Financial Management
Part 1 Financial Statement Analysis
Here are three companies for your selection. You will select only 1.
A. Cleveland Clinic Health System
B. Mayo Clinic Foundation
C. The University of California, Los Angeles: UCLA Health
The loan committee of a major bank needs a financial assessment. Analyze the
financial statement for (your instructor will provide the company name). Download the
financial statements into Microsoft Excel and then use horizontal statement analysis as
well as financial ratios to assess the organization’s liquidity, profitability, financial
efficiency (turnover), and capital/debt structure. Based on your assessment, present a
2–4-page memo that describes the financial strengths and weaknesses of the
organization as of their most recent year-end. Your memo must indicate the maximum
loan amount that should be authorized.