...RE-INVENTING XYZ Financial Analysis Report Finance Team Prepared for: XYZ BPE Project XYZ Ministry of Government Services November, 1994 XYZ BPE Project Financial Analysis Report Table of Contents Executive Summary ...................................................................................................................................................................................1 Financial Model Review ............................................................................................................................................................................3 Financial Baseline Review .........................................................................................................................................................................4 Base Case Financial Analysis ....................................................................................................................................................................4 Significant Costs and Benefits .................................................................................................................................................................5 Forecasted XYZ Operating Expenditures ..............................................................................................................................................14 Forecasted Operating Expenditures Comparison..........................................................................
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...ACC 498 Financial Analysis Project Guidelines and Rubric To complete the Financial Analysis Project, you will use the text Analyzing and Understanding Annual Reports. You are permitted (and it is suggested) to work in teams for this project if you choose to do so. Teams of 3-5 members are recommended. If you choose to work in teams, designate one member of your team to email the instructor all the names of the members of your team along with the name of the company you are selecting. Email your instructor no later than Thursday 11:59 PM EST/EDT of Module 1. The Financial Analysis Project is broken up so that you complete a part of it in each module: Module 1: Module 2: Module 3: Module 4: Module 5: Module 6: Module 7: Module 8: Part 1 (pp. 1-6 and 36-64) Part 2 (pp. 7-14) Part 3 (pp. 15-18) Part 4 (pp. 19-20) Part 5 (pp. 21-23) Part 6 (pp. 24-29) Part 7 (pp. 30-35) Final Financial Analysis Project This is the compiled financial analysis project. The final report should be no more than 10 pages in length (including cover and reference page(s), use 1” margins, and be typed in either Times New Roman or Arial 12-point font. Include tables and graphs as appropriate. Click Financial Statement Worksheet to download an Excel workbook that will assist you with your Financial Analysis Project. Note: If you are working in a team, every member of the team must submit to the Dropbox to get a grade. Submit each Financial Analysis Project Part to its Dropbox...
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...Finance theory and Financial strategy Strategic Planning means several things. But it certainly is a part of the decision-making in resource management of the business benefits. Finance theory has significant advantages in understanding the function of capital markets, the valuation of real assets and financial assets. Discounted cash flow analysis(DCF) is a tool that derived from finance theory which has been widely used. However finance theory also has little effect on strategic planning and there are three differences between financial theory and strategic planning: 1. Traditional financial theory and strategic planning might have some differences in language and culture. 2. Discounted cash flow analysis might be used in an incorrect way of strategy therefore it is not acceptable in terms. 3. Discounted cash flow analysis might fail to apply a strategic, even if it is used properly. The most relevant financial concepts in strategic planning is firms’ capital investment decisions and it is also a critical component of “financial theory”. The theory is focused on cash flow and return on the investment. The tool used in investment decisions is net present valued (NPV) which was calculated from present valued minus required investment or which was reduced to discounted cash flow formula because the net present value is a matter of cash flow that will gain in the future. [pic] ...
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...V. ALLEN BARNES Parlin, NJ 08859 PROJECT MANAGER/BUSINESS ANALYST Accomplished, versatile, and effective Project Manager with 10+ years of experience in Financial Analysis, Business Development, Project Management, Team Training, Client Support, and System Implementation across telecommunications and technology companies. Recognized for exceptional ability to research, analyze, and implement innovative processes and system solutions that ensure cost reduction and improvements in efficiencies and performance. A Proven communicator, fostering relations with management, team members, vendors, and customers, consistently achieving profitability and quality goals. Area Of Expertise ◆ Program coordination ◆ Financial management ◆ Custom Software Development ◆ Client Relations &Presentations ◆ Risk management ◆ Procurement ◆ Business & IT Planning ◆ Vendor Management ◆ Requirements Analysis ◆ ROI Analysis & metrics ◆ Costing & Budgeting ◆ Project Scheduling ◆ Financial reporting ◆ Training development ◆ Contract negotiations ◆ Team Building & Mentoring Achievement Highlights ✓ Reduced overtime by 65% and increase productivity by 20% and work force by 10%. ✓ Liaised between 1,200 corporate customers and IT team for all reporting matters, including scoping and planning, design specification and implementation, with 95% in client ratings ✓ Designed and developed training curriculum for...
