Grading will focus on content development, depth of analysis and professionalism of delivery. Your final deliverable will be a presentation of no more than

In the final weeks of the course, you will be required to complete a financial analysis of a company of your choice. The intent of this assignment is to evaluate the financial and operational health of the company.  You may pursue, analyze and synthesize any information source you choose (e.g., website content, current resident personal interviews, organizational documentation, etc).  During the development process you will also be asked to review the work of your peers, provide feedback, and help support their development effort. This will also help you (1) learn about other organizations and (2) benchmark your efforts against the work of your peers.

Your final presentation should be professional, clear, and logical. A review of the organization’s location, primary market, competitors, and products/services should be included as an introduction to the company. From a financial perspective, your final presentations should contain analysis and discussion on 2 ratios from each of the primary financial ratio categories discussed in Week 5 (e.g., liquidity, profitability, operating efficiency, and capital structure).  A five-year trend analysis – including the most recent year of available information/data – is expected for each ratio selected (8 ratios total trended for five years). You are required to interpret the ratios and provide your perspectives on the strengths and weaknesses of the organization. Simply reporting the data is not sufficient. You must be prepared to explain what the data means. Ultimately, we want to know if the organization is financially sound and has strong long-term growth prospects. Why or why not?

Grading will focus on content development, depth of analysis and professionalism of delivery. Your final deliverable will be a presentation of no more than 10 minutes in length, developed in an MS PowerPoint slide deck suitable for presentation to the Board of Directors or a C-Suite executive team.

For this preliminary assignment, you are required to submit preparatory materials in narrative format which you will convert in Presenter’s notes for the final presentation. This week is dedicated to selection and careful review of available materials to ensure you can be successful in completing your final project. For this assignment, complete the following:

· Introduction of the organization you chose to include its location, primary market served, competitors, and the products / services provided.  

· The main part of the submission should be dedicated to the selection and preliminary calculations (show the math in the Presenter’s notes) of 2 ratios from each of the primary ratio categories (e.g., liquidity, profitability, operating efficiency, and capital structure). Carefully consider your selected ratios within each category and ensure all of the data necessary to fully complete the analysis for the final project is available for your target organization. Note: this step may prompt you to change your target organization due to data non-availability.  Recall that for your final deliverable a five-year trend analysis – including the most recent year of available information/data – is expected for each ratio selected. You will be required to show the data, interpret each of the ratios you have selected, and provide your perspectives on the financial strengths and weaknesses of the organization. Week 5 is your opportunity to develop a draft and receive the faculty’s feedback that may help you improve the final product.

· The benchmarking and financial key performance indicator analysis for the chosen organization should be conducted in detail for the final project. Create outline with the main ideas you will be discussing in week 11.

· Locate and reference the source data for the financial statements you plan to use (and used for the draft in week 5) for your final project.

The Final Project Healthcare Financial Analysis Project Part 1 – “Organization Selection/Ratio Analysis” is due no later than 11:59pm ET on Tuesday.