Financial Analysis
Credit points
(Generally, 1 credit = 10 hours of classes and independent study.)
Location
VU Brisbane
VU Online
VU Sydney
Prerequisites
Co-requisites
(Corequisite units must be studied concurrently with this unit)
Overview
Financial acumen is an important skill for managers in the complex local and global business environment. The unit takes a multidisciplinary approach to develop advanced analytical, planning and decision making skills. This unit proposes a theoretical framework for effective and efficient use of financial statement information for business analysis. It identifies and evaluates: financial statements, business strategies, financial data, and growth of the business. This framework is then applied to a variety of complex decision making contexts including security analysis, credit analysis, merger and acquisition analysis, and management communications analysis.
Learning Outcomes
On successful completion of this unit, students will be able to:
- Adapt an analytical framework to interpret, prepare, and communicate of financial reports which evaluate past performance and future prospects for sustainable value creation;
- Interpret and communicate relevant, reliable and comprehensible performance information on external and internal factors critical to sustainable value creation (such as financial and non-financial key performance indicators (KPIs));
- Critically review the elements that shape value creation and triple bottom-line performance (including competitive environment, strategy, structure and value-creating activities) and translate them to disciplinary and professional practice;
- Critically reflect as part of a team on the broad range of elements that frame corporate values; and,
- Participate in an academic community through reflective and critical engagement in academic texts and understanding of principles of academic integrity.
Assessment
For Melbourne campuses
Assessment type: Case Study | Grade: 15%
Financial ratio analysis and summary report
Assessment type: Report | Grade: 35%
Company analysis report
Assessment type: Project | Grade: 50%
Financial analysis project: report (35%) and presentation (15%) (Group)
Assessment type: Other | Grade: 0%
Evidence of completion of the Academic Integrity Modules (Hurdle)
Other locations
Assessment type: Assignment | Grade: 10%
Preparation of brief to recommend the most appropriate source of financing
Assessment type: Report | Grade: 40%
Financial ratio analysis
Assessment type: Presentation | Grade: 50%
Recommendation based on analysis to either undertake/not undertake a project
Assessment type: Other | Grade: 0%
Evidence of completion of the Academic Integrity Modules (Hurdle)
Required reading
Business analysis and valuation: Using financial statements
Palepu, K.G., Healy, P.M., Wright, S., Bradbury, M., & Coulton, J. (2021). | (Asia-Pacific) Cengage Learning.
As part of a course
This unit is studied as part of the following course(s):