Accounting and Finance
General
- Undergraduate; 4th year
- 35 learners; teams of 4
- 40 hours per learner
- Dates set by experience
- Educators assign learners to projects
Preferred companies
- 3/9 project matches
- Anywhere
- Academic experience
- Any company type
- Any industries
Categories
Skills
Project timeline
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September 5, 2023Experience start
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October 17, 2023Check in #1
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November 7, 2023Check in #2
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November 28, 2023Final Deliverable and Feedback
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December 1, 2023Experience end
Timeline
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September 5, 2023Experience start
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October 17, 2023Check in #1
Students will provide an update to professors and progress feedback will be requested from clients
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November 7, 2023Check in #2
Students will provide an update to professors and progress feedback will be requested from clients
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November 28, 2023Final Deliverable and Feedback
Students will provide final deliverables and client feedback will be requested
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December 1, 2023Experience end
Overview
- Details
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Accounting major is designed for students interested in becoming a Chartered Professional Accountant (CPA), and for students who want to develop a strong foundation in accounting.
Finance Program offers the students foundations in finance that allow them to pursue various career paths in the financial services industry or a higher degree in finance.
Our students participate in various external case competitions, gaining hands-on experience, and meeting industry practitioners. Our finance faculty is involved in a variety of research
Beginning in September 2022 teams of 3-5 students will work with your organization to support you with achieving your key business objectives by developing a recommended plan of action.
* Please note that the course dates are subject to change depending on University scheduling*
- Learner skills
- Business objectives, Project planning, Finance, Financial services, Scheduling, Accounting
- Deliverables
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- Project plan and weekly status reports
- Final project report with recommendations and an executive summary
- Presentation of recommendations from top one or two teams (via a virtual webinar format)
Project Examples
We are open to additional project ideas from your company, however here are some suggestions:
Statistical Analysis
The appropriate model will be developed to predict how much a customer will spend at your business. This development will include the following:
- Performing the appropriate statistical regression modelling techniques—in this case, a multiple regression statistical model.
- Determining which data attributes provided are predictive.
- Interpreting the model output.
- Providing the formula from the statistical model that can be used to predict what a customer will spend.
- Students will design, interpret, and provide the statistical regression model for your business to predict customer spend.
Financial Business Plan
- Sales forecasting
- Expense budget
- Income projections (conservative and aggressive)
- Assets and liabilities
- Break-even analysis
- Future recommendations
Financial Risk Analysis
- Application of mathematical/statistical analysis and computing methods to analyze data.
- Estimation of the volatility, correlation for returns, forward contracts, and industry-specific futures.
- Presenting findings on market risk exposure and provide recommendations.
- By using private (provided by your organization) and publicly available data on industry-specific derivatives, students will also perform a sensitivity analysis to identify the reliability of risk estimates.
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Will you commit to meet with the students approx. 6 times over the semester for 30mins-1 hour?
Will you provide feedback at each of the three intervals request (approx every 3 weeks)by survey
Will you fill out the Ontario Tech application form and contract?