You have already did Phase 1. I was approved to go to Phase 2. Please see the below notes for changes that need to be made:
This is a strong Phase I submission that demonstrates careful attention to detail and a clear understanding of how to populate the financial statement analysis model using audited SEC filings.
Strengths of this submission include:
- All required financial statements appear completed
- Balance sheet balances correctly, confirming structural accuracy
- Income statement net income ties properly
- Cash flow sign conventions appear applied correctly
Before proceeding to Phase II, please double-check the following:
- Ensure interest-bearing debt is properly separated between current and long-term categories
- Confirm that no formulas were overridden or hard-coded in the Excel model
- Verify that shares outstanding match the exact unit format used in the company’s 10-K
- Confirm all financial statement values were pulled directly from the SEC filings rather than financial summary websites
You are approved to proceed to Phase II, pending any minor corrections noted above. Overall, this is very good foundational work and provides a solid base for the analytical portion of the project.
See the Phase 2 Instructions below:
AI policy for this assignment: AI Free (AI-F)
Upload your Excel file that reflects your Phase I corrections + all the Phase II analysis. Follow the naming convention in the phase I instructions, except use “phase II” instead of phase I.
Evaluation Criteria
Grade Item: , Out of: 90 pointsOut of: 90 points
Submission Details
- Submission type
- File submission
- Files allowed per submission
- Unlimited
- Allowed files
- No Restrictions
- Number of submissions
- All submissions are kept