...Financial Analyst Report Furman Glass Prof. Arlene Goodman ACCT614-1302A-06 Colorado Technical University April 15, 2013 Abstract Financial Analyst Report The associates of a corporation’s board of directors and executive management team are liable for establishing the policy, procedures and are eventually accountable to stockholders for the financial well-being of the corporation. Too successfully conduct their responsibilities, panel associates must have appropriate data in the structure of financial statements or narrates that afford a complete summary of the corporation’s financial position. The fundamental material associates of a board of directors and executive management team members require to make a comprehensive decision on the operating future and standing of the Corporation are located in four essential financial statements. These statements are the balance sheet, income statement, cash flow statement and the statement of shareholders’ equity. Annual accounts of all must be encompassed in the corporation’s yearly statement (Gillett, (n.d.)). Provisional reports of the financial statements are likewise beneficial to a board of directors and executive management team and they are produced typically on a quarterly agenda. Obviously, the board associates will utilize these various statements and other financial accounts to reach a comprehensive decision. Nonetheless, the four essential financial reports afford the summarizing material essential...
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...profit in the financial field, it is essential to utilize resources and make decisions properly. Moreover, it is important to understand and keep up with latest financial market trends because financial market trends change rapidly these days. Knowledge of financial market trends is one of the significant factors to discover causes and results of a company’s financial conditions. Every concern of investors and creditors is that they should buy stock and invest in companies or should not. Financial analysts play an important role to answer this concern. It is important for every field to have experts whom we can trust and have full or sufficient knowledge to solve our problems. Consequently, many investors and creditors rely on financial analysts’ recommendations and reports to make the best decisions about investment. According to Sandra, ICI Assistant Director of Investor Research, seventy three percent of investors and creditors consult with a financial analyst about stocks, funds or investments both before and after purchasing stocks and funds (pg.4). Financial analysts research and study financial market trends and many companies’ financial data. Their roles are crucial to investors and creditors because of their expertise in finance and business field are helpful to make great revenue. Since financial analysts influence a big part of many investors and creditors, it is valuable to understand and know their role. There are several roles of financial analysts in analyzing financial...
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...Your Signature Themes SURVEY COMPLETION DATE: 08-28-2015 qi li Many years of research conducted by The Gallup Organization suggest that the most effective people are those who understand their strengths and behaviors. These people are best able to develop strategies to meet and exceed the demands of their daily lives, their careers, and their families. A review of the knowledge and skills you have acquired can provide a basic sense of your abilities, but an awareness and understanding of your natural talents will provide true insight into the core reasons behind your consistent successes. Your Signature Themes report presents your five most dominant themes of talent, in the rank order revealed by your responses to StrengthsFinder. Of the 34 themes measured, these are your "top five." Your Signature Themes are very important in maximizing the talents that lead to your successes. By focusing on your Signature Themes, separately and in combination, you can identify your talents, build them into strengths, and enjoy personal and career success through consistent, near-perfect performance. Achiever Your Achiever theme helps explain your drive. Achiever describes a constant need for achievement. You feel as if every day starts at zero. By the end of the day you must achieve something tangible in order to feel good about yourself. And by “every day” you mean every single day—workdays, weekends, vacations. No matter how much you may feel you deserve a day of rest...
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...Assad Rafiq PROFESSIONAL SUMMARY Possessing strong understanding of the Information Technology practice, extensive experience working with PeopleSoft (PIA) Administration for over the last 7 years. Demonstrated strong Technical and Problem Management skills. PeopleSoft Administrator, Oracle Database, LINUX, UNIX skills have enabled me to perform multiple installations, upgrades, performance tuning, and troubleshooting the infrastructure components required to establish and maintain the PeopleSoft PIA Architecture. PeopleSoft Server Administration – Installed and configured PeopleTools, File Server, Application Server, Process Scheduler Server, Tuxedo, WebLogic Web Server, PeopleSoft Internet Architecture (PIA) and Report Distribution, Load Balancing, Failover, Integration Broker, Single Signon, LDAP, Environment Management Framework, PeopleSoft Application Security Administration, Disaster Recovery, Business Continuity Planning for various PeopleSoft Oracle Database Instances. Expertise in performing routine maintenance activities - Environment Refreshes, PS Project Migration, File Object Migration, Performance Tuning of Web Server, Application Server, Tuxedo, Process Scheduler Server and Database, PeopleSoft Application Security. Successfully applied PeopleTools Product Patches, Application Patches, Bundles, Maintenance Packs, and PeopleTools Upgrades. Trouble shoot problems related to Server Components and Failed Process or Jobs, Performance Tuning, Turning on Traces...
