Excel Project: Historical Financial Statements Assignment

Excel Project: Historical Financial Statements Assignment Instructions Overview Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4) Instructions · Choose one of the 3 companies listed in your Instructor’s Module 1: Week 1 Excel Project Announcement. · Go to the Securities and Exchange Commission’s EDGAR database and access your chosen company’s most recent Form 10-K (annual report). (For help with this process, see the Module 1: Week 1 presentation, “Downloading Financial Statements from the SEC EDGAR Database.”) · Create an Excel workbook, including data for your chosen company as follows: o The 1st tab (worksheet) in your Financial Statement Analysis Template must be labeled Company Information. The following information must be included: § Company Name and ticker symbol § Industry § Products or services offered § Major competitors § An example of this tab is provided in Exhibit A. o The 2nd tab in your Financial Statement Analysis Template must be labeled Historical Income Statements. § Include the latest three years based on SEC filings. § Ensure that the worksheet includes a header with: · Company Name · Financial Statement Name (Income Statements) · Financial Statement Dates · Denomination level ($s in millions or thousands, etc.) o The 3rd tab in your Financial Statement Analysis Template must be labeled Historical Balance Sheets. § Include the latest three years based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.) § Ensure that the worksheet includes a header with: · Company Name · Financial Statement Name · Financial Statement Dates · Denomination level ($s in millions or thousands, etc.) § A partial balance sheet example is provided in Exhibit B. o The 4th tab in your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows. § Include the latest three years based on SEC (10-K) filings. § Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows: · Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows. · Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet. § Ensure that the worksheet includes a header with: · Company Name · Financial Statement Name · Financial Statement Dates · Denomination level ($s in millions or thousands, etc.) o Other instructions: § The Excel workbook should be professionally formatted. Professional formatting includes: · All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent. · Dollar signs are included in the first and last numbers of each column. · Subtotals and totals are preceded by a single underline. Totals are followed by a double underline. · All extraneous information is removed from the spreadsheet. Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted. · Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read. § All totals and subtotals should be calculated using formulas. For an example of which cells may need formulas, please see Exhibit B. Note: Your assignment will be checked for originality via the Turnitin plagiarism tool. Exhibit A: Example Company Information Tab Exhibit B: Example Historical Balance Sheets Tab (IMPORTANT NOTE: Only Partial Balance Sheet shown. Your Balance Sheet should include Liabilities and Stockholders’ Equity as well.)