Excel project financial statement analysis | ACCT 370 – Financial Statement Analysis | Liberty University

Go to the Securities and Exchange Commission’s EDGAR database and access your chosen company’s most recent Form 10-K (annual report).  (For help with this process, see the Module 1: Week 1 presentation, “Downloading Financial Statements from the SEC EDGAR Database.”)

Create an Excel workbook, including data for your chosen company as follows:

o The 1st tab (worksheet) in your Financial Statement Analysis Template must be labeled Company Information. The following information must be included:

Company Name and ticker symbol

Industry

Products or services offered

Major competitors

An example of this tab is provided in Exhibit A.

o The 2nd tab in your Financial Statement Analysis Template must be labeled Historical Income Statements.

Include the latest three years based on SEC filings.

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name (Income Statements)

Financial Statement Dates

Denomination level ($s in millions or thousands, etc.)

o The 3rd tab in your Financial Statement Analysis Template must be labeled Historical Balance Sheets.

Include the latest three years based on SEC (10-K) filings.  (Note: Some 10-Ks only provided 2 years of balance sheet data.  You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name 

Financial Statement Dates

Denomination level ($s in millions or thousands, etc.)

A partial balance sheet example is provided in Exhibit B.

o The 4th tab in your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows.

Include the latest three years based on SEC (10-K) filings.

Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:

Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows.

Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet.

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name 

Financial Statement Dates

Denomination level ($s in millions or thousands, etc.)

o Other instructions:

The Excel workbook should be professionally formatted.  Professional formatting includes:

All numbers are formatted similarly.  The use of decimals, commas for thousands, and other formatting is consistent.

Dollar signs are included in the first and last numbers of each column.

Subtotals and totals are preceded by a single underline.  Totals are followed by a double underline.

All extraneous information is removed from the spreadsheet.  Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted.  

Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read.  

All totals and subtotals should be calculated using formulas.  For an example of which cells may need formulas, please see Exhibit B.

Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

EXHIBIT A: EXAMPLE COMPANY INFORMATION TAB

 

EXHIBIT B: EXAMPLE HISTORICAL BALANCE SHEETS TAB

(IMPORTANT NOTE: ONLY PARTIAL BALANCE SHEET SHOWN.  YOUR BALANCE SHEET SHOULD INCLUDE LIABILITIES AND STOCKHOLDERS’ EQUITY AS WELL.)

 







Calculate Your Essay Price
(550 words)

Approximate price: $22

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
$26
The price is based on these factors:
Academic level
Number of pages
Urgency
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more

Order your essay today and save 10% with the coupon code: best10