1. Assessment 3: Financial Engineering to Enhance Shareholder Value
An 8-10 slide presentation to your staff describing your analysis, linking what tools you
utilized and why you chose those tools. You will use data to support your evidence-base
financial decisions. You will also explain your recommendations to maximize stakeholder
value, translating those to tactical outcomes to be implemented by your
staff.IntroductionThis assessment builds on your prior work in Assessments 1 and 2. It is a
presentation to your staff describing you analysis, linking what tools you utilized and why
you chose those tools. You will use data to support your evidence-base financial decisions.
You will also explain your recommendations to maximize stakeholder value, translating
those to tactical outcomes to be implemented by your staff.Apply the theories, models, and
practices of finance to the financial management of an organization.Analyze financing
strategies to maximize stakeholder value.Apply financial analyses to business planning and
decision making.Use data to support evidence-based financial decisions.ScenarioThe 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. You will explain how
you used financial analysis to develop these recommendations, discussing the financial tools
you will use to monitor implementation progress.Your RoleYou are one of the high-
performing financial analyst managers at ABC Healthcare Corporation and are under
consideration for a promotion to Director of Operations.RequirementsFollow 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).Deliverable FormatBe sure to use a bullet format in your slides but also
include detailed narrative supported by relevant literature citations in the notes

2. section.Ensure written communication is free of errors that detract from the overall
message and quality.Use at least three scholarly resources.Length: 8-10 content slides in
addition to title and reference slides.Use 12 point, Times New Roman.EvaluationBy
successfully completing this assessment, you will demonstrate your proficiency in the
following course competencies through corresponding scoring guide criteria:Competency 1:
Apply the theories, models, and practices of finance to the financial management of an
organization.Demonstrate an understanding of key financial tools (financial statements,
ratios, industry trends, capital structure, competitive analysis) by providing an overview of
the analysis used supporting recommendations made in Assessments 1 and 2. Provide a
rationale for why tools were utilized.