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Diagnostico financiero a la Cooperativa de Ahorro y Crédito San Antonio Ltda. del Cantón Montalvo en el periodo 2021- 2022.
| dc.contributor.advisor | Sandoya Mayorga, Liliana Andreina | |
| dc.contributor.author | Punina Cambo, Sandra Elizabeth | |
| dc.date.accessioned | 2024-03-22T02:49:10Z | |
| dc.date.available | 2024-03-22T02:49:10Z | |
| dc.date.issued | 2024 | |
| dc.identifier.uri | http://dspace.utb.edu.ec/handle/49000/15772 | |
| dc.description | The present case study consists of analyzing the financial situation of the San Antonio Savings and Credit Cooperative Ltda, of the Montalvo canton during the period 2021-2022, for which the calculation of the financial ratios will be carried out, as well as the preparation of the horizontal analysis that allows us to compare the financial information of the cooperative over time to demonstrate the trends or changes that it has had in the aforementioned periods. In this case study, the need to know the financial situation and evolution of the cooperative is justified, for which it is also necessary to compare the ranking in the years 2021-2022, and verify how these have been increasing according to their income. of assets, since they are currently in segmentation 2. For the development, the analytical, inductive method and the transversal type of documentary research were used since it consists of the analysis of financial information from one year to the next. The conclusion shows the importance of applying financial ratios to evaluate the financial health of the entity, which allows administrative staff as well as partners and investors to make decisions. | es_ES |
| dc.description | The present case study consists of analyzing the financial situation of the San Antonio Savings and Credit Cooperative Ltda, of the Montalvo canton during the period 2021-2022, for which the calculation of the financial ratios will be carried out, as well as the preparation of the horizontal analysis that allows us to compare the financial information of the cooperative over time to demonstrate the trends or changes that it has had in the aforementioned periods. In this case study, the need to know the financial situation and evolution of the cooperative is justified, for which it is also necessary to compare the ranking in the years 2021-2022, and verify how these have been increasing according to their income. of assets, since they are currently in segmentation 2. For the development, the analytical, inductive method and the transversal type of documentary research were used since it consists of the analysis of financial information from one year to the next. The conclusion shows the importance of applying financial ratios to evaluate the financial health of the entity, which allows administrative staff as well as partners and investors to make decisions. | es_ES |
| dc.description.abstract | El presente caso de estudio consiste en analizar la situación financiera de la cooperativa de ahorro y crédito san Antonio Ltda., del cantón Montalvo durante el periodo 2021- 2022, para lo cual se realizará el cálculo de los ratios financieros, así como también la elaboración del análisis horizontal que nos permita comparar la información financiera de la cooperativa a través del tiempo para demostrar las tendencias o cambios que esta ha tenido en los periodos mencionados. En este caso de estudio se justifica la necesidad de conocer la situación y evolución financiera que ha tenido la cooperativa, para lo cual también es necesario comparar el ranking en los años 2021- 2022, y constatar como estos han ido subiendo de acuerdo a sus ingresos de activos, ya que actualmente se encuentran en la segmentación 2. Para el desarrollo se empleó el método analítico, inductivo y el tipo de investigación documental, transversal ya que consiste en el análisis de información financiera de un año a otro. En la conclusión se evidencia la importancia de la aplicación de los ratios financieros para evaluar la salud financiera de la entidad, misma que permite tomar decisiones al personal administrativo así como también a los socios e inversionistas. | es_ES |
| dc.format.extent | 52 p. | es_ES |
| dc.language.iso | es | es_ES |
| dc.publisher | Babahoyo: UTB-FAFI. 2024 | es_ES |
| dc.rights | Atribución-NoComercial-SinDerivadas 3.0 Ecuador | * |
| dc.rights.uri | http://creativecommons.org/licenses/by-nc-nd/3.0/ec/ | * |
| dc.subject | Estados financieros | es_ES |
| dc.subject | Ratios financieros | es_ES |
| dc.subject | Rentabilidad | es_ES |
| dc.subject | Liquidez | es_ES |
| dc.subject | Solvencia | es_ES |
| dc.subject | Análisis | es_ES |
| dc.title | Diagnostico financiero a la Cooperativa de Ahorro y Crédito San Antonio Ltda. del Cantón Montalvo en el periodo 2021- 2022. | es_ES |
| dc.type | bachelorThesis | es_ES |
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