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EXMBA559-23W (TGA)
Financial Analysis and Performance
15 Points
Staff
Convenor(s)
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Anthony Byett
MSB.2.32B
anthony.byett@waikato.ac.nz
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Howard Davey
4441
MSB.3.14
howard.davey@waikato.ac.nz
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Administrator(s)
Librarian(s)
You can contact staff by:
- Calling +64 7 838 4466 select option 1, then enter the extension.
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Extensions starting with 4, 5, 9 or 3 can also be direct dialled:
- For extensions starting with 4: dial +64 7 838 extension.
- For extensions starting with 5: dial +64 7 858 extension.
- For extensions starting with 9: dial +64 7 837 extension.
- For extensions starting with 3: dial +64 7 2620 + the last 3 digits of the extension e.g. 3123 = +64 7 262 0123.
What this paper is about
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.
How this paper will be taught
Class schedules are subject to change - please refer to Moodle.
Required Readings
Texts:
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.
Learning Outcomes
Students who successfully complete the course should be able to:
Assessments
How you will be assessed
All assessment must be completed.
PLEASE NOTE: The University of Waikato has zero-tolerance for plagiarism.
Click here for help with APA Referencing.
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
MARKING GUIDELINES
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.
The internal assessment/exam ratio (as stated in the University Calendar) is 100:0. There is no final exam.