CASE ANALYSIS

BUSINESS FINANCE
Group Members: Date: July 12, 2019
Celocia Randholf
Colonia, Cristine Jane
Hairulla, Rosena Lucy
Matarlo, Betheemae
Taraji, Jurgena Enrica

CASE 1
Mary and Wrap it up! Company

A. Area for Consideration

1. Academic Distinction
2. Educational Background
3. Living from paycheck to paycheck
4. Part time jobs
5. Time management
6. Not a direct competitor
7. Breadwinner of the family
8. Conflict of Interest

B. Recommendation

1. Even though she highly needs money and the two companies are not direct rivals, she still
shouldn’t accept her friend’s offer because an effective accountant should possess
integrity.

2. There will be a conflict of interest if she will accept the offer because her loyalty to her
company is at risk so it is better to look for other things that will help her earn money.
 CASE 2
Be an ABM Student NOW!!!

A. Area for Consideration

1. Knowledge about the topic

2. Public speaking
3. Senior high students’ preferences
4. Time consumed in preparing the slideshow presentation
5. Thorough research
6. The accuracy of the content shown on the presentation
7. The relativity of the audience
8. Make the presentation exiting to persuade them

B. Recommendation

1. The content of the presentation will only be the truth about being an ABM student.
What it would feel like, what they may learn, the things they’ll go through and
experience, and of course, the benefit they will get if enrolled as an ABM student. I
would not deceive them and then eventually disappoint them just to prove to the
Program Director that I am a very good employee. Even though I want to get praises,
I want to do it in the right and justifiable way.

2. The positive and negative sides of taking up ABM strand will be shown in my
presentation. But, since I am encouraging students to take up ABM, I will also show
them what they’ll miss out if ever they take up another strand. Though I sound like
one, but I am not strand-shaming. I just want them to be an ABM student because we
use accounting in our everyday lives.
 CASE 3
Serving my Barangay
A. Area for Consideration

1. Hardworking Treasurer
2. 6 months’ experience
3. Barangay Captain wants a clean record of transactions
4. Dig the past transactions
5. Expenses from the past were not properly recorded
6. Implement ethical practices in terms of financing
7. Reasonable procedures must be taken into considerations
8. Make sure it’ll be implemented and performed.

B. Recommendation
As a treasurer, it is normal to record all of the financial transaction of the barangay. The best
way to address the conflict is to have a serious meeting with the Barangay Captain and
Councilors of the barangay. It is necessary to make them understand that it is for their own
barangay’s benefit. It is really important that the barangay officials would cooperate. With
that, it will help me as a treasurer to do my job productively and to implement effectively the
ethical practices in how to manage the finances of our barangay. As a treasurer, I could also
ask the one that the barangay had transactions with if they can provide a copy of the receipt.
 CASE 4
Financial Problem? Come and Listen!
A. Area for Consideration

1. Junior Manager
2. Teach Financial Literacy
3. The audience’ family members are working overseas
4. Needs thorough research
5. Should make slide presentation
6. Possible promotion
7. Background knowledge about the topic
8. Study your topic seriously

B. Recommendation
Thorough research must be done if I want a positive outcome and feedback. I should put
informative and interesting content in my presentation in order to get the attention of my
audience. I have to give them the right information so that it can help them in any way they
can use it. Because if I had a good and positive feedback, there will be a huge possibility of
getting promoted and of course, being promoted means having a much higher salary. I have
to use every asset I possess and show how good I can be. I want to help them to improve
their skills and knowledge when it comes to field of finance so that they can manage and
control the inflow and outflow of money in our market and protect our consumers' needs and
wants. It will not just be a benefit for the consumer but our company itself and the economy.