Annual Report 2018 of Fleetwood Corporation to be read – the report can be downloaded via the internet – and on student resources portal –Moodle.
Fleetwood Corporation website: http://www.fleetwoodcorporation.com.au/
Fleetwood Corporation Financial Reports: http://www.fleetwoodcorporation.com.au/Investors/Financial-Reports
| 1 | Section One – Analyse Data |
| Write a financial/business management report to the CEO, Fleetwood Corporation – your client – that outlines the following: 1. A PESTL, SWOT Analysis based on the information supplied in the Annual Reports (2017/2018) from Fleetwood Corporation 2. Complete a financial analysis on Profitability, Efficiency and Stability of Fleetwood Corporation based on the financial statements supplied. (by financial ratio analysis) 3. Examine the sales, profit, cash flow, debts/ liabilities and assets to identify the following in a report: a. Issues: i. Identify, describe and prioritise significant issues that are evidenced in the annual report of Fleetwood Corporation and describe reasons or causes of these issues. Include in this issue of financial variability that you have identified or considered when monitoring these budgets b. Performance: i. Identify the Fleetwood Corporation’s expectation, goals and business objectives ii. Identify the relevant legal and financial requirements for the Fleetwood Corporation iii. Compare and review financial performance of the organisation (according to financial information provided) to industry benchmarks for this organisation in line with the business strategic objectives iv. Develop suitable business operation plan with performance KIPs to achieve the business goals within agreed timeframes v. Develop a plan to review and monitor the progress of business operation plan and respond to Fleetwood Corporations needs c. Profitability Analysis: i. Complete profitability analysis of the Fleetwood Corporation for Gross Profit, Net Profit by examining the financial statements in 2017/2018 ii. Identify the return on assets (Net Profits/ Total Assets) iii. Provide comments on the Profitability trends align with business objectives (2019/2020) d. Efficiency Analysis: i. Complete efficiency analysis of the Fleetwood Corporationfor inventory turnover and A/C recoverable turnover ratio ii. Identify the Asset turnover ratio iii. Provide comments on the efficiency trendsalign with business objectives (2019/2020) e. Stability Analysis: i. Complete the Debt/Asset ratio, Current Ratio, Quick Ratio analysis ii. Identify the significant financial risk factors iii. Provide comments on the efficiency trendsalign with business objectives (2019/2020) | |
| Evidence Required | |
| A completed PESTL Analysis report A competed SWOT Analysis report A completed financial analysis report of profitability, efficiency and stability A completed suitable business operation plan with performance KPIs to achieve the business goals within agreed timeframe A plan to monitor progress of business operation plan | |
| 2 | Section Two – Prepare and provide financial and performance advice to Fleetwood Corporation |
| 4. Fleetwood Corporations financial and performance advice a. Outline your recommendations for ongoing financial viability for Fleetwood Corporation, based on your assessment of the issues, reasons for variances and organisational performance you have identified b. Include in this section your plans for managing risks and contingencies and future cash flows c. Advise Fleetwood Corporation on any options of risk management and right and obligations and tax management issues d. Advise in your report to the CEO, Fleetwood Corporation – Your Client (Assessor) on new or alternative finance sources and features of short-term and long-term finance options. | |
| Evidence Required to Submit | |
| At least 4 recommendations/ advices on financing sources, risk contingency management, Tax Management and short-term/long-term finances in 2019/2020 |