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I need a thorough, data-driven review of one company’s financial health. The assignment centers on a complete individual business assessment—balance sheet, income statement, and cash-flow analysis—so that I can understand performance trends, liquidity, solvency, and overall credit-worthiness before deciding on the next growth move. Scope of work • Gather and clean the most recent three years of financial statements (I can supply PDFs or raw ledgers). • Build an Excel-based model that calculates key ratios—profitability, leverage, efficiency, and coverage. • Compare results against relevant industry benchmarks where data is available. • Identify red-flags and strengths that influence credit risk. • Deliver a concise written report (Word or PDF) translating the numbers into actionable insights and recommendations. Acceptance criteria • All formulas visible and editable in the spreadsheet. • Narrative clearly ties each finding to a practical action or risk item. • Figures reconcile to source documents with no unexplained variances. Experience with credit appraisal, CAM/CAR style write-ups, or banking-level due-diligence is a plus, and proficiency in Excel, PowerPoint, and basic financial-model auditing tools will keep the process smooth. Confidentiality is essential; all data shared stays strictly under NDA.
Projektin tunnus (ID): 40192021
20 ehdotukset
Etäprojekti
Aktiivinen 11 päivää sitten
Aseta budjettisi ja aikataulu
Saa maksu työstäsi
Kuvaile ehdotustasi
Rekisteröinti ja töihin tarjoaminen on ilmaista
20 freelancerit tarjoavat keskimäärin $31 USD/tunti tätä projektia

Hello, I am a business & financial Advisor providing services of writing business plans, feasibility studies, financial models & business valuation reports. I am CA finalist from Institute of Chartered Accountants of Pakistan and working in this field since 2010. During my 12 years' professional career, i have had the pleasure of representing my clients to international investors and discuss new business ideas & prospective plans for fund raising. We conduct secondary research with detailed analysis of the market including market share, competitors, pricing etc Please see my portfolio to check my sample work. We are well versed in preparing financial projections tailored to the business needs & market demographics and based on solid assumptions. i know how to present information to investors and what to include to get his attention. Please send me message and see my work. I am available to discuss further about your business, financial model and market demographics. Please contact and discuss the details.
$26 USD 40 päivässä
7,1
7,1

Hello, I’d be glad to support you with a thorough, data-driven assessment of the company’s financial health to support your next growth decision. I’m a finance professional with hands-on experience in business financial analysis, credit appraisal, and banking-style due diligence How I’ll approach your required result: *Review and reconcile the last three years of financial statements (Balance Sheet, Income Statement, Cash Flow). *Ensure figures fully reconcile to source documents, with no unexplained variances. *Build a structured Excel model with all formulas visible and editable. *Calculate key ratios *Compare results with relevant industry benchmarks. *Identify red flags affecting credit-worthiness. *Highlight strengths that support financing or growth. *Clear, actionable and a concise written report translating numbers into business decisions. *Optional summary slides (PowerPoint) if you want. Why I’m a good fit: *Academic qualification and experience in accounting and financial analysis. *Strong attention to detail and reconciliation accuracy *Clear communication for non-technical decision-makers *Strict respect for confidentiality and NDA requirements I look forward to helping you gain clarity on the company’s financial position and making your next growth move with confidence. Best regards, Muzammal Pasha
$25 USD 10 päivässä
6,3
6,3

With over 15 years of experience as an accountant, financial consultant, and remote bookkeeping specialist, I can guarantee a thorough and professional financial analysis. Your project description for a comprehensive individual business assessment perfectly aligns with my specialization. I'm highly proficient in QuickBooks, Zoho, and Excel, making me adept at gathering, cleaning and analyzing financial data to create meaningful reports. What sets me apart is my ability to translate complex financial data into actionable insights - crucial in your case as you need to make informed decisions about your business's next growth move. My expertise in data visualization will ensure that all formulas used in the financial analysis are visible and editable, with figures reconciled to source documents without any unexplained variances. Lastly, I understand the need for confidentiality when working on such sensitive financial information, and I assure you that all data entrusted to me will remain strictly under NDA. So, let's collaborate to bring clarity to your finances and drive your business towards sustainable growth. Contact me today for a dedicated consultant who will make your numbers work for you!
$38 USD 40 päivässä
4,8
4,8

I understand what you need for this project, and I am the right person to deliver it. My decade of experience as a writer, coupled with my thorough understanding of finance and accounting, including three years working as an accountant, puts me in a unique position to handle your financial analysis requirements. My writing skills and knowledge will allow me to not only compile and analyze your financial data accurately but also produce a concise yet meaningful report. Furthermore, my extensive use of Excel in financial modeling and auditing provides strong assurance that all your acceptance criteria will be met. I am proficient in using basic financial tools and my familiarity with MS PowerPoint hints at how I can also present your data visually if needed. Ply me with raw ledgers or PDFs; I have the expertise to gloss over them to unveil pertinent insights that can guide your growth decisions from credit-worthiness to solvency. Ultimately, though, what sets me apart is my ability to make finance accessible and actionable. I'll take those numbers and turn them into insights that inform practical actions for enhancement or identified risks for mitigation. I have worked on numerous projects involving due-diligence and credit appraisal similar to this one where NDA was paramount; confidentiality is second nature to me. Choose me for this project, and let's see how we can unlock growth opportunities for your business together through insightful financial analysis!
$38 USD 40 päivässä
4,6
4,6

