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Purpose of Assignment This week’s focus is on the preparation of financial reports for internal users, such as managers. This case study applies the concepts of managerial accounting, through comparative and ratio analysis, and requires students to identify financial data needed by managers for decision making.ResourcesRatio Analysis Grading GuideGenerally Accepted Accounting Principles (GAAP), U.S. Securities and Exchange Committee (SEC)Scenario Worksheet Tutorial help on Excel and Word functions can be found on the Microsoft Office website. There are also additional tutorials via the web offering support for Office products. Assignment StepsScenario: You are a loan officer for White Sands Bank of Taos. Paul Jason, president of P. Jason Corporation, has just left your office. He is interested in an 8-year loan to expand the company’s operations. The borrowed funds would be used to purchase new equipment. As evidence of the company’s debt-worthiness, Jason provided you with facts (available in the attached Scenario Worksheet). Jason is a very insistent (some would say pushy) man. When you told him you would need additional information before making your decision, he acted offended and said, “What more could you possibly want to know?” You responded you would, at minimum, need complete, audited financial statements. Develop a minimum 700-word examination of the financial statements and include the following:Explain why you would want the financial statements to be audited.Discuss the implications of the ratios provided for the lending decision you are to make. That is, does the information paint a favorable picture? Are these ratios relevant to the decision? State why or why not.Evaluate trends in the performance of P. Jason Corporation. Identify each performance measure as favorable or unfavorable and explain the significance of each.List three other ratios you would want to calculate for P. Jason Corporation, and in your own words explain in detail why you would use each.As the loan officer, what else would you do to gain a better understanding of Paul Jason’s, and the Corporation’s financial picture and why?Based on your analysis of P. Jason Corporation, will you recommend approval for the requested loan? Provide specific details to support your decision. Format the assignment according to APA guidelines.Submit your assignment.
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Ratio Analysis Grading Guide
ACC/561 Version 7
Accounting
Copyright
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Edited in accordance with University of Phoenix® editorial standards and practices.
Ratio Analysis Grading Guide
ACC/561 Version 7
Individual Assignment: Ratio Analysis
Purpose of Assignment
This week’s focus is on the preparation of financial reports for internal users, such as managers. This case
study applies the concepts of managerial accounting, through comparative and ratio analysis, and requires
students to identify financial data needed by managers for decision making.
Resources Required
Generally Accepted Accounting Principles (GAAP)
U.S. Securities and Exchange Committee (SEC)
Tutorial help on Excel® and Word functions can be found on the Microsoft® Office website. There are also
additional tutorials via the web offering support for Office products.
Grading Guide
Content
Explained why student would want the
financial statements to be audited.
Discussed the implications of the ratios
provided for the lending decision about to be
made. That is, did the information paint a
favorable picture? Answered the following
question:
• Are these ratios relevant to the decision?
Stated why or why not.
Evaluated trends in the performance of P.
Jason Corporation. Identified each
performance measure as favorable or
unfavorable and explained the significance of
each.
Listed three other ratios that student would
want to calculate for P. Jason Corporation,
and in own words explained in detail why
student would use each.
Answered the following question:
• As the loan officer, what else would
student do to gain a better understanding
of Paul Jason’s, and the Corporation’s
financial picture and why?
Answered the following question:
• Based on student’s analysis of P. Jason
Corporation, would student recommend
approval for the requested loan? Provided
specific details to support decision.
Met
Partially
Met
Not Met
Comments:
2
Ratio Analysis Grading Guide
ACC/561 Version 7
Content
Met
Partially
Met
Not Met
Total
Available
Total
Earned
85
#/85
Partially
Met
Not Met
Total
Available
Total
Earned
35
#35
120
#/120
Comments:
The examination is a minimum 700 words in
length.
Writing Guidelines
Met
The paper—including tables and graphs,
headings, title page, and reference page—is
consistent with APA formatting guidelines and
meets course-level requirements.
Intellectual property is recognized with in-text
citations and a reference page.
Paragraph and sentence transitions are
present, logical, and maintain the flow
throughout the paper.
Sentences are complete, clear, and concise.
Rules of grammar and usage are followed
including spelling and punctuation.
Assignment Total
Additional comments:
#
Comments:
3
Scenario – Week 3 Individual Assignment
ACC/561 Version 7
University of Phoenix Material
Scenario:
You are a loan officer for White Sands Bank of Taos. Paul Jason, president of P. Jason Corporation, has
just left your office. He is interested in an 8-year loan to expand the company’s operations. The borrowed
funds would be used to purchase new equipment. As evidence of the company’s debt-worthiness, Jason
provided you with the following facts:
2017
2016
Current Ratio
3.1
2.1
Asset Turnover
2.8
2.2
Net Income
Up 32%
Down 8%
Earnings per Share
\$3.30
\$2.50
Jason is a very insistent (some would say pushy) man. When you told him you would need additional
information before making your decision, he acted offended and said, “What more could you possibly
want to know?” You responded you would, at minimum, need complete, audited financial statements.
Copyright © 2017 by University of Phoenix. All rights reserved.
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