▶ Organizing initial communication with client to discuss the goals of the project, the budget available for the project, and the timeline for finishing the project. ▶ Getting the material help from the client that seems to be significant for the project completion. ▶ Setting up expectations with the client and determine how to best communicate throughout the project. ▶ Carrying out research to understand the investment contexts and collect data used for the analysis and forecasting, Including, but not limited to, annual reports, stock prices, interest rates, and economic indicators. ▶ Formulate the models and methodologies used to analyze and forecast the financial investment, such as time series analysis, cost-benefit analysis, regression analysis, multi-variate analysis, components and factor analysis. ▶ Discuss pricing options with the client and obtain appropriate advice on investments for the client.

▶ Prepare final report including an analysis of the financial data, an overview of the investment opportunities available, and a forecast of potential returns. ▶ Discuss any risks associated with the investments in the report to allow the client to make informed decisions. ▶ Answer any questions the client may have and help them make the right decision for their financial situation. ▶ When need be, organize periodic consultations with the client to ensure that they are staying on track with the goals set and discuss any changes in their business that could impact their financials.

EXPERTISE AND SKILLS

Experienced financial analyst providing comprehensive financial planning services including budgeting, forecasting, cash flow analysis, and valuation models. I carry the analysis of financial statements such as income statements, balance sheets, cash flows, and other financial metrics to gain insights on a company’s financial health. Through this analysis, I definitely get an understanding of the direction of a company’s financial success, accurately forecast future financial performance, and develop strategies to improve the financial outlook of the company. This service is invaluable for any business as it helps them navigate the unpredictability of markets and optimize their risk management strategies. By analyzing the current and previous financial performance of a company, I provide valuable insights and advice on the best ways to leverage existing assets to reduce costs or add value to create a profitable and sustainable business. I also offer invaluable insights on market trends and competitive environments that can help inform strategic decision-making.