EXMBM524-23C (HAM)

Financial Analysis

15 Points

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The University of Waikato
Academic Divisions
Division of Management
School of Management and Marketing
Engagement and Executive Education

Staff

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Convenor(s)

Mary Low

Mary Low
9270
MSB.3.14
See Moodle
mary.low@waikato.ac.nz

Lecturer(s)

Administrator(s)

: maxine.hayward@waikato.ac.nz

Placement/WIL Coordinator(s)

Tutor(s)

Student Representative(s)

Lab Technician(s)

Librarian(s)

: yilan.chen@waikato.ac.nz

You can contact staff by:

  • Calling +64 7 838 4466 select option 1, then enter the extension.
  • Extensions starting with 4, 5, 9 or 3 can also be direct dialled:
    • For extensions starting with 4: dial +64 7 838 extension.
    • For extensions starting with 5: dial +64 7 858 extension.
    • For extensions starting with 9: dial +64 7 837 extension.
    • For extensions starting with 3: dial +64 7 2620 + the last 3 digits of the extension e.g. 3123 = +64 7 262 0123.
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What this paper is about

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Every manager must face the tasks of finding, interpreting and utilising accounting information. This paper explores the process of accounting for organisations, focusing on financial and management accounting areas as well as financial management concepts.

Sessions will introduce participants to a range of accounting techniques and concepts. The accounting systems provide information for decision making and it is important to understand the strengths and limitations of the information.

Themes covered include: where financial information comes from, how it is recorded, and how it is reported. The paper explains: accounting conventions and principles, key performance indicators, as well as the control and audit of financial systems. Management accounting themes covered include short run decision making, taxation, both domestic as well as international issues, as well as considerations of Key Performance Indicators (KPIs) and financial analysis. An introduction to Corporate Social Responsibility (CSR), Stakeholder Management and Sustainability will be provided, and their influences on corporate decision making discussed. Issues relating to contracts, Consumers Guarantees Act and the Fair Trading Act in the business context will also be discussed in this paper.

Throughout this paper, topics will be introduced and illustrated with case examples and practical exercises to encourage discussion and debate. This approach of linking theory to practice will ensure that any limitations or difficulties associated with the models and concepts are identified.

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How this paper will be taught

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Students are strongly encouraged to attend sessions in person at the Hamilton Campus.

The teaching philosophy of this paper benefits most from in-person interaction with lecturers and fellow students. However, for those students who are not in Hamilton or need to self-isolate, a FLEXI option is offered. Students can join sessions online via Zoom. Whether you attend in-class or on Zoom, sessions are synchronous**, meaning that you need to be present and participate during the scheduled slot. Although sessions are recorded, group activities cannot be recorded and much of your learning will happen during these activities.

Any changes to the paper's structure necessitated by a lecturer having to self-isolate will be communicated in Moodle and via announcements.

A combination of learning activities are used to assist your understanding, answer questions, analyse cases, and provide insights that help you 'scaffold' learning. Recorded video lectures, online content, and required reading will be prescribed. It is essential that you prepare for each session as instructed.

**If you cannot attend a session due to illness or another legitimate reason, please notify the relevant lecturer before the session. You will be expected to watch the session's recording in your own time. Please note, some in-class activities will not be available after the fact.

Online resources are provided in Moodle for you to download and review before the sessions.
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Required Readings

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Readings are provided for all key elements of this paper. See Moodle for details. Readings relate to each session's topic and are useful for all assessments.

It is expected you have read the relevant material prior to attending each session.
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Learning Outcomes

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Students who successfully complete the course should be able to:

  • Demonstrate an understanding of how accounting systems gather, collate and present information for decision making
    Linked to the following assessments:
  • Analyse and interpret published financial statements
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  • Discuss the operational and strategic significance of accounting information
    Linked to the following assessments:
  • Identify the contribution and limitations of accounting techniques available to the decision maker
    Linked to the following assessments:
  • Explain how sustainability issues impact on contemporary business decision making
    Linked to the following assessments:
  • Understand the issues relating to contracts, consumers guarantees and fair trading in a business context
    Linked to the following assessments:
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Assessments

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How you will be assessed

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All assessment must be completed.
PLEASE NOTE: The University of Waikato has zero-tolerance for plagiarism.
Click here for help with APA Referencing.

All assessment must be submitted as a word document unless otherwise stated.

Please refer to Moodle for assessment details.
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The internal assessment/exam ratio (as stated in the University Calendar) is 100:0. There is no final exam. The final exam makes up 0% of the overall mark.

The internal assessment/exam ratio (as stated in the University Calendar) is 100:0 or 0:0, whichever is more favourable for the student. The final exam makes up either 0% or 0% of the overall mark.

Component DescriptionDue Date TimePercentage of overall markSubmission MethodCompulsory
1. Test 1
11 Dec 2023
2:00 PM
30
  • In Class: In Lecture
2. Project and Presentation
25
  • Online: Submit through Moodle
3. In-Class Activities
15
  • In Class: In Lecture
4. Final Test
30
  • In Class: In Lecture
Assessment Total:     100    
Failing to complete a compulsory assessment component of a paper will result in an IC grade
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