Citas bibligráficas
Bohorquez, G., Rojas, N. (2018). Planificación financiera y su incidencia en la rentabilidad de Zhamiglobal E. I. R. L., Puente Piedra, 2016 [Tesis, Universidad Privada del Norte]. https://hdl.handle.net/11537/13075
Bohorquez, G., Rojas, N. Planificación financiera y su incidencia en la rentabilidad de Zhamiglobal E. I. R. L., Puente Piedra, 2016 [Tesis]. PE: Universidad Privada del Norte; 2018. https://hdl.handle.net/11537/13075
@misc{renati/1684671,
title = "Planificación financiera y su incidencia en la rentabilidad de Zhamiglobal E. I. R. L., Puente Piedra, 2016",
author = "Rojas Valdivia, Nancy",
publisher = "Universidad Privada del Norte",
year = "2018"
}
The present research work has as general objective to determine the incidence of Financial Planning in the situation of the financial profitability of ZHAMIGLOBAL EIRL, it is of Explanatory - Causal type, the research design is Non-Experimental, the population and the sample are composed by ZHAMIGLOBAL EIRL, of the period 2016, the information was collected using the documentary analysis of the 2016 period and application of interview to the General Manager. The interview was presented under a matrix for the analysis, in the documentary analysis the Financial Statements were analyzed demonstrating with statistical tables and graphs the results of the ratios applied. At the beginning of the present investigation, the situation of the problematic reality was written up for its comprehension, the formulation of the problem and the objectives were elaborated, in the second chapter a set of antecedents (international and national) was presented, with this an argument was made set of theories that support the present investigation, likewise in the third chapter the objectives of the research were developed, which was the route that leads the investigation; with this objective the results of the investigation were presented, of ZHAMIGLOBAL EIRL, where the Financial Plan fulfills a very important role with which it seeks to create new policies or strategies where the company has not argued in past periods, in these results a set of ratios and the proposal of Dupont for the analysis of ROI and ROE, proposing the improvements in the items of purchases, inventories, sales and control of the delinquent portfolio, human resources, financing and sales; After these analyzes a comparative discussion with another company is presented, it provides its conclusions and provides a set of recommendations. It should be noted that the research proposed a set of statistical tables for the understanding of the reality that is presented in that company. At the end, the investigation concludes that the Financial Planning improved the economic and financial situation of the company, the policies helped to have a clear vision about the scope of the objectives. This proved that the financial plan improved the results of the economic and financial situation in the company ZHAMIGLOBAL E.I.R.L.
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