We need financial models built in excel on a number of publicly traded companies listed on U.S. stock exchanges. Each company will have 3 statements, an income statement, balance sheet and statement of cash flows.
The historic data on a quarterly basis for the last three years needs to be entered. The data is typically available in the investor relations (about us) segment of a company's web site in the form of historic press releases. it is also available at [url removed, login to view] in the form of 10ks and 10qs (which are filings that publicly traded stocks need to file with the government)
We also may be able to provide you with most of the historic quarterly data as well as annual data in excel spreadsheets. You will have to arrange it properly so that the line items match up appropriately between the quarters and years. Also, you will have to enter in the data on revenue by product line and profitability by product line if the company provides it. If having this core data in excel would have a significant impact on your bid, please let us know and we can provide it.
All relevant financial metrics should be included as well. examples would be expenses as a % of revenue, Days sales outstanding...and so on. There are many more. Please see the sample spreadsheet that we have included. An understanding of financial statement analysis is quite important.
These metrics will then be used to drive forecasts of future results for the company for all three statements which should tie together. We are including a sample excel financial model for your reference, and which actually can be used as a sort of template for other models. This one is of symantec (SYMC).
We want to start off with this work to be done in phase one for 30 companies. Over time, we hope to expand the project to 100s of companies.
We would prefer to work with individuals that have some experience doing financial analysis and forecasting and a deep familiarity with excel.