Your assignment is to write a 2,000 word report analysing the financial position of ‘Mount Grace
School’ for the year ended 2021. This should also include recommendations on how to improve the school’s financial performance. Below is some guidance relating to the structure and layout of your work, and some worked examples to illustrate sound practice for the finance case study
assessment.
Cover the following as a minimum:
Liquidity ratios: ie Current Ratio (acid test ratio will have almost identical values due to low stock)
Solvency ratios ie Movement in cash & unrestricted reserves, Gearing ratio
Profitability ratios eg..: Surplus/(Deficit) as a % of income and/or as an absolute value
Efficiency ratios: Teacher cost per pupil, Number of students per teaching staff
Correct calculation of key financial ratios
Correct explanation of what these ratio show
Correct interpretation of what these ratios and their movement year on year are telling you about the school in terms of its liquidity, profitability, solvency and efficiency (use government benchmarking website to get year on year values for efficiency )
Follow relevant academic referencing (APA 7 guidelines)
Merit
Pass requirements above plus
Correct use of notes and year on year % changes in Profit and Loss and Balance Sheet statements to explain the changes in the ratios in more detail
Relevant academic referencing (APA 7 guidelines) providing extra information and critique regarding liquidity, solvency, profitability and efficiency
Financial Benchmarking of the assessment school against other academies
