Task description
This assessment requires you to examine, analyse, discuss and draw conclusions regarding the
financial performance and financial position of an organisation.
Obtain the most recent financial reports of a listed organisation, or other organisation for which
you are able to access sufficient information. Examine and analyse the financial reports of the
organisation, together with additional background and contextual information that will enable
you to provide an informed financial analysis.
Draft a report in prescribed report format in which you describe, discuss and comment upon the
financial performance and financial position of the organisation.
In order to inform your analysis, ensure that you include a discussion of:
The relevant background to the organisation and its industry, and the scope of your analysis. This
could include factors such as key market conditions or external environmental factors affecting
the organisation, the demand for its products / services, and its costs, explaining their relevance
to the financial situation.
Key financial issues that are of particular importance to the organisation. For example, identify
and discuss factors that are critical to the financial viability of the selected organisation.
Major initiatives that have been undertaken in recent years, their objectives and financial impact.
This could include a comment on branding, market positioning, financial structure, how they
responded to the GFC and credit constraints, supply chain management activities, or key
stakeholder engagement (or other strategic responses and activities that are relevant to
understanding the performance and position of the organisation) and how this impacts its
financial strategy and performance.
If relevant, you may integrate non-financial performance and reporting into your analysis and
discussion.
GSB003 Managing Financial Resources:

Assessment Format:
Report format including:
1. Assessment Cover Sheet
2. Title Page
3. Executive Summary
4. Table of Contents
5. Introduction
6. The Body
7. Conclusions
8. Recommendations
9. List of References
10. Appendices

Evidence of Reading and Research
You need to provide evidence of researching additional relevant peer reviewed academic articles.
These articles are in addition to those provided in the Managing Finance readings.

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