Financial Engineering to Enhance Shareholder Value

Financial Engineering to Enhance Shareholder Value
Number of sources: 5
Paper instructions:

Create an 8–10 slide presentation to your staff describing the analysis you completed, linking what tools you utilized and why you chose those tools. Use data to support your evidence-based financial decisions. Also explain your recommendations to maximize stakeholder value, translating those to tactical outcomes to be implemented by your staff.

Introduction
This assessment builds on your prior work in Assessments 1 and 2. In this assessment, you will:

Apply the theories, models, and practices of finance to the financial management of an organization.
Analyze financing strategies to maximize stakeholder value.
Apply financial analyses to business planning and decision making.
Use data to support evidence-based financial decisions.

Scenario
The senior leadership has approved your recommendations to move forward. You are now tasked with operationalizing your recommendations. Meeting with your staff, you will translate recommendations to strategies. You will explain how you used financial analysis to develop these recommendations, discussing the financial tools you will use to monitor implementation progress.

Your Role
You are one of the high-performing financial analyst managers at ABC Healthcare Corporation and are under consideration for a promotion to director of operations. (This is a fictitious company and doesn’t refer to any actual company.)

Instructions
In this assessment, imagine you are presenting to your staff a summary of the reports presented to senior leadership earlier (Assessments 1 and 2). Follow these steps to complete this presentation:

Provide an overview of your analysis, linking what tools (financial statements, ratios, industry trends, capital structure) you utilized in Assessments 1 and 2 and why you chose these tools.
Start by presenting the overall current financial condition of the company as presented to senior leadership (Assessments 1 and 2).
Be sure to provide a rationale for why certain tools were utilized.
Analyze financing strategies to maximize stakeholder value, such as cost cutting, opening new markets, new products, stock buy-backs, other ways to increase earnings, and possible mergers and acquisitions.

This focuses more on how to do better in the future to increase the price of an organization’s stock and incorporates the concept of risk in financial planning.

State the recommendations, which can include the same recommendations as in Assessment 1. But also focus on additional ways you may not have considered earlier to maximize stakeholder value through strategies that can be newly adopted by the company, that is, expansion to a new geographical market, the development of a new dividend policy, changes in capital expenditures, reduction of workforce. Include evidenced-based academic citations.
What would be the benefit of each of your recommendations, in addition to maximizing stakeholder value in purely financial terms? In addition to the financial strategies, what are other non-financial strategies to maximize shareholder value by increasing the strength of the company, for instance, providing stock options to employees. See the article “Shareholder Value Maximization Strategies” (available in the Assessment 3: Short-Term Cash Management reading list) for examples of different ways to maximize shareholder value.

Evaluate and recommend financial tools that can be used to monitor the progress resulting from the recommendations and the going financial health of the company. Provide a rationale for why these are the most appropriate tools.

Important: Remember not just to provide recommendations of strategies, but also to evaluate and recommend tools to monitor progress.

Additional Requirements
Written communication: Ensure written communication is free of errors that detract from the overall message and quality. Be sure to use a bullet format in your slides but also include detailed narrative supported by relevant literature citations in the notes section.
References: Use at least three scholarly resources.
Length: 8–10 content slides, in addition to title and reference slides.
Font and font size: Use Times New Roman, 12 point.
Your faculty will use the Financial Engineering to Enhance Shareholder Value scoring guide to review your deliverable as if they were your CEO. Review the scoring guide prior to developing and submitting your assessment.

Competencies Measured
By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and scoring guide criteria:

Competency 1: Apply the models and practices of finance to the financial management of an organization.
Provide an overview of an analysis of the current financial condition of a company.
Competency 2: Analyze financing strategies to maximize stakeholder value.
Analyze financing strategies to maximize stakeholder value.
Make recommendations of strategies focused on maximizing stakeholder value.
Competency 4: Use data to support evidence-based financial decisions.
Evaluate and recommend financial tools to be used to monitor the progress of recommendations.
Competency 5: Communicate financial information with multiple stakeholders.
Create a presentation that is organized and clear, and communicates effectively.

Scoring Guide
Use the scoring guide to understand how your assessment will be evaluated.

Criterion 1
Provide an overview of an analysis of the current financial condition of a company.
Distinguished
Provides an overview of an analysis of the current financial condition of a company and a rationale for why certain tools were utilized.

Criterion 2
Analyze financing strategies to maximize stakeholder value.
Distinguished
Analyzes financing strategies to maximize stakeholder value, incorporating the concept of risk in the analysis.

Criterion 3
Make recommendations of strategies focused on maximizing stakeholder value.
Distinguished
Makes recommendations of strategies focused on maximizing stakeholder value. Justifies the recommendations by describing the financial and non-financial benefits of each of the recommendations.

Criterion 4
Evaluate and recommend financial tools to be used to monitor the progress of recommendations.
Distinguished
Evaluates and recommends financial tools to be used to monitor the progress of recommendations. Provides a rationale for why these are the most appropriate tools.

Criterion 5
Create a presentation that is organized and clear, and communicates effectively.
Distinguished
Creates a presentation that is organized and clear, and communicates effectively, and references at least three scholarly sources.

The post Financial Engineering to Enhance Shareholder Value appeared first on Homework AceTutors.