Assignment 1: Financial Statement Analysis
Due Week 4 and worth 200 points
Select one (1) of the following publically traded health care organizations: Universal Health Services (NYSE: UHS) or Health Management Associates (NYSE: HMA).
Suppose you are a newly appointed CFO of your chosen health care organization. One of your first tasks is to conduct an internal financial analysis of the organization. Conduct a brief financial analysis and review of the chosen company’s financial statements for at least three (3) consecutive years. After conducting the analysis, interpret the data contained within the statements.
Write a three to four (3-4) page paper in which you:
Based on your review of the financial statements, suggest a key insight about the financial health of the company. Speculate on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Provide support for your rationale.
Identify the current industry trend that has the most significant impact on your chosen organization’s financial performance. Indicate the trend’s impact on the financial performance of the organization. As the CFO, suggest at least one (1) way that you might minimize the impact of the trend on the organization.
As the CFO, suggest one (1) key strategy that you might use in order to improve the financial performance of the organization. Recommend an approach to implement the suggested strategy. Provide support for your recommendation.
Use at least four (4) quality academic resources. Note: Wikipedia and other Websites do not qualify as academic resources.
Your assignment must follow these formatting requirements:
Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.
The specific course learning outcomes associated with this assignment are:
Evaluate the financial statements and the financial position of health care institutions.
Analyze the role of important financial reporting statements – income statement, balance sheet, and statement of cash flows – and explain how they relate to one another and to the underlying sources of data.
Use technology and information resources to research issues in health financial management.
Write clearly and concisely about health financial management using proper writing mechanics.
Grading for this assignment will be based on answer quality, logic / organization of the paper, and language and writing skills, using the following rubric.
Points: 200
Assignment 1: Financial Statement Analysis
Criteria
Unacceptable
Below 70% F
Fair 70-79% C
Proficient 80-89% B
Exemplary 90-100% A
1. Based on your review of the financial statements, suggest a key insight about the financial health of the company. Speculate on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Provide support for your rationale.
Weight: 30%
Did not submit or incompletely suggested a key insight about the financial health of the company. Did not submit or incompletely speculated on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Did not submit or incompletely provided support for your rationale.
Partially suggested a key insight about the financial health of the company. Partially speculated on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Partially provided support for your rationale.
Satisfactorily suggested a key insight about the financial health of the company. Satisfactorily speculated on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Satisfactorily provided support for your rationale.
Thoroughly suggested a key insight about the financial health of the company. Thoroughly speculated on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Thoroughly provided support for your rationale.
2. Identify the current industry trend that has the most significant impact on your chosen organization’s financial performance. Indicate the trend’s impact on the financial performance of the organization. As the CFO, suggest at least one (1) way that you might minimize the impact of the trend on the organization.
Weight: 30%
Did not submit or incompletely identified the current industry trend that has the most significant impact on your chosen organization’s financial performance. Did not submit or incompletely indicated the trend’s impact on the financial performance of the organization. As the CFO, did not submit or incompletely suggested at least one (1) way that you might minimize the impact of the trend on the organization.
Partially identified the current industry trend that has the most significant impact on your chosen organization’s financial performance. Partially indicated the trend’s impact on the financial performance of the organization. As the CFO, partially suggested at least one (1) way that you might minimize the impact of the trend on the organization.
Satisfactorily identified the current industry trend that has the most significant impact on your chosen organization’s financial performance. Satisfactorily indicated the trend’s impact on the financial performance of the organization. As the CFO, satisfactorily suggested at least one (1) way that you might minimize the impact of the trend on the organization.
Thoroughly identified the current industry trend that has the most significant impact on your chosen organization’s financial performance. Thoroughly indicated the trend’s impact on the financial performance of the organization. As the CFO, thoroughly suggested at least one (1) way that you might minimize the impact of the trend on the organization.
3. As the CFO, suggest one (1) key strategy that you might use in order to improve the financial performance of the organization. Recommend an approach to implement the suggested strategy. Provide support for your recommendation.
Weight: 25%
Did not submit or incompletely suggested one (1) key strategy that you might use in order to improve the financial performance of the organization. Did not submit or incompletely recommended an approach to implement the suggested strategy. Did not submit or incompletely provided support for your recommendation.
Partially suggested one (1) key strategy that you might use in order to improve the financial performance of the organization. Partially recommended an approach to implement the suggested strategy. Partially provided support for your recommendation.
Satisfactorily suggested (1) one key strategy that you might use in order to improve the financial performance of the organization. Satisfactorily recommended an approach to implement the suggested strategy. Satisfactorily provided support for your recommendation.
Thoroughly suggested one (1) key strategy that you might use in order to improve the financial performance of the organization. Thoroughly recommended an approach to implement the suggested strategy. Thoroughly provided support for your recommendation.
4. 4 references
Weight: 5%
No references provided
Does not meet the required number of references; some or all references poor quality choices.
Meets number of required references; all references high quality choices.
Exceeds number of required references; all references high quality choices.
5. Clarity, writing mechanics, and formatting requirements
Weight: 10%
More than 6 errors present
5-6 errors present
3-4 errors present
0-2 errors present
Due Week 4 and worth 200 points
Select one (1) of the following publically traded health care organizations: Universal Health Services (NYSE: UHS) or Health Management Associates (NYSE: HMA).
