Unit 6 – Financial Overview Presentation
Instructions
In previous units, we discussed the importance and purpose of maintaining financial statements. In this assignment, you will interpret those financial statements for a diverse group of stakeholders.
You are the Chief Financial Officer of People’s Community Clinic. You are responsible for delivering a financial overview presentation at the year-end meeting. Your audience will include employees and leadership team members of PCC, financial donors, and community members (who may be potential donors, if they are pleased with the information you present!)
People’s Community Clinic. (2015). People’s Community Clinic Annual Report (Links to an external site.). (Links to an external site.) [PDF]
People’s Community Clinic (n.d.). People’s Community Clinic (Links to an external site.)[Website]
- Using the content of the attached annual report document, prepare a Powerpoint or Prezi presentation.
Expert Solution Preview
Introduction:
In this assignment, we will discuss the interpretation of financial statements for a diverse group of stakeholders. You are the Chief Financial Officer of People’s Community Clinic and responsible for delivering a financial overview presentation at the year-end meeting. Your audience will include employees and leadership team members of PCC, financial donors, and community members.
Answer:
For the financial overview presentation, it is important to include key financial metrics and ratios that demonstrate the financial health of the organization. These metrics should include revenue growth, profit margins, and current and quick ratios to demonstrate the current financial position of the organization. Additionally, it is important to discuss any major financial events that impacted the organization during the year, such as new investment, fundraising, or any losses. Communication of financial information should be clear and concise to ensure that all stakeholders have a clear understanding of the organization’s financial status. Finally, the presentation should include the organization’s financial goals and objectives to provide transparency and accountability to stakeholders.
