FINANCE & ACCOUNTING – SENIOR ACCOUNTANT ANALYSIS

FINANCE & ACCOUNTING – SENIOR ACCOUNTANT ANALYSIS

Due Date

Week 5

Note: While representative of possible situations faced by SunsTruck Sunglasses, all scenarios in this assignment are fictional.

Real Business

Large discount retailers like Target and Walmart employ large teams of Finance and Accounting professionals to help measure and understand the financial health of the business. Financial and accounting information helps these businesses make educated financial decisions, such as whether or not to continue partnering with a retail supplier. While often smaller businesses, it is equally important for these retail suppliers to use financial and accounting data to make educated decisions, such as the best approach to gaining additional funding.

Your Role

This week, you’ll assume the role of Senior Accountant with SunsTruck Sunglasses.

WHAT IS A SENIOR ACCOUNTANT?

Senior accountants take ownership of reporting costs, profitability, margins and expenditures for a given business. They use the principles of accounting to analyze sales information, create financial reports, make recommendations about the financial health of the company, and more. They are also responsible for training junior accounting staff.

For the last six months, SunsTruck has partnered with the discount retail store to run a pop-up sunglasses stand in their stores for a big summer promotion. Due to the high customer purchase rate, the store has requested stock for five additional stores. SunsTruck needs to increase its capacity to meet the additional demand. In order to do so, SunsTruck needs additional money.

In this assignment, you will need to help determine which type of financing option is best for your company and train your junior accountants on the accounting cycle and financial statements.

INSTRUCTIONS

Step 1: Financing

The junior accounting team has assembled a Financing Report that (a) offers three options for securing the additional funds required to meet the new order; and (b) details the criteria Shaun, the owner of SunsTruck, would like you to consider when choosing one of the options. Based on this report:

  • Identify which financing option you think is the best option for SunsTruck to pursue given Shaun’s constraints. Explain the rationale for your decision.
     

Note: You should complete Steps 2,3 & 4 after reading the material in Week 5.

Step 2: Accounting Cycle

A junior accountant is working to get everything in order for the new financing and has come to you with a question about what do next in the accounting cycle.

  • Read the email the junior accountant sent you and identify the best next step to take in the accounting cycle. Explain your reasoning.
     

Step 3: Financial Statements

A potential investor has been identified, but before it is willing to commit, it has requested information about SunsTruck’s current debt from the junior accountants.

  • Identify the correct financial statement for your junior accountants that will provide the investor with the information it has requested. Explain to your junior accountants why you are giving them this financial statement and where the debt information is located.
     

Step 4: Financial Analysis

If you were the type of financier selected in Step 1, would you invest in SunsTruck? Explain the rationale for your decision.

odc4

Primary Task Response: Within the Discussion Board area, write 400–600 words that respond to the following questions with your thoughts, ideas, and comments. 

This will be the foundation for future discussions by your classmates.

 Be substantive and clear, and use examples to reinforce your ideas. Continue developing your Organizational Change Action Plan. 

Based upon the course readings, supplementary materials, and your own literature search via the CTU online library, discuss the following: 

How is the systems dynamics model to leverage used in decision making?

Provide at least 2 scholarly resources to support your response. Use the LIBRARY or the MGMT Doctoral Library for help.

Module 03 Course Project – Thesis

 Your initial thesis and outline for your course project presentation are due this module. Your outline will be the skeleton from which you will write your project. Your outline should contain an idea for your introduction, thesis, and topic areas that make up the body of the paper. An idea for a recommendation for improvements to the country’s health system should come at the end. The country is India

Assignment 3

Class:  BUS310031VA016-1204-001:Human Resource Management

Assignment:  As an HR Manager part of your job is to analyze the staffing levels within the organization. You have to hire to fill one position within the organization. You can choose the organizational position you currently work or a future position. Write an essay in which you explain three or four job components in the job description and specifications for the job, then explain what will be included in the compensation and benefits package related to the job.

Notes:

Creating a New Position
Due Week 9 and worth 160

As an HR Manager, part of your job is to analyze the staffing levels within the organization. You have to hire to fill one position within the organization. You can choose the organizational position you currently work or a future position. For this assignment, create a new position and write a description of the needs it fills in the organization, the job description, and the compensation and benefits package.

