<\/p>\n
Excel Project: Historical Financial Statements Assignment Instructions<\/strong><\/p>\n Overview<\/strong> <\/p>\n Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4)<\/p>\n Instructions<\/strong><\/p>\n \u00b7 Choose one of the 3 companies listed in your Instructor\u2019s Module 1: Week 1 Excel Project Announcement.<\/p>\n \u00b7 Go to the Securities and Exchange Commission\u2019s EDGAR database and access your chosen company\u2019s most recent Form 10-K (annual report). (For help with this process, see the Module 1: Week 1 presentation, \u201cDownloading Financial Statements from the SEC EDGAR Database.\u201d<\/em>)<\/p>\n \u00b7 Create an Excel workbook, including data for your chosen company as follows:<\/p>\n o The 1st tab<\/strong><\/u> (worksheet) in your Financial Statement Analysis Template must be labeled Company Information<\/strong>. The following information must be included:<\/p>\n \u00a7 Company Name and ticker symbol<\/p>\n \u00a7 Industry<\/p>\n \u00a7 Products or services offered<\/p>\n \u00a7 Major competitors<\/p>\n \u00a7 An example of this tab is provided in Exhibit A.<\/p>\n o The 2nd tab<\/strong><\/u> in your Financial Statement Analysis Template must be labeled Historical Income Statements<\/strong>.<\/p>\n \u00a7 Include the latest three years<\/em><\/u> based on SEC filings.<\/p>\n \u00a7 Ensure that the worksheet includes a header with:<\/p>\n \u00b7 Company Name<\/p>\n \u00b7 Financial Statement Name (Income Statements)<\/p>\n \u00b7 Financial Statement Dates<\/p>\n \u00b7 Denomination level ($s in millions or thousands, etc.)<\/p>\n o The 3rd tab<\/strong><\/u> in your Financial Statement Analysis Template must be labeled Historical Balance Sheets.<\/strong><\/p>\n \u00a7 Include the latest three years<\/em><\/u> based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data.<\/em> You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)<\/em><\/p>\n \u00a7 Ensure that the worksheet includes a header with:<\/p>\n \u00b7 Company Name<\/p>\n \u00b7 Financial Statement Name <\/p>\n \u00b7 Financial Statement Dates<\/p>\n \u00b7 Denomination level ($s in millions or thousands, etc.)<\/p>\n \u00a7 A partial balance sheet example is provided in Exhibit B.<\/p>\n o The 4th tab<\/strong><\/u> in your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows.<\/strong><\/p>\n \u00a7 Include the latest three years<\/em><\/u> based on SEC (10-K) filings.<\/p>\n \u00a7 Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:<\/p>\n \u00b7 Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows.<\/p>\n \u00b7 Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet.<\/p>\n \u00a7 Ensure that the worksheet includes a header with:<\/p>\n \u00b7 Company Name<\/p>\n \u00b7 Financial Statement Name <\/p>\n \u00b7 Financial Statement Dates<\/p>\n \u00b7 Denomination level ($s in millions or thousands, etc.)<\/p>\n o Other instructions:<\/p>\n \u00a7 The Excel workbook should be professionally formatted. Professional formatting includes:<\/p>\n \u00b7 All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.<\/p>\n \u00b7 Dollar signs are included in the first and last numbers of each column.<\/p>\n \u00b7 Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.<\/p>\n \u00b7 All extraneous information is removed from the spreadsheet. Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted. <\/p>\n \u00b7 Line descriptions are indented\/bolded in a manner that makes the spreadsheet easy to read. <\/p>\n \u00a7 All totals and subtotals should be calculated using formulas<\/u>. For an example of which cells may need formulas, please see Exhibit B.<\/p>\n Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.<\/p>\n Exhibit A: Example Company Information Tab<\/strong><\/p>\n <\/p>\n Exhibit B: Example Historical Balance Sheets Tab<\/strong><\/p>\n (IMPORTANT NOTE: Only Partial Balance Sheet shown.<\/strong><\/em> Your Balance Sheet should include Liabilities and Stockholders\u2019 Equity as well.)<\/strong><\/em><\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Excel Project: Historical Financial Statements Assignment Instructions Overview Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4) Instructions \u00b7 Choose one of the 3 companies listed in your Instructor\u2019s Module 1: Week 1 Excel Project Announcement. \u00b7 Go to the Securities and Exchange Commission\u2019s EDGAR database and access […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"disciplines":[183],"paper_types":[],"tagged":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions\/1151"}],"collection":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions"}],"about":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/types\/questions"}],"author":[{"embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/comments?post=1151"}],"version-history":[{"count":0,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions\/1151\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/media?parent=1151"}],"wp:term":[{"taxonomy":"disciplines","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/disciplines?post=1151"},{"taxonomy":"paper_types","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/paper_types?post=1151"},{"taxonomy":"tagged","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/tagged?post=1151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}