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Assume the role of a senior financial analyst who has been assigned to complete a thorough and detailed review for a company of your choice from the list below. Access the company quarterly financial statements (10-Q) for the past two quarters on EDGAR, which is available on the web page, EDGAR Company Filings https://www.sec.gov/edgar/searchedgar/companysearch.html

Select one of the following companies:

Name Ticker Symbol
Home Depot HD
Bloomin Brands BLMN
Apple AAPL
Starbucksn SBUX
Gap GPS
Verizon VZ
Target TGT
Cisco CSCO
Ulta ULTA
Dollar Tree DLTR

In your thorough and detailed review, analyze the company’s quarterly financial statements (10-Q) for the past two most current quarters and perform the following:

Prepare a balance sheet and income statement horizontal analysis for the last two quarters.
Prepare a balance sheet and income statement vertical analysis for the last two quarters.
Prepare a liquidity analysis by computing and using the appropriate ratios to assess liquidity.
Compute a minimum of three ratios and show your supporting calculations.
Prepare a solvency analysis by computing and using the appropriate ratios to assess solvency.
Compute a minimum of three ratios and show your supporting calculations.
Prepare a profitability analysis by computing and using the appropriate ratios to assess profitability.
Compute a minimum of three ratios and show your supporting calculations.
Analyze the methods and tips provided in the textbook, Warren Buffet Accounting, to address the following questions:
What is your company’s primary revenue, secondary revenue, and gains?
What is your company’s primary expenses, secondary expenses, financial activity generated expenses, and losses?
What is the revenue trend? Does the 10-K or 10-Q discuss primary revenues, as well as other revenue types?
What do the accounting policies say in the annual report (footnotes) regarding the cost of revenue? What are the drivers to the cost of revenue and the trends?
Are there any trends in sales and marketing expenses or research and development? Are these amounts reasonable for the type of business?
Compare general and administrative expenses to similar companies. Are they reasonable?
What is the ratio of net interest income (expense) to income from operations? Is this a safe ratio for the company? Why or why not?
What is the income taxes trend? Is the effective tax rate reasonable over time?
Formulate your analysis on the above requirements to discuss the financial health, performance, strengths, and weaknesses of the company, as well as any identified positive or negative trends.

Sample Solution

y role consists of daily involvement with our internal stakeholders, I believe stakeholder engagement is vital to the success and improvement in a school, I issue weekly newsletters to parents with school activity updates, arrange weekly staff meetings and assemblies for pupils, this is to ensure internal stakeholders are kept informed and the school is securing the community’s obdurate support.
“Community-engagement strategies are also widely considered central to successful school improvement by many individuals and organizations that work with public schools” (Great School Partnership, 2014:1)

As an admin officer reporting to the office manager, my role consists of: undertaking all office administration including weekly HR returns. As a recent member of the admin team I have developed exceptional working relationships with my colleagues and leadership team. My work experience and corporate background allows me to conduct myself in a professional manner and create a cohesive working environment.

As an aspiring SBM and referring to the NASBM framework, I believe I obtain the required skillset to become a SBM. In my previous role as HR Supervisor I developed my personal skills to provide direction and facilitated change in the work place, I supervised staff and monitored their progress. I have acquired transferable skills in relation to process, systems and procedures. I currently fall in tier 1 on the NASBM Professional Standards disciplines, but believe with my previous experience can also fall in tier 2 in the HR and Marketing area, I am certain by completing this course I will develop my skills further in areas such as Finance and Infrastructure.

Part 2 – Establishing your professional needs

2.1: Review own personal skills and characteristics as a learner

My dominating style of learning is reflective; Learning style diagnostic supported this, reflective practice has increased my self-awareness, which is a key component of emotional intelligence, it also helps me to develop creative thinking skills. My learning style might have an affect on some parts of the unit on this course where I cant relate to or had personal experience in certain tasks at work, but this is where I am able to adapt my learning and communication style, as different tasks and different people require different approaches for the best end result. The Time Management Matrix showed most of my duties fall between Quadrant 1 to 3, this consists of dealing with upset parents, photocopying or incoming calls, however to manage my time more effectively I use simple tools such as:

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