

  Today you will meet with your team to discuss the reasons for LGI’s reduced operational efficiency. The reduced efficiency has raised questions about the company’s income statement, balance sheet, and statement of cash flows. Answer the questions in the Project 1 Questions – Report Template document. Prepare your analysis report including recommendations for how the company can improve its financial situation.To complete the analysis report for the project:

  • Download the Project 1 Questions – Report Template
  • Read the instructions.
  • Answer all the questions.
  • Include your recommendations.
  • Submit the business report (Word document) and calculation (Excel file) to the Assignments folder as your final deliverable at the end of Week 2. Label your files as follows:
    • P1_Final_lastname_Report_date.docx
    • P1_Final_lastname_Calculation_date.xlsx

  Check Your Evaluation Criteria

  Before you submit your assignment, review the competencies below, which your instructor will use to evaluate your work. A good practice would be to use each competency as a self-check to confirm you have incorporated all of them. To view the complete grading rubric, click My Tools, select Assignments from the drop-down menu, and then click the project title.

  • 3.2: Employ mathematical or statistical operations and data analysis techniques to arrive at a correct or optimal solution.
  • 3.4: Employ software applications and analytic tools to analyze, visualize, and present data to inform decision-making.
  • 6.2: Evaluate strategic implications for domestic and international markets of an organization’s industry.
  • 10.2: Analyze financial statements to evaluate and optimize organizational performance.