Financial Analysis and Reporting

Starting at

$

30

/hr

About this service

Summary

Provided comprehensive financial analysis and generated detailed reports using SQL and Python, leveraging 18 years of experience.

What's included

  • Financial Statements

    Balance Sheet: A snapshot of the company's financial position at a specific point in time, showing assets, liabilities, and equity. Income Statement (Profit & Loss Statement): A summary of revenues, expenses, and profits over a specific period. Cash Flow Statement: A report detailing the cash inflows and outflows over a period, including operating, investing, and financing activities.

  • Financial Analysis Reports:

    Ratio Analysis: Detailed analysis using financial ratios (e.g., liquidity ratios, profitability ratios, solvency ratios) to evaluate financial health. Trend Analysis: Insights into financial trends over time, comparing historical data to current performance. Variance Analysis: Examination of differences between budgeted and actual financial performance, and explanations for these variances.

  • Budgeting and Forecasting Reports

    Budget Reports: Detailed budgets and comparisons to actual financial performance. Forecasting Reports: Projections of future financial performance based on historical data and assumptions.

  • Financial Models

    Projections: Financial models forecasting future performance, including scenarios for best-case and worst-case situations. Valuation Models: Analysis to determine the value of a company or asset, often used for investment or acquisition decisions.

  • Custom Reports and Dashboards

    Customized Reports: Tailored reports based on specific client needs and requirements. Interactive Dashboards: Visual representations of financial data for easier analysis and decision-making.


Skills and tools

Financial Advisor
Financial Consultant
Business Consultant
Microsoft Excel
Microsoft PowerPoint
Oracle
Oracle APEX
Quickbooks

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