Category: Financial Management

The summary annual report is a scaled down version of a full annual report. You will simply not have enough detail to complete the typical nine sections. For example, you are not responsible for the Auditor’s Report. Naturally, you are encouraged to review real world annual reports which can be used as a strawman in preparation. Your recently completed Annual Operating Review in Week 5 should be aligned with your Annual Report.
Preparing your HISCO summary annual report will be one of the most comprehensive assignments you will have completed during your MBA. You will gain an appreciation for the complexity and responsibility the senior executives continually face. Hopefully, you have experienced the holistic and competitive environment from the simulation. Your recently completed Annual Operating Review will provide the basics.
The information, qualitative and quantitative, in an annual report should provide current and prospective investors (as well as any stakeholder) a complete insight into the company’s historic performance and its plans for growth and improvement over the next few years as defined by its strategy. Publicly traded companies are required by law to prepare and submit to many constituencies a variety of filings. The most well-known is the Annual Report to Shareholders and related Form 10-K. An annual report is technically an unofficial document. The Form 10-K will typically provide the most comprehensive summary of the company’s history, financials, risks and opportunities, and current operations. The Form 10-K is submitted annually to the U.S. Securities and Exchange Commission (SEC). Technically, HISCO is a private company (you may have sold equity to the venture capitalist) and only if it had publicly trades debt would be required to file a Form 10K.
As a future leader of a public or private company, you will learn the integrative nature of any business while you complete the HISCO summary annual report. This document can become an important part of your e-portfolio in the program. Your owner, Stanley Sloane, looks forward to reading your HISCO summary annual report. While details may vary state by state, even if your career leads to growing a small private business, you will need to file an annual report with The Secretary of State in your jurisdiction, another benefit to learning from our final activity.
The following identifies specifics instructions for preparation of each required section. The required sections to be completed will be found the word document from the model. Please remember to periodically save your work. An online search will reveal innumerable sites devoted to annual reports.
The HISCO Summary Annual Report
Must be completed using the template provided through the Growing Your Business simulation.
For technical help with the simulation, please email HelpDesk@tri-sim.com
Follow the Summary Annual Report Template Download Summary Annual Report Template as a guide to formatting your work. Standard APA formatting will not apply to this assignment.
Must include the following:
Cover Page
You can design your own cover page. Should be reflective of your corporate image and may include a picture and/or logo. At a minimum, it will include the name, [simulation year] HISCO Summary Annual Report, as well as your name and date. The cover page can only be 1 page.
CEO Letter
The CEO Letter is designed to share the Strategy, Financial Highlight Summary, and Business Overview of the past year. Evaluate quantitative and qualitative techniques for business analysis and decision-making. It will typically also include the future growth outlook for the business (detailed in the Sales, Marketing and Industry pages below). The CEO Letter can be a maximum of 3 pages.
The “Stan Sloane Letter”
HISCO’s owner, Stan Sloane, is very happy that he decided to hire you to help turn the company around. He is interested in having you stay on with the company. However, he will need assurance from you that you are committed to continuing to grow HISCO. Explain to Stan how you plan on running the company over the next two years. You should discuss the majority of the items you developed when you first came on with the company, including: whether you would make any changes to the SWOT analysis, whether you would change the company strategy, negotiations you would make with company stakeholders, future technology suggestions, growth expectations in general for the industry and specifically for HISCO over the next two years, any concerns that occurred in the past year that you would address, and any other information you believe would be relevant in order to reassure Stan that he has placed the company in the right hands. You will add this letter at the end of the standard Annual Report. This letter is not part of a traditional Annual Report. The “Stan Sloane Letter” can be 3-4 pages.
Sales, Marketing, & Industry
This section should detail all aspects of HISCO’s Value Chain, from supplier to manufacturing to the customer. Products, NPIs, Pricing, in an industry perspective of competition should be elaborated on. Utilize tools from marketing to manage the profitability of overall business operations. A review of your SWOT would probably help as well as your recently completed Annual Operating Review. An essential element is for current and prospective investors to understand how HISCO makes money and will be able to create growth and deal with risks. The Sales, Marketing & Industry section can be a maximum of 5 pages.
Financial Statements
Financial statements are the heart and soul of the annual report. This is a quantitative section that provides current and prospective investors a look into HISCOs financial performance. The financial statements consist of the Income Statement, Balance Sheet, and Cash Flow. We suggest you show a minimum of 4 Qtrs. for each of the past two years for the Income Statement, Balance Sheet, and Cash Flow. Utilize tools from finance management to manage the profitability of overall business operations. Consider expanding the lines within each statement in the model. You will need to provide details on the Credit Line. The Financial Statements section can be a maximum of 6 pages.
Management Discussion and Analysis (MD&A)
The Management Discussion and Analysis section provides the real detail on year to year performance. In your case, this will be simulation year vs. prior simulation year. Topics will be both qualitative and quantitative in all aspects of simulation year relative to prior simulation year. MD&A will certainly include a complete variance analysis of performance and the successes and failures of your decisions for the year. It is the time you will delve into the details of your operating decisions. The MD&A section is typically devoted to the past (your future was described in prior sections). Reference to the Financial Statements is crucial as well as your recently completed Annual Operating Review. Graphics from your Business Intelligence Dashboard and your Variance walks on Income and Cash can provide visual insight into your performance. The Management Discussion and Analysis (MD&A) can be a maximum of 6 pages.
Notes, Appendices, and References
Any supporting documents, comments, information, a glossary of terminology, and/or clarifications you deem relevant to your annual report to assist current and prospective investors. The Notes, Appendices, and References are required and can be a minimum of 1 page and a maximum of 2 pages. References can be in a bulleted or numbered format.