With my extensive experience spanning over 9 years in research, business and finance writing, I am confident that I will deliver a top-notch analysis of your company's financial health for you to make informed growth strategies. My expertise in Excel-based analysis and financial modelling puts me in an excellent position to carry out a thorough examination of your balance sheet, income statement and cash-flow statements. I will ensure all the required ratios are properly calculated including profitability, leverage, efficiency and coverage. Beyond just crunching numbers, I am highly skilled at translating complex data into clear and actionable insights. This skill will come in handy as I identify red flags and strengths that influence credit risk while also comparing results against relevant industry benchmarks. Furthermore, my proficiency in appraisals, CAM/CAR style write-ups, and banking-level due-diligence ensures that my analyses are in line with the highest industry standards. Finally, confidentiality is one thing I do not take lightly. Your data stays strictly under NDA as I work on the project. With over 52 positive reviews and a solid reputation of being reliable, I assure you of quality delivery within agreed timelines. Thank you for considering me for this task – let's collaborate to achieve success together!
$25 USD 40 päivässä
4,2
4,2

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$25 USD 1 päivässä
4,2
4,2

With over eight years of experience in Data Analytics & Science, I am confident that I can conduct a meticulous Individual Business Financial Analysis for your company. My expertise involves transforming intricate datasets into crystal-clear insights and meaningful business recommendations -- precisely what your project calls for. Not only do I have commendable skills in Excel that exceed the project's requirements, but I am also well-versed in using advanced financial-model auditing tools, like Power BI and Looker, to further streamline the process. My proficiency in SQL will enable me to extract necessary data from raw ledgers or any other format you provide. Moreover, my extensive experience in financial analysis spans multiple industries including finance, thus giving me the edge to not just conduct a technical exercise on figures, but translate those numbers into actionable insights for revenue growth or risk identification. My history of providing sharp observations aligned with strategic action points will ensure your report is insightful yet practical. Notably, confidentiality is ingrained in my work ethics and all data shared under NDA remains strictly confidential. Choose me for this project and together we can unlock the untapped potential in your data to drive your business forward. Let's leverage my comprehensive skillset to conduct an all-encompassing analysis that unveils everything you need to know about your company's financial health.
$25 USD 40 päivässä
3,7
3,7

I appreciate the opportunity to collaborate on your Individual Business Financial Analysis project. Your focus on gathering, analyzing, and reporting financial data aligns perfectly with my skills in accounting, Excel modeling, and financial analysis. With my expertise, I will provide you with a concise and actionable analysis of the company's financial health, including identifying red flags and strengths crucial to decision-making. My attention to detail ensures that all acceptance criteria are met while delivering premium quality and valuable insights. Let's work together to help you make informed growth decisions! Looking forward to potentially collaborating. Regards, Jason McLachlan
$25 USD 3 päivässä
3,2
3,2

Drawing from my background in Aeronautical Engineering, I bring a strong foundation of analytical skills and problem-solving abilities to your financial analysis project. In particular, my expertise in data analytics, hypothesis testing, and process optimization will enable me to provide you with a comprehensive and deep dive into your company's financial health. Proficient in Excel and well-versed in using it to perform complex data analysis, I am adept at building efficient models that accurately calculate key ratios to assess a business's profitability, leverage, efficiency, and coverage - in line with your project demands. My advanced skillset also includes the use of Power BI for data visualization, allowing me to present your financial information in a more insightful and digestible way. Furthermore, confidentiality being essential for this task, I assure you that all the shared data will stay strictly under NDA. Having worked on sensitive projects previously, I understand the importance of maintaining this level of confidentiality. With me on board, not only will your data be handled securely, but it will also be used meticulously to deliver a concise written report that translates numbers into actionable insights and recommendations that steer decisions towards growth.
$25 USD 40 päivässä
0,0
0,0

Hello, I can copy text from your PDF files and paste it into Word or Google Docs accurately. I have good typing speed and pay attention to details. I will make sure the formatting is clean and error free. I am ready to start immediately and can finish the work on time.
$38 USD 20 päivässä
0,0
0,0

I work closely with the client end-to-end—personally handling data review, modelling, analysis, and reporting. This ensures accuracy, accountability, and clear communication throughout the process.
$35 USD 40 päivässä
0,0
0,0

