Propuesta para el mejoramiento de los procesos de planeación financiera de la empresa Concrearmado Ltda.
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Date
2023-09
Authors
Pico Hernández, Yudy Lorena
Advisors
López Rodríguez, Campo Elías
Editors
Journal Title
Journal ISSN
Volume Title
Publisher
Corporación Universitaria Minuto de Dios
Type
Thesis
Rights
Atribución-NoComercial-SinDerivadas 2.5 Colombia
Abstract
Una parte del éxito de las empresas se mide en su capacidad de prever situaciones que puedan afectar su futuro, una de las herramientas que les permite estimar posibles necesidades y su capacidad de afrontar económicamente estas situaciones es la planeación financiera; la empresa colombiana Concrearmado Ltda. perteneciente al sector construcción, ha identificado una posible falencia en este aspecto; por lo anterior, la presente investigación tiene como objetivo desarrollar una propuesta para el mejoramiento de los procesos de planeación financiera de la empresa Concrearmado Ltda.; para tal fin, en el desarrollo de esta investigación, se utilizó el análisis descriptivo con un enfoque cualitativo, siendo un estudio de caso, adicionalmente se empleó análisis documental y aplicación de entrevista a los líderes de la organización; con el fin de conocer la forma de ejecutar las actividades en la actualidad. Dentro de los hallazgos más representativos, encontramos que la empresa Concrearmado Ltda. no tiene un proceso de planeación financiera definido o documentado, y actualmente, las decisiones financieras se toman basándose en las necesidades que se van presentando, lo que está impactando en sus resultados financieros. Se concluye que la compañía requiere implementar un proceso de planeación financiera, para lo cual se presenta una propuesta de actividades estratégicas que les ayude a organizarse y planificar todo el contexto financiero de la compañía, que le permitan anticiparse a situaciones tanto positivas como negativas y tomar decisiones de forma preventiva
Part of the success of companies is measured in their ability to anticipate situations that may affect their future, one of the tools that allows them to estimate possible needs and their ability to economically face these situations is financial planning; the Colombian company Concreamado Ltda. belonging to the construction sector, has identified a possible shortcoming in this regard; Therefore, the present investigation aims to develop a proposal for the improvement of the financial planning processes of the company Concreamado Ltda.; For this purpose, in the development of this research, descriptive analysis was used with a qualitative approach, being a case study, additionally, documentary analysis and interview application to the leaders of the organization were used; in order to know how to execute the activities at present. Among the most representative findings, we find that the company Concreamado Ltda. does not have a defined or documented financial planning process, and currently, financial decisions are made based on the needs that arise, which is impacting its financial results. It is concluded that the company needs to implement a financial planning process, for which a proposal for strategic activities is presented to help them organize and plan the entire financial context of the company, which allow it to anticipate both positive and negative situations and take decisions preemptively.
Part of the success of companies is measured in their ability to anticipate situations that may affect their future, one of the tools that allows them to estimate possible needs and their ability to economically face these situations is financial planning; the Colombian company Concreamado Ltda. belonging to the construction sector, has identified a possible shortcoming in this regard; Therefore, the present investigation aims to develop a proposal for the improvement of the financial planning processes of the company Concreamado Ltda.; For this purpose, in the development of this research, descriptive analysis was used with a qualitative approach, being a case study, additionally, documentary analysis and interview application to the leaders of the organization were used; in order to know how to execute the activities at present. Among the most representative findings, we find that the company Concreamado Ltda. does not have a defined or documented financial planning process, and currently, financial decisions are made based on the needs that arise, which is impacting its financial results. It is concluded that the company needs to implement a financial planning process, for which a proposal for strategic activities is presented to help them organize and plan the entire financial context of the company, which allow it to anticipate both positive and negative situations and take decisions preemptively.
Description
Desarrollar una propuesta para el mejoramiento de los procesos de planeación financiera
de la empresa Concrearmado Ltda
Keywords
Gerencia financiera, Mejoramiento de procesos, Planeación financiera, Financial management, Financial planning, Process improvement