Suppose you are a newly appointed CFO of your chosen health care organization. One of your first tasks is to conduct an internal financial analysis of the organization. Conduct a brief financial analysis and review of the chosen company’s financial statements for at least three (3) consecutive years. After conducting the analysis, interpret the data contained within the statements.
Write a three to four (3-4) page paper in which you:
Based on your review of the financial statements, suggest a key insight about the financial health of the company. Speculate on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Provide support for your rationale.
Identify the current industry trend that has the most significant impact on your chosen organization’s financial performance. Indicate the trend’s impact on the financial performance of the organization. As the CFO, suggest at least one (1) way that you might minimize the impact of the trend on the organization.
As the CFO, suggest one (1) key strategy that you might use in order to improve the financial performance of the organization. Recommend an approach to implement the suggested strategy. Provide support for your recommendation.
Use at least four (4) quality academic resources. Note: Wikipedia and other Websites do not qualify as academic resources.
Your assignment must follow these formatting requirements:
Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.
The specific course learning outcomes associated with this assignment are:
Evaluate the financial statements and the financial position of health care institutions.
Analyze the role of important financial reporting statements – income statement, balance sheet, and statement of cash flows – and explain how they relate to one another and to the underlying sources of data.
Use technology and information resources to research issues in health financial management.
Write clearly and concisely about health financial management using proper writing mechanics.
Grading for this assignment will be based on answer quality, logic / organization of the paper, and language and writing skills, using the following rubric.
Points: 200
Assignment 1: Financial Statement Analysis
Criteria
Unacceptable
Below 70% F
Fair 70-79% C
Proficient 80-89% B
Exemplary 90-100% A
1. Based on your review of the financial statements, suggest a key insight about the financial health of the company. Speculate on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Provide support for your rationale.
Weight: 30%
Did not submit or incompletely suggested a key insight about the financial health of the company. Did not submit or incompletely speculated on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Did not submit or incompletely provided support for your rationale.
Partially suggested a key insight about the financial health of the company. Partially speculated on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Partially provided support for your rationale.
Satisfactorily suggested a key insight about the financial health of the company. Satisfactorily speculated on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Satisfactorily provided support for your rationale.
Thoroughly suggested a key insight about the financial health of the company. Thoroughly speculated on the likely reaction to the financial statements from various stakeholder groups (employee, investors, shareholders). Thoroughly provided support for your rationale.
2. Identify the current industry trend that has the most significant impact on your chosen organization’s financial performance. Indicate the trend’s impact on the financial performance of the organization. As the CFO, suggest at least one (1) way that you might minimize the impact of the trend on the organization.
Weight: 30%
Did not submit or incompletely identified the current industry trend that has the most significant impact on your chosen organization’s financial performance. Did not submit or incompletely indicated the trend’s impact on the financial performance of the organization. As the CFO, did not submit or incompletely suggested at least one (1) way that you might minimize the impact of the trend on the organization.
Partially identified the current industry trend that has the most significant impact on your chosen organization’s financial performance. Partially indicated the trend’s impact on the financial performance of the organization. As the CFO, partially suggested at least one (1) way that you might minimize the impact of the trend on the organization.
Satisfactorily identified the current industry trend that has the most significant impact on your chosen organization’s financial performance. Satisfactorily indicated the trend’s impact on the financial performance of the organization. As the CFO, satisfactorily suggested at least one (1) way that you might minimize the impact of the trend on the organization.
Thoroughly identified the current industry trend that has the most significant impact on your chosen organization’s financial performance. Thoroughly indicated the trend’s impact on the financial performance of the organization. As the CFO, thoroughly suggested at least one (1) way that you might minimize the impact of the trend on the organization.
3. As the CFO, suggest one (1) key strategy that you might use in order to improve the financial performance of the organization. Recommend an approach to implement the suggested strategy. Provide support for your recommendation.
Weight: 25%
Did not submit or incompletely suggested one (1) key strategy that you might use in order to improve the financial performance of the organization. Did not submit or incompletely recommended an approach to implement the suggested strategy. Did not submit or incompletely provided support for your recommendation.
Partially suggested one (1) key strategy that you might use in order to improve the financial performance of the organization. Partially recommended an approach to implement the suggested strategy. Partially provided support for your recommendation.
Satisfactorily suggested (1) one key strategy that you might use in order to improve the financial performance of the organization. Satisfactorily recommended an approach to implement the suggested strategy. Satisfactorily provided support for your recommendation.
Thoroughly suggested one (1) key strategy that you might use in order to improve the financial performance of the organization. Thoroughly recommended an approach to implement the suggested strategy. Thoroughly provided support for your recommendation.
4. 4 references
Weight: 5%
No references provided
Does not meet the required number of references; some or all references poor quality choices.
Meets number of required references; all references high quality choices.
Exceeds number of required references; all references high quality choices.
5. Clarity, writing mechanics, and formatting requirements
Weight: 10%
More than 6 errors present
5-6 errors present
3-4 errors present
0-2 errors present
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