EXCEL PROJECT: HISTORICAL FINANCIAL STATEMENTS
ASSIGNMENT INSTRUCTIONS
OVERVIEW
Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash
Flows (Tabs 2-4)
INSTRUCTIONS
●
Choose
one
of
the
3
companies
listed
in
your
Instructor’s
Module
1:
Week
1
Excel
Project Announcement.
●
Go
to
the
Securities
and
Exchange
Commission’s
EDGAR
database
and
access
your
chosen
company’s
most
recent
Form
10-K
(annual
report).
(
For
help
with
this
process,
see
the
Module
1:
Week
1
presentation,
“Downloading
Financial
Statements
from
the
SEC EDGAR Database.”
)
●
Create an Excel workbook, including data for your chosen company as follows:
o
The
1
st
tab
(worksheet)
in
your
Financial
Statement
Analysis
Template
must
be
labeled
Company
Information
.
The
following
information
must
be
included:
▪
Company Name and ticker symbol
▪
Industry
▪
Products or services offered
▪
Major competitors
▪
An example of this tab is provided in Exhibit A.
o
The
2
nd
tab
in
your
Financial
Statement
Analysis
Template
must
be
labeled
Historical Income Statements
.
▪
Include the latest
three years
based on SEC filings.
▪
Ensure that the worksheet includes a header with:
●
Company Name
●
Financial Statement Name (Income Statements)
●
Financial Statement Dates
ACCT 370
Page
2
of
4
●
Denomination level ($s in millions or thousands, etc.)
o
The
3
rd
tab
in
your
Financial
Statement
Analysis
Template
must
be
labeled
Historical Balance Sheets.
▪
Include
the
latest
three
years
based
on
SEC
(10-K)
filings.
(
Note:
Some
10-Ks
only
provided
2
years
of
