Financial Engineering to Enhance Shareholder Value
Scenario
The senior leadership has approved your recommendations to move forward. You are now tasked with operationalizing your recommendations. Meeting with your staff, you will translate recommendations to strategies and corresponding tactical objectives.
Explain how you used financial analysis to develop these recommendations, discussing the financial tools you will use to monitor implementation progress.
You are one of the high-performing financial analyst managers at ABC Healthcare Corporation and are under consideration for a promotion to Director of Operations.
Requirements
Follow these steps to complete this presentation:
You are presenting to your staff a summary of the reports presented to senior leadership (Assessments 1 and 2).
Start by presenting the overall current financial condition of the company as presented to senior leadership (one to two slides).
Provide an overview of your analysis, linking what tools (financial statements, ratios, industry trends, capital structure) you utilized and why you chose these tools (two slides).
Link the data used to support your evidence-based financial decisions, providing justification for the recommendations (two slides).
State the recommendations focused on maximizing stakeholder value into strategies newly adopted by the company, i.e., expansion to a new geographical market, the development of a new dividend policy, changes in capital expenditures, reduction of workforce (one slide).
Translate those strategies to tactical objectives to be implemented by your staff, noting evidenced-based academic citations (one to two slides).
Discuss what financial tools you will use to monitor the progress of these tactics (one slide).
