EXMBA559-21E (HAM)

Financial Analysis and Performance

15 Points

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Division of Management
Strategic Engagement
Professional Programmes


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: clive.wilkinson@waikato.ac.nz

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Paper Description

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Every manager must face the tasks of finding, interpreting and utilising financial information. This paper explores the process of accounting for organisations both from a financial and managerial accounting perspective, as well as covering key concepts in finance. Sessions will introduce participants to a range of techniques and concepts. The accounting systems provide information for decision-making, and it is important to understand the strengths and limitations of the information as well as being able to source other key information.

Themes covered include: Where financial information comes from, how it is recorded and reported, short-run decision making, taxation, Key Performance Indicators (KPIs) and financial analysis. An introduction will be provided to Corporate Social Responsibility (CSR), stakeholder management and sustainability, cost of capital, capital investment decision making and valuation.

Throughout the paper, topics will be introduced and illustrated with case examples and practical exercises to encourage discussion and debate. The approach of linking each theory with its application in practice will ensure that any limitations or difficulties associated with the models and concepts are identified.

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Paper Structure

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This paper will be facilitated using Zoom and face-to-face class sessions, supported by online resources
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Learning Outcomes

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Students who successfully complete the paper should be able to:

  • Learning Outcomes
    1. Demonstrate through written communication ability to gather, collate and present information for management decision-making from accounting systems.
    2. Demonstrate through written communication and presentations, competence in analysis and interpretation of published company financial statements.
    3. Demonstrate through written communication and presentations competence to assess data and make management decisions based on the contribution and limitations of available accounting techniques
    4. Demonstrate through written and verbal communication competence to analyse current NZ tax law and the role of the statutory auditor in the context of accounting.
    5. Demonstrate through written and verbal communication aptitude to appraise the role of sustainability on contemporary business decision-making.
    6. Demonstrate through written and verbal communication ability to assess alternative forms of investment when making managerial decisions.
    7. Demonstrate through several means of communications, competence in analysing how investing is undertaken, including frameworks and evaluating outcomes
    8. Demonstrate through written and verbal communication aptitude to appraise when it is a good time to invest and the metrics to use to assist with investment decision making.
    Linked to the following assessments:
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All assessment must be completed.
PLEASE NOTE: The University of Waikato has zero-tolerance for plagiarism.
Click here for help with APA Referencing.

All assessment must be submitted as a word document unless otherwise stated.

Booking of rooms for group meetings
MSB.1.38, 1.39, 1.40 - email: law.recption@waikato.ac.nz
Library Group Study Rooms - https://www.waikato.ac.nz/library/services/spaces/group-rooms
For all other room bookings, contact timetable@waikato.ac.nz

Each assignment is different and the relative weighting given to the different aspects of different questions will vary, however the expectations listed below are core to any work:

  • A level of sophistication of language that is appropriate for this level of study
  • Where appropriate, a detailed coverage of the 'facts' of the question
  • The use of tables may help with the presentation of data (both financial and non financial)
  • A thorough and balanced discussion of the issues
  • Selected use of real world examples often help to develop arguments
  • Where appropriate a summary and conclusion
  • Appropriate citing of authoritative sources.
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Assessment Components

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The internal assessment/exam ratio (as stated in the University Calendar) is 100:0. There is no final exam. The final exam makes up 0% of the overall mark.

The internal assessment/exam ratio (as stated in the University Calendar) is 100:0 or 0:0, whichever is more favourable for the student. The final exam makes up either 0% or 0% of the overall mark.

Component DescriptionDue Date TimePercentage of overall markSubmission MethodCompulsory
1. Exercise 1: Introduction - individual
1 Jun 2021
5:00 PM
  • Online: Submit through Moodle
2. Excercise 2: Financial Analysis - Individual
10 Jun 2021
5:00 PM
  • Online: Submit through Moodle
3. Balanced Scorecard - Group
15 Jun 2021
9:00 PM
  • Online: Submit through Moodle
4. Presentation & Company Report - Group
22 Jun 2021
6:00 PM
  • Online: Submit through Moodle
5. Test One - Individual
24 Jun 2021
9:00 PM
  • Online: Submit through Moodle
6. Test Two - Individual (Assessment TBC)
30 Jun 2021
8:30 PM
  • Online: Submit through Moodle
7. Company Valuation - Group (Assessment TBC)
  • Online: Submit through Moodle
8. Exercise 3: Retirement - Individual (Assessment TBC)
  • Online: Submit through Moodle
Assessment Total:     100    
Failing to complete a compulsory assessment component of a paper will result in an IC grade
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Required and Recommended Readings

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Required Readings

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Lawrence, S., Davey, H., & Low, M. (2012). Accounting at work: In business, government and society (5th ed.). Auckland, NZ: Pearson.

Pike, R., Neale, B., Linsley, P., & Akbar, S. (2018). Corporate finance and investment (9th ed.). Pearson Higher Ed. https://www.pearsoned.co.nz/9781292208589

It is expected you have read the relevant material prior to attending each session.

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Online Support

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Waikato Management School Helpdesk: wms_helpdesk@waikato.ac.nz, 0800 WAIKATO, extn 4599

ITS: https://landesk.waikato.ac.nz

Moodle help files

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As a general guide 12-15 hours per week is required over the whole period of the paper.

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Linkages to Other Papers

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Restricted papers: EXED509, EXED510, EXMBA506, EXMBA507

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