...MG 670 Finance Term Project Click Link Below To Buy: http://hwcampus.com/shop/mg-670-finance-term-project/ MG 670 Finance Term Project Company : Costco and Walmart MG 670 Finance Term Project Guidelines There is a lot to be said for valuing a company, it is no easy task. If you have yet to discover this moneymaker, the satisfaction one gets from tearing apart a company’s financial statements and analyzing it on a whole different level is great – especially if you make or save yourself money for your efforts. In this project, you will analyze the fundamental financial ratios. The ratios should be presented in a simplified manner to make them easier to understand. Sure some of the ratios have different varieties, but by the end you will understand the basic premise and reasons for fundamental analysis. You will work in groups of three or four people for this project. You will be analyzing two public traded companies within the same industry; as well, you will also evaluate these companies against their industry standards for performance. To find the data for your ratio analysis, you will need each company’s latest financial figures. Finding these financial reports can done by searching the internet through some of these sources, but not limited to: • Company Websites – Almost every public company has a website or investor relations department. For the most current quarterly or annual report you might want to check in these places first. Walt Disney is an excellent...
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... DAY Alastair Day has worked in the finance industry for more than 25 years in treasury and marketing functions and was formerly a director of a vendor leasing company specializing in the IT and technology industries. After rapid growth, the directors sold the enterprise to a public company and he established Systematic Finance plc as a consultancy specializing in: • financial modelling – review, design, build and audit • training in financial modelling, corporate finance, leasing and credit analysis on an in-house and public basis • finance and operating lease structuring as a consultant and lessor Alastair is author of a number of books including three published by FT Prentice Hall: Mastering Financial Modelling, Mastering Risk Modelling and The Financial Director’s Guide to Purchase Leasing. Alastair has a degree in Economics and German from London University together with an MBA and is an associate lecturer of finance with the Open University Business School. Excel a practical guide for business calculations Tools enabling managers to carry out financial calculations have evolved in the last 20 years from tables through calculators to programs on PCs and personal organisers. Today, the majority of those in finance have Excel on their desks and increasingly on their laptops or pocket computers. Mastering Financial Mathematics in Microsoft ® Excel provides a comprehensive set of tools and methods to apply Excel to solving mathematical problems. Alastair...
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...term. This will however depend on your active participation and attention during the class sessions and an active follow up afterwards. Course Description: The course will stress mainly on developing basics concepts of mathematics. It will include basic mathematical operations, factorization, solving first and second-degree equations, solving first and second-degree inequalities, analytical geometry (graph, linear equation – slope-intercept form), solving simultaneous equations, mathematical functions (concept of domain and range), quadratic functions, mathematics of finance and matrices. All topics will be discussed along with their applications. Some features of Microsoft Excel on graph and matrices are also included in the course. Course Objective: This is the first course in mathematics and the main objective of this course is to improve the level of quantitative abilities possessed by students and prepare them for the applications of mathematics in the courses like finance, economics, operations research, etc. Teaching Methodology & Requirements: Please arrive and leave on time. Class will begin promptly five minutes after the hour and will end exactly on the hour. Late arrivals and early departures disrupt class and ruin the presentations of others. They are unprofessional. Do your own work. Plagiarism and cheating will lead to dismissal. Do not copy the work of others. Do not use others to do your work. Do not pass off work done in past semesters as work...
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...Importance of excel in financial mathematics Institution Date When preparing financial records it is important to know how to make them professional for people and organizations. Most time is spent in the ledger and report preparation, it cannot be done without the good knowledge of preparing business records manually, however it is more simple to do it in Excel (Reeve, Warren, & Duchac, 2012). Most people use simple Excel functions such as add, multiply, divide and subtract to do simple financial mathematics; Excel has more advanced formulas and functions that can be used to do more in the preparation of financial accounting records. Advanced functions and formulas in excel are reliable in preparing spreadsheets and data manipulation, one is VLOOKUP it aids in information search about product information by use of a unique product id, HLOOKUP also helps to find product information, it does so vertically. Many people think that proper thinking and planning is not only what makes a business successful, but business accounting records are important. Business accounting records are used in a business to identify cash flow in a business. These Business accounting records are prepared in Excel. There are a few simple steps involved in preparing business accounting records in Excel, first is the preparation of a ledger book, then entering the records in a spreadsheet and ensuring they are well balanced. In preparation of business reports there...