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...1. I learned that, being an entrepreneur, you are required to take more risks than anybody else. Flying a plane with no direction is a constant casual situation in business. In this area of business, emotional breakdown and surprises are going to appear all the time. b. I think I earned the scores because majority of the trait that I lack are financial management. Managing my money has always been constantly a trouble for me. To be an entrepreneur, you have to be cautious on what you spend and what you purchase. Paying for mortgages , paying for rent and making key investment are some of the key examples of being a successful entrepreneur. However, I’m a big risk taker, and I’m very ambitious. Which are two of the biggest traits to be an successful entrepreneur. The reason why I like to take risk is not because I like to feel unpredictable; It is because, I believe taking calculated risks ,especially big calculated risks can increase your chance for your biggest profit. 2. My favorite entrepreneurs are Howard Schultz and Sam Walton. Both entrepreneurs are classical entrepreneurs, which they seek economics profit as the number goal in their business. Howard Schultz, he is creative, optimistic and excelling. His creativity led to the creation of more than 8000 different combination of Starbucks drink and machine that helped to save millions of dollars in his company. His creative design of Starbuck’s menu, space in the shop, store napkins to coffee bags, shows how...
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...|239 Auburn drive, waterloo ontario | |POSTAL CODE: N2K 0B7 | |PHONE :519-991-4989 | |E-MAIL : MOH_ELKHATIB@YAHOO.COM | MOHAMED ELKHATIB |Personal Information | | |Status in Canada: Permanent Resident - Eligible to work in Canada | | |Marital status: Married | | |Date of Birth: March 9, 1978 | | |Vehicle and Driving License (G) | | | | | | ...
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...| 2013 | | IE 690 Ghalib Anas Khashoggi | Applying kpi technique for ganache | Final Project | Ghalib Anas Khashoggi 1402375 12/1/2013 Dr. Ehsan Ulhaque Table of Contents Introduction 2 About Ganache 2 List of Products 2 Quality Control 2 Performance Measurement 3 Key Performance Indicator (KPI) 3 How Can Ganache Benefit From KPI Technique 3 1) Financial KPIs 4 2) Manufacturing KPIs 5 3) Customer Satisfaction 6 Performance Dashboards 6 Conclusion 7 Key Performance Indicators for Supporting Decision Making Process in Make-to-Order Manufacturing 8 Useful Key Performance Indicators for Maintenance 9 Investigation of how to implement successful KPIs for organizations 10 ROLE AND IMPORTANCE OF KEY PERFORMANCE INDICATORS MEASUREMENT 11 Seven Common KPIs for Production Monitoring Using Visual Management to Drive Productivity 12 Introduction At the time being we are at the final phases of building a new plant for our family business which is called "Ganache", this will be a major change for Ganache and its operation where it is shifting from having a small lab to a huge plant. The purpose of this planet is to have a solid base for local and regional expansions. In order for us as a management team to stay abreast with this new business model; we should increase our standards and implement some useful engineering and business techniques to monitor and evaluate our work effectively. Since our business is considered as a food business...
