Financial Management Capstone for MBA Graduate

WORK 601
Open Closing on March 25, 2025
University Canada West
Vancouver, British Columbia, Canada
Eva Peng
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Practicum Coordinator
6
Timeline
  • April 14, 2025
    Experience start
  • June 30, 2025
    Experience end
Experience
10 projects wanted
Dates set by experience
Preferred companies
Canada
Any company type
Any industries

Experience scope

Categories
Accounting Financial modeling Financial services Investment Risk, audit and compliance
Skills
financial modeling and forecasting investment strategy development risk management financial planning critical thinking and problem-solving analytical thinking
Learner goals and capabilities

The MBA Graduate Practicum Program (GPP) at University Canada West offers a unique Work-integrated Learning experience. In this program, employers have the opportunity to hire MBA students for roles that can be paid, unpaid, or stipend based. These positions require a commitment of 12-24 hours per week, aligning with the students' 12-week Capstone Experience Course (WORK-601). For the Spring 2025 Term, which runs from April 7th to June 29th, 2025, the program is set to place 8-10 students.


Students are equipped with a comprehensive understanding of financial principles, capable of analyzing and managing investment portfolios, and adept in personal financial planning, including retirement strategies and understanding of taxation and risk. They gain expertise in the management of navigating regulatory frameworks and risk management practices, alongside a profound grasp of green and sustainable finance, focusing on Environmental, Social, and Governance (ESG) investment decisions. 


Participating in the MBA GPP presents employers with the opportunity to tap into a talent pool of seasoned MBA students. Employers can benefit from the fresh perspectives and up-to-date academic knowledge these students bring to tackle complex business challenges. 


Learners

Learners
Graduate
Beginner, Intermediate, Advanced levels
10 learners
Project
200 hours per learner
Learners self-assign
Individual projects
Expected outcomes and deliverables

Deliverables will vary depending on the scope of the project and might include: 


  • Comprehensive Reports: Including executive summaries, detailed analyses, conclusions, and actionable recommendations, formatted according to industry standards.
  • Financial Models and Projections: Advanced financial models presented in Excel or similar, complete with thorough documentation of methodologies and assumptions.
  • Presentation Decks: Engaging summaries of findings and strategies, prepared in PowerPoint or similar, ready for professional audience delivery.
  • Case Studies: Analyzing real-world financial challenges and solutions, presented as detailed narratives or reports.
  • Regulatory Strategy Documents: Outlining compliance strategies and regulatory impact, presented in clear, structured documents.


Project timeline
  • April 14, 2025
    Experience start
  • June 30, 2025
    Experience end

Project Examples

Requirements

Our MBA students are equipped with several accounting and finance competencies which include but are not limited to:


  • Managerial accounting & financial reporting: preparing and analyzing accounting records, financial reports, and statements.
  • Financial management & minimizing risks: analyzing financial data for cost projections.
  • Investment analysis & management: evaluating investment securities and portfolios.
  • Personal financial planning: strategies for financial planning goals.
  • Global financial institutions management: financials risks and regulatory frameworks.
  • Green (sustainable) finance: evaluating sustainable financial ventures and products.

Additional company criteria

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

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