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...Case Research in Business and Economics Application of Six-Sigma in finance: a case study A. Ansari Seattle University Diane Lockwood Seattle University Emil Thies Zayed University Batoul Modarress Zayed University Jessie Nino Seattle University ABSTRACT In recent years, companies have begun using Six Sigma Methodology to reduce errors, excessive cycle times, inefficient processes, and cost overruns related to financial reporting systems. This paper presents a case study to illustrate the application of Six Sigma Methodology within a finance department. Specifically, the case relates to the Continuing Account Reconciliation Enhancement project undertaken by the finance department of a major U.S. defense contractor. The goal of the project was to streamline and standardize the establishment and maintenance of costing and planning for all business activities within the current financial management process. The Six Sigma implementation resulted in a significant reduction in the average cycle time and cost, per unit of activity, needed to produce the required financial reports. Key Words: Six Sigma, Process Management, Quality Management, Finance Application of Six-Sigma, Page 1 Journal of Case Research in Business and Economics INTRODUCTION In 1987, Motorola developed and organized the Six Sigma process improvement Methodology to achieve “world-class” performance, quality, and total customer satisfaction. Since that time, at least 25% of the Fortune 200, including Motorola...
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...Concentration – University of Texas at Dallas Professional Certifications * Certified Project Management Professional Professional Skills * Microsoft Project, MS SQL development, MS SQL Server 2008, 2005, 2000, 7.0 design and administration, backup and recovery, T-SQL stored procedures, Query Analyzer; Oracle PL/SQL, Oracle Forms and Reports, Toad 9.0; SSRS reports development, Visual Basic 6.0, C+ +, C#; AS400 Advanced knowledge of Excel, including complex macros, VBA, Pivot Tables and Graphs; Access Form Design, Access Report Design, ADO; Visio Professional, JIRA, Remedy, Clear Quest,Clear Case SharePoint Professional Experience Fannie Mae May 10 – Present Project Manager II * Application Development team lead responsible for managing project delivery of multiple Adobe Flex applications * Provide project management services for the Credit Loss Management division * Identify and engage appropriate technical and business resources needed for successful project execution. * Manage project resources. * Provide technical and analytical guidance to project team * Prepare project execution plans and ensure projects are completed on schedule, within budget and meet all technical requirements. * Train Business Analysts and Development Team on proper requirements, testing and documentation processes to align with Company methodology and Project Quality Office (PQO) standards. * Perform change management functions and lead production...
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...Chalmers University LBT431 Financial Management Workshop Synopsis AIM OF WORKSHOP The aim of the workshop is that the student shall have a good understanding of the techniques used for the financial control and management of a project. The aim is also that the student shall have the ability to participate in a professional way in a project team situation. CONTENT The workshop covers the activities that are related to planning, allocating and coordinating resources, preparing a budget and applying earned value analysis for the purpose of financially managing a project. The workshop includes: * Subject introduction lectures and exercises * Preparation of a network (CPM) and Gantt chart and resource allocation * Preparation of a budget * Performance evaluation based upon Earned Value Analysis * Risk Management and managing stakeholders * Working as a project team. LEARNING OUTCOMES On successful completion of the workshop students will be able to: * Understand the purpose of project financial management control systems and how control is implemented * understand how budgets are established and how earned value is monitored; * apply, through an integrative and interactive team exercise, the knowledge they have gained: * work in a project team situation. LEARNING, TEACHING AND ASSESSEMENT STRAEGY The workshop will be delivered through a mixture of lectures, exercises and a project simulation. Lectures will be used provide information...
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...Identify Personal Financial Goals.xlsx FIN 420 Week 2 DQ 1.docx FIN 420 Week 2 DQ 2.docx FIN 420 Week 2 Individual Assignment Worksheets 6 and 7.xlsx FIN 420 Week 2 Learning team Deliverable (Update on final Project).docx FIN 420 Week 3 DQ 1.docx FIN 420 Week 3 DQ 2.docx FIN 420 Week 3 Individual Assignment Personal Financial Plan.docx FIN 420 Week 3 Learning team Deliverable (Update on Final Project).docx FIN 420 Week 4 DQ 1.docx FIN 420 Week 4 DQ 2.docx FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal.doc FIN 420 Week 4 Learning team Deliverable (Update on Final Project).docx FIN 420 Week 5 DQ 1.docx FIN 420 Week 5 DQ 2.docx FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan.pptx Activity mode aims to provide quality study notes and tutorials to the students of FIN 420 Entire Course in order to ace their studies. FIN 420 ENTIRE COURSE To purchase this visit here: http://www.activitymode.com/product/fin-420-entire-course/ Contact us at: SUPPORT@ACTIVITYMODE.COM FIN 420 ENTIRE COURSE FIN 420 Week 1 DQ 1.docx FIN 420 Week 1 DQ 2.docx FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals.xlsx FIN 420 Week 2 DQ 1.docx FIN 420 Week 2 DQ 2.docx FIN 420 Week 2 Individual Assignment Worksheets 6 and 7.xlsx FIN 420 Week 2 Learning team Deliverable (Update on final Project).docx FIN 420 Week 3 DQ 1.docx FIN 420 Week 3 DQ 2.docx FIN 420 Week 3 Individual Assignment Personal Financial Plan.docx FIN 420...
