13 Jul FIN 320 Project One: Financial Analyst Job Aid
This job aid has two goals. First, it reviews a financial analyst’s daily responsibilities. Second, it describes how financial management is important to a business.
To complete the job aid, replace the bracketed text with your own content based on the Project One Guidelines and Rubric instructions. Remove this note before you submit your job aid.]
Financial Responsibilities
[In this section, write five to seven bullet points outlining the responsibilities of a financial analyst. Use complete sentences.]
· [Responsibility 1]
· [Responsibility 2]
· [Responsibility 3]
· [Responsibility 4]
· [Responsibility 5]
· [Responsibility 6]
· [Responsibility 7]
Financial Management Decisions
[In this section, use examples to discuss the importance of analyzing and managing finances to help make business decisions.
Consider the bullet points you outlined in the previous section. Then write a brief paragraph that answers the following questions. Use examples to support your claims.
· How do the responsibilities help inform management decisions?
· What would happen if management didn’t have this information?]
Accounting Principles
[In this section, use examples to explain how to use accounting principles to analyze a business’s financial health.
Write a brief paragraph that explains how financial analysts use accounting principles to analyze a business’s financial health. In your paragraph, also answer the following questions:
· What accounting information do financial analysts use?
· What would happen if that information was unavailable or inaccurate?]
Financial Statements
[In this section, use examples to describe how to use financial statements to help businesses make finance-related decisions.
Think about how financial analysts identify the information contained in financial statements. Then use examples to write a brief paragraph that answers the following questions.
· What does a financial analyst need to be able to do the job?
· What types of finance-related business decisions would this information help businesses to make?]
Financial Terminology
[In this section, explain how a financial analyst uses key financial terms every day. Ensure your response is clear and easy to understand.
Define each term listed below. Then, for each term, write one or two sentences showing how a financial analyst might use the term and how the concept is used to make important financial decisions.]
· Financial statement
· Definition: [Insert definition.]
· How this is used: [Insert explanation.]
· Liquidity
· Definition: [Insert definition.]
· How this is used: [Insert explanation.]
· Working capital
· Definition: [Insert definition.]
· How this is used: [Insert explanation.]
· Diversification
· Definition: [Insert definition.]
· How this is used: [Insert explanation.]
· Time value of money
· Definition: [Insert definition.]
· How this is used: [Insert explanation.]
References
[List any references, including the textbook, using APA style.]
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