7WBS2009 Assignment Brief

Module Title:

Financial Management and Analysis

Module Code:

7WBS2009

Assignment Format & Maximum Word count

Case Study Business Report

(2000 works +/-10%)

Assignment weighting

60%

Coursework Submission:

Date: July 12, 2026

Assessment Criteria

Learning Outcomes: Knowledge and Understanding assessed in this assignment:

Evaluate the financial requirements of a business or project and advise on the financing choices available to organisations (including the relevance of capital structure and the rewards expected by providers of finance).
Evaluate financial and operating risks (both domestic and international) faced by organisations and the strategies for mitigating those risks
Appraise corporate governance and ethical issues which might arise in relation to accounting and financial management.

Learning Outcomes: Skills and Attributes assessed in this assignment:

Communicate effectively with financial and non-financial managers on financial issues
Present ideas confidently and effectively on financial issues
Apply appropriate software to the solution of financial problems
Apply a range of alternative techniques to monitor and manage business performance.

Transformational Opportunities:

E.g. Use LinkedIn Learning to improve skills

LinkedIn courses made available
Feedback /Marking criteria for this Assignment • Performance will be assessed using Marking Scheme adapted from HBS Grading Criteria.

Detailed Brief for Individual / Team Assignment

Assignment Title: Individual Report (60%)

Description of the assignment, task, content and structure:

You are working in an investment company called Gamma as a financial analyst. Gamma is a public company which has grown in recent years by acquiring established businesses.

The company has funds available and has narrowed the choice of investment for two companies Alpha plc and Beta plc.

The financial data about the two companies Alpha and Beta is shown below. They operate in the same industry sector and Gamma believes their shareholders would be receptive to a takeover.

An indicative price for 100% acquisition of the companies is $12 million each.

The company’s normal strategy is to invest in companies that have low price/earnings ratios but appear to be in good shape financially.

The two companies belong to the same industry and the data provided are from their 2023 annual reports.

Statements of profit or loss for the year ended 30 September 2024


	Alpha	Beta

	$’000	$’000

Revenue	25,000	40,000

Cost of sales	(19,000)	(32,800)

Gross profit	6,000	7,200

Distribution and administrative expenses	(1,250)	(2,300)

Finance costs	(250)	(900)

Profit before tax	4,500	4,000

Income tax expense	(900)	(1,000)

Profit for the year	3,600	3,000

Statements of financial position as at 30 September 2024

		Alpha	Beta

		$’000	$’000

	Non-current assets	nil	3,000

	Property ( refer to note (a) for breakdown)	4,800	2,000

	Owned plant	nil	5,300

	Total	4,800	10,300



	Current assets

	Inventory	1,600	3,400

	Trade receivables	1,600	5,100

	Bank	1,100	200

	Total Current assets	4,800	8,700

	Total assets	9,600	19,000



	Equity and liabilities

	Equity

	Equity shares of $1 each	1,000	2,000

	Property revaluation surplus	nil	900


Retained earnings		1,600		2,700

Total equity		2,600		5,600



Non-current liabilities

Finance lease obligation		nil		4,200

5% loan notes (31 December 2016)		5,000		nil

10% loan notes (31 December 2016)		nil		5,000

Total Non-Current Liabilities		5,000		9,200



Current liabilities

Trade payables		1,250		2,100

Finance lease obligation		nil		1,000

Taxation		750		1,100

Total Current Liabilities		2,000		4,200

Total equity and liabilities		9,600		19,000
Notes

(a)	Carrying value of plant:
			Alpha		Beta

Tasks

Marks

Structure, Writing, and Presentation

Marking scheme

o The report is well-structured and logical, with clear and concise writing. o The argument flows coherently. o The response adheres to academic writing standards with few or no grammatical errors.

15%

Identification and Explanation of Key Performance Ratios

o The report identifies at least six key ratios affecting the performance of the companies and industry with clear and thorough explanations.

o Each ratio is described in depth, showing a strong understanding of how these factors affect the company and industry.

o The explanations reflect insight into the nature of the performance.

20%

Analysis of How The Ratios will lead to a Businesses Decision

o Thorough analysis of the ratios, a clear recommendation to your company’s management on the suitability of the two companies for investment purpose.

o The analysis demonstrates critical thinking, with clear connections between the ratios and the financial performance of the companies.

o Real-world examples can also be used to back up your recommendation.

25%

Discussion of Challenges facing

o Provides a comprehensive discussion of the challenges faced that lead to a suitable recommendation.

o Consideration of issues such as risk, resource constraints, relevance of data, resistance to change, and other relevant limitations are discussed and analysed in the business report.

25%

Use of References and Academic Sources o Uses a range of relevant and credible academic sources to support the argument.

o Proper citation and referencing are consistently followed in accordance with the required style

15%

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University	Singapore University of Social Science (SUSS)
Subject	7WBS2009 Financial Management and Analysis

7WBS2009 Financial Management and Analysis Assignment Brief 2026 | SUSS, Singapore

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