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...company provides comprehensive business solutions to private businesses, financial institutions, investors, bilateral and multilateral institutions. A special strength of Keystone lies in its ability to help prepare for and implement energy sector projects both with regards to conventional and nonconventional energy sources. Keystone is also particularly strong in the areas of financial modeling and conducting legal and technical due diligence. These strengths are applicable in a wide variety of fields and we are constantly branching out to new areas to expand our product offering. Keystone has a global network of expert consultants across major cities including Boston, Delhi, Dubai, Hong Kong, London, New York, San Francisco, Singapore, Sydney, and Washington DC. Keystone is continually expanding to other major cities as its business grows. OUR APPROACH Keystone’s Project Teams pair international experts with local talent to devise Global Best Practice Solutions tailored to the specific country context. This also allows us to offer a high international quality service locally. Our first and foremost goal is to craft concrete and actionable steps for our clients that deliver results. OUR STRENGTHS Expertise : Keystone draws its strength from its diverse team of international experts. The company has a select group of affiliate consultants and experts residing abroad who work on projects as required. The team is comprised of practitioners and academics from a variety of disciplines...
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...economical stability of the country and determine its future prospects of development. The base of the state’s functionality is the sustainable development of the economy that needs suitable budgeting system and solid financial base. The state budget is the main instrument of the financial resources mobilization. The budget system functionality is mostly depended on it. This fact makes important to study the problems in this field and to refine of this system. It is what is served by the Public Spending Code. The Public Spending Code is the set of rules and procedures that apply to ensure that all existing standards are upheld among the Irish public service. All Irish public bodies are obliged to spend money with care and ensure that best value-for-money is obtained. Public Spending Code is structured by six parts. 1. The introduction – core principals of the code; 2. Part A – general provisions; 3. Part B - appraisal and planning; 4. Part C – the ongoing management, control and ongoing review, evaluation; 5. Part D – user friendly guidance material on the analytical techniques; In this case I would like to discuss three areas of the Public Spending Code: Quality assurance/compliance (QA), value for money and policy reviews and financial analysis. First of all I would like to talk about QA; it is a way to prevent mistakes in production and avoiding problems when delivering solutions or services to customers. Quality assurance was introduced...
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...have also been provided on the Unit website on VU Collaborate which can be reached via the Student Portal at vu.edu.au/student-tools/myvu-student-por tal. It is important that you access your Unit website regularly. Acknowledgement of Country We respectfully acknowledge and recognise the traditional owners, their Elders past and present, their descendants and kin as the custodians of this land. Introduction to the unit Unit Title: Applied Business Challenge Unit Code: BPD3100 Other details: Key staff Unit co-ordinator Name: Andrew Stein Location: CF1024 Contact number: 061-99194332 Contact email: Andrew.stein@vu.edu.au Name: Maria De Sensi Location: G425 Contact number: 061-99195484 Contact email: Maria.De Sensi@vu.edu.au Teaching team Campus: Days and times: Year: 2015 Semester/Dates: 1 Credit Points: 12 alagarania@sunway.edu.my Sunway KL Campus Hector.Elias@vu.edu.au VU Sydney Campus Petert@sunway.edu.my Sunway JB Campus Unit Guide Version Number: V17-5 Last Validation Date:February 5th 1/12/14 @ 2 PM Unit description This unit is the third unit in the Business Challenge stream covering three broad areas of specialised business knowledge, interna tionalisation, personal attributes and professional skills....
