FINANCIAL STATEMENT ANALYSIS AS A MEASURE OF PERFORMANCE AND EFFICIENCY IN BANKING SECTOR (A CASE STUDY OF FIRST BANK PLC)

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Product Category: Projects

Product Code: 00001863

No of Pages: 49

No of Chapters: 5

File Format: Microsoft Word

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TABLE OF CONTENT

Title Page                                                                       i

Certification                                                                    ii

Dedication                                                                     iii

Acknowledgment                                                            iv

Table of Content                                                            v

Proposal                                                                        vii

CHAPTER ONE

1.0 Introduction to the study.                                        1

1.1 Statement of Problems.                                            2

1.2 Research question                                                    3

1.3 Objectives of the Study                                            3

1.4 Research Hypothesis (Ho, Hi)                                 4

1.5 Significance/ Justification of the study                     4

1.6 Scope and limitation of the study                                     4

1.7 Definitions of key Terms                                         5

1.8 Plan & organization of the study                                       6

CHAPTER TWO

2.0 Literature Review                                                    7

2.1 Historical background of the study                          8

2.2 Nature of the Financial Statement Analysis             10

2.3 The principle Tools of Analysis                              11

2.4 Nature and purpose of financial Ratio                     12

2.5 Users of financial Statement Analysis                     13

2.6 Shareholders investment Ratios                              20

2.7 Debt and Gearing Ratios                                         22

2.8 Strengths of financial Ratio                                               23

2.9 Weakness of Ratio Analysis                                    24

CHAPTER THREE

3.0 Research methodology                                             27

3.1 Research Design                                                      28

3.2 Data Collection Method                                           28

3.3 Validity of Ratio Analysis                                       29

3.4 Reliability of a Data                                                          29

3.5 Method of Data Analysis                                         30

CHAPTER FOUR

4.0 Data analysis Presentation                                                31

4.1 Data Presentation                                                    31

4.2 Data Analysis                                                                    32

4.3 Findings                                                                   34

CHAPTER FIVE

5.0 Summary Conclusion and Recommendations                   36

5.1. Summary                                                                36

5.2. Conclusion                                                              37

5.3. Recommendations                                                  38

References                                                                      39

PROPOSAL

SECTION ONE

INTRODUCTION TO THE STUDY

The strengthen of any organization can be properly assessed only from it financial position as reflected in the accounting data. 

The important of corporate financial reporting view of development in the money market and changing capital market cannot be emphasized.

Accounting information gives to the situation of a business enterprises as well as its profitability. They also review the provides of there insurance have been effectively utilized. The use of information provides virtually of modern society.

1.1            Statement Of Problem 

1.     Ratio of the case study does not have meaning exempt is compared with same standard.

2.     The interpretation of ratio rendered invalided as a result of orange in the value of money.

1.2            Research Question

1.3            OBJECTIVE OF THE STUDY

1.4            Respect hypothesis (ITOH.)  

1.5            Significance / Justification Of The Study

1.6            Scope And Limitations Of The Study

1.7            Definition Of Key Terns

KEY TERMS

Stability: it means that tonality or state of being steady and not changing or in disturbed.

Conflict: this is a situation in within people group or countries are involved in a serious disagreement or argument.

SECTION TWO

LITERATURE PREVIEW

The accouter on the sector is and organization is rotten placed primary on the preparation of general purpose financial statement of external uses reburial in the company act much less emphasis in place on providing information for management to help in decision making process but financial accounted often take precedence over management account.

Basically financial ratios are use for two purposes.

a.     For assessing the performance of a particular company over a period of tine.

b.     For comparing the performance of a particular company over a period of time.


 

SECTION THREE

RESEARCH METHODOLOGY

Financial statement analysis: A tool for performance execution used secondary date for the analysis of financial statement. This is due to the facet that the resources of date is the bank financial statement published and posted to bank. The population of the study comprises all commercial bank in Nigeria (21 as at January, 2013).

Research methodology therefore refers to design of necessary instrument by the researcher in order to gather the relevant information required for accomplished the research work.

SECTION FOUR

DATA ANALYSIS AND PRESENTATION.

The main ain of this chapter is to analyze interprets the present date convection from financial statement I.e. Annual report and account of the case study (porst bank Nigeria plc) in a more understandable form, for the researchers. I this report the chapter is divided in to three namely;

i.                   Data presentation

ii.                 Data analysis

iii.              Data interpretation


 

SECTION FIVE

SUMMARY

          The research work has attempted to highlight the importance of financial statement analysis, using financial ratio to asses management efficiency and performance as a whole, not forgetting its important to outsider of share holder e.t.c. the basic type of financial ratio have been used to analysis and interpret the financial of first bank of Nigeria plc for the purpose of this research study.

CONCLUSION

          In conclusion the study is able to come up with some reasonable as well as educative price. The combination of the techniques for financial statement analysis brought about the hidden features of financial statement by mere looking at financial statement does not give an investors or enough information.

RECOMMENDATION
          Recommendation as refer the management efficiency and performance are presented as suggested by the analysis carried out from the analysis done, the company first bank of Nigeria plc, lacked adequate marketing capital.         

CHAPTER ONE

1.0 INTRODUCTION TO THE STUDY

The strength of any organization can be properly assessed only from it financial position as reflected in the accounting data.