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...Microsoft Excel for financial calculations? Microsoft Office Excel is a great computer program that is widely used throughout the financial industry. Excel is an invaluable tool in Finance and Accounting. Of course professionals also use special financial calculators. But a financial calculator can be expensive for students. It is not intuitive to use and unless they become investment bankers or realtors, most students will never use it after finishing the financial course. Fortunately, it is very easy to create a financial calculator for free if you have Excel on your computer. In fact, an Excel calculator can do much more than a dedicated financial calculator. Another advantage is the fact that if you learned how to use financial functions of Excel you will be able also to use a special financial calculator should the need arise. Below is a short introduction of how to start using MS Excel for financial calculations. Inserting Functions Excel comes with a wide array of functions that can easily be inserted into a spreadsheet. Adding a function is as easy as clicking on the "Insert Function" button on the top tool bar. Insert Function Button If you don't see the "Insert Function" button on your tool bar, you can easily add it by clicking: Tools > Customize > Commands > Find and click on Insert in the left-hand scroll-down menu. Then, find "Insert Function" in the right-hand scroll-down menu and click and drag it to your tool bar. Clicking on the "Insert Function" button...
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...Introduction to Computers A. Questions for weekly discussions and conversations. 1. What features or functions of Excel do you feel will likely be most useful to you in helping you achieve your career goals? I believe Excel will be useful when using it with organizing, tracking expenses, inputting data, and storing information. These different uses will be successful when using them towards my business. I believe the Excel Spreadsheet will be most useful to me. This function will be useful to track the financial data pertaining to the business. 2. What are some of the applications where you can envision using Excel in your personal life? I can use Excel for making lists for chores, books, dvds, and inventory on household belongings. I can also use Excel with budgeting bills, keeping track of savings and wish lists. There are many different uses that Excel would be beneficial in my personal life. 3. One of the first popular spreadsheets was Visicalc. Research the library or internet to find some of the functions that Excel has now that Visicalc did not have. Briefly describe what one of those functions adds to Excel’s usefulness or makes Excel more useful than Visicalc. One thing that Excel has now that Visicalc didn’t have was calculating the numerical data. Excel has formulas that you can use to help sum up equations. This function is more useful than Visicalc. It makes it easier for you to pull up the spreadsheet and change numbers and it...
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...Overview and examples from Finite Mathematics Using Microsoft Excel® Revathi Narasimhan Saint Peter's College An electronic supplement to Finite Mathematics and Its Applications, 6th Ed. , by Goldstein, Schneider, and Siegel, Prentice Hall, 1997 Introduction In any introductory mathematics course designed for non-mathematics majors, it is important for the student to understand and apply mathematical ideas in a variety of contexts. With the increased use of advanced software in all fields, it is also important for the student to effectively interact with the new technology. Our goal is to integrate these two objectives in a supplement for the text Finite Mathematics and Its Applications, by Goldstein, Schneider, and Siegel. The package consists of interactive tutorials and projects in an Excel workbook format. The software platform used is the Microsoft Excel 5.0 spreadsheet. It was chosen for the following reasons: • • • suited to applications encountered in a finite math course widespread use outside of academia ease of creating reports with a professional look Use of Excel 5.0 was put into effect in the author's sections of the Finite Mathematics II course in the Spring 1996 semester. It was expanded to cover the Finite Mathematics I course for the Fall semester of 1996. Using a combination of specially designed projects and tutorials, students are able to analyze data, draw conclusions, and present their analysis in a professional format. The mathematical...