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...Instruction for the Formation of Study & Project Groups B. Professor/Student Introductions C. Readings from Course Packet: 1. Fin 394.4 Syllabus - Course Outline and Grading Policy 2. “Course Introduction” 3. Note to the Student: How to Study and Discuss Cases 4. “The Case Method” - Jeff Sandefer 5. “Classroom Discussion” - Jeff Sandefer 6. “Note on Study Groups” - Jeff Sandefer ASSIGNMENT: 1. PURCHASE THE COURSE PACKET 2. BRING YOUR RESUME TO THE NEXT CLASS 3. BROWSE THE CLASS BLACKBOARD SITE: (HTTP://COURSES.UTEXAS.EDU/) AND LOOK AT THE EXTERNAL LINKS AND COURSE DOCUMENTS POSTED. a. Case Exhibits b. Case Solutions c. Valuation Templates d. Valuation External Links e. Project Information ASSIGNMENT SHEET THURSDAY, JANUARY 19, 2012 CLASS 2 – WORK FOR MONEY OR MONEY WORK FOR YOU? A. Turn in Resume B. Form study groups (self-select 4-6 people with different education, concentration, work experience and cultural background). Send e-mail to the professor with team member’s names. Study teams members must be in same section of the class. C. If you plan to do a consulting project, then start forming a team of four (4) members and looking for a privately held company to analyze. Members can be different than your study team and can be in the other section of the class...
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...ERP system in Xinghe Electronic Commerce Company IT 500 Information Technology Professor Robert Dachowski March 23, 2014 Yue Wang, Nan Wu, Cancan Ge, Yi Ma Table of Contents Part I. Yue Wang ………………………………………………………………3-13 Part II. Nan Wu ………………………………………………………………14-20 Part III. Cancan Ge ………………………………………………………….21-24 Part IV. Yi Ma ………………………………………………………………25-31 Reference ……………………………………………………………………32 Part I Background IT tech, especially the widespread of using, has made human beings entered a brand new age which is a knowledge economic timing. Under this big timing, the business environment time has been completely changed for companies. For example, traditional business model has been replaced by E-commerce model. With an abundant of consumer’s demand, revolution of tech, short period of product life cycle and sharp competition in marketing, companies should follow this 3C guideline which is consumer, challenge and change. Also, company should match consumer’s customize demand so that the company can accelerate adapt the development of marketing’s changing. Under the new external environment, e-commerce companies need to adjust their development strategies, restructuring their business processes and organizations, also need to use modern information technology, enterprise information management. In this context, electricity providers need to use integrated enterprise management information system to provide real-time, accurate...
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...College of Agricultural Banking & Institute for Financial Management and Research Centre for Micro Finance December 2008 Cost –Benefit and Usage Behaviour Analysis of No Frills Accounts: A Study Report on Cuddalore District S. Thyagarajan Jayaram Venkatesan S. Thyagarajan is a Member of Faculty at the College of Agricultural Banking, Reserve Bank of India, Pune (http://cab.org.in). Jayaram Venkatesan is a Research Consultant at the Centre for Microfinance (http://ifmr.ac.in/cmf/). The views expressed in this paper are entirely those of the authors and do not in anyway reflect the views of the institutions with which they are associated. S. Thyagarajan & Jayaram Venkatesan: Cost –Benefit & Usage Behaviour Analysis of No Frills Accounts Contents Acknowledgements............................................................................................................. 3 Executive Summary ............................................................................................................ 4 Introduction......................................................................................................................... 5 1. Literature Review............................................................................................................ 7 1.1 Notable Indian Initiatives.......................................................................................... 8 2: Financial Inclusion Project .....................................................
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...BUSN460 Team Contract (Mighty Mouth Consulting) Successful teams begin with guidelines that help to manage their work. For this class you and your teammates will need to create a set of rules called a Team Contract. As a team, complete all the sections listed below to build your Team Contract. Section I: Team Member Skill Inventory Each team member must complete this section. Name | Strengths/Contributions | Not so strong areas | Patricia | Project Management, HR related issues, Account Management, and Client Resolution. | Financial Analysis | Chris | Leadership, Coping with Deadlines, and Writing Skills. | Listening to others ideas | Rick | Leadership Skills, Training, Mentoring, Analytical Skills, and Teamwork | Writing Skills and Database Management. | Viren | Financial Analysis, Internet Research, Creating SOP’s, Training Modules, and Computer Skills | Writing Skills | Scott | Organizational Skills, Teamwork, and Motivational Skills | Technical and Computer Skills, Financial Analysis | | | | Section II: Work Plan This section should include a plan for communication and written work. * How will the team members share their work? We will share our work through text messages, emails, and the live team meetings in iconnect. * When will all members need to have their part of the project done so that it can be turned in on time? Each team member’s part of the project will need to be completed no later than Saturday of each week so that the...
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