SUBJECTS
|
BROWSE
|
CAREER CENTER
|
POPULAR
|
JOIN
|
LOGIN
Business Skills
|
Soft Skills
|
Basic Literacy
|
Certifications
About
|
Help
|
Privacy
|
Terms
|
Email
Search
Test your basic knowledge |
Advanced Financial Reporting And Analysis
Start Test
Study First
Subject
:
business-skills
Instructions:
Answer 50 questions in 15 minutes.
If you are not ready to take this test, you can
study here
.
Match each statement with the correct term.
Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.
This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. 1) Evidence of an arrangement; 2) Completion of earnings process; 3) Price is determined or determinable; 4) Assurance of payment
Lessor Accounting Capital Lease: Sales: Direct Financing Lease
Intercorporate Investment: 20% - 50% votes...
SEC guidance for Revenue Recognition
CFO - Indirect method steps...
2. Used when estimates of revenue or cost are unreliable or short-term contracts - (US GAAP only) Revenue - expense - and profit is recognized at completion (IFRS) Revenue is recognized to the extent of contract cost - cost are expensed when incureed
Segment Reporting
Effects of Lease Classification on Ratios - Operating Lease
Operating Lease
Under Completed Contract Method...
3. Income Tax Expense/Pretax Income (EBIT) Income Tax Exp. = Taxes payable + chg in deferred ta
Types of accounting changes: accounting principle
Fraud Triangle - 2) Opportunity
Effective Tax Rate
Form 8-K...
4. US Gaap: lower of cost or market value - (does NOT allow subsequent reverasals) - IFRS: lower of cost or NET realizable value - (allows subsequent reversals)
Inventory Valuatoin (LCM)
Income Statement
# of days payable =
Add/ Sub changes to related b/s operating accounts
5. 1) Nature of industry/entity operations: 3rd party transactions; Power of customer/supplier; Acct est subjective; Unusual transactions; International operations; International operations; Operations in tax havens. 2) Opportunity complex/unstable org.
IASB - Goals
Fraud Triangle - 2) Opportunity
% of Completion
An Increase in the Valuation Allowance Account...
6. Cash collections less direct cash inputs less other cash outfllows
Under Completed Contract Method...
Operating Lease
Impairments recognition (IFRS)
CFO - Direct method
7. Change in equity from transactions from nonownership sources. Include: NI - chg in foreign currency translation adj. - chg in pension adj to funded status - chg unrealized gains/losses on derivatives contracts accounted for as hedges - chng in unrea
Bond Issuance Cost under GAAP/IFRS
Comprehensive income...
Cash flow ratios
Which set of accounting standards requires firms to disclose estimated amortization expense for the next five years on intangible assets?
8. Reported BELOW the line. Operations mgmt has decided to dispose of but: 1) has not yet done so or 2) did so in CY after it generated profit/(loss) Must be physicallly and operationally distinct from firm. Analyst must determine effects on future inco
Expensed Intangibles...
SEC guidance for Revenue Recognition
Financial Liability: US GAAP/Fair Market Value
Discontinued Operations...
9. [net income - preferred dividends] + [convertible prf.dividends] + [convertible debt int.] (1-t) / (weighted avg. of c/s o/s) + (shares from conversion of conv. pfd. shares) + (shares from conversion of conv. debt) + (shares issuable from stock optio
Tax Loss Carryforward...
Forecasting Financial Performance: Application
Diluted EPS
Market Value (GAAP)...
10. Shares are to take over control - Subsidiary - Consolidate financials
Double-decline balance (DDB)
Intercorporate Investment: > 50% votes...
Types of accounting changes: accounting estimate
days of sales o/s =
11. 1) Start with NI 2) Sub Gains or add losses from financing or investing CFs 3) Add non-cash charges (depr't & amort'z) & sub all non cash revenue 4) Add/ Sub changes to related b/s operating accounts:
Credit Analysis: Ratios
Market Value (GAAP)...
CFO - Indirect method steps...
Cash Flow From Operations (CFO) - FASB
12. Assets: lower - Liabilities: lower - NI (Early yrs): higher - CFO: lower (b/c entire pymt is classed as CFO) - CFF: higher - Total CF: Same
Effects of Lease Classification on F/S - Operating Lease
days of inv. on hand =
The account format of B/S
Net Periodic Benefit Costs
13. Working Capital = CA - CL - Working Capital TO = Rev/Avg. Working Capital - Fixed Asset TO = Rev/Avg Net Fixed Assets
Asset Revaluation: IFRS
One major difference between the presentation of deferred tax assets and liabilities under IFRS and under U.S. GAAP is that...
Activity Ratios
Inventory mangement: High T/O (low DOH) and sales growth below industry average
14. Lost sales from stock outs
Inventory mangement: High T/O (low DOH) and sales growth below industry average
Net Reporting of Revenue
Impact on the Cash Flow of a Par Bond...
DTA/DTL: Effect on Net Income when Tax Rate decreases...
15. CFO = NI - means high quality of earnings but may be affect by the stage of business cycle and firm's life cycle - CFO > NI - means premature recognition of revenue or delayed recognition of expenses.
