Financial Planning & Analysis

Financial Planning & Analysis

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.

Financial Modeling

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

Business Analysis Tools:

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