Republic of the Philippines

SURIGAO DEL NORTE STATE UNIVERSITY

Narciso Street, Surigao City 8400, Philippines
“For Nation’s
Greater Heights”

GRADUATE SCHOOL
First Semester, AY 2024--2025

COURSE OUTLINE

Course Code : TM 507 Term : 1st Semester, AY 2024-2025

Course Title : Financial Analysis & Management Prerequisite: None
Course Credit: 3 units Professor: Dr. Romy Jun A. Sunico

Course Description:

ETM 510 is a 3-unit course for Doctor in Technology in Education major in

Technology Management. This course equips doctorands with the essential knowledge and
skills to analyze financial data, make informed decisions, and effectively manage financial
resources within educational and technological contexts. Doctorands will explore into
advanced financial concepts and theories, applying them to real-world scenarios in the field
of education and technology.

Course Learning Outcomes: At the end of the course, students should be able to:
1. Establish a strong understanding of fundamental financial analysis concepts;
2. Analyze and interpret financial statement to evaluate organizational
performance;
3. Apply financial management techniques in educational and technological
contexts;
4. Evaluate financial data to make strategic decisions;
5. Communicate financial information clearly and effectively to various
stakeholders;
6. Utilize financial tools and technologies to enhance decision-making
processes;
7. Design risk management strategies and financial contingency plan; and
8. Build financial model and forecast future financial performance.

Course Requirements:
1. Individual Report/Presentation
2. Case Study analyses
3. Critique papers/Peer Evaluation
4. Research Proposal (IMRAD format)
5. Midterm & Final Examination

Tel. Nos.: (086) 827-3741 Email: info@snsu.edu.ph

(086) 827-3742 URL: snsu.edu.ph
 Republic of the Philippines
SURIGAO DEL NORTE STATE UNIVERSITY
Narciso Street, Surigao City 8400, Philippines
“For Nation’s
Greater Heights”

Course Content:
DURATION
TOPIC NO. TOPIC TITLES
(hours)
1 Module 1: Financial Analysis Foundation 6

2 Module 2: Financial Statement Interpretation 6

3 Module 3: Financial Management Applications 7

4 Module 4: Strategic Financial Decision-Making 7

MIDTERM EXAMINATION (1 hr.) 1

5 Module 5: Effective Financial Communication 6

6 Module 6: Financial Tools and Technology Integration 6

7 Module 7: Risk Management and Contingency Planning 7

8 Module 8: Financial Modeling and Forecasting Techniques 7

FINAL EXAMINATION 1
TOTAL NUMBER OF HOURS 54

References:

Kaur, Gurdip (et al.) (2023). Understanding Cybersecurity Management in

Decentralized Finance: Challenges, Strategies, and Trends. Springer (ebook)

Bandy, Gary; Hasan, Iftekhar; Siddique, Akhtar (2023). Financial Management and
Accounting in the Public Sector. Routledge. (ebook)

Lynch, David (2023). Validation of Risk Management Models for Financial

Institutions: Theory and Practice. Cambridge University Press. (ebook)

Fox, Roland; Madura, Jeff (2023). International Financial Management. Cengage

Learning. (ebook)

Saunders (2023). Financial Institutions Management?: A Risk Management

Approach. [sl. sn.] . (ebook)

Higgins, Robert (2022). Analysis for Financial Management. Mcgraw-Hill Education.

[sl. sn.] . (ebook)

Koski, Jennifer L.; Higgins, Robert C.; Mitton, Todd (2022). Analysis for financial
management. [sl. sn.] . (ebook)

Tel. Nos.: (086) 827-3741 Email: info@snsu.edu.ph

(086) 827-3742 URL: snsu.edu.ph
 Republic of the Philippines
SURIGAO DEL NORTE STATE UNIVERSITY
Narciso Street, Surigao City 8400, Philippines
“For Nation’s
Greater Heights”

Castro-Santos, Laura; Puime-Guillén, Félix (2021). Financial Management and Risk

Analysis Strategies for Business Sustainability. IGI Global. (ebook)
Castro-Santos, L., Puime-Guillén, F.(2021). Financial Management and Risk
Analysis Strategies for Business Sustainability. IGI Global. (ebook)

Holtkemper, Oliver (2020). Digitization of the Management Accounting Function:

A Case Study Analysis on Manufacturing Companies. Springer Fachmedien
Wiesbaden;Springer Gabler. (ebook)

Grima, S.; Boztepe, E.; Baldacchino, P. (2020). Contemporary Issues in Audit

Management and Forensic Accounting. Emerald Publishing Limited. (ebook)

Gottardo, P.; Moisello, Anna Maria (2019). Capital Structure, Earnings Management,
and Risk of Financial Distress: A Comparative Analysis of Family and
Non-family Firms. Springer International Publishing

Alexander, Jack. (2018). Financial Planning & Analysis and Performance

Management . John Wiley & Sons, Inc. (ebook)

Course Evaluation:

CS/Quizzes 30%
Project/Assignment/Activities 20%
Major Exam (midterm/final) 40%
Total 100%
Grade Point Description
1.0 Excellent
1.5 – 1.1 Very Good
2.0 – 1.6 Highly Satisfactory
5.0 Failed due to poor performance, absences, withdrawal without
notice
DRP Dropped with approved dropping slip
INC Incomplete requirements but w/ passing class standing. INC is for
non-graduating students only

Source: SSCT Student Handbook

Course Policies:
1. Attendance shall be checked in every class session This is to monitor the absences
incurred by the students in terms of the allowable number of absences for a course
as stipulated in the Student Handbook.
2. Cheating in major examinations which includes attempts to defraud, deceive, or
mislead the instructor in arriving at an honest assessment shall entail zero score.
3. Plagiarism which is a form of cheating that involves presenting the ideas or work of
another as one’s own work shall entail zero score.
4. Projects shall be submitted on or before the deadline. Non-submission of a project on
the deadline shall entail zero score.

Tel. Nos.: (086) 827-3741 Email: info@snsu.edu.ph

(086) 827-3742 URL: snsu.edu.ph
 Republic of the Philippines
SURIGAO DEL NORTE STATE UNIVERSITY
Narciso Street, Surigao City 8400, Philippines
“For Nation’s
Greater Heights”

5. An INC grade shall be given to students who comply only 75% of the course
requirements or fail to take the major exams.

Prepared by:
Checked by:

ROMY JUN A. SUNICO, DTE

Professor Professor IV
ROLAN A. SULIMA, PhD TEM
Program Chair, PhEdD TM

Approved by:

MERLYN L. ESTOQUE, PhD

Dean, Graduate School

Tel. Nos.: (086) 827-3741 Email: info@snsu.edu.ph

(086) 827-3742 URL: snsu.edu.ph