Financial Analysis Report

Requirement
You are required to do the following:
(a) Set up a Microsoft Excel workbook for the tasks with a designated sheet for each of the
following: statement of comprehensive income, statement of financial position, horizontal
analyses, vertical analyses, ratio analyses, and charts you may consider inserting in your report
for illustration.
(b) Enter the financial statement figures and other relevant data in the designated sheets in the
workbook. Format the cells appropriately to give the sheets a great visual outlook.
(c) Perform horizontal analysis to indicate the annual changes in the values on the statement of
comprehensive income and the statement of financial position over the years you have been
assigned to work on. Format the cells appropriately to give the sheet a great visual outlook.
(d) Perform vertical analysis to indicate the significance of the values on the statement of
comprehensive income and the statement of financial position over the years you have been
assigned to work on. Format the cells appropriately to give the sheet a great visual outlook.
(e) Compute profitability ratios, liquidity ratios, solvency ratios, efficiency ratios, and market
value (or investment) ratios for the years you have been assigned to work on. Format the cells
appropriately to give the sheet a great visual outlook.
(f) Prepare charts to illustrate trends in selected ratios over the years (at least five of them). Format
the cells appropriately to give the sheet a great visual outlook. Requirement
(g) Write up a report on the financial statement analysis you have done (see the note below for
guidance on the contents and the structure of the report). Format the cells appropriately to give
the sheet a great visual outlook.

Structure of the report on the financial statement analysis
Your report should be structured in this format:
▪ Title page with an appropriate title for the report
▪ Executive summary
▪ Table of contents (use the heading styles command on the Home tab and the Insert Table
of Contents command on the References tab of Microsoft Word to insert a table of content
that you can update as you make changes to your report)
▪ Introduction
▪ Context analysis – company specifics, industry analysis, country analysis, and global
analysis
▪ Evaluation of financial performance with respect to profitability, liquidity, efficiency,
solvency, and market value presented in separate subsections. This part is expected to be a
thorough discussion.
▪ General conclusions
▪ Recommendations
▪ References
▪ Appendices – details of the relevant computations and any relevant secondary data
3. Formatting requirements
1. Font should be Times New Roman
2. Font size should be 12
3. Line spacing should be 1.15 points
4. Add space before a new paragraph
5. Tables and figures should be labelled appropriately
6. Insert page numbers at the bottom
7. Insert a cover page designed appropriately with a sense of engagement and the company
under review.

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