Question: I. Executive Summary. This section should provide a brief context for your financial statement analysis and a summary of your principal findings. Note that although
I. Executive Summary. This section should provide a brief context for your financial statement analysis and a summary of your principal findings. Note that
although this section comes first in the paper, you will write it after you have performed your analysis. Specifically, you should:
a Provide a brief context for the company that helps situate it in the larger business environment. Be sure to explain how this context impacts
financial statement analysis. For example, how large is the company? What industry is it in What companies are its major competitors? What
trends or recent events might affect company or industry performance? How might these things be reflected in financial statements?
b Summarize key findings and recommendations from your analysis clearly and concisely. For example, what does your analysis suggest regarding
internal changes? Would outside investors find your company attractive? This should be one highlevel summary paragraph. Supporting details
and rationale will be provided in later sections.
II Analysis. Use this section to present your findings based on quantitative and qualitative analysis of the financial statements. Include a copy of the
financial statements and any ratios or analysis in an appendix as support for your text. In particular, this section should cover:
a Describe the financial statements role in evaluating company performance. Briefly and in general terms:
Assess the strengths and limitations of financial statement analysis in evaluating a companys performance. Be sure to explain how those
strengths and limitations affect your analysis. In other words, what can the companys financial statements tell you about its performance
and limitations and how does that information affect interpretation of results?
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