note: you can't use ai or ai bypass it all gets detected
this final project holds 35% of my grade
i need an excell sheet and a video presentation
for the video presentation i only need the full script, and I will record the video myself
Assignment Overview
For your Final Project, you will demonstrate a comprehensive application of the course competencies through a detailed financial analysis and presentation. You will select a multinational corporation, analyze its financial statements over the past three years, and apply advanced accounting techniques to assess its financial health and strategic positioning. The final deliverables will include a Microsoft Excel workbook and a recorded video presentation.
Assignment Objectives
- Apply accounting analytical tools to assess financial performance.
- Consolidate financial transactions and prepare financial reports.
- Analyze the effects of different accounting treatments and translate financial statements across various international frameworks.
- Utilize AI tools to enhance data analysis and presentation clarity.
Research and Data Collection
- Select a Multinational Corporation: Choose a company that operates in multiple countries and is listed on a major stock exchange. Ensure the company has publicly available financial statements for at least the past three years.
- Data Sources:
- Company’s Official Website: Annual Reports, Earnings Releases, and Investor Presentations.
- Securities and Exchange Commission (SEC): For U.S. companies, access Form 10-K and 10-Q reports via the EDGAR database.
- Global Market Data Providers: Bloomberg, Yahoo Finance, or Google Finance for financial data and ratios.
- Academic and Business Databases: Access through your university’s library to find analyses, market reports, and scholarly articles on your chosen company.
Analysis Guidelines
- Historical Performance Analysis:
- How has the company's revenue and profitability changed over the past three years?
- What trends are observable in the company’s operational costs and net income?
- Financial Position and Health:
- Assess liquidity ratios, solvency ratios, and other key financial indicators.
- How do these ratios compare to industry standards or key competitors?
- International Operations Analysis:
- How do currency fluctuations affect the company’s financial statements?
- What are the implications of different international accounting standards on the company’s financial reports?
- Use of AI Tools:
- Employ AI-driven tools to analyze large datasets, improve the accuracy of financial forecasts, or enhance the visual presentation of data.
Project Deliverables
- Excel Workbook: This should include all collected data, financial analyses, ratio calculations, and any AI tool outputs.
- Recorded Presentation: A 15-20 minute video presenting your analysis and conclusions. Discuss key insights, strategic recommendations, and the role AI tools played in your analysis.
Final Project Rubric Criteria Ratings Pts Depth and Accuracy of Financial Analysis 20 to >15 ptsMeets ExpectationsProvides an exceptionally comprehensive and accurate analysis of financial data, with insightful interpretations.15 to >10 ptsMostly Meets ExpectationsProvides thorough analysis with minor inaccuracies; offers useful insights.10 to >5 ptsSomewhat Meets ExpectationsProvides adequate analysis with correct data but limited in insights.5 to >0 ptsDoes Not Meet ExpectationsAnalysis is mostly incorrect; critical components are missing. / 20 pts Application of Accounting Techniques 20 to >15 ptsMeets ExpectationsMasterfully applies advanced accounting techniques; demonstrates a superior understanding of international frameworks.15 to >10 ptsMostly Meets ExpectationsEffectively applies accounting techniques correctly with minor errors.10 to >5 ptsSomewhat Meets ExpectationsAdequately applies accounting techniques but overlooks some details.5 to >0 ptsDoes Not Meet ExpectationsFails to apply basic accounting techniques correctly. / 20 pts Use of AI and Technological Tools 20 to >15 ptsMeets ExpectationsInnovatively uses AI tools to enhance data analysis and presentation, significantly improving project quality.15 to >10 ptsMostly Meets ExpectationsUses AI tools effectively, showing a clear benefit in analysis and presentation.10 to >5 ptsSomewhat Meets ExpectationsUses AI tools with moderate effectiveness.5 to >0 ptsDoes Not Meet ExpectationsDoes not utilize AI tools or uses them inappropriately. / 20 pts Strategic Insightfulness and Recommendations 20 to >15 ptsMeets ExpectationsOffers highly innovative, well-supported strategic recommendations that are clearly aligned with analysis.15 to >10 ptsMostly Meets ExpectationsProvides solid, well-supported strategic recommendations.10 to >5 ptsSomewhat Meets ExpectationsOffers basic strategic recommendations with some justification.5 to >0 ptsDoes Not Meet ExpectationsLacks coherent strategic recommendations or fails to provide any. / 20 pts Professionalism and Presentation Quality 10 to >7.5 ptsMeets ExpectationsPresentation is exceptionally professional; information is well-organized, clear, and effectively communicated.7.5 to >5 ptsMostly Meets ExpectationsPresentation is very professional; well-organized and clear.5 to >2.5 ptsSomewhat Meets ExpectationsPresentation is adequately professional; generally clear and organized.2.5 to >0 ptsDoes Not Meet ExpectationsPresentation is unprofessional and poorly organized. / 10 pts Innovative Use of Data and Analysis 10 to >7.5 ptsMeets ExpectationsDemonstrates outstanding innovation in data handling and analysis, providing new insights.7.5 to >5 ptsMostly Meets ExpectationsShows very good innovation and creativity in approach to data analysis.5 to >2.5 ptsSomewhat Meets ExpectationsShows some innovation in data analysis and handling.2.5 to >0 ptsDoes Not Meet ExpectationsNo innovation; analysis is simplistic and uninformative. / 10 pts