Skip to main content
iRubric: Financial Managment Project Analysis rubric

iRubric: Financial Managment Project Analysis rubric

find rubric

edit   print   share   Copy to my rubrics   Bookmark   test run   assess...   delete   Do more...
Financial Managment Project Analysis 
Financial Managment Project Analysis
Evaluate student proficiency in applying the principles of finance for cases and projects,
Rubric Code: B23CX2A
By dzinipir
Ready to use
Public Rubric
Subject: Finance  
Type: Project  
Grade Levels: (none)

Powered by iRubric Finance
  Unacceptable

6 pts

Acceptable

8 pts

Exceptional

10 pts

Quantitative problems
10 %
i.

Work applies principles of finance correctly to quantitative analysis.
Unacceptable

Frequent errors or unacceptable mistakes indicative of a lack of understanding of core principle(s).
Acceptable

Some errors, but demonstrates understanding of principles.
Exceptional

No major errors and any minor errors do not violate principles.
Conceptual problems
10 %
i.

Work applies principles of finance correctly in discussing results, conclusions, and/or recommendations.
Unacceptable

Write-up/Discussion reflects a lack of basic understanding of principles.
Acceptable

Write-up/discussion reflects basic understanding, but not deep understanding of principals.
Exceptional

Write-up/discussion reflects a deep understanding of principals.
Financial technology
20 %
i.

Work uses appropriate financial technology to gather information and conduct financial analysis.
Unacceptable

Spreadsheet, data sources, and/or financial software is misused or used inappropriately.
Or incorrect use of a financial calculator (did not show work).
Acceptable

Spreadsheet, data sources, and/or financial software used appropriately, but not masterfully. Or used financial calculator with few errors, showed work though not summarized professionally.
Exceptional

Spreadsheet, data sources, and/or financial software used masterfully. Used financial calculator masterfully, showed work, and summarized in professional & easy to read format.
Analyze business situations
20 %
i.

Work demonstrates the ability to synthesize
complex business situations down to key issues.
Unacceptable

Focuses on tangential rather than key issues.
Acceptable

Focuses on key issues but spends too much time on some tangential issues.
Exceptional

Focuses on key issues and avoids or dismisses tangential issues
ii.

Analysis is sufficient to reach reasonable conclusions and recommendations.
Unacceptable

Quantitative and qualitative analysis is too simplistic or convoluted.
Acceptable

Quantitative and qualitative analysis is adequate to make reasonable conclusions and/or recommendations.
Exceptional

Quantitative and qualitative analysis persuasively supports the recommendations and conclusions.
iii.

Work makes convincing recommendations and
draws sound conclusions.
Unacceptable

Conclusions and recommendations are wrong or implausible.
Acceptable

Conclusions and recommendations are reasonable and believable.
Exceptional

Conclusions and recommendations are convincing.
Writing & Financial Conventions
10 %
i.

Writing demonstrates the ability to clearly and
accurately communicate complex financial analysis.
Unacceptable

Frequently misuses terms, misinterprets findings, and/or miscommunicates methods.
Acceptable

Makes a few minor errors in using terms, interpreting findings, and/or communicating methods.
Exceptional

Uses terms correctly. Clearly and accurately interprets findings and communicates methods.
ii.

writing is clear, proper punctuation, spelling, referencing sources, etc.
Unacceptable

Grammar and spelling errors are commonplace.
Lacks references and/or citations. Over quoting--lacks writer's voice.
Acceptable

Contains a number of grammar and spelling errors. References and/or citations are missing or incomplete.
Exceptional

Contains few or no grammar and/or spelling
errors. Written per APA standards, appropriate use of citations without overuse. Shows original thought.
Oral Presentation
30 %
i.

Oral presentation demonstrates the ability to
clearly and accurately communicate complex
financial analysis.
Unacceptable

Frequently misuses terms, misinterprets findings, and/or miscommunicates methods.
Acceptable

Makes a few minor errors in using terms, interpreting findings, and/or communicating methods.
Exceptional

Uses terms correctly. Clearly and accurately interprets findings and communicates methods.
ii.

Easy to follow with clear intro, body & conclusion.
Unacceptable

Presenation disorganized and difficult to follow. Lacks recommendations to audience and review of current status.
Acceptable

Fairly organized & easy to follow. Shows some original thought.
Exceptional

Very well organized with summary of current situation and recommendation/analysis for future.
iii.

Presentation skills, spoke to audience, captivated audience.
Unacceptable

Monotone presentation, lacked originality, read from script or slide, lacked or poor visual aids.
Acceptable

varied tone & intonation, audience somewhat engaged, interesting & thoughtful, fair visual aids.
Exceptional

Thorough knowledge of subject, captivated and engaged audience, presented original thoughts/recommendations, strong visual aids.




Subjects:


Discuss this rubric




Do more with this rubric:
Preview

Preview

Preview this rubric.
Edit

Edit

Modify this rubric.
Copy

Copy

Make a copy of this rubric and begin editing the copy.

Print

Print

Show a printable version of this rubric.
Categorize

Categorize

Add this rubric to multiple categories.
Bookmark

Bookmark

Bookmark this rubric for future reference.
Assess
Test run

Test run

Test this rubric or perform an ad-hoc assessment.
Grade

Grade

Build a gradebook to assess students.
Collaborate

Collaborate

Apply this rubric to any object and invite others to assess.
Share
Publish

Publish

Link, embed, and showcase your rubrics on your website.
Email

Email

Email this rubric to a friend.
Discuss

Discuss

Discuss this rubric with other members.
 

Do more with rubrics than ever imagined possible.

Only with iRubrictm.


Copyright © 2024 Reazon Systems, Inc.  All rights reserved.
n98