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Data Annual Form 10-k
Overview Accountants must be familiar with the amount of data required in the Annual Form 10-K filing and the Annual Proxy filing for publicly traded companies because they will use the data from these filings to research a company’s competitors. Accountants can even use the data from these filings in their personal life to research investment opportunities. Scenario In this milestone, you will prepare a valuation for a 1% minority shareholder on the assumption that your company is a “going concern” company, meaning that the company will be able to pay its financial obligations as needed for the foreseeable future. Directions In this milestone, you will provide a brief history and overview of the company you selected. Use your company’s most recent Form 10-K filing and SEC Annual Proxy filing from The Securities and Exchange Commission’s (SEC) website to gather the information described in the rubric criteria. You will also provide a brief summary of your findings for your valuation team members and include a visualization in the summary. Note: Refer to this module’s Discussion for the list of companies to choose from. Specifically, you must address the following rubric criteria: Links Provide the most recent SEC Form 10-K filing link for the company. Provide the most recent SEC Proxy filing link for the company. History and Overview Provide a brief company history overview based on external research of the company. Consider the following questions to guide your response: How long has the company been in business? Who was the original founder of the company? What significant changes to company leadership have occurred? How has the company changed since its beginning? Consider expansion of locations or products/services, etc. Identify all of the company’s major locations for their facilities and/or other properties. Identify all of the customers recognized by the company. List all of the names of the executive management team of the company. Identify all of the competition recognized by the company. Identify all of the major shareholders of the company. Describe business risks recognized by the company. Explain how the company is committed to environmental, social and governance (ESG) efforts and sustainability. Describe the company’s leadership in energy and environmental design (LEED) status. Consider the following questions to guide your response: Is the company currently LEED certified? If the company is not currently LEED certificated, is it working toward becoming LEED certified? Summary Summarize your findings for the valuation team. Include the following details in your response: Explain what you learned as you researched the company. Identify the key points the valuation team needs to be aware of. Create at least one effective visualization that supports key points. Include the following detail in your response: Provide appropriate labels for the visualization(s). If you need writing support, access the Academic Support module of your course. What to Submit Submit the Business Valuation Template with the Milestone One: Introduction section completed. The Introduction section should be an additional 4- to 6-page Microsoft Word document with double spacing, 12-point Times New Roman font, and one-inch margins in addition to the current page count. Sources should be cited according to APA style. Note: You will be using this same file throughout all the milestones and your project. Supporting Materials The following resources support your work on this assignment: Website: U.S. Securities and Exchange Commission This website allows users to search for a publicly traded company and find their published financial statements. Use this website to find your company’s 10-K filing.
Needed: Senior UX & Graphic Designer - Shopify Expert
SENIOR UX & GRAPHIC DESIGNER - LUXURY E-COMMERCE (Shopify Expert) *Note: We use AI and expect you do the same. However, we have an AI usage policy that will be discussed with shortlisted candidates.* We are seeking a senior-level UX & Graphic Designer to complete the design of a luxury high-fashion e-commerce platform built on Shopify. *Not a from-scratch build; budget reflects defined scope.* This is an early-stage, founder-led startup with a small, senior-only team. No juniors. No mid-level talent. The work here establishes the long-term foundation of the brand. Continued engagement is possible only if value is clearly demonstrated. You will collaborate directly with the Founder, alongside a Senior Developer and Marketing Executive, in a high-trust, high-accountability environment. CORE MANDATE - Design and deliver a high-fashion digital experience that reflects authority, restraint, and clarity—across UX, visual identity, and cross-channel brand expression. This is a build-with-intent environment; design decisions must withstand scrutiny over time. *This is not a speed-over-quality role. The scope is highly specific and exacting. REQUIREMENTS (Non-Negotiable) - Technical (Expert Level) - Shopify EXPERT — not “strong experience” - Deep experience with custom themes, UX constraints, and design-to-development handoff - Advanced desktop and mobile-first UX design - Production-ready outputs (Figma or equivalent) CREATIVE (Luxury Standard) - Proven experience in luxury / high-fashion digital design - Exceptional taste, typography, hierarchy, and restraint - Portfolio that reflects editorial-level execution (generic or trend-driven work will not be considered) BRANDING & STRATEGY - Strong understanding of branding systems and brand strategy - Ability to design within and extend brand guidelines intelligently - Web and social design must operate as a single, cohesive brand expression CRITICAL THINKING & OWNERSHIP - Able to think on your feet and articulate why decisions are made - Expected to challenge ideas constructively when brand integrity, UX logic, or long-term viability is at risk—or when a more elegant solution exists - Silence is not collaboration - Strong project discipline: risk-spotting, clear communication, and follow-through WORK ENVIRONMENT - Small, senior-only team - High trust, high accountability—no tolerance for the opposite - Founder-led with a clear long-term vision - Focused, energized, and intentional execution DO NOT APPLY IF: - You require step-by-step direction - You describe yourself primarily as an executor or implementer - You lack direct luxury / high-fashion experience - You cannot articulate the why behind your decisions - You are uncomfortable with high inspection standards and accountability - You are spread thin across multiple clients APPLICATION REQUIREMENT (Read Carefully) - In 150 words or fewer, identify one design decision commonly used in luxury e-commerce that you believe is overused or misapplied. - Explain why it fails and what you would consider instead. - Do not reference specific brands. No links. No visuals. *Submissions that ignore this instruction will not be reviewed.