Finance (capital) Lease criteria GAAP vs. IFRS
Impact on the B/S of a Par Bond...
Inventory Valuatoin (LCM)
CFO Analysis...
16. EBIT/ Avg. total capital - Total capital includes: debt capital - so int. is aded back to NI
Return on total capital (ROTC)...
B/S - Long-term Liabilities
CFO Disclosure requirement...
The 4 Qualitative Characteristics of FASB...
17. CFO: no impact - CFF: increased by amount rcvd at issuance and decreased by payment made at redemption - CFO is lower (b/c no impact) and CFF is higher
Impact on the Cash Flow of a Zero Coupon Bond...
Impact on the B/S of a Zero Coupon Bond...
Taxation Analyst Adjustments...
Forecasting Financial Performance: Application
18. 1) installment sales (If collection is certain - rev is recognized at time of sale) 2) installment method: (if collection cannot be estimated) 3) cost recovery (if collectability is highly uncertain)
IFRS: Presentation Requirements
Measurement of A & L disclosure in footnotes
Sales Basis Revenue Recognitions
Free Cash Flow to the Firm - FCFF
19. 1) Increase comparability; 2) Reduce expense of overseas capital; 3) Reduce the expense of producing consolidated accounts
IASB
Form 144...
FIFO is appropriate
FASB - Harmonization
20. 1) Aggregation where appropriate; 2) No offsetting assets against liabilities or income against exp.; 3) Classifed B/S; 4) Minimum Info on face; 5) Minimum disclosure; 6) Comparative info.
FASB - Harmonization
IFRS: Presentation Requirements
FIFO is appropriate
Statement of Cash Flow - relevance...
21. More than a third of Maxwell's total sales go to its own consolidated subsidiaries High levels of related-party transactions are worrisome - particularly when those parties are not audited. But transactions within the company between subsidiaries con
Warning
: Invalid argument supplied for foreach() in
/var/www/html/basicversity.com/show_quiz.php
on line
183
22. Profit recognized is the proportion of cash collected x total expected profit Revenue = (COG provided to date/total COG to be provided) x total expected revenue
Diluted EPS
Intangible Assets
Installment Method...
Impact on the B/S of a Zero Coupon Bond...
23. Securities that would DECREASE EPS if exercised - If X< Avg. stock price then could be exercised - If X> Avg. stock price then will not be exercised
Barter (IASB & FASB)
Expensed Intangibles...
Depreciation Methods...
Dilutive Securities
24. Reported BELOW the line.Prohibited under IAS1 1) Losses from expropriation of assets. 2) Uninsured losses from natural disasters - Analyst must determine if it is really THAT extraordinary and if should be included in forecasting
IASB
Extraordinary Items: Unusual AND Infrequent items...
Financial Adj to Facilitate Comparison...
Taxation: Tax Payable
25. Return on Total Equity = NI/ Avg. Total Equity - Return on C/E = NI - Pref. Div/ Avg. Common Equity
Return on Equity (ROE)...
B/S - Stockholders' Equity
Common Size Statement
Financial Ratios based on B/S: Solvency ratio
26. 1) Timing Differences: Accrual vs. modified cash accounting - Differences in reporting methods estimates
Cash Flow From Operations (CFO) - FASB
Ratios that directly affect choice of Inventory Account...
Sources of Differences: Temporary
Footnote disclosure of Reconciliation of opening and closing carrying values...
27. Tax liability based on taxable income as per TAX Report/RETURN
Traditional DuPont Equation...
Sarbanes-Oxley Management Report...
Valuation Allowance...
Taxation: Tax Payable
28. Required by IFRS - Permited by US GAAP
IFRS: Presentation Requirements
Barter (IASB & FASB)
Component depreciation;
Cost included in Inventory on b/s...
29. 365/(AP T/O) = 365/(purchases/ Avg. AP)
Cash Conversion Cycle =
Return on Equity (ROE)...
Types of accounting changes...
# of days payable =
30. 1) is a contra asset account used to reduce the value of a DTA - 2) it is used to reduce the asset when future taxable income is deemed to be insefficient to fully use the DTA.
Impact on the Cash Flow of a Discount Bond...
Antidilutive Securities
FIFO ending inventory =
Valuation allowance
31. CV of Op. Inc = std dev. EBIT/ Mean EBIT - CV of Revenue: std. dev Rev/ mean Rev. - Operating Leverage = %chg in EBIT/ %chg in Sales
Inventory Systems...
Operating Risk Ratios...
Debt covenants
Complex Capital Structure
32. Depreciation exp = (cost - residual value) x (# units produced / total expected to produce)
Financial Ration based on B/S: Liquidity Ratios
Balance Sheet - formats
Units of Production Method
Depreciation Methods...
33. 1) Lack physical form (patent - copyrights etc; 2) Good will is an ex. of an unidentifiable intangible asset - not amortized but subject to annual impairment reviews; 3) Identifiable intangibles are amortized.(eliminate goodwill from ratio analysis)
Analyst Treaments of DTL
Intangible Assets
Operating Lease
Amortization of Bond Discount = (in/out flow) in the indirect method CFO
34. Ineffective corp. ethical values; non-financial managers invovled in selection of accounting principles/estimates; History of violation; Focus on stock price and earning trends; Commitment to unrealistic/aggressive forecasts; Failure to correct known
IFRS/US GAAP Frameworks: Measurement of Elements...
