Project One Guidelines and Rubric - FIN-320-X1207 Principles of Finance 22EW1

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Southern New Hampshire University *

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1

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Finance

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Nov 24, 2024

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3

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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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