You must perform Cross-Border Valuation and Synergy Management analysis. Use an Excel sheet to answer the Valuation question (Q#3) and Synergy Management Question (Q#2). Please keep your Excel sheet as organized as possible. I provided some Excel files both for Cross Border Valuation and Synergy management that you can use as your sample. Use formulas, list related data assumptions in a separate worksheet, and reference those data and assumptions in the DCF valuation sheet

Read the following article about Tesla. Answer the following prompt with a one page paper. here are the paper links to go based off
1) https://www.statista.com/aboutus/our-research-commitment
2) https://www.statista.com/topics/2086/tesla/#topicOverview
3) https://www.statista.com/statistics/272120/revenue-of-tesla/
4) https://www.statista.com/statistics/960121/sales-of-all-electric-vehicles-worldwide-by-model/
5) https://www.statista.com/topics/1893/toyota/#topicOverview
please refere to these articles to write the essay
With the current push to change from gas run vehicles to electric vehicles, along with the threat of new entrants into the electric vehicle market, what strategy would you recommend to Tesla to stay competitive in the electric vehicle market?
Most valuable automotive brands worldwide by brand value 2022
Published by Statista Research DepartmentLinks to an external site., Jun 16, 2022
The Tesla marque was ranked as the world’s most valuable car brand in 2022, with a brand value of roughly 75.9 billion U.S. dollars. Toyota, 2020’s leader, is now the runner-up, followed by Mercedes-Benz.
Tesla stays in the lead
TeslaLinks to an external site. had been steadily climbing up the world’s most valuable car brands ranking, reaching the top in 2021. Tesla, Inc., founded in 2003 as Tesla Motors, is a North American electric vehicle and clean energy automaker based in Palo Alto, California. Its revenueLinks to an external site. in the 2021 fiscal year reached over 53.8 billion U.S. dollars, and the Tesla Model 3 was the best-selling plug-in electric vehicle model worldwideLinks to an external site. in that same year.
Other valuable car brands worldwide
Toyota, the runner-up, is a subdivision of the Toyota Motor CompanyLinks to an external site., founded in the late 1930s. The Japanese manufacturer is one of the largest companies in the global automotive industry and is active in various segments, including SUVs and crossovers, trucks, and motorcycles. Automotive brands such as BMW and Mercedes-Benz also made the list of the most valuable car brands worldwide. Germany’s Mercedes-Benz assembles luxury and crossover automobiles, buses, and trucks.
The paper should be APA formatted and include at least one cited reference.
The following grading rubric will be used.

