Discussion Post
As an analyst for a large U.S. multinational corporation, you are assigned to examine a possible acquisition candidate, completing an initial search and review. Your supervisor is a member of the Controller's team. The Controller reports directly to the Chief Financial Officer (CFO).
Your work may be presented to a variety of audiences, so professionalism is essential in all deliverables you create. As you are reviewing historical financial statements you cannot conclude if this company is a good investment.
• Select a publicly-traded company from the Fortune 500 list.
• The company must have Accounts Receivable and Inventory. You must select a retail or manufacturing company.
• You must research and secure the SEC 10-K Annual Report for the most recent year by visiting and searching the SEC EDGAR system.
• Save the 10-K document to your computer for access. Do not print this file as the report is usually 100 pages or more.
• Use the selected company in the discussion postings throughout the semester. The discussion questions are designed to help you build content for your report and presentation.
Report Requirements
Report Content
• Post the name of your desired company in the SEC 10-K Project discussion for your instructor's approval. Your post must answer all parts of the discussion.
• Each student must select a different company, so read the company names selected by classmates. The company must be a publicly-traded company from the Fortune 500 list.
• Your report should comment on the financial statements for your company as they relate to the information presented through Week 5 material for this class, including the notes to the financial statements.
• Do not consider the material in your report.
• The report must be submitted after material on Property, Plant, and Equipment (PPE).
Report Layout
• Write a minimum of a 3 pages report. This page requirement includes data visualization (charts and graphs) that you create.
• Page count does not include a title page, tables and exhibits, and reference list.
• Include a title page (include your name on the title page). The report must include headings such as Accounts Receivable and Inventory (topics from the textbook); other examples would be Income Statement, Balance Sheet, and the Statement of Shareholders' Equity.
• Include a brief introduction of your company as well as a conclusion/summary at the end. The majority of your report should include accounting topics in weeks one through five.
The response should include a reference list. One-inch margins, Using Times New Roman 12 pnt font, double-space and APA style of writing and citations.