Financial Analysis and Future Planning

Use the template in the Resources as a guide for covering the key points required in the Unit 9 assignment, Financial Analysis and Future Planning. The template aligns with APA formatting standards for headings and provides recommendations for supporting references.

Name your assignment using the course number, the assignment number, and your name, as follows:

HMSV5410_u09a1_Susan Smith.

Financial Analysis and Future Planning
Introduction
This assignment will integrate elements addressed in the assignments from Units 2, 4, and 7 into an analysis of financial health and future planning for your identified organization, and for nonprofit, for-profit (such as health care), and government-based human service organizations in general. There are two aspects to this assignment:

General concepts.
Specific applications to your identified organization.
To successfully complete this assignment, you will demonstrate your academic writing and literature review skills to address the following competencies:

Explain the trends in revenues and expenditures in for-profit, nonprofit, and government organizations.
Analyze issues associated with funding human service organizations.
Communicate in a manner that is scholarly, professional, and respectful of the diversity, dignity, and integrity of others, consistent with expectations for members of the human services profession.
To complete this assignment, use the u09a1 Template ‒ Financial Analysis and Future Planning, linked in the Resources. This template will provide guidance for covering the key points required in this assignment. The template also provides headings that align with APA formatting standards and includes recommendations for supporting references.

Complete the following elements for this assignment:

Apply an appropriate theory to financial analysis practice. Integrate ambiguity theory, social construction theory, or another theory about financial planning and analysis in nonprofit, (health care) for-profit, or government-based human service organizations. Include how theory is applied in the practice of financial planning for your chosen organization.
Analyze similarities and differences in a budget planning cycle for nonprofit, for-profit (health care), and government organizations.
Discuss unique aspects of accounting for nonprofit, for-profit (health care), and government organizations.
Identify similarities or differences that exist between the types of agencies.
Describe examples of budget sources and how relationships with funding sources are affected due to the type of budget calendar (fiscal versus calendar year).
Analyze similarities and differences of social, political, and economic trends on future budget planning for nonprofit, for-profit (health care), and government human service organizations.
Analyze the financial health of your chosen organization.
Analyze both the strengths and challenges of financial practices for your chosen organization.
Determine whether the organization is able to meet the obligations of the mission, staffing, et cetera.
Analyze the impact of social, political, and economic trends on future planning for your chosen organization.
Discuss all three elements (social, political, and economic trends) for your identified organization.
Submission Requirements
Written communication: Written communication should be free of errors that detract from the overall message.
Writing style: Present the content of this assignment in a paragraph format and include transitional phrases, headings to define document sections, appropriate subheadings, and references.
APA formatting: Use proper APA format for headings. In-text citations and references at the end of the paper must be in proper APA (current edition) style and formatting.
Resources: Include a minimum of 6 scholarly, peer-reviewed resources (such as textbooks or academic journal articles).
Length of paper: 8–10 typed, double-spaced pages.
Font and font size: Times New Roman, 12 point.
View the Financial Analysis and Future Planning Scoring Guide in order to verify you are meeting the requirements of this assignment.

Finkler, S. A., Smith, D. L., & Calabrese, T. D. (2018). Financial Management for Public, Health, and Not-for-Profit Organizations (6th Edition). SAGE Publications, Inc. (US).

Blodgett, M. S., & Melconian, L. (2012). Health-care nonprofits: Enhancing governance and public trust. Business and Society Review, 117(2), 197‒219.

Palmer, P. D. (2013). Exploring attitudes to financial reporting in the Australian not-for-profit sector. Accounting and Finance, 53(1), 217‒241.

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