Financial Planning & Analysis Services

■ Manage client’s business performance via weekly, monthly and/or quarterly financial reports including Sales, Cash Flow & Profit.

■ Analysis and various direct & indirect job costing items.

■ Analyze working capital structure vs. current financial position to optimize overall business revenue performance.

■ Analyze current and past trends to set up (KPI) key performance indicators including cost of sales and company expenditures.

■ Perform Profit Analysis by service, product line and market trends.

■ Create and manage Annual Budget, Financial Forecasting and Operating Plan.

■ Analyze business performance based on market segmentation.

■ Negotiate with best financial institutes to obtain various loan products in order to meet client’s financial and cash flow needs.

■ Assist client with mergers and/or acquisitions.

■ New project “Capital Budgeting” OR Dynamic Budgeting for any business sector.

■ Dynamic Dashboard Development for reporting all the business metrics
→ Using MS Excel Data Modeling & Power BI Desktop.