Fraud Triangle - 3) Attitude/rationalization
Taxable Income
# of days payable =
35. 365/(AR T/O) = 365/(Rev/Avg. AR)
Motivation to Overstate Assets/Understate Liabilities
days of sales o/s =
Operating Risk Ratios...
An Increase in the Valuation Allowance Account...
36. Timing differences (depreciations) - Permanent differences
Cash Flow From Operations (CFO) - FASB
IFRS: Required F/S
Cash Flow: Logic (A = L + E)
Sources of Differences betweent F/S & T/
37. US 1) Financial Accounting Standards Board; 2) Standards form GAAP; 3) Aims - useful - relevant - reliable - consistent and comparable; 4) SEC deems FASB standard authoritative
FASB
Operating vs. Non-operating Income
Sources of Differences: Temporary
Impact on the Cash Flow of a Premium Bond...
38. Reported ABOVE the line 1) G/(L) from disposal of a business segment 2) G/(L) from sale of investment in subsidiary 3) Provisions for environmental remediation - impairments - write-offs - write-downs - restructuring.4) Integration expense for recent
IFRS/US GAAP Frameworks: F/S elements...
Cash Flow From Financing (USA) (Source of Cash)
Unusual OR Infrequent items...
CFO - Indirect method steps...
39. Income subject to tax as per Tax Return
Taxation Disclosure Requirements
Which set of accounting standards requires firms to disclose estimated amortization expense for the next five years on intangible assets?
DTA/DTL: Effect on Net Income when Tax Rate decreases...
Taxable Income
40. Under GAAP 1) Purchased patentes - copyrights - franchises - licenses - brands - and trademarks 2) Direct response advertising 3) Goodwill arising from transactions - (Proceeds - FMV net assets required = goodwill) 4) Software development costs once
Capitalized Intangibles...
Complex Capital Structure
4 General Categories for Creditworthiness/Capacity...
# of days payable =
41. G = (earnings Retention rate) x (ROE) - earnings retention rate = [1-(payout ratio)] - payout ratio = Common dividends/ NI - Pref. Div.
Market Value (GAAP)...
Sustainable Growth
Financial Assets: US GAAP/Amortized at Cost
FIFO after-tax profit =
42. 1) Land @ cost; 2) Plant & building @ historic cost less accu'm depr; 3) Equipment @ historic cost less accu'm depr 4) Intangible assets @ historic cost less accu'm amort
B/S - short-term investments
Impact on the Cash Flow of a Premium Bond...
Impact on the Cash Flow of a Par Bond...
B/S - Long-lived assets PP&E
43. 1) held-to-maturity: @ amortized cost (i.e Bonds) 2) trading: @ fair value through P&L @ fair mkt value - unrealized g/(l) are recognized on the I/S. 3) available-for-sale: @ fair mkt value - unrealized g/(l) are NOT recognized on the I/S - instead r
B/S - short-term investments
Income Tax Paid...
Sales Basis Revenue Recognitions
Taxable Income
44. Shows the financial position of a firm AT A SINGLE POINT in time A = L + E.
The best indicator of overstating its profits is...
Which of the following characteristics should be of least concerned about management's opportunities to commit fraud?
To investigate the stability of that structure - Kilgore would be best served by looking at...
Balance Sheet
45. Both: Recognize going concern & accrual assumptions - IASB: Going concern & accruals given more prominence in framework - FASB: Going concern assumption not well developed in framework.
IFRS/US GAAP Frameworks: underlying assumptions...
Traditional DuPont Equation...
CFO - Direct/Indirect method
Sources of Differences: Permanent
46. Assets - liabilities - and equity are presented in a single column.
The report format of B/S
Tax base of an asset
The best indicator of overstating its profits is...
Diluted EPS
47. Profit is recognized only when it exceeds estimated total cost.
Free Cash Flow -CFO
Low Quality Earnings is result of...
Return on total capital (ROTC)...
Cost recovery method...
48. Both: Broadly consistent - lack fully developed concepts - FASB: Assets revaluations prohibited (except some financial instruments)
CFO Analysis...
IFRS: Presentation Requirements
IFRS/US GAAP Frameworks: Measurement of Elements...
IFRS/US GAAP Frameworks: underlying assumptions...
49. 1) Outcome reliable: rev recognized by stage of completion 2) Outcome unreliable: revenue recognized but no profit (
Form DEF-14A...
Capitalized Intangibles...
CFO - Indirect method steps...
IFRS Revenue Recognition For Service
50. Tax Rate down: DTL down -> Inc. Tax Exp down -> NI up - DTA down -> Inc. Tax Exp up -> NI down
Inventory Cost Flow Methods...
Asset Revaluation: IFRS
IFRS/US GAAP Frameworks: purpose of framework
DTA/DTL: Effect on Net Income when Tax Rate decreases...