Hello, I can help you with a clear and reliable financial health review of the company. I’m an MBA (Finance & HR) professional currently working as a Finance Executive, with hands-on experience in financial statement analysis, ratio analysis, Excel modeling, and credit-focused assessment. I will clean and reconcile the last three years of financials, build a transparent Excel model with editable formulas, and analyze profitability, liquidity, solvency, and efficiency ratios.
$25 USD 40 päivässä
0,0
0,0

I reviewed your project and it aligns perfectly with the type of financial work I do. This is not just about calculating ratios, but about understanding a company’s true financial health and translating numbers into clear credit and risk insights. I can support you with a complete, data-driven review that includes: Structuring the last three years of financial statements (Balance Sheet, Income Statement, Cash Flow) in a clean, auditable Excel model Calculating and analyzing key ratios across profitability, liquidity, leverage, efficiency, and coverage Identifying financial red flags that impact solvency, creditworthiness, and risk exposure Benchmarking performance against industry standards where relevant Delivering a clear written report (Word or PDF) that translates the analysis into actionable recommendations My approach is practical and rigorous: All formulas remain visible and traceable Figures reconcile back to source documents with no unexplained variances Analysis is focused on decision-making, not generic commentary Strict confidentiality and NDA compliance are standard for me I have extensive experience working on financial assessments, credit-style analysis, and due diligence for management and decision-makers, using Excel as the core analytical tool. If helpful, I can start by reviewing the available financials and confirming scope and timing before proceeding. Best regards, Carlos Ovalles
$30 USD 30 päivässä
0,0
0,0

I did many financial reports and I can try this as well I can get clean data and also make a clean dashboard out of it
$50 USD 40 päivässä
0,0
0,0

I have knowledge of your work, if you can allow me then i can work together and get the best result as per your requirement.
$38 USD 40 päivässä
0,0
0,0

Strong understanding of Financial Modelling (3-statement models, forecasting, budgeting), Valuation (DCF, Comparable Company Analysis, Ratio Analysis), and Financial Analysis Ability to interpret financial statements and convert data into actionable insights End-to-end analytical support, from data collection to final recommendations Clear and regular communication is important to me, so I ensure insights are presented in a structured, transparent, and decision-ready manner.
$25 USD 40 päivässä
0,0
0,0

Hi there, I am a Data Scientist with a strong background in Financial Modeling and business analysis. I can provide the deep, data-driven assessment you need to make your next growth move with confidence. My Approach to Your Assessment: 1. Data Ingestion: I will rigorously clean and structure your 3 years of financial statements (from PDFs or ledgers) to ensure a flawless baseline. 2. Excel Modeling: I will build a transparent, dynamic model (all formulas visible) calculating key ratios: Profitability (ROE, ROA), Liquidity, Efficiency, and Solvency to proactively identify credit risks. 3. Strategic Report: Unlike standard accounting, I will deliver a narrative that translates these numbers into actionable insights, specifically highlighting red flags and opportunities for growth. I have experience analyzing financial time-series (e.g., stock price modeling) and ensuring data integrity. I am available to sign an NDA and start immediately. Best regards, Liam Montero Guillemi Data Scientist | Financial Modeling
$25 USD 40 päivässä
0,0
0,0

Hello, Your project aligns perfectly with my core strength: turning financial statements into clear, decision-ready insights. I specialize in Excel-based financial modeling, ratio analysis, and credit-focused evaluation of profitability, liquidity, solvency, and cash flows. I’m a Finance undergraduate at CHRIST University with hands-on experience in statement analysis and benchmarking. During my internship at Indian Oil Corporation Limited, I conducted multi-year financial and ratio analysis, assessed margins, compared peers, and supported budgeting and fund evaluation. I’ve also built projection models and risk–return analyses for real business cases. For your assignment, I will clean and structure 3 years of data, build a fully editable Excel model with transparent formulas, calculate all key ratios, benchmark performance, identify red flags, and deliver a concise report linking every finding to practical actions and credit risks. All figures will reconcile to source documents. What sets me apart is my credit-appraisal mindset. I don’t just compute numbers, I explain what they mean for growth, risk, and sustainability. Confidentiality assured. Ready to start immediately. Best regards, Samyak Jain
$35 USD 25 päivässä
0,0
0,0

Hello, This project is a credit-style business assessment, not just a ratio exercise—and that’s exactly how I approach it. I have 20+ years of experience analyzing and validating financial and business systems in regulated environments, where clean reconciliation, transparent models, and defensible conclusions are critical. I will: * Reconcile and normalize the last three years of financials directly to source documents * Deliver a fully editable Excel model with clear formulas covering profitability, liquidity, leverage, efficiency, and coverage * Identify meaningful strengths and red flags that impact creditworthiness and growth decisions * Provide a concise written report translating the numbers into practical, decision-ready insights No black boxes, no unexplained variances—everything ties back to the data. If you want a thorough, lender-quality analysis you can actually rely on, I’d be glad to help. Best regards, Arkady
$39,99 USD 40 päivässä
0,0
0,0

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