The important of corporate financial reporting view of development in the money market and charging capital market cannot be emphazed.

Accounting information gives to the summary of the economic performance and the situation of a business enterprises as well as its profitability. They also review the provides of there resources have been effectively utilized. The use of the information provide virtually of modern society.

Decision taken on the basis of such information affect the live of million of people all over the world with ever increasing number of user whose interest are becoming more and moe diverse, the need for proper understanding of such financial statement can not be over emphasis. In order to arrive at a right conclusion, it is imperative that he account regard a time and fear review.

Corporate reporting service as an effective main of communicating financial and other data by companies shareholders prospective investor, government authority and general public. Annual report and accounts are therefore analyze the information contained in the financial statement. The income statement and the balance sheet can be of great benefit to the some of the users when properly analyzed.

One of the most important functions of financial accounting is to report information to external parties, the set of people who do no take part in the day to day management of the business such as eh creditor, shareholders, investors, banker are individual and organization that. Finance the firms operation.

Each of these parties had an interest in analyzing and interpreting one or more broad areas of business, especially its financial soundness and stability the efficiency of its management as well as future prospect for an investors.

1.1 STATEMENT OF PROBLEM

1. Ratio of the case study does not have meaning except is compared with same standard.

2. The interpretation of ratio rendered in valid as a result of change in the value of money.

3. The difference in definition of terms in the balance sheet and income statement make the interpretation of ratio different

4. The ratio calculate at a point in time are less informative and effective as they suffer short term changes.

5. The wide range of the bank operation have made it difficult to develop a meaningful set of industry average for comparism.

 

1.2 RESEARCH QUESTION

i. Does ratio analysis have an effect on the performance of banks?

ii. What are the significant roles of financial statement and balance sheet of the case study?

iii. How does the bank control the risk of illiquidity?

1.3 OBJECTIVE OF THE STUDY

Financial statement analysis provides a method fore assessing the financial strength and weakness of an enterprises using information found in its financial statement.

The annual report and account, the objective of this analysis is to gain and understand the firm’s current financial condition as well as its nature prospects which in tern can serve as the basis for decision making in the same height of the above objective of financial statement analysis of the objective research work with second folds is:

1. To determine the efficiency of the management of first bank plc.

2. To accomplish this objective financial ratio that measure efficiency of an enterprises such as gross profit margin, net profit margin, return on total asset and net asset and other necessary ratio would be identified calculate for period of one year.

3. To analyze the role of first banks of Nigeria of the proffered sector of the economy such as industry and agriculture

4. To appraise first bank contribution to the economic development

5. To analyze some of the problems confronting the first bank of Nigeria in the case of carrying out their services.

6. To make recommendation based on the finding of the study.

1.4 RESEARCH HYPOTHESIS (HO, HI)

Ho: Does financial statement analysis have a negative impact on performance efficiently in banking industry.

Hi: Financial statement analysis has an impact on performance efficiency in the banking industry.

1.5 SIGNIFICANCE/JUSTIFICATION OF THE STUDY            

The significance of the study is to show the clear understanding of financial statement analysis, because of recount studies have emphasized the need to widen the area of responsibility of financial statement to take into cognizance the numerous users group and their drivers interest.

1.6 SCOPE AND LIMITATIONS OF THE STUDY

1. Time constraint; there has been a restriction concerning time allowed for the research work.

2. Lack of finance: There has been a weak financial capability faced by the researcher while conducting the research work.

3. Insufficient data: The researcher could not afford to obtained some essential material in the course of research work.

4. Incoperative attitude and in accurate information given by the respondent is another challenges faced by the researcher.

1.7 DEFINITION OF KEY TERMS

Efficiency: The quality of doing well with no waste of time or money.

Sector: These a part of area of activity especially of a country economy.

Emphasized: To give extra force to a word or phrases when you are speaking especially to show that it is important.

Investor: This can refer to as a person or an organization that invest money in business.

Performance: This is the act of performing a play convert of some other form of entertainment or the act or process of performing a task and action.

STABILITY: It means that quality or state ob being steady and not changing or being disturbed in any way

CONFLICT: This is a situation in which people groups or countries are involved in a serious disagreement or argument.

INFORMATION: This can be defined as a fact or detail written on documents that are sent from one person to another, that form a special language.

ANALYSIS: This can be defined as a detail study in order to understand more about it.

COGNIZANCE: This a knowledge or understanding the important of the case study.

 

 

1.8 PLAN AND ORGANIZATION OF THE STUDY

The research work has been divided into five chapters for case of presentation of the fact and figure gather. Chapter one contain the introduction, statement of problem, research question, objective of the study, research hypothesis (Ho, Hi) significance/justification of the study scope and limitation of the study, definition of the key term and plan and organization of the study chapter two treat literature review which include various definition and historical background of the First Bank of Nigeria Plc. Nature of the financial statement analysis the principle tool of financial ratio, nature and purpose of financial ratios, users of financial statement analysis, classification of financial ratios and profit before taxation.

Chapter three present research methodology, research design. Data collection method, validity of ratio analysis, viability of a data and method of data analysis.

Chapter four discuss data analysis and presentation, data interpretation and test hypothesis financially.

Chapter five throw light on summary of finding, conclusion, recommendation and reference.


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