Ontario Tech University
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Accounting and Finance

XBIT 4500U
Closed
Ontario Tech University
Ontario Tech University
Oshawa, Ontario, Canada
CM
Christine Miller
Capstone and Internship Coordinator
(13)
5
Timeline
  • September 6, 2022
    Experience start
  • September 27, 2022
    Project Scope Meeting
  • October 18, 2022
    Mid-Point Check-Ins with Each Team
  • November 29, 2022
    Final Check in
  • December 6, 2022
    Experience end
Experience
2/2 project matches
Dates set by experience
Preferred companies
Anywhere
Any
Any industries
Categories
Accounting Communications Market research Sales strategy
Skills
project planning business consulting business strategy marketing strategy
Student goals and capabilities

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*

Students
Undergraduate
Any level
5 Students
Project
50 hours per Student
Students self-assign
Teams of 4
Expected outcomes and deliverables
  • 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 timeline
  • September 6, 2022
    Experience start
  • September 27, 2022
    Project Scope Meeting
  • October 18, 2022
    Mid-Point Check-Ins with Each Team
  • November 29, 2022
    Final Check in
  • December 6, 2022
    Experience end
Project Examples

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.
Companies must answer the following questions to submit a match request to this experience:

Complete Capstone Project Proposal documentation one week after initial Riipen project meeting with the university.

Commit to a minimum of 5 interactions with the five student teams remotely, approximately 4–6 hours minimum over the duration of the project. These contacts are likely to be question/answer sessions or requests for additional information or clarification.

Provide team feedback twice over the semester and complete a post course survey.

Be available to schedule and attend a final webinar presentation of project results during Week 8 of term. You can select the top one or two team solutions for presentations to minimize the load of multiple presentations.

Be available for a quick phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.

Provide a dedicated contact to answer periodic emails or take phone calls as needed to address student questions in a timely manner. Students will be coached to make judicious use of your time.

Be available to attend a single kick-off/project scope meeting with all teams during second week of term. The kick-off will be a Q & A opportunity for all teams to solidify understanding of scope and requirements.