Chief Financial Officer (CFO) assignment

Role: As the newly assigned Chief Financial Officer (CFO) of (choose ONE organization):

  2. UBER
  3. Amazon

You are drafting the year end report to the Chief Executive Officer (CEO). The organisation is running a study to track and highlight the two most significant (macro)economic challenges that are likely to affect the organisation’s performance in the foreseeable future and to propose strategies to deal with those challenges in the most effective way. With a view to highlighting the accounting input in these strategies, you plan to focus on identifying specific financial or management accounting tools that could facilitate the organisation in dealing with the identified challenges.

The report shall include four key parts.

  1. The first part shall include financial highlights over the last four accounting periods, a brief description of the challenges that you identified (along with a justification for choosing them) and an evaluation of how these challenges have already affected financials. This part is your opportunity to exhibit your data analytics skills by gathering financial information into a spreadsheet, producing relevant ratios and plots and you can then input into the report. When plotting the key ratios that you choose, add a line for the industry average or a peer firm of your choice. Assessing relative performance when dealing with macroeconomic challenges is a crucial step. This first part of the report shall not exceed 3 pages.

2.      The second part shall include one page theoretical diagram for each of the two challenges identified in 1) that fully and accurately reflects the associations. In the diagram you shall demonstrate the financial or management tools that you identified as enabling the organisation to deal with the challenge, the channels/actions through which these tools enable each organizational to deal with the challenge, and the desired outcomes achieved by the undertaken actions . You may decide the level of detail and type of information to enter the diagrams so long it is in one page per challenge identified. The diagrams should be part of your presentation to the CEO so they shall reflect the essence of your analysis for the particular organization as fully and accurately as possible. This part  of the report shall not exceed 2 pages.

  • The third part of the report shall include a summary of all key points emanating from each diagram  of part 2. This is the part where you can explain in detail how the financial or management accounting tools that you identified in part 2 help the organization chosen deal with the identified challenges. This part of the analysis shall not exceed 2 pages.
  • The fourth and final part of the report shall conclude the analysis and provide the CEO founded recommendations for the way forward. This is the part where you aggregate your analysis to offer the CEO specific action points. This part of the analysis shall not exceed 2 pages.


Name of Client:   
Staff/Student dealing with this matter:   
Name of person contacting SLO:   
ACTION (select as appropriate)INTERVIEW  
Date: 02/10/2020Time start: 2:00PMTime finish: 2:30PMTotal: 30 Minutes


This note must record details of all information provided by clients or other persons, an exact note of any advice given and action to be taken in response

Interview between (student – MA) Maliha Arif and (Client – GL) Gordon Lewis.

GL gave permission or the interview to be recorded. MA advised the circumstances that the recording may be used for such as, examiners or educational purposes only but all would be bound by confidentiality.

MA stated being third year students we are supervised by Sarah Morse (SM), a qualified solicitor. MA advised GL that this interview was just for fact finding and there would be no legal advice being provided today. MA advised GL that everything discussed in this interview would be kept confidential.

Personal details:



Contact number:


GL has been working as a graphic designer for his own business for 20 years. GL received a job offer from the company Shelby Jones Limited of, 25 Collingwood street Newcastle, a company which sell hair and beard grooming products. GL attended a meeting around the 3rd/4th of January 2020 with Mr David Shelby (Opponent – DS) regarding the deal and design brief to be carried out which GL accepted with a payment of £2500 for materials. The total due to be paid would be £6000 and they agreed GL would receive the outstanding £4000 when the work was completed. There was no written contact between GL and DS only a verbal one.

During the time GL was undergoing this work he had some issues of communication with DS. GL produced 3 designs which he emailed to DS feedback in regard to ask which logo he would want, however there was no response. Therefore, GL decided which one he thought fit the design brief best. GL has copies of his correspondence with DS via email.

After GL completed the work, on March 30th, he called to leave an invoice which left DS with 28 days to pay the outstanding £4000. However, GL did not hear back from DS.

GL received a call from DS in the middle of May regarding him not paying GL for his work due to not liking it but using financial issues to justify it.

GL still has yet to be paid the outstanding £4000 for completing the work asked to do, which he intends to get.

MA advised GL in relation to Terms of Business highlighting:

  1. The SLO is free but he may be required to pay third party expenses such as court fees. However, permission will always be asked before incurring any costs.
  2. Confidentiality and Data Protection (provided client with privacy notice)
  3. Complaints procedure available upon request.

MA advised GL that the case will be discussed with the supervisor, Sarah Morse and that they will be contacted within 7 days to confirm whether we are able to take on this case.

NEXT STEPS – discuss whether we can take this case, then produce a letter to inform and send it out to the client (GL)

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