You will create and submit your assignment by using the ecree link. Just click on the link, and start writing. Your work will be saved automatically. You’ll see some feedback on the right-hand side of the screen, including text and videos to help guide you in the writing process. When you’re ready, you can turn in your assignment by clicking Submit at the bottom of the page.

Click the assignment link to start your assignment in ecree. Please note that ecree works best in Firefox and Chrome.

Write a 5–7 paragraph paper in which you:

Explain three or four job components in the job description and specifications for the job.
Explain what will be included in the compensation and benefits package related to the job.
Format your assignment according to the following formatting requirements:
This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course.
Include at least one reference to support your paper.
The specific course learning outcomes associated with this assignment are:

Outline the requirements for a new position, including a job description and the compensation and benefits package.

Annotated Bibliography for below attached articles

 Read the two articles attached and complete an annotated bibliography for each article. 

 Annotated Bibliography’s should be ½ to ¾ pages long for each article.  It should be double-spaced, and you are to use Times new Roman 12 font

APA Reference before the information; Annotated bibliographies must be written in manner, in which, they are understandable. You must describe all-important data such as: 

• The participants 

• The reason the study was conducted 

• What research design was used (surveys, interviews, case study, etc.)

 • Which research analysis was used (MANOVA, ANOVA etc.)

 • The results of the study along with any conclusions of the author(s) Your study must include all of these (if applicable). Your AB MAY NOT be copied and pasted directly from the source. There MUST NOT be any form of plagiarism in your annotated bibliography. You are required to write this assignment in your own words. 

humn 8660

The fundamentals of a strategic plan include the core values, mission, and vision which represent the organizational identification (ID). Your Assignment this week requires you to develop the organizational ID for your chosen Capstone Project agency, organization, or community.

To prepare:

  • Review Final Project: Developing a Strategic Plan –Part 1: The Fundamentals media in the Weekly Resources.
  • To prepare for this Assignment, review your Discussion 2 post from Week 1. Research the core values, mission, and vision of your selected agency, organization, or community.
  • In addition, consider the key stakeholders involved with the agency, both internally and externally, including other professions.
  • Consider whether this agency addresses or supports the mental health and welfare or human rights of individuals.

By Day 7

The Assignment (3–4 pages):
For this Assignment, perform the following:

  1. Identify and describe the core values of the agency.
    1. Discuss the degree to which those core values are aligned with advocacy, leadership, or social change.
    2. State how those core values contribute to the well-being of individuals, groups, societies, or international communities.
  2. Identify and describe the mission of the agency, organization, or community.
    1. Evaluate whether the mission statement is aligned with the core values of the agency, organization, etc.
    2. Describe whether the mission statement promotes advocacy, leadership, or social change.
    3. Discuss whether the mission statement provides evidence of how the agency/organization contributes to the well-being of individuals, groups, societies, or international communities.
  3. Identify and describe the vision of the agency.
    1. Evaluate whether the vision is aligned with the core values of the agency, organization, etc.
    2. Describe whether the vision promotes advocacy, leadership, or social change.
    3. Discuss whether the vision provides evidence of how the agency/organization contributes to the well-being of individuals, groups, societies, or international communities.
  4. Identify and describe key stakeholders involved with the agency.
    1. Discuss whether each stakeholder is internal or external to the agency/organization.
    2. Describe the role each stakeholder has in the organization (i.e., leadership, management, staff, recipient of services, etc.).
    3. Discuss how each stakeholder can be an essential element for gathering information to develop the strategic plan.

Support your Application Assignment, citing all resources in APA style, including those in the Learning Resources.

Learning Activity: Creating a Severance Package

Paper should be no more than 2 pages in length.
For this activity:
Create a severance package for a separated employee in a fictitious company.
At a minimum, include:
Position differences.
Years of service.
Actual compensation amounts.
Any additional benefits that you want to add. Determine whether severance pay is taxable. Create a chart that depicts the timeline of the disbursement of the compensation.
Use Microsoft Word or an equivalent application, such as OpenOffice.
Use at least one quality academic resource in this activity. Consider beginning with your course textbook and quality sources that can be found in the Strayer Library.