All documents are attached. Please let me know ASAP if you need anything to complete the assignment. Thank you in advance for all your help.

https://bellevue.libwizard.com/f/companyinfo

**Detail Instructions to paper are attached.
**Other instructions are to use APA format, double spaced, reference page, 6 references with at least 3 scholarly peer reviewed journals and all references cited within text.

To answer this assignment properly you will need to follow the below steps;
– You must read and understand the case study and to refer to the remaining shared documents.
– Go over the “Assignment brief” document to see all the questions that needs to be answered on the paper and ensure to use credible source when answering the questions.
– in Question (v) you don’t have to conduct the valuation of Ferrari. You just need to assess Ferrari’s issue price in the light of the information provided and discussed in the case study.
– The last part of the assignment (question viii) relates to the topic of capital structure.
– Answer all questions in Q&A format; meaning you will need to state the question in he paper and provide its answer. (note the word counts of the questions are excluded from the required word counts for the paper which is 2500-2750).
– You must use credible sources such as financial press or journal articles. Also, utilize different concept and theories by referring to a book inside the link here; (https://shorturl.at/qBR68). use at lease 4 reference from this book.
– Please let me know if you have any questions.

This is my last class to graduate, it’s two parts. The first part is a 3 part proposal Case Study to add a specialized nurse triage center with many organizational and financial analyses including an Excel sheet which is the second part and I have attached both (the empty one sent by Dr and the one done by me and has been approved by my Dr ) I also attached the rubric the goal is to exceed expectation or meet them please she is very picky. Please use APA format with reference and peer review as it is very important. This Walden University FMOO7 Analyze Financial Data class
Part I Analyze Organizational Financial Data
For this part of the Final Assessment, you will conduct a 5-year analysis of Jiranna Healthcare’s outpatient operational and financial data in order to determine whether or not the capital project is an attractive project. Refer to “Jiranna Finances” for financial statements to analyze.
Prepare a 2- to 3-page financial analysis including a supporting Excel spreadsheet to show your work. The focus must be on the content and the depth of your analysis. Unless otherwise indicated, a 5-year trend analysis is expected.
Complete your analysis as follows:
Calculate the 5-year net sales, operating expenses, operating income, and net income of Jiranna Healthcare. Once the calculations are complete, interpret the resulting data and explain the significance of the trend results.
Calculate the 5-year total profit margin, asset turnover, return on assets, and return on net worth. Once the calculations are complete, interpret the resulting data and determine the company’s profitability.
Calculate the 5-year current ratio, day’s cash on hand, and working capital. Once the calculations are complete, interpret the resulting data and assess the company’s liquidity.
Calculate the 5-year debt ratio and times interest earned ratio. Once the calculations are complete, interpret the resulting data and explain the company’s long-term solvency.
Complete a DuPont analysis for each of the five most recent years. Once calculations are complete, interpret the resulting data and determine the company’s individual DuPont characteristics (e.g., total margin, total asset turnover & equity multiplier) and trends across the analysis period.
Ultimately a decision has to be made. Would you recommend the capital project to Jiranna Healthcare? Explain the rationale for your decision.
PartII Conduct an operating indicator evaluationFor the next part of the Final Assessment, you are expected to complete a number of calculations, and then interpret the numbers to provide recommendations based on these analyses. It is essential both to show your work and calculation using current technology like Excel Workbook, and to demonstrate how these calculations support your conclusions. Be sure to explain your reasoning. You will be assessed on the accuracy of your quantitative analyses and the quality of the evidence you use to support your conclusions.
Imagine that you are an administrator at Jiranna Healthcare who has been asked to analyze cash-flow data to determine the costs and benefits of implementing a new capital project. For background, read “Capital Project Case Study.” Then, complete the “Capital Project Case Study Spreadsheet”, which provides cash-flow data (costs and benefits) for the proposal. Download and save the Excel spreadsheet in your working Excel Workbook, and use the information provided to complete the following:
Calculate the cash inflows and outflows for each year.
Evaluate the capital project by calculating the following metrics:
Net present value (NPV)
Internal rate of return (IRR)
Modified internal rate of return (MIRR)
Payback period
Discounted payback period
In a 1- to 2-page report including a supporting Excel spreadsheet to show your work, provide your recommendation with rationale, as to whether the project is acceptable, assuming Jiranna Healthcare has a corporate policy of not accepting projects that take more than 3.5 years to pay for themselves, and assuming an 11% cost of capital.
Part III Conducting budgeting and evaluation
You are an administrator at Jiranna Healthcare. You have been asked to conduct a budget variance analysis: analyzing performance by comparing budgeted workload, revenue, and expenses for a range of different service lines, with actual workload, revenue, and expenses for those service lines.
Open the document “Variance Analysis Case Study,” where you will find data on the expenses, revenue, and outpatient product lines at Jiranna Healthcare.
Analyze the data and prepare a 3- to 4-page report including a supporting Excel spreadsheet to show your work. In your report, address each of the five following questions. In each case, show the calculations that you conducted to answer the question. Then, explain your conclusion and how your calculations support your reasoning.
What was Jiranna’s original profit forecast (assume away any issues with depreciation, taxes, etc.)? Halfway through the fiscal year, what is the hospital’s revised projection for FY21 profits?
Which outpatient service lines are over budget? Which outpatient service lines are over budget after accounting for workload increases?
What two actions would you recommend be taken at the mid-year point if you oversaw a fee-for-service healthcare organization? In other words, where are the problem areas on which you would focus your attention, and who might provide ideas for “best practices” based on their performance?
What two actions would you recommend be taken at the mid-year point if you oversaw a capitated healthcare organization? In this case, the revenue spreadsheet would be replaced with an overall budget of $50 million with which to operate (rather than being able to bill for each episode of patient care). Federal, state, county, and city healthcare organization normally operate under a capped budget. Additionally, many HMOs also operate under a fixed per member, per month (PMPM) capitated process.

