PROPOSAL FOR A FINANCIAL PLANNING FOR A MICRO-ENTERPRISE - Secchi, Morgana

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Résumé :
Financial planning is one of the most important aspects for the functioning and support of a company, as it provides roadmaps to direct, coordinate and control its actions towards its objectives. In view of this, the objective of this study is to propose a financial strategy for a micro company, located in the city of Passo Fundo. As methodological procedures, a descriptive research was used, with a quantitative approach. The data collection was based on company documents and the analysis was presented through tables and graphs. In this sense, as significant results, the financial planning showed a new vision for this company, taking into account the existing possibilities, allowing it to see the scenario in which it was inserted, showing the importance of having a financial planning within an organization. Finally, it was concluded that the company did not have any technique suitable for finances, both in the short and long term, much less had a control instrument, which only increased the financial risk. Therefore, a model of financial planning and controls was developed in order to improve its performance.

Biographie:
SECCHI, M. Tiene un M?ster en Administraci?n (2020) y un MBA en Gesti?n Estrat?gica e Innovaci?n Empresarial (2017) por la Universidad de Passo Fundo. ANA, C. M. P. Es doctor en Agronegocios (2009) por la Universidad Federal de Rio Grande do Sul. SOUZA, M. de. Doctorado en Ingenier?a Agr?cola (2000) por la Universidad Estatal de Campinas.

Sommaire:
Financial planning is one of the most important aspects for the functioning and support of a company, as it provides roadmaps to direct, coordinate and control its actions towards its objectives. In view of this, the objective of this study is to propose a financial strategy for a micro company, located in the city of Passo Fundo. As methodological procedures, a descriptive research was used, with a quantitative approach. The data collection was based on company documents and the analysis was presented through tables and graphs. In this sense, as significant results, the financial planning showed a new vision for this company, taking into account the existing possibilities, allowing it to see the scenario in which it was inserted, showing the importance of having a financial planning within an organization. Finally, it was concluded that the company did not have any technique suitable for finances, both in the short and long term, much less had a control instrument, which only increased the financial risk. Therefore, a model of financial planning and controls was developed in order to improve its performance....