Financial Future with Expert Modeling and Evaluation

Starting at

$

1,000

About this service

Summary

Boost your financial performance through detailed analysis and insights into your past and future events.
Thrive on the wings of this service that provides your entity with specific deliverables of financial analysis, risk management strategies, forecast and evaluation and an interactive dash board to highlight the insights from the core deliverables, ensuring that you are r abreast with changing events and details of your business and prepared for future events.

Process

Data Collection and Review:
Gather Historical Financial Data: Collect past financial statements, including income statements, balance sheets, and cash flow statements.​
Understand Business Operations: Review operational data to comprehend revenue streams, cost structures, and key performance indicators.​
Assumption Development:
Market Analysis: Research industry trends and market conditions to inform realistic assumptions.
Internal Projections: Collaborate with your team to forecast sales, expenses, and other financial metrics based on strategic goals.​
Financial Model Construction:
Revenue Forecasting: Project monthly revenues using gathered data and developed assumptions.​
Expense Estimation: Estimate fixed and variable expenses on a monthly basis.​
Cash Flow Analysis: Develop cash flow projections to anticipate liquidity needs and potential shortfalls.​
Scenario and Sensitivity Analysis:
What-If Scenarios: Model various financial scenarios to assess potential impacts of different business decisions or market conditions.​
Sensitivity Testing: Evaluate how changes in key assumptions affect financial outcomes.​
Report Generation:
Financial Statements: Prepare projected income statements, balance sheets, and cash flow statements for each month.​
Visual Dashboards: Create intuitive dashboards that visually represent financial data and key metrics.​
Optional Support Services:
Consultation Sessions: Offer regular meetings to discuss findings, address questions, and provide strategic recommendations.​
Ongoing Monitoring: Provide continuous oversight to adjust models as needed based on actual performance and changing conditions

What's included

  • Financial Analysis

    : Detailed examination of financial books and account and key performance indicators.​

  • Risk Identification

    :Assessing potential financial risks and proposing mitigation strategies.​

  • Forecasting

    :Projecting future financial performance based on current data, assumptions and trends.​

  • Financial models

    : A simple and automated model showing all details of analysis, forecast, asysumptions and drivers.

  • Scenario and sensitivity analysis

    : evaluate the impact of different hypothetical situations on financial performance : altering one variable at a time—such as sales volume, production costs, or exchange rates—while keeping others constant, businesses can identify which factors have the most significant impact on key financial metrics like net income, cash flow, or return on investment. Enhancing pinpointing critical areas that require closer monitoring and management.

  • Interactive Dashboard

    : Developing interactive dashboards for visually interactive understanding of analysis outcomes and models

  • Optional Support Services:

    Consultation Sessions: Offer regular meetings to discuss findings, address questions, and provide strategic recommendations.​ Ongoing Monitoring: Provide continuous oversight to adjust models as needed based on actual performance and changing conditions Monthly price- $300


Duration

1 week

Skills and tools

Business Consultant

Financial Advisor

Financial Consultant

Microsoft Excel

PowerPoint

Tableau

Zapier

Industries

Manufacturing
E-Commerce
FinTech