This assignment is an individual assignment. This assignment requires you to write an 8,000 words original dissertation. Students will choose an appropriate and agreed academic area related to their program of study, apply their independent learning skills to research this area in depth, and provide recommendations with relevance for practitioners or industry.
1. Identify and justify a research question or practical issue of relevance to the student’s program of study.
2. Critically evaluate the key concepts involved in a research project and identify and apply
appropriate theories to form a coherent research proposal including structured and focused
research objectives appropriate for study at Undergraduate level.
3. Identify, analyse and critically review the relevant literature.
4. Evaluate and utilise appropriate research methodologies and methods, and understand the
principles of effective and ethical research practices.
5. Analyse, interpret and critically evaluate the data or information obtained and present the
analysis and findings of research with clarity.
6. Formulate realistic and appropriate conclusions and recommendations from a
dissertation/project, including suggestions for future research and/or practices as appropriate.

Each student must write a one-page summary of a finance article that he/she has read on a financial outlet (i.e., wall street journal, Bloomberg TV, any finance news outlet). The article should be tied to one of the chapters covered in this course.
The summaries must be submitted on the due date per the course schedule and should be submitted on Canvas.
You must follow the layout below:
One-inch margins on sides, top and bottom.
Use Times or Times New Roman 12 pt. font.
Double-space the text of the paper.
Indent the first word of each paragraph 1/2″
Please be sure to cite your source at the end of your summary.
Please use the list below as a base for your article:
Intro to the Concept covered
How is the concept introduced in the article?
Summarize the article
What conclusion can you draw from the article?

Chapters to base it on: Chapters 7, 8, or 9

Share an example of what experiences would look like in the healthcare setting or workplace established by spending and hiring goals. Please summarize:
What worked well and what did not work well?
How might the forecasting processes be improved?