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...Name Address 01234 000000 • 0113 000 0000 • name@mail.com Personal statement A conscientious and professional personal assistant with extensive experience in administration, PA and secretarial roles, currently seeking a new position as an Executive PA. A highly organised and efficient individual, whose thorough and precise approach to projects has yielded excellent results. Recent achievements with my current employer include the implementation of an innovative new filing and indexing system. Key Skills * 80 words per minute typing Proficiency in all areas of Microsoft Office, including Access, Excel, Word and PowerPoint Excellent communication skills, both written and verbal Accredited member of APA (Association of Personal Assistants) Fully qualified first-aider Employment History PA to Personnel Manager, Company Name, Location (April 2011 – Present) Achievements and responsibilities: Implemented a change of stationery supplier, reducing costs by 20% Reorganised the meeting booking process, implementing an online system which all staff can access, leading to reduced diary conflicts within the team Devised and implemented a new filing and indexing system for files, resulting in greater ease of access and a more time-efficient process Helped provide a safer workplace by cataloguing and dispatching health and safety information and posters for the whole company Diary management, typing correspondence and documents, creating presentations...
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...Professional Financial Analyst Introduction As a financial analyst working for a wealthy investor the selection as to where the client could potentially invest 2.6 million is an easy one. The two U.S. publicly traded companies that will be compared side by side are Caterpillar Inc. and John Deere. These two companies are both known for their brand names, equipment, and product service for years. However, one may appear to be more qualified than the other as that particular company is far more ahead at keeping up with market trends. Caterpillar Inc. The first company that will be evaluated for investment is Caterpillar Inc. They have been around for more than 85 years providing products and services to their customers that have lead to successful long term business relationships. However, Caterpillar is moving forward fast in their industry as they focus closely on the future of the company and what those market trends will be. Caterpillar also known as CAT is the world's leading manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. The company is also a leading services provider through Caterpillar Financial Services, Caterpillar Remanufacturing Services, Caterpillar Logistics Services and Progress Rail Services. The operations for CAT are lead by a team of more than 132,000 employees. These employees follow the guidelines of 6 Sigma principles and sustainability as a part of its...
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...ORBH 250 Spring 2015 Prof. Learning Plan Part II ! As for the future three years before I enter labor force (since I plan to go to graduate school), the biggest thing I want to work on is to find what I really want to do in the future as my career. I am currently a sophomore majoring in Accounting and to be honest, I am not pretty sure about what I want to do for living As long as I am considering right now, there are three possibilities for me as for my career—work in an investment bank as an analyst, work as an author in china. As for being a author, the very first reason is that I love to express my opinions through languages. Indeed I started thinking about being an author when I was in my first year of undergraduate. I was mostly motivated by the book, The Seventh Day, written by Chinese famous journalist Hua Yu. In that book, He expresses his opinions about political, social and economical events though relating fictions life after the death of the main charter. Therefore, I was motivated by his several sentences, hoping to become an author so as to perform my own values in Chinese writing filed. The major difficulty so far that get in the way for me to be a an author here is still the language barrier. The reason is that I did not get the formal training for this. For now, I accept American education, and totally stop accepting any Chinese stuff. In addition, I spend lots of time working on do my Finance and Accounting class, so I don’t have more time to consider...
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...project to introduce UltraMAX to the workout world really boils down to seeing whether UltraMAX produces results in women as good as those that Ultra does in men. There are four professionals that will be working in the project to test the UltraMax effects in women. These resources include Sarah, Robert, Tony, and Lisa. There are many options that can be pursued based on these resources standard rate and the way that they are scheduled. For example, Sarah is the highest paid member of the team and her base rate is fifty dollars per hour and her overtime rate is seventy five dollars per hour. However, Lisa is only paid a base rate of twenty dollars an hour and an overtime rate of thirty dollars per hour. Therefore, it would make more financial...
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...Case Analysis: Recruitment of a Star PROBLEM STATEMENT To recruit a suitable replacement for RSH’s star analyst Peter Thompson PESTC Analysis Political – Nil Economic:- * Increased shuffling of jobs. Social:- * The environment required rigid competencies, high stamina, great communication skills, and frequent client interaction. * The industry average retirement age was approximately 45 to 50. Technological:- * Intensive use of technologies in research. * Due to high competition, staying updated with latest technology provided the edge for firms against its competitors. * Many analysts were expected to provide prompt response to clients’ needs and come up with latest financial instruments benefitting both company and clients. SWOT of RSH: Strengths:- 1. Work culture- Many analyst and industry experts believed that RSH work culture was one of the main competitive advantages. This is so as the company gave space to its analysts to work and allowed and encouraged team work. This ensured the employees felt secured about their job thereby addressing the employees need for safety and social needs. 2. Working in team helped to co-ordinate and achieve more. The employees felt that being part of a team served them well. The company hence satisfied their need for affiliation. 3. The interpersonal relations among employees were good and ensured harmony among them. 4. With seniors helping juniors learn about the industry...
