Financial Analyst Team (09)
Use analytical and problem solving skills to make decisions and recommendations using financial
reports, both internal and external. The team analyzes and interprets computer reports from a
business case study.
Any student may enter this event. A team will consist of 2-4 members. At least one (1) member
should have an accounting background.
Team must supply Business Professionals of America
Sharpened no. 2 pencils, pens, ruler assumes no responsibility for
Cordless calculator: Electronic devices will be hardware/software provided by the team.
monitored according to ACT standards. No equipment, supplies, or materials other
See page 7. Contestants who violate this rule than those specified for an event will be
will be disqualified. allowed in the testing area.
Published and/or unpublished written reference No previous Business Professionals of
materials America tests and/or sample tests or
One (1) laptop/notebook computer per team. facsimiles thereof (handwritten,
Team must bring all supporting devices (e.g., photocopied, or keyed) may be taken
extension cords, power supply, printer, paper, etc. into the testing area. Violation of this
Optional rule will result in disqualification.
Poster board, easel, flipcharts, and markers
• Apply generally accepted accounting principles to determine the value of assets, liabilities, and
• Prepare, interpret, and analyze financial statements for service, merchandising, and
• Use planning and control principles to evaluate the performance of an organization and apply
differential analysis and present-value concepts to make decisions. Analyze factors that affect
the choice of credit, the cost of credit, and the legal aspects of using credit.
• Analyze the role and importance of agency law and employment law as they relate to the
conduct of business in the national and international marketplaces.
• Communicate in a clear, courteous, concise, and correct manner on personal and
• Use mathematical procedures to analyze and solve business problems.
• Complete and analyze comparative financial statements
• Analyze financial statements including ratio analysis
• Prepare and analyze budgets
• Perform forecasting
• Identify risks that affect business decisions
• Analyze and interpret financial data using common statistical procedures
• Enter and edit data using spreadsheet software
• Prepare a technical written report
• Present findings in a formal presentation using supporting materials
• Report must follow the Style & Reference Manual format for reports
• School names should not be visible on any equipment, screen savers, etc., utilized during
presentations in front of judges.
• No computers will be provided in preparation room or presentation room.
• Projection surface provided at national competition only.
Teams are allowed to use only one computer in the preparation room. Teams must bring one
laptop/notebook computer, portable printer, software, and paper for use in the preparation room.
Carry-in and set-up of equipment must be done solely by the contestants and take place within the
time allotted for orientation/warm-up.
Method of evaluation:
• Application (Judges’ rating sheet)
• Team presentation of business solutions (all team members must participate with no indication
of student names, chapter, location, city, state, etc.)
• Question/answer period by judges on the case problem presented
Length of event:
• No more than five (5) minutes orientation
• No more than 90 minutes preparation time
• No more than ten (10) minutes set-up in presentation room
• No more than ten (10) minutes presentation time
• No more than five (5) minutes for judges’ questions
• Each state is allowed two (2) entries.
Those students who wish to receive judges’ comments must submit a self-addressed,
stamped envelope to the administrator at the time of competition.