For Top-Performer Only

Ratio Analysis Grading Guide ACC/561 Version 7

For Top-Performer Only 1

Ratio Analysis Grading Guide

ACC/561 Version 7

Accounting

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Individual Assignment: Ratio Analysis Purpose of Assignment

This week’s focus is on the preparation of financial reports for internal users, such as managers. This case study applies the concepts of managerial accounting, through comparative and ratio analysis, and requires students to identify financial data needed by managers for decision making.

Resources Required

Generally Accepted Accounting Principles (GAAP)

U.S. Securities and Exchange Committee (SEC)

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Grading Guide

Content	Met	Partially Met	Not Met	Comments:
Explained why student would want the financial statements to be audited.
Discussed the implications of the ratios provided for the lending decision about to be made. That is, did the information paint a favorable picture? Answered the following question: Are these ratios relevant to the decision? Stated why or why not.
Evaluated trends in the performance of White Sands Bank. Identified each performance measure as favorable or unfavorable and explained the significance of each.
Listed three other ratios that student would want to calculate for White Sands Bank of Taos, and in own words explained in detail why student would use each.
Answered the following question: As the loan officer, what else would student do to gain a better understanding of Paul Jason’s, and the Corporation’s financial picture and why?
Answered the following question: Based on student’s analysis of White Sands Bank, would student recommend approval for the requested loan? Provided specific details to support decision.
The examination is a minimum 700 words in length.
		Total Available	Total Earned
			#/4

Writing Guidelines	Met	Partially Met	Not Met	Comments:
The paper—including tables and graphs, headings, title page, and reference page—is consistent with APA formatting guidelines and meets course-level requirements.
Intellectual property is recognized with in-text citations and a reference page.
Paragraph and sentence transitions are present, logical, and maintain the flow throughout the paper.
Sentences are complete, clear, and concise.
Rules of grammar and usage are followed including spelling and punctuation.
		Total Available	Total Earned
			#/2

Assignment Total	#	6	#/6
Additional comments: