MNMGT551-23W (HAM)

Financial Analysis for Professionals

15 Points

Edit Header Content
The University of Waikato
Academic Divisions
Division of Management
School of Accounting, Finance and Economics

Staff

Edit Staff Content

Convenor(s)

Lecturer(s)

Administrator(s)

: corlia.booysen@waikato.ac.nz
: maxine.hayward@waikato.ac.nz

Placement/WIL Coordinator(s)

Tutor(s)

Student Representative(s)

Lab Technician(s)

Librarian(s)

: em.pooley@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.
Edit Staff Content

What this paper is about

Edit What this paper is about Content

Every manager must face the tasks of finding, interpreting and utilising financial information. This paper explores the process of accounting for organisations both from a financial and managerial accounting perspective, as well as covering key concepts in finance. Sessions will introduce participants to a range of techniques and concepts. The accounting systems provide information for decision-making, and it is important to understand the strengths and limitations of the information as well as being able to source other key information.

Themes covered include: Where financial information comes from, how it is recorded and reported, short-run decision making, taxation, Key Performance Indicators (KPIs) and financial analysis. An introduction will be provided to Corporate Social Responsibility (CSR), stakeholder management and sustainability, cost of capital, capital investment decision making and valuation.

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

Edit What this paper is about Content

How this paper will be taught

Edit How this paper will be taught Content

Class schedules are subject to change - please refer to Moodle.

Edit How this paper will be taught Content

Required Readings

Edit Required Readings Content

Texts:
Lawrence, S., Davey, H., & Low, M. (2012). Accounting at work: In business, government and society (5th ed.). Auckland, NZ: Pearson.

Pike, R., Neale, B., Linsley, P., & Akbar, S. (2018). Corporate finance and investment (9th ed.). Pearson Higher Ed. https://www.pearsoned.co.nz/9781292208589

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

Edit Required Readings Content

Learning Outcomes

Edit Learning Outcomes Content

Students who successfully complete the course should be able to:

  • Demonstrate through written communication ability to gather, collate and present information for management decision-making from accounting systems
    Linked to the following assessments:
  • Demonstrate through written communication and presentations, competence in analysis and interpretation of published company financial statements
    Linked to the following assessments:
  • Demonstrate through written communication and presentations competence to assess data and make management decisions based on the contribution and limitations of available accounting techniques
    Linked to the following assessments:
  • Demonstrate through written and verbal communication competence to analyse current NZ tax law and the role of the statutory auditor in the context of accounting
    Linked to the following assessments:
  • Demonstrate through written and verbal communication aptitude to appraise the role of sustainability on contemporary business decision-making
    Linked to the following assessments:
  • Demonstrate through written and verbal communication ability to assess alternative forms of investment when making managerial decisions
    Linked to the following assessments:
  • Demonstrate through several means of communications, competence in analysing how investing is undertaken, including frameworks and evaluating outcomes
    Linked to the following assessments:
  • Demonstrate through written and verbal communication aptitude to appraise when it is a good time to invest and the metrics to use to assist with investment decision making
    Linked to the following assessments:
Edit Learning Outcomes Content
Edit Learning Outcomes Content

Assessments

Edit Assessments Content

How you will be assessed

Edit How you will be assessed Content

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.

Booking of rooms for group meetings
MSB.1.38, 1.39, 1.40 - email: law.recption@waikato.ac.nz
Library Group Study Rooms - https://www.waikato.ac.nz/library/services/spaces/group-rooms
For all other room bookings, contact timetable@waikato.ac.nz

MARKING GUIDELINES
each assignment is different and the relative weighting given to the different aspects of different questions will vary, however the expectations listed below are core to any work:

  • A level of sophistication of language that is appropriate for this level of study
  • Where appropriate, a detailed coverage of the 'facts' of the question
  • The use of tables may help with the presentation of data (both financial and non financial)
  • A thorough and balanced discussion of the issues
  • Selected use of real world examples often help to develop arguments
  • Where appropriate a summary and conclusion
  • Appropriate citing of authoritative sources.
Edit How you will be assessed Content

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. Exercise 1: Introduction - Indvidual
13 May 2023
8:00 AM
6
  • Online: Submit through Moodle
2. Exercise 2: Financial Analysis - Individual
17 May 2023
11:30 PM
12
  • Online: Submit through Moodle
3. CVP - Individual
26 May 2023
11:30 PM
12
  • Online: Submit through Moodle
4. Test One - Individual
27 May 2023
12:00 AM
20
  • Online: Submit through Moodle
5. Test Two - Individual (Assessment TBC)
14 Jun 2023
8:30 PM
7
  • Online: Submit through Moodle
6. Exercise 3: Retirement - Individual (Assessment TBC)
16 Jun 2023
12:00 PM
16
  • Online: Submit through Moodle
7. Company Valuation - Group (Assessment TBC)
9 Jul 2023
11:30 PM
27
  • Online: Submit through Moodle
Assessment Total:     100    
Failing to complete a compulsory assessment component of a paper will result in an IC grade
Edit Assessments Content