Project One Guidelines and Rubric - FIN-320-X1207 Principles of Finance 22EW1
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School
Southern New Hampshire University *
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Course
1
Subject
Finance
Date
Nov 24, 2024
Type
Pages
3
Uploaded by Barbara8289
Competency
In this project, you will demonstrate your mastery of the following competency:
Describe the purpose and func
!
on of financial management in an organiza
!
on
Scenario
You’ve been an entry-level financial analyst for six months. Your supervisor plans to fill another entry-level financial analyst posi
!
on on
your team. Your supervisor has asked you to create a job aid about the financial analyst role. The purpose of the job aid is to help the
new hire move smoothly into the role. The job aid must describe the responsibili
!
es of a financial analyst. It must also describe the
impact the role has on a business.
Direc
!
ons
Create a job aid for a new hire to an entry-level financial analyst posi
!
on. Your job aid should be thorough. But it should also be easy
to understand for someone new to the field of finance. You’ll use the Project One Financial Analyst Job Aid template (linked in the
What to Submit sec
!
on) to complete this assignment.
In your job aid, you’ll give a general overview of financial management and its importance to a business. Specifically, you must address
the following:
1. Financial Responsibili
!
es: Describe the responsibili
!
es of a financial analyst.
A. Write five to seven bullet points outlining the responsibili
!
es a financial analyst has. Use complete sentences.
2. Financial Management Decisions:
Discuss the importance of analyzing and managing finances to help make business
decisions. Give examples to support your claims.
A. Consider the bullet points you outlined in the previous sec
!
on. Then write a brief paragraph that answers the
following ques
!
ons. Use examples to support your claims.
i. How do those responsibili
!
es help inform management decisions?
ii. What would happen if management didn’t have this informa
!
on?
3. Accoun
!
ng Principles: Explain how to use accoun
!
ng principles to analyze a business’s financial health. Give examples to
support your claims.
A. Write a brief paragraph that explains how financial analysts use accoun
!
ng principles to analyze a business’s financial
health. In your paragraph, also answer the following ques
!
ons:
i. What accoun
!
ng informa
!
on do financial analysts use?
ii. What would happen if that informa
!
on was not available or was not accurate?
4. Financial Statements:
Describe how to use financial statements to help businesses make finance-related decisions. Give
examples to support your claims.
A. Think about how financial analysts iden
!
fy the informa
!
on contained in financial statements. Then write a brief
paragraph that answers the following ques
!
ons. Use examples to support your claims.
i. What do financial analysts need to do their job?
ii. What types of finance-related business decisions would this informa
!
on help businesses to make?
5. Financial Terminology: Explain how a financial analyst uses key financial terms every day. Make sure your response is clear and
easy to understand.
A. Define each term listed below. Then, for each term, write one or two sentences showing how a financial analyst might
use the term. In your response, imagine the analyst is communica
!
ng with management, helping them make an
important decision.
i. Financial statement
ii. Liquidity
iii. Working capital
iv. Diversifica
!
on
!
"
v. Time value of money
What to Submit
To complete this project, you must submit the following:
Financial Analyst Job Aid
Submit your completed Project One Financial Analyst Job Aid
. Sources should be cited according to APA style.
Project One Rubric
Criteria
Exemplary (100%)
Proficient (85%)
Needs Improvement
(55%)
Not Evident (0%)
Value
Financial
Responsibili
!
es
Exceeds proficiency
in an excep
!
onally
clear, insigh
"
ul,
sophis
!
cated, or
crea
!
ve manner
Describes the
responsibili
!
es of a
financial analyst
Shows progress
toward proficiency,
but with errors or
omissions; areas for
improvement may
include describing in
more detail the
responsibili
!
es of a
financial analyst
Does not a
#
empt
criterion
17
Financial
Management
Decisions
Exceeds proficiency
in an excep
!
onally
clear, insigh
"
ul,
sophis
!
cated, or
crea
!
ve manner
Discusses the
importance of
analyzing and
managing finances to
help make business
decisions and gives
examples to support
claims
Shows progress
toward proficiency,
but with errors or
omissions; areas for
improvement may
include discussing in
more detail the
importance of
analyzing and
managing finances to
help make business
decisions or giving
examples to support
claims
Does not a
#
empt
criterion
18
Accoun
!
ng
Principles
Exceeds proficiency
in an excep
!
onally
clear, insigh
"
ul,
sophis
!
cated, or
crea
!
ve manner
Explains how to use
accoun
!
ng principles
to analyze a
business’s financial
health and gives
examples to support
claims
Shows progress
toward proficiency,
but with errors or
omissions; areas for
improvement may
include explaining in
more detail how to
use accoun
!
ng
principles to analyze
a business’s financial
health or giving
examples to support
claims
Does not a
#
empt
criterion
16
Financial
Statements
Exceeds proficiency
in an excep
!
onally
clear, insigh
"
ul,
sophis
!
cated, or
crea
!
ve manner
Describes how to use
financial statements
to help businesses
make finance-related
decisions and gives
examples to support
claims
Shows progress
toward proficiency,
but with errors or
omissions; areas for
improvement may
include describing in
more detail how to
use financial
statements to help
Does not a
#
empt
criterion
16
businesses make
finance-related
decisions or giving
examples to support
claims
Financial
Terminology
Exceeds proficiency
in an excep
!
onally
clear, insigh
"
ul,
sophis
!
cated, or
crea
!
ve manner
Explains how a
financial analyst uses
key financial terms
every day; writes
responses that are
clear and easy to
understand
Shows progress
toward proficiency,
but with errors or
omissions; areas for
improvement may
include explaining in
more detail how a
financial analyst uses
key financial terms
every day or wri
!
ng
responses that are
clearer and easier to
understand
Does not a
#
empt
criterion
18
Ar
!
cula
!
on of
Response
Exceeds proficiency
in an excep
!
onally
clear, insigh
"
ul,
sophis
!
cated, or
crea
!
ve manner
Clearly conveys
meaning with correct
grammar, sentence
structure, and
spelling,
demonstra
!
ng an
understanding of
audience and
purpose
Shows progress
toward proficiency,
but with errors in
grammar, sentence
structure, and
spelling, nega
!
vely
impac
!
ng readability
Submission has
cri
!
cal errors in
grammar, sentence
structure, and
spelling, preven
!
ng
understanding of
ideas
10
Cita
!
ons and
A
"
ribu
!
ons
Uses cita
!
ons for
ideas requiring
a
#
ribu
!
on, with few
or no minor errors
Uses cita
!
ons for
ideas requiring
a
#
ribu
!
on, with
consistent minor
errors
Uses cita
!
ons for
ideas requiring
a
#
ribu
!
on, with
major errors
Does not use
cita
!
ons for ideas
requiring a
#
ribu
!
on
5
Total:
100%
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