Planeamiento financiero como herramienta para la mejora de la gestión financiera – económica de la clínica Santa Ana S.A.C, año 2018
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Date
2020
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Universidad Nacional de Trujillo
Abstract
El presente trabajo de investigación tiene por objetivo demostrar que el Planeamiento Financiero es una herramienta que mejora la gestión financiera – económica de la Clínica Santa Ana S.A.C, año 2018, porque permite llevar una adecuada administración de los recursos económicos y financieros; además de analizar las mejoras que trae la toma de decisiones en cuanto al crecimiento sostenible y posicionamiento en el mercado. En la investigación se utilizó el método analítico – sintético y el descriptivo - aplicativo, de diseño no experimental donde la muestra es la Clínica Santa Ana S.A.C quien estuvo sujeto a investigación mediante el empleo de técnicas e instrumentos con la finalidad de recopilar información fehaciente de la realidad de la empresa. Los resultados obtenidos se encuentran detallados en tablas y figuras determinando que la empresa no ha realizado planificación financiera, por lo tanto la investigación está orientada a mejorar la gestión de la empresa mediante la implementación de un plan fundamentado en sus necesidades y expectativas con el fin de cumplir los objetivos. De la investigación se concluye que implementar el planeamiento financiero en el año 2018 permitió mejorar la situación económica – financiera al cumplir con los objetivos reflejados en la obtención de utilidad a causa de poner en marcha estrategias de cartera, segmentación y posicionamiento; y realizar desembolsos racionales los cuales se evidencian en la obtención de indicadores financieros positivos relacionados a la liquidez y rentabilidad.
ABSTRACT The purpose of this research work is to demonstrate that financial planning is a tool that improves the financial - economic management of the Clinica Santa Ana SAC, year 2018, because it allows to take an adequate administration of the economic and financial resources, in addition to analyzing the improvements that decision making brings in terms of sustainable growth and market positioning. The research used the analytical - synthetic and descriptive - application method, of non experimental design where the sample is the Clinica Santa Ana SAC who was subject to research through the use of techniques and instruments in order to collet reliable information from the reality of the company. The results obtained are detailed in tables and figures determining that the company has not carried out financial planning, therefore the research is aimed at improving the management of the company by implementing a plan based on its needs and expectations in order to meet the objectives. From the research it is concludes that implementing the financial planning in 2018 allowed to improve the economic – financial situation by meeting the objectives reflected in obtaining utility because of implementing portfolio, segmentation and positioning strategies and make rational disbursements which are evidenced in obtaining positive financial indicators related to liquidity and profitability.
ABSTRACT The purpose of this research work is to demonstrate that financial planning is a tool that improves the financial - economic management of the Clinica Santa Ana SAC, year 2018, because it allows to take an adequate administration of the economic and financial resources, in addition to analyzing the improvements that decision making brings in terms of sustainable growth and market positioning. The research used the analytical - synthetic and descriptive - application method, of non experimental design where the sample is the Clinica Santa Ana SAC who was subject to research through the use of techniques and instruments in order to collet reliable information from the reality of the company. The results obtained are detailed in tables and figures determining that the company has not carried out financial planning, therefore the research is aimed at improving the management of the company by implementing a plan based on its needs and expectations in order to meet the objectives. From the research it is concludes that implementing the financial planning in 2018 allowed to improve the economic – financial situation by meeting the objectives reflected in obtaining utility because of implementing portfolio, segmentation and positioning strategies and make rational disbursements which are evidenced in obtaining positive financial indicators related to liquidity and profitability.
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Keywords
Planeamiento financiero, Gestión financiera, Gestión económica