Finance Case Study Paper And Excel Worksheet - 6 Pages Pleas

Finance Case Studypaper And Excel Worksheet6pageplease Read The Des

Finance case study, paper and excel worksheet, 6 pages. Read the description, then use the guidelines to complete the case 1, 2, 3. The short paper should include assumptions, recommendations, and additional commentary. The Excel spreadsheet is the most important component, with all calculations such as net income, NPV, IRR, ROE, etc., derived using Excel functions. Clearly explain how each key figure is calculated, and ensure all equivalent calculations are documented. If analyzing how a specific variable affects the results, duplicate the entire data table below the original, highlight the relevant cell, and note the changes and impact in comments. Include brief comparison analyses between the original and modified data tables within the worksheet or in the paper. Additionally, review related materials such as PPT slides 03a & 03b, the Disney case, and relevant YouTube videos posted by the textbook author to enhance understanding. The final submission should combine a comprehensive paper that discusses assumptions, recommendations, and analytical insights, with well-documented, functional Excel worksheets demonstrating all calculations and scenarios.

Paper For Above instruction

This case study involves analyzing a finance scenario through both qualitative and quantitative methods, focusing on financial decision-making processes applicable in real-world situations. The primary goal is to utilize Excel functions to derive key financial metrics thoroughly and transparently, ensuring explanations are clear enough for review and validation. The process begins with a detailed reading of the provided case description, which sets the context for subsequent analytical steps. Based on this, assumptions about the financial environment, company operations, and project parameters must first be articulated. These assumptions serve as the foundation for all calculations and strategic recommendations.

The Excel work involves constructing a comprehensive financial model aligned with best practices. Essential calculations include net income, net present value (NPV), internal rate of return (IRR), return on equity (ROE), and other relevant metrics. These calculations should leverage Excel functions such as =NPV(), =IRR(), =SUM(), =AVERAGE(), and others appropriate for finance analysis. It is crucial to document the methodology for each calculation—detailing how each metric is derived and ensuring that the formulas used are transparent. For validation, alternative scenarios can be created by duplicating the entire data set, adjusting key variables, and observing the effects on outcomes. These comparisons help illustrate sensitivity and potential risks, which should be summarized in accompanying comments or notes within the worksheet.

The accompanying paper should contextualize these calculations, describing the assumptions underpinning the model, the rationale for the chosen scenarios, and the strategic recommendations based on the analysis. For instance, if the analysis suggests a project has a positive NPV and an acceptable IRR, the recommendation might be to proceed with the project, noting any risks or uncertainties identified in the sensitivity analysis. Conversely, if the metrics indicate potential issues, alternative strategies or further analysis should be suggested. The paper should synthesize the quantitative insights with qualitative considerations such as market conditions and managerial perspectives, supported by references to coursework materials like PPT slides, case studies, and multimedia resources.

In summary, the deliverable should be a cohesive document integrating a well-explained financial model in Excel, with all key calculations properly justified, and a written analysis articulating assumptions, findings, and recommendations. The clarity of the Excel model—showing formulas and scenarios—is vital, as is the depth of the written discussion. Make sure to substantiate all conclusions with data-driven insights and to include at least five credible references cited appropriately in APA style.

References

  • Damodaran, A. (2012). Investment Valuation: Tools and Techniques for Determining the Value of Any Asset. John Wiley & Sons.
  • Ross, S. A., Westerfield, R. W., & Jaffe, J. (2013). Corporate Finance (10th Edition). McGraw-Hill Education.
  • Brigham, E. F., & Ehrhardt, M. C. (2016). Financial Management: Theory & Practice. Cengage Learning.
  • Naoum, S. G. (2013). Essential Skills for the Next Generation of Project Managers. Routledge.
  • Higgins, R. C. (2012). Analysis for Financial Management. McGraw-Hill Education.
  • Gitman, L. J., & Zutter, C. J. (2014). Principles of Managerial Finance. Pearson.
  • Investopedia. (2023). Net Present Value (NPV). https://www.investopedia.com/terms/n/npv.asp
  • Kerzner, H. (2017). Project Management: A Systems Approach to Planning, Scheduling, and Controlling. John Wiley & Sons.
  • Youtobe. (Post by textbook author). [Link or reference to specific videos, if available]
  • Watson, D., & Head, A. (2017). Financial Management: Concepts and Applications. McGraw-Hill Education.

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