As an analyst for a large U.S. multinational corporation, you are assigned to examine a possible acquisition candidate, completing an initial search and review. Your supervisor is a member of the Controller’s team. The Controller reports directly to the Chief Financial Officer (CFO). Your work may be presented to various audiences, so professionalism is essential in all deliverables you create. As you review historical financial statements, you cannot conclude if this company is a good investment.
Select a publicly-traded company.
The company must have Accounts Receivable and Inventory. You must select a retail or manufacturing company.
You must research and secure the SEC 10-K Annual Report for the most recent year by visiting and searching the SEC EDGAR system.
Save the 10-K document to your computer for access. Please do not print this file, as the report is usually 100 pages or more.
Use the selected company in the discussion postings throughout the semester. The discussion questions are designed to help you build content for your report and presentation.
Reading an SEC 10-K Report: The following link will access the SEC’s document: How to Read an SEC 10-K Report. http://www.sec.gov/answers/reada10k.htm
Course Learning Objective Assessed: Identify and communicate with accounting and financial information users to facilitate analytical decision-making.
