Write a 1-2 page executive summary, along with an appendix of supporting information, in which you analyze an organization's financial performance as well as their level of risk for lending and make and present a recommendation to leadership make a loan decision.

Explanation:

INTRODUCTION

This research will help you complete a thorough assessment of the financial performance of a company as well as its level of funding risk. Your recommendation will help management to create a loan portfolio and will communicate your review to others within the organisation clearly and succinctly by your executive summary.

SCENARIO

You work for a company that supplies businesses with loans. You meet with a client who needs a loan to review financial and associated results records. You were asked to review records and outline the results in your management team's loan decision.

This situation may be extended to both Option 1 and Option 2, as defined in the following requirements.

YOUR ROLE

You have the privilege of being a loan officer for a banking company, evaluating applicants for loans and making recommendations as to whether the loan requests should be supported.

REQUIREMENTS

Option 1:

With Ace Company the client works. Assume Ace has applied to buy production equipment and build associated applications for a loan of $3 million for 10 years. For this option, use the Ace Data Company Report.

Option 2:

Use a business or your choice situation.

Loan Recommendation

To obtain your decision, evaluate the demanding company's financial results and send it to the senior management team of your organisation. After processing loan applications, the management team must accept the suggestion.

DELIVERABLE FORMAT

The management team of your company, together with the title page, the guide page and the section for the supporting information, will provide you with the facts in a 1–2 page summary. The Management Review will explain your key metrics and provide your advice and explanation. Information used to review others must be included in the file. The annex Assume that this letter is your only contact and that you will not be with the team to discuss what you plan to do.

Related company report standards:

             * A list with names.

             * A list with references.

            * Make sure the faculty has enough knowledge to grasp how you have accomplished your endorsement if you have a business or a situation of your choice.

EVALUATION  

By achieving this test successfully, you show your competence in the following courses by applying the correct scoring guidelines:

•Skills 1: Discuss how financial management impacts accounting principles and practices.  

*Analyse the pattern in account collections of the company.  

*Compare the overall turnover of the company with the average industry inventory turnover.

•Skill 2: To evaluate financial results, apply financial statements.              *Assess the short-and long-term value of the company's funding.  

•Skill 4: to provide multiple stakeholders with financial statements.  

* Communicate clearly accounting details.

The staff will use the score guide to review the decision as if it were part of the management team of your company. Before you develop and submit your appraisal, review the scoring guide.

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