prepare a 10- to 12-page Financial Statement Analysis Report for your company’s CEO, including a spreadsheet showing your calculations, and addressing the following issues: The current financial and strategic health of the organization

As you begin your assignment imagine you are the new Chief Financial Officer (CFO) of an organization within an industry with which you are unfamiliar. The first priority is to understand the organization’s current financial state, including insight into the relative competitive position within the industry. To aid in this understanding, you decide to conduct a thorough review of your organization’s financial ratios using a combination of internal and external benchmarking to determine the current financial and strategic health of the organization.

Company: BP (gas company)

 

Access the resources for this assignment in the learning resources:

  • Spreadsheet containing 3-year organizational financial data for the industry you are assigned
  • Media: Financial Statement Analysis Assignment #1 video

Perform the following analyses for your company:

  • 3-year Revenue (using CAGR) and Profit Analysis (Gross Profit)
  • 3-year Capital Efficiency Analysis (ROA)
  • 3-year review of Liquidity (quick ratio)
  • 3-year Operating Cycle (Working Capital) Analysis
  • 3-year review of financial leverage (debt-to-asset ratio)
  • 3-year review of market-based ratios (P/E)
  • 3-year DuPont Analysis

Based on your completed analysis, prepare a 10- to 12-page Financial Statement Analysis Report for your company’s CEO, including a spreadsheet showing your calculations, and addressing the following issues:

  • The current financial and strategic health of the organization
  • The relative competitive position within the industry
  • Future risks and opportunities that can be gleaned from the available data

Prepare your Financial Statement Analysis Report as a formal business report including the following sections:

  • Executive Summary
  • Company/Industry Background
  • Financial Analysis
  • Recommendations

Be sure to support your assignment with specific references to the resources. If you are using additional articles, be sure to provide full APA-formatted citations for your references.