Expert Financial Analysis

My Professional Service Offering

Financial Analysis

Financial Analysis covers a wide spectrum of views and reports, depending on your specific business requirements and needs. Whether its for internal management or external users such as investors or lenders is an important step in the process. 
From KPI’s to financial statement analysis, relevance and accuracy are important when it comes to financial reporting and analysis.  

Why Do You Need Financial Analysis?

Visibility. Transparency. Clarity

Which leads to the creation of value for your organization

better results

improved decisions

cost savings

risk reduction

greater certainty

stakeholder confidence

and shareholder value

Simply stated, the power of Financial Analysis is visibility into your financial numbers while providing a clear view of the modeling process and results that yield clarity and reduces uncertainty by putting control of your financial data back into your hands.

Financial Analyses provides valuable results for your business by giving you visibility into your financial performance and condition.  Chief Financial Officers, Accounting Directors, and finance teams including your FP&A groups utilize a suite of metrics and applications to gain this visibility and control and clarity over financial decisions.

Dashboards, visualizations, tables, charts, graphics, and flexible user scenarios add to the power of financial analysis insights. The right model design and process matter. It will determine the end result. 

Financial Analyses is absolutely essential for Strategic Decision-Making and sustaining your competitive advantage.

Financial Analysis does not exist in a vacuum in that financial elements are often paired with Enterprise data and Operational data to produce revealing metrics about your business. This introduces additional complexity into the the analysis process which requires even more visibility to assure accuracy and a clearer understanding of relevant results.

Financial Analysis necessitates good clear written documentation for the presentation of results, which often gets lost in the process.

 It’s a way to reduce risk as well as monitor the  financial performance and economic condition of your organization. 

Smart Financial Analysis  creates value for your organization and stakeholders.

 

Types of Financial Analysis

Financial Analysis can have an internal focus for management or an external focus for investors and lenders or creditors.

  • Financial Models

  • Financial Statement Analysis

  • Valuation

  • Stock Price Evaluation

  • M&A Acquisitions

  • Discounted Cash Flows (DCF)

  • Bond Pricing

  • Profitability Ratios

  • Divestiture Cost Savings

  • Weighted Average Cost of Capital

  • Tax Provision Expense

  • Free Cash Flow

  • Return on Investment

  • Budgeting, Planning & Forecasting

  • Variance Analysis

  • Commercial Real Estate  Property Pro Forma

  • Sales Revenue Forecasts

  • Security Analysis & Valuation

  • Corporate Finance

  • Capital Budgeting

  • Working Capital Management

  • Product Pricing

  • Accounting Reconciliation