財(cái)務(wù)管理與會(huì)計(jì)學(xué)專題：從資產(chǎn)結(jié)構(gòu)看企業(yè)戰(zhàn)略選擇---餐飲業(yè)、制造業(yè)、高新技術(shù)產(chǎn)業(yè)財(cái)報(bào)信息解讀【大學(xué)組】

專業(yè)：商業(yè)

項(xiàng)目類型：國外小組科研

開始時(shí)間：2024年10月12日

是否可加論文：是

項(xiàng)目周期：7周在線小組科研學(xué)習(xí)+5周不限時(shí)論文指導(dǎo)學(xué)習(xí)

語言：英文

有無剩余名額：名額充足

建議學(xué)生年級(jí)：大學(xué)生

是否必需面試：否

適合專業(yè)：商業(yè)分析金融學(xué)財(cái)務(wù)管理經(jīng)濟(jì)學(xué)會(huì)計(jì)學(xué)管理學(xué)國際金融財(cái)務(wù)分析公司金融

地點(diǎn)：無

建議選修：會(huì)計(jì)報(bào)告與分析

建議具備的基礎(chǔ)：會(huì)計(jì)學(xué)、財(cái)務(wù)管理、金融學(xué)、管理學(xué)、MBA等專業(yè)方向，希望運(yùn)用“商業(yè)語言”獨(dú)立解讀與分析財(cái)報(bào)，以及未來希望申請(qǐng)商科方向?qū)I(yè)或有創(chuàng)業(yè)想法的學(xué)生；學(xué)生需要具備基礎(chǔ)會(huì)計(jì)學(xué)基礎(chǔ)

產(chǎn)出：7周在線小組科研學(xué)習(xí)+5周不限時(shí)論文指導(dǎo)學(xué)習(xí) 共125課時(shí) 項(xiàng)目報(bào)告 優(yōu)秀學(xué)員獲主導(dǎo)師Reference Letter EI/CPCI/Scopus/ProQuest/Crossref/EBSCO或同等級(jí)別索引國際會(huì)議全文投遞與發(fā)表指導(dǎo)（可用于申請(qǐng)） 結(jié)業(yè)證書 成績單

項(xiàng)目背景：現(xiàn)如今很多企業(yè)中非常重要的業(yè)務(wù)決策都是基于對(duì)公司財(cái)務(wù)報(bào)表的分析做出的。例如，公司收購合并，或者購買別家公司股權(quán)，或者銀行向公司提供貸款，又或是投資銀行和券商在股票發(fā)行中為客戶的股票定價(jià)。 所有這些決策中，分析師都努力了解公司競爭優(yōu)勢的來源，并批判性地評(píng)估公司如何執(zhí)行（或不執(zhí)行）這些戰(zhàn)略。本項(xiàng)目從管理者最關(guān)心的財(cái)務(wù)分析維度出發(fā)，并以實(shí)際公司為案例進(jìn)行深度解讀和分析，采用趨勢分析法、比率分析法及因素分析法，沈刻理解財(cái)務(wù)會(huì)計(jì)分析在企業(yè)打造成功中的重要作用。 A number of very important business decisions are made based on the analysis of a corporation’s financial statements. For example, one firm may be considering acquiring another firm. An investment manager may consider purchasing equity shares in a firm. A retail bank may be considering lending to a firm. Or an investment bank may need to price a client’s shares in an equity offering. In all of these decisions, analysts strive to understand the sources of a firm’s competitive advantage and critically assess how the firm has executed (or not) on those strategies. Many retail firms are still facing significant business loss due to Covid 19 while Costco, the king of member-only retail business, achieved an unexpected growth in 20/21 and created huge success in China as well. In the view of business analysis, it is vital to have deep insight from the firm's accounting and financial statements to make better business decisions.

項(xiàng)目介紹：項(xiàng)目內(nèi)容主要包括公司概況與戰(zhàn)略分析、財(cái)務(wù)分析技巧、財(cái)務(wù)比率分析等理論知識(shí)與案例實(shí)戰(zhàn)。本項(xiàng)目將向?qū)W生介紹進(jìn)行財(cái)務(wù)報(bào)表分析所需的技能，這些技能與金融行業(yè)的廣泛職位相關(guān)，包括銀行、資產(chǎn)管理、私募股權(quán)和并購。學(xué)生將運(yùn)用財(cái)務(wù)報(bào)告分析方法，財(cái)務(wù)關(guān)鍵指標(biāo)的運(yùn)算，對(duì)某一企業(yè)進(jìn)行財(cái)務(wù)報(bào)告分析并撰寫財(cái)務(wù)分析報(bào)告，在項(xiàng)目結(jié)束時(shí)提交小組報(bào)告，進(jìn)行成果展示。
This course will introduce students to skills required to conduct financial statement analysis. These skills are relevant for a broad set of positions in the finance industry including banking, asset management, private equity, and mergers and acquisitions. Students will complete a project in which they will analyse the financial statements of a publicly-traded firm. Lectures will be sequenced so that students can complete a portion of the project after each lecture. The deliverable for the project will be a report describing the student’s findings and a presentation made to the class.

項(xiàng)目大綱：公司戰(zhàn)略分析：Company overview and strategy 財(cái)務(wù)分析技巧：Accounting analysis 財(cái)務(wù)比率分析：Ratio analysis 財(cái)務(wù)報(bào)表解讀：Financial Statements Analysis 評(píng)估策略：Evaluation Strategy 項(xiàng)目回顧與成果展示 Program Review and Presentation 論文輔導(dǎo) Project Deliverables Tutoring