10 minutes to prepare, 10 to present, judged on 5 performance indicators in corporate finance.
Career cluster
Finance
Format
Roleplay
Participants
1 person
Preparation
10 minutes
Presentation
10 minutes
Performance indicators
5, worth 10 points each
Judge questions
2
4 practice roleplays for Business Finance Series
Written by DUZZ in the format of a real district case: an event situation, the instructional area, the 5 performance indicators the judge scores, and the two questions asked at the end. Practise any of them out loud in the app and get scored against the 2026 evaluation form.
Financial AnalysisAssociation level
Buying the Machine or Leasing It
The setting
WELDON FABRICATION needs a cutting machine. Buying costs $78,000 outright; leasing costs $1,750 a month for five years with an option to buy at the end. The technology is typically replaced every six years.
Your role
You are to assume the role of a finance associate at WELDON FABRICATION.
Your task
The owner (judge) wants you to recommend which route WELDON takes. Describe the nature of the cash flows each option produces, discuss the nature of depreciation and how it differs between them, demonstrate the financial analysis that compares the two properly, demonstrate the budgeting applications that show what each does month to month, and calculate the cost of the credit the purchase would require.
Performance indicators
Describe the nature of cash flows.
Discuss the nature of depreciation.
Demonstrate financial analysis applications.
Demonstrate budgeting applications.
Calculate the cost of credit.
The judge will ask
1.Which option would you recommend, and what is the deciding factor?
2.What would change your answer if borrowing became more expensive?
Financial AnalysisICDC level
Profitable and Out of Cash
The setting
LARKFIELD JOINERY shows a $94,000 profit for the year and cannot make payroll next week. Customers pay in 60 to 90 days; suppliers and staff are paid immediately. The owner does not understand how both things can be true.
Your role
You are to assume the role of a finance associate at LARKFIELD JOINERY.
Your task
The owner (judge) wants you to explain the position and say what happens next. Describe the nature of cash flows and how a profitable company runs out of money, demonstrate the budgeting applications that would have shown this coming, demonstrate the financial analysis that sizes the gap, describe the techniques used to analyze which customers could pay sooner, and describe the need for financial information the owner does not currently have.
Performance indicators
Describe the nature of cash flows.
Demonstrate budgeting applications.
Demonstrate financial analysis applications.
Describe techniques used to analyze customer financial information.
Describe the need for financial information.
The judge will ask
1.How can a business be profitable and unable to pay wages?
2.What would you do in the next seven days?
Financial AnalysisICDC level
The Covenant Nobody Watched
The setting
PENFIELD LOGISTICS' bank loan requires a current ratio above 1.5. After a slow quarter it has fallen to 1.31, which entitles the bank to demand repayment in full. Nobody was tracking the ratio between reporting dates.
Your role
You are to assume the role of a finance associate at PENFIELD LOGISTICS.
Your task
The chief financial officer (judge) wants you to recommend the approach. Calculate the cost of the credit the covenant sits on, explain how contract compliance documentation should be maintained, demonstrate the financial analysis showing what would move the ratio back above 1.5, explain how a breach of a contractual requirement should be monitored for, and explain how a process for timely reporting of required information would have caught it a quarter earlier.
Performance indicators
Calculate the cost of credit.
Maintain contract compliance documentation.
Demonstrate financial analysis applications.
Monitor for breach of contract of non-performance related terms and conditions.
Establish processes for timely reporting of required information.
The judge will ask
1.Do you tell the bank before they notice? Explain.
2.What is the fastest legitimate way to improve the ratio?
Financial AnalysisAssociation level
Quoting a Job That Lost Money
The setting
ROWANTREE CONTRACTING quoted $41,000 for a refit last year and finished it at a $3,600 loss. The same client has asked for a quote on an almost identical job, and nobody has established where the money actually went.
Your role
You are to assume the role of a finance associate at ROWANTREE CONTRACTING.
Your task
The operations director (judge) wants you to recommend the quote. Demonstrate the financial analysis that establishes where the loss came from, demonstrate the budgeting applications the new quote should rest on, describe the types of cost used in managerial accounting and which ones the last quote missed, describe the marginal analysis techniques that bear on taking the job at all, and explain how you would evaluate alternative revenue arrangements for work like this.
Performance indicators
Demonstrate financial analysis applications.
Demonstrate budgeting applications.
Describe types of costs used in managerial accounting (e.g., direct cost, indirect cost, sunk cost, differential cost, etc.).
Describe marginal analysis techniques and applications.
Evaluate alternative revenue arrangements (e.g., cost-plus pricing, contingent fees).
The judge will ask
1.What would you quote, and how would you justify the increase?
2.Are there jobs you should decline? How would you decide?
Practise Business Finance Series with an AI judge
Free accounts get three graded roleplays a week: you present out loud, DUZZ records you and scores you against the same 2026 form a real judge uses — performance indicators, the solution criteria, the career competencies and overall impression.