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.
■ 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.