Financial Analysis

- Analyzed target company’s data and inquired Management to identify and summarize: historical financial and operating trends, key drivers of forecasted business growth, budget achievability and variance to actuals, quality of historical earnings and sustainability of earnings level going forward, key balance sheet components, timing and magnitude of significant cash receipts and cash disbursements, working capital management, normal working capital levels including the impact of seasonality, financial debt and debt-like items resulting in future cash outflows, cost structure, corporate allocations, stand-alone costs, synergies and capital expenditures plan.
- Reviewed forecasting models to (i) determine the reasonableness of model assumptions as compared to historical results, market trends and year-to-date performance and (ii) provide actionable insights to clients on potential modifications to the forecasting model.
- Created financial reports summarizing business strategy, performance trends, risks, opportunities, financial health and valuation matters.