BUSM4741 Financial Analytics for Managerial Decisions

Graduate School of Business and Law

Assignment Code: BUSM4741

Subject Name: Financial Analytics for Managerial Decisions

Assessment # 3: Case Assignment

Overview

The focus of this assessment is for students to apply the fundamentals of various accounting and finance principles to critically a analyse complex business scenario. Using various analytical tools covered in the Assignment, students will evaluate its cashflow, profit, outcomes and propose strategic solutions, then succinctly present their analysis to their audience.

Before commencing this assignment, it is necessary that students have a sound understanding of the application of the fundamentals of financial and management accounting, financial theories about capital budgeting and cost of capital and other related principles. In particular, the various analytical managerial tools such as financial ratios, budgeting, cost-volume-profit

analysis, TVM, NPV analysis, cost of capital concepts together with the other relevant aspects revolving around these tools.

Along with the recommended readings, the activities and associated tasks on Canvas must be completed.

To do well, students should be able to do the following:

• Correctly identify the issues in the case scenario and interpret them to prepare budgets,

conduct relevant cost analysis and apply various analytical techniques for making investment decisions.

• Apply accounting concepts and contemporary financial knowledge to correctly analyse the scenarios in the case and raise solutions.
• Clearly interpret and communicate the findings and their implications along with the strategies to solve the problems in the case via broad research and design thinking. Also, to engage in scholarly viewpoints and innovative thinking by broad reading to clearly communicate solutions using business terminology with minimum grammatical or spelling errors.
• Professionally present key findings in a format that is logically structured and well designed, visually appealing, informative, and uses engaging communication aids such as powerpoint slides, and video this.

Assignment Learning outcomes

This Assessment is aligned with:

• CLO1: Analyse, interpret and critically evaluate global financial information from a variety of sources in order to develop sustainable business proposals.
• CLO2: Create effective business reports, advice and tables tailored to specific business needs
• CLO4: Select, communicate and advocate effective strategies using design thinking to address complex business problems and opportunities.
• CLO5: Apply ethical standards to the role and conduct of financial reporting.

How to succeed in this Assessment

The following analyses must establish clear outcomes and the strategies that are proposed should logically follow the results of the analyses.

• Application of financial and management accounting and finance knowledge: Students need to apply the fundamentals of financial and management accounting, financial theories about capital budgeting and cost of capital and other related principles. Apart from the recommended readings, students must have done the activities and associated tasks on Canvas.
• Critical evaluation: Students should be able to demonstrate a full grasp of the main aspects of the case study, portray key findings and make sound recommendations which are logically in line with the outcomes of their analyses.
• Presentation: Students are required to present their analyses and strategy/ies forward to their case client. This is to be done as a professional presentation, and videoed for submission. While recording your answers, attend to professionality, and parameters as set

out in assessment guidelines (i.e. rubric criteria, word limits, time limits, design and structure of presented information).

Submission format

1. Upload your responses as one Word/PDF Document file via Turnitin submission for Assessment - 3 in Canvas.
2. Upload your Excel Workbook as one Excel file. Your Excel workbook must show the flow of your calculations with proper annotations.
3. Upload your presentation or provide link to it along with your presentation slides/other communication aids. It is strongly recommended that you use the Canvas Studio tool to record your presentation. For guidance and support on using Canvas tool to Submit Your Assignmentwork please follow this link.

Referencing guidelines

You must acknowledge all the Assignments of information you have used in your assessments.

Refer to the RMIT Easy Cite referencing tool to see examples and tips on how to reference in the appropriated style. You can also refer to the library referencing page for more tools such as EndNote, referencing tutorials and referencing guides for printing.

Referencing style

You should adopt the RMIT business style of referencing, i.e., in-text referencing (e.g., Winchester & Leenders, 2014). All quotations and references should be properly sourced. Inadequate details of publications and other sources will reduce the assessed grade.

Academic integrity and plagiarism

Academic integrity is about the honest presentation of your academic work. It means acknowledging the work of others while developing your own insights, knowledge and ideas.

You should take extreme care that you have:

• Acknowledged words, data, diagrams, models, frameworks and/or ideas of others you have quoted (i.e. directly copied), summarised, paraphrased, discussed or mentioned in your Assessment through the appropriate referencing methods,

Provided a reference list of the publication details so your reader can locate the source if necessary. This includes material taken from Internet sites.

• If you do not acknowledge the sources of your material, you may be accused of plagiarism because you have passed off the work and ideas of another person without appropriate referencing, as if they were your own.

RMIT University treats plagiarism as a very serious offence constituting misconduct.

Plagiarism covers a variety of inappropriate behaviours, including o Failure to properly document a source o Copyright material from the internet or Databases Collusion between students.

o For further information on our policies and procedures, please refer to the University website.

Assessment declaration

When you submit work electronically, you agree to the Assessment declaration.

The numerical components of the case study will be marked based on both the accuracy and the setting out of the calculations and resulting figures and tables.

Criterion 2

Content and Structure of the Analysis

Verbally explain the reasoning behind the numerical analysis

• Extremely well organized when explaining numerical analyses; correct contents:

• Fully grasps all the main issues in the case.

• Accurate explanation of key concepts and theories.

• Logical and engaging sequence with

Presentation-Based Questions

• Somewhat

organized and some correct contents:

• Has only begun to grasp the issues in the case.

• Inaccurate

explanation of key concepts and theories.

• Confusing flow

in arguments.

• Poor/no

organization with some contents significantly incorrect:

• Has not grasped the issues in the case.

• Inaccurate explanation of key concepts and theories.

• Flow of arguments is seriously flawed.

• Week analyses.

5.0 to >3.99 pts 3.99 to >3.49 pts 3.49 to >2.99 pts 2.99 to >2.49 pts 2.49 to >0 pts 5.0

• All the content is relevant, impactful

and presented with consistent

theme.

• All/Most of the Majority of the Only some content Poor content, lack

content is relevant content is relevant is relevant but relevance and no and presented with some theme. presented with theme. with fairly poor theme. consistent theme.