JWI 530: Financial Management I Assignment 1B
1. Profitability/Net Income Margins • What are both companies’ after-tax net income margins (i.e., net profit margins)? • How do the two companies compare? • Which company achieves the higher net income margin? Explain. Tip: Analyze the major cost structure line items in the income statement (COGS, SG&A, restructuring costs, depreciation and amortization, impairment, interest expense (income), etc.) as percentages of net sales so that you can identify reasons for better net income margins. Identify and comment on the differences. You may not know why a particular cost item, such as COGS is higher or lower, and that’s okay. Your CEO only wants to know which cost-structure items are higher or lower for each company.
2. Debt Management
• Which company does a better job managing its long-term debt? • What are their respective 3-year trends (2021 to 2023) for total debt to total assets
ratio? • How can each company improve its use of long-term debt and equity capital?
3. Cash Is King • How much net cash from operations (CFFO) did each company generate in the most
recent year? • Which company has done a better job generating net cash from operations (CFFO)? • In layperson’s terms, how is each company spending its cash with respect to
reinvestments in the business, changes in debt, and returning money to shareholders?
4. Short-Term Liquidity
• How do the companies compare in terms of the current ratio, and what are their respective 3-year trends?
• Do their current ratios indicate that either of these companies could go bankrupt soon? Explain.
JWI 530: Financial Management I Assignment 1B
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to change based on the needs of the class. JWI 530 – Assignment 1B (1244) Page 3 of 5
For your slides and video presentation, complete the following tasks:
1. Create a PowerPoint deck to support your financial presentation.
• Highlight your key findings from your Financial Analysis Snapshot (Assignment 1A) and your Executive Memo. Focus on the most critical insights that would be helpful for the leadership team. Your PowerPoint should complement your Financial Analysis Snapshot and your Executive Memo.
i. Assume your CEO will have access to the documents, so just hit the high points. ii. Keep your slides legible. Avoid tiny fonts, too much text, or distracting graphics. iii. Keep it brief, using a maximum of 5 slides for the four key topics outlined above
and a summary with your recommendation.
2. Record your financial presentation using ZOOM or PowerPoint
• Record both the PowerPoint deck and your webcam feed simultaneously.
• Practice your presentation. You may record as many times as you wish before submitting.
• Maintain eye contact, speak conversationally and professionally, use an engaging tone, and dress appropriately.
• Your video must be no longer than 5 minutes. Submission Requirements There are 3 submission files for assignment 1B:
1. Your Executive Memo should be no more than 2 pages, single-spaced, using 10- or 12-point font.
You may also include an appendix with additional references, graphs, charts, and tables for
additional support if needed.
2. Your Video Recording should not exceed 5 minutes in length.
3. Your PowerPoint Deck must not exceed 5 slides (not including the cover page or references, if
desired).
JWI 530: Financial Management I Assignment 1B
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to change based on the needs of the class. JWI 530 – Assignment 1B (1244) Page 4 of 5
RUBRIC ASSIGNMENT 1B
20% of Course Grade
Assignment 1B
CRITERIA Honors High Pass Pass Low Pass Unsatisfactory
1. Discuss the Profit Structure of Both Organizations’ Net Income Margins Weight: 20%
Meets HP criteria, plus includes additional insights and analyses demonstrating additional research and knowledge.
Excellent analysis of the profit structures of both organizations; has no critical omissions.
Satisfactorily identifies and assesses the profit structures of both organizations; contains minor omissions.
Partially identifies and assesses the profit structure of at least one organization.
Does not submit, or incorrectly identifies and assesses the profit structures of both organizations.
2. Assess Each Company’s use of Long-Term Debt and Debt- to-Equity Ratios Weight: 20%
Meets HP criteria, plus includes additional insights and analyses demonstrating additional research and knowledge.
Excellent assessment of both companies’ long-term debt/equity management methods and results; has no critical omissions.
Satisfactorily assesses both companies’ long-term debt/equity management methods and results; contains minor omissions.
Partially assesses at least one company’s long-term debt/equity management methods and results.
Does not submit, or incorrectly assesses both companies’ long-term debt/equity management methods and results.
3. Identify and Assess each Company’s Cash Flow Situation and Decisions Weight: 20%
Meets HP criteria, plus includes additional insights and analyses demonstrating additional research and knowledge.
Excellent identification and assessment of both companies’ cash flow situations and decisions; has no critical omissions.
Satisfactorily identified and assessed both companies’ cash flow situations and decisions; contains minor omissions.
Partially identifies and assesses at least one company’s cash flow situation and decisions.
Does not submit, or incorrectly identifies and assesses both companies’ cash flow situations and decisions.
4. Identify and Assess each Company’s Liquidity Status Weight: 20%
Meets HP criteria, plus includes additional insights and analyses demonstrating additional research and knowledge.
Excellent identification and assessment of both companies’ liquidity statuses; has no critical omissions.
Satisfactorily identifies and assesses both companies’ liquidity statuses; contains minor omissions.
Partially identifies and assesses at least one company’s liquidity status.
Does not submit, or incorrectly identifies and assesses both companies’ liquidity statuses.
JWI 530: Financial Management I Assignment 1B
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to change based on the needs of the class. JWI 530 – Assignment 1B (1244) Page 5 of 5
CRITERIA Honors High Pass Pass Low Pass Unsatisfactory
5. Demonstrate Professional Communication and Executive Presence Weight: 20%
Meets all HP criteria, plus infuses the delivery with a style and energy that exemplifies executive presence; demonstrates exceptionally strong and engaging interaction with support materials without allowing them to distract from the presentation.
Delivery and communicat- ion are excellent; written materials, timing, and content are well organized and clear; makes excellent choices of where to focus time and energy to cover the most critical elements.
Delivery and communicat- ion are good; makes eye contact; voice is dynamic; presenter uses appropriate verbal cues and wears professional attire; PPT deck, written work, and presentation material meet all submission requirements for content and length.
Delivery and communicat- ion meet minimum requirements but lack executive presence; PPT deck and written work meet basic submission requirements; presentation is on-topic, but poorly organized and/or makes minimal connections to key topics.
Does not submit, or submission is poorly written; PPT deck is missing or is not integrated into presentation; delivery is unfocused or off-topic.
Executive Memo and Presentation
Due: Monday, 9:00 am (eastern), Week 6 (20% of Final Grade)
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