Your Homework Assignment

Competency

Determine the financial sustainability of an organization based on trend analysis.

Student Success Criteria

View the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.

Deliverable Preparation

During this course, students will conduct research on companies of their choosing, guided by the scenarios outlined in the deliverables. There are no pre-assigned firms for research purposes. Instead, students are encouraged to select companies that are relevant to the deliverable content. The information gathered about these firms should reflect real-time data and demonstrate real-life applications in alignment with the course material.

Scenario

You have been asked to conduct a trend analysis for a domestic firm that has scaled back its business operations due to declining sales and total revenue. The objective is to develop a comprehensive 5-year trend analysis for the company, pinpointing when it started experiencing a downturn in the market and incurred losses.

Additionally, your task is to identify strategic measures the firm should adopt in the market to prevent further decline and navigate toward sustained success. This project offers an opportunity to apply strategic thinking and analytical skills to contribute to the firm’s recovery and future resilience in the market.

Instructions

Create a white paper that provides an in-depth exploration of trend analysis and its financial limitations. The white paper should include the following components:

• Introduction:
• Define and explain what a trend analysis is, highlighting its significance and introducing the associated limitations.
• Financial Trends Evaluation:
• Assess financial trends based on the historical data of your chosen firm, offering insights into its past performance.
• Note: Five years of historical data should be provided in tables along with your assessment of the tables presented.
• Types of Trend Analysis:
• Identify distinct types of trend analysis that firms can employ and determine the type that aligns best with your chosen firm.
• Forecasting Model Development:
• Develop a forecasting model using trend analysis to demonstrate increased financial sustainability.
• Financial Weaknesses and Opportunities Analysis:
• Analyze the financial weaknesses and opportunities within the context of the trend analysis.
• Concluding Recommendations:
• Conclude the white paper with a detailed recommendation on how the firm could strengthen its current business operations, drawing upon the insights gained from the trend analysis.

A – 4 – Mastery

Thorough and accurate explanation of trend analysis, limitations, and use in making financial decisions.

A – 4 – Mastery

Thorough and accurate assessment of financial trends based on past data.

A – 4 – Mastery

Thorough and accurate identification of the distinct types of trend analysis a firm could use and the type that would align best with your chosen firm.

A – 4 – Mastery

Thorough and accurate development of a forecasting model using trend analysis in which increased financial suitability is shown.

A – 4 – Mastery

Thorough and accurate analysis of the financial weaknesses and areas of financial opportunities.

A – 4 – Mastery

Thorough and accurate recommendation to strengthen the organization.

A – 4 – Mastery

The document demonstrated exemplary attribution using credible scholarly sources in APA format and had no spelling and grammar errors that interfered with clarity.