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.
Scenario
JCPenney is considering closing some of their locations. You work in the finance department and have only been with the company for the past two years. During a team meeting, your manager was asked how long the company has been declining financially. Your manager was not sure of the exact amount of time but decided that he wants to look for the exact point when the company profits took a turn for the worst financially. After the meeting, your manager asked you to produce a 5-year trend analysis to present in the next team meeting.
Instructions
Create a white paper in which you explain trend analysis and financial limitations.
The white paper should address the following:
Explain trend analysis, limitations, and use in making financial decisions.
Evaluate financial trends based on JCPenney past data.
Develop a forecasting model using trend analysis in which increased financial suitability is shown.
Include analysis of the financial weaknesses and areas of financial opportunity.
Create a detailed recommendation to for how to strengthen the organization
NOTE – Be sure the White Paper displays proper grammar, spelling, punctuation, and sentence structure.
Rubric:
A – 4 – Mastery
Provides a detailed explanation of trend analysis, limitations, and use in making financial decisions.
A – 4 – Mastery
Provides an extensive evaluation of financial trends based on past data.
A – 4 – Mastery
Forecasting model is thoroughly developed using trend analysis in which increased financial suitability is shown.
A – 4 – Mastery
Provides a detailed analysis of the financial weaknesses and areas of financial opportunity.
A – 4 – Mastery
Includes detailed recommendation to strengthen the organization.
A – 4 – Mastery
Minimal to no spelling and grammar errors.