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...Advanced Modelling in Finance using Excel and VBA Mary Jackson and Mike Staunton JOHN WILEY & SONS, LTD Chichester ž New York ž Weinheim ž Brisbane ž Singapore ž Toronto Copyright 2001 by John Wiley & Sons, Ltd, Baffins Lane, Chichester, West Sussex PO19 1UD, England National 01243 779777 International (C44) 1243 779777 e-mail (for orders and customer service enquiries): cs-books@wiley.co.uk Visit our Home Page on http://www.wiley.co.uk or http://www.wiley.com All Rights Reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except under the terms of the Copyright, Designs and Patents Act 1988 or under the terms of a licence issued by the Copyright Licensing Agency, 90 Tottenham Court Road, London W1P 9HE, UK, without the permission in writing of the publisher. Other Wiley Editorial Offices John Wiley & Sons, Inc., 605 Third Avenue, New York, NY 10158-0012, USA Wiley-VCH Verlag GmbH, Pappelallee 3, D-69469 Weinheim, Germany John Wiley & Sons Australia Ltd, 42 McDougall Street, Milton, Queensland 4064, Australia John Wiley & Sons (Asia) Pte Ltd, 2 Clementi Loop #02-01, Jin Xing Distripark, Singapore 129809 John Wiley & Sons Canada Ltd, 6045 Freemont Blvd, Mississauga, ONT, L5R 4J3, Canada British Library Cataloguing in Publication Data A catalogue record for this book is available from the British...
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...EXCEL MODELING AND ESTIMATION IN CORPORATE FINANCE Third Edition CRAIG W. HOLDEN Max Barney Faculty Fellow and Associate Professor Kelley School of Business Indiana University Copyright © 2008 by Prentice Hall, Inc., Upper Saddle River, New Jersey 07458 To Kathryn, Diana, and Jimmy. Contents iii CONTENTS Preface ..................................................................................... vii Third Edition Changes .................................................................................... vii What Is Unique About This Book ..................................................................... x Conventions Used In This Book .......................................................................xi Craig’s Challenge ........................................................................................... xiii The Excel Modeling and Estimation Series .................................................. xiii Suggestions for Faculty Members ..................................................................xiv Acknowledgements ........................................................................................... xv About The Author ................................................................. xvi PART 1 TIME VALUE OF MONEY ..... 1 Chapter 1 Single Cash Flow ....................................................1 1.1 Present Value .......................................................................................
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...Computational Finance Fall 2012 Daniel Egger Handout No. 2 Basic Statistics ! ! 2.1 Topics Covered 2.2 Mean and Median of a Data Set 2.3 Variance and Standard Deviation of a Data Set 2.4 Covariance and Correlation of two Data Sets 2.5 Standard Units (Z‐Scores) and their use for Calculating Correlation 2.6 Slope (Beta) and Y‐Intercept (Alpha) of the regression line of one stocks’s annual returns against annual market return 2.7 Calculating the Expected Return, and Volatility, of a Combination of Assets 2.8 Graphing the Efficient Frontier for Risk‐Averse, Profit‐Maximizing Investors 2.2 Mean and Median of a Data Set The Mean is the average of a set of n known values X = {x1 , x2 ,..., xn } . A sample mean can be written: 1 n x = " xi ! n i=1 (Note that if a “sample mean” and a “population mean” need to be distinguished, x is conventionally used for the sample mean, and µ for the population mean. This distinction will not concern us in Introductory Computational Finance). ! The mean may be calculated using the Excel function AVERAGE. ! The Median is the number in the middle of an ordered set of values; half of all values are greater, and half less. When the total number of values is even, the median is the average of the two numbers in the middle. The median may be calculated using the Excel function MEDIAN. 1 ! 2.3 Variance and Standard Deviation of a Data Set 2 The population Variance of a data set...
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...IRCO 421B Finance Spring 2013 IRPS, UC San Diego Krislert Samphantharak Assignment 1 Due April 19, 11.59 pm, by email (“Finance B Turnin” on FirstClass) This assignment serves three main objectives. First, it allows you to review various present value and discounting concepts and how to compute them using relevant functions in Excel. Second, it helps you review some crucial concepts in financial accounting that you studied in the last quarter. Finally, it guides you through the calculation of NPV and other investment criteria we discuss in class. Although the case is from a privately-owned company in the US, it serves as an illustrative example on how we compute NPV, IRR, payback period, and profitability index in practice. This procedure could be applied (with appropriate adjustments) to other investment decision making by other forms of organizations, including households, publicly-traded companies, not-for-profit organizations, or governments, both in the US and elsewhere. Instruction 1. Read “New Heritage Doll Company: Capital Budgeting” case. The case can be purchased from Harvard Business School Press at https://cb.hbsp.harvard.edu/cbmp/access/19276442 You need to register on the site to create a user name if you do not already have one. After you register, you can get to the coursepack at any time by doing the following: 1. Visit hbsp.harvard.edu and log in. 2. Click “My Coursepacks”, and then click “Finance B”. 2...
