7WBS2009 Financial Management and Analysis Assignment Brief 2026 | SUSS
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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