Financial Analyst

What questions can we answer for you? Here are some examples:

  • Forecasting financial performance, reviewing actuals against plan
  • What are cash needs
    • do I need to fundraise
    • get cash elsewhere (line of credit)
    • what is cash impact of making a particular business decision (starting business, new product/service, geographic expansion)
  • Making big picture business decisions
    • Business model
    • Pricing
    • Product/service offering
    • Acquisition
  • Can you help us figure out which revenue streams have the most potential?

What products can we create for you? Here are some examples:

  • Brand new spreadsheet based 3 year financial model, with clear assumptions & cash needs/position
  • Simplified spreadsheet from existing model to have a tool that can be used by client (clear assumptions/drivers, annual summary)
  • More detailed model with IS, BS, CF
  • Updates to model every quarter (actuals vs projections, any changes in business)

We are a mission-based micro consulting firm doing on demand business projects, including market research, competitive analysis, financial models/analysis, and business strategy. Our clients are mostly US based companies of all sizes and across all industries and sectors.