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...Summary: We are seeking an Accounting and Finance professional to work in our Englewood, CO office. The individual must possess strong business acumen and thrive in a dynamic business environment. The position will be responsible for sales and financial reporting, financial planning, and business analysis activities. Key Responsibilities: • Prepare sales and financial reports for management team. • Prepare monthly forecast; this includes forecasting sales, GP and OPEX. • Assist in preparing annual budget. • Assist in preparing quarterly business review (QBR). • Prepare and review financial statements, perform variance analyses, and provide status reporting as part of the month-end close cycle. • Research G/L entries by working closely with the G/L group to ensure proper accounting. • Prepare and oversee extended customer payment terms requests. • Prepare and oversee components of the compensation process. • Prepare and oversee components of rebate calculations. • Assist in any other special projects or ad-hoc analyses for the business. Qualifications: The successful candidate will have strong accounting knowledge and financial analytic abilities. The candidate should be passionate about the use of technology to solve business problems, including a very high proficiency with MS Excel, notably pivot tables and formulas. The candidate must be extremely detail oriented and have the ability to sort through and summarize detailed information...
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...The Measure of Risk - Stock Beta Stock Beta Calculator http://spreadsheetml.com/finance/stockbetacalculatorspreadsheet.shtml Copyright (c) 2008-2009, ConnectCode Pte Ltd. All Rights Reserved. ConnectCode accepts no responsibility for any adverse affect that may result from undertaking our training. No statements in this document should be construed or thought to represent investment advice of any type since the sole purpose of the explanation is to illustrate the technique. Microsoft and Microsoft Excel are registered trademarks of Microsoft Corporation. All other product names are trademarks, registered trademarks, or service marks of their respective owners Table of Contents 1. 2. Stock Beta .............................................................................................................................. 1-1 Stock Beta Calculator ........................................................................................................... 2-2 2.1 Inputs ......................................................................................................................... 2-2 2.2 Outputs ....................................................................................................................... 2-2 Advance Stock Beta Calculator ........................................................................................... 3-3 Customizing the Stock Beta Calculator .............................................................................. 4-4...
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...com Finance, Human Resources, Marketing (Consumer Insights) and Marketing Communications Internships Cochlear Asia Pacific is headquartered in Sydney, Australia. The fastest growing region of Cochlear Limited, Cochlear Asia Pacific has a direct market presence in Japan, Korea, India, China, Singapore and Australia/NZ and has 80 employees based in Australia. Working closely with the Cochlear team, there are a variety of internship opportunities available for Macquarie University students. Finance Internship (1 – 2 positions) Cochlear is looking for finance interns to work on a current project under the Finance Manager and closely alongside the Marketing and Logistics team. This specific project will involve analysis and reporting and is a discrete activity that will be of use to the broader organisation in the long-term. The successful students will have: Finance knowledge Previous experience in a work environment Good interpersonal, verbal and written communications skills Previous experience with systems Be a second or third year Finance student Intermediate knowledge of the Microsoft Office Suite (Excel, PowerPoint, Word etc.) Human Resources Internship – Employee Engagement Analysis Project (2 positions) This project will contribute to a broader project on employee engagement at Cochlear Asia Pacific. Task will include: Analysing data from an employee engagement survey recently conducted (e.g. data on age brackets, tenure, function groups...
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...respective companies. Use of these marks is not intended to imply endorsement, sponsorship, or affiliation. Edited in accordance with University of Phoenix® editorial standards and practices. Course Description This applications-driven course prepares students to critically analyze and solve problems using quantitative reasoning. Students will learn the importance of mathematics and its value to society. Applications to real-world situations are emphasized throughout the course including economics, finance, and statistics. Course Topics & Objectives Week One: Numerical Reasoning: Organizing Data • Interpret information depicted in charts and graphs. • Determine relationships between bivariate data. • Interpret graphs of functions. Week Two: Numerical Reasoning: Applications • Analyze data using linear and exponential functions. • Analyze data using logarithms. • Interpret indexes and ratings. • Apply relevant formulas to personal finances. Week Three: Logical Reasoning • Evaluate quantitative and...
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