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...semiconductor analyst, Peter Thompson, had abruptly announced his resignation; he had received an offer from one of RSH’s competitors. But Peter was not only a star analyst, he was also RSH’s only semiconductor analyst. This was certainly not a role that could be left vacant for long and, right now, RSH particularly needed strong coverage of the semiconductor industry because of an upcoming deal with the PowerChip company. (See Exhibit 1.) Stephen examined how much money Peter generated for the firm and saw that he could legitimately raise Peter’s compensation. Then he devised a backup plan: to split Peter’s team by encouraging Peter’s junior analyst, Rina Shea, to stay at RSH. Peter ended up leaving the firm and Stephen promoted Rina to senior analyst, assigning her to cover PowerChip and the rest of the semiconductor industry, at least temporarily, while he decided whether to offer her the position permanently or hire someone from outside the firm. Now Stephen faced the task of finding a permanent replacement for Peter. Should he make Rina a permanent offer or hire from outside? RSH Research Department RSH’s corporate culture was especially strong in its research division. Senior research analysts often began as junior analysts and remained at the firm long after the research director gave them their own franchises. Instead of competing with each other, most analysts at the firm supported one another; many had open-door policies and encouraged less-experienced analysts to consult...
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...Baum, David Hughes, Sonia Meetha and Seth Horkum. Among all, my choice is Seth Horkum. There were several positive aspect which made him my first option such as his time management (being at interview before the schedule), his prior experience with PowerChip company (Upcoming client for RSH), his long term commitment (15 years of service @ Jefferson Brothers) which allows dependency and loyalty. With all the above aspects and the intelligence he exhibited in the interview makes him the best fit for the job. What problems does Stephen Conner face? When Stephen let Peter go, the biggest problem was to find the right replacement at the earliest. So the time was the key factor because it was the time when they were in need of a senior analyst to get started with the new client (PowerChip Company). Apart from that, he was facing a lot of concerns from the senior executives of the organization about his decision of letting Peter go. In fact they were more upset with his decision of making Rina who was an assistant to peter and joined the organization just 3 years ago as a substitute for Peter. What should Peter's replacement look like, and which of the candidates best fits this description? (Page 4) Peter was extremely intelligent and his analytical skills were superior. So if one has to replace Peter must be of the same cadre and fit into the same shoe. He was always and achiever and go getter. His priorities were time management, resource management and competency at work...
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...and Hertz (RSH), was in a bind. His star semiconductor analyst, Peter Thompson, had abruptly announced his resignation; he had received an offer from one of RSH’s competitors. But Peter was not only a star analyst, he was also RSH’s only semiconductor analyst. This was certainly not a role that could be left vacant for long and, right now, RSH particularly needed strong coverage of the semiconductor industry because of an upcoming deal with the PowerChip company. (See Exhibit 1.) Stephen examined how much money Peter generated for the firm and saw that he could legitimately raise Peter’s compensation. Then he devised a backup plan: to split Peter’s team by encouraging Peter’s junior analyst, Rina Shea, to stay at RSH. Peter ended up leaving the firm and Stephen promoted Rina to senior analyst, assigning her to cover PowerChip and the rest of the semiconductor industry, at least temporarily, while he decided whether to offer her the position permanently or hire someone from outside the firm. Now Stephen faced the task of finding a permanent replacement for Peter. Should he make Rina a permanent offer or hire from outside? RSH Research Department RSH’s corporate culture was especially strong in its research division. Senior research analysts often began as junior analysts and remained at the firm long after the research director gave them their own franchises. Instead of competing with each other, most analysts at the firm supported one another; many had open-door...
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