Financial Forecasting and Valuation
Transcript of Financial Forecasting and Valuation
Content❑ Fin-Wiser - Overview
❑ Team
❑ Capabilities
o Financial Advisory▪ Financial Forecast & Valuations▪ Project Feasibility
▪ Dashboard
▪ KPI Model▪ Operations & Management Model
▪ Business Plan Model
o Operations Advisory▪ Due Diligence
▪ Transformation▪ Opportunity Identification
▪ Process Mapping
▪ Process Documentation
o Training & Development▪ Financial Modeling
o Data Analytics▪ Web Crawling
▪ Data Visualization
▪ Customer Profiling
▪ Text Analytics▪ Predictive Analysis
▪ Statistical Modelling
Thirty to 40 years ago, most financial decisions were fairly simple … Scott CookQuote Unquote:
Fin-Wiser - Overview
About US
What We Offer
Fin-Wiser Advisory was founded in 2016 by a team with rich exposure in the field of Financial Modeling, Research & Project Management. Our area of specialisation includes financial modeling for company valuation, business plan modeling, creating models for govt. bid/tender, project finance models, dashboards, process documentation and mapping, Data Analytics
Why Choose
Us?
Knowledge Professionals -CFA, Masters in
Finance, Lean Six Sigma (Black Belt)
8+ years
Average Work Experience
Hand on Experience in
executing projects Globally
Customized Training &
Advisory services
Team Work makes the Dream WorkQuote Unquote:
TeamPushkar Kumar
(Managing Partner)
A competent professional with more than Eight years of experience in financial Modeling and valuation. He has core expertise in building financial models/bid models from scratch, carrying out valuation across sectors and is well versed with delivering quality output as per client’s expectations.
Skills and expertise:-- Financial Modeling & Valuation- Bid Modeling- Model Review- Equity Research
Education and qualifications:-- Msc. Finance- CFA (ICFAI)- Bachelor in Business Economics
Harshita Sharma
(Managing Partner)
A proficient individual with more than seven years of experience in comparable company and transaction analysis. She has core expertise in carrying out valuation across sectors and is well versed with creating pitch books, identifying targets for M&A.
Skills and expertise:-- Financial Modeling- Comparable Company Analysis- Pitch Book- Financial Analysis
Education and qualifications:-- Msc. Finance- CFA (ICFAI)- Bachelor in Economics
Amit Kumar Srivastava
(Principle Consultant – Data Analytics)
A proficient individual with more than eight years of experience in Data Analytics/Programming . He has core expertise in R, Python , VBA & Data analytics. He is well versed with creating macros , web crawling, power Bi reporting. Most excellent qualities are business problem-solving , strong analytical skills , scripting and efficient in automating processes using RPA.
Skills and expertise:-- Data Manipulation and mining- Web crawling- R, Python & VBA scripting- Machine Learning programming- Data analytics
Education and qualifications:-- SAS Certified- RPA (Robotic Process
Automation) Certified- MCA
Vipin Sharma
(Partner – Operations Advisory)
A certified Prince 2 and Lean Six Sigma Black Belt with more than 14+ years of experience in management consulting, change management, transformation, operational process excellence, analytics, project management and transition.
Skills and expertise:-- Lean Six Sigma- Business Process Mapping
(BPMN)- Target Operating Model Design- Process Analysis and Opportunity
Identification
Education and qualifications:-- Prince 2 Certified- Lean Six Sigma (Black Belt)- MBA
Capability Means Imagination….Napoleon HillQuote Unquote:
Capabilities – Financial Advisory
WHAT WE DO----------------------------------------------------------------Fin-Wiser provides Financial Modeling & Analysis services which can quickly uncover the financial drivers of business by analyzing different variables and help in arriving at optimal business solutions.
Our financial models are custom made as per the business requirements and can integrate elements of accounting, finance, economics and corporate psychology to summarize a particular events for the end user and provide direction regarding possible actions or alternatives.
Business CaseDevelop
Understanding around business
Model Map
Create model outlay based on
business case
Detailed Financial
ModelPerform
spreadsheet engineering to build business specific model
Model Insight & Findings
Financial Analysis & interpret the
results
Mgmt. InsightsCommunicate Findings to the
management and take insight
METHODOLOGY
Business Plan/KPI Model
Financial Forecasts and Valuations
Equity & Business Research
Bid Modeling
Financial Modeling
Financial Analysis & Dashboard
Project Finance Modeling
SERVICES OFFERED GLOBAL EXPOSURE
Geographies worked with
Capabilities - Operations Advisory
WHAT WE DO----------------------------------------------------------------
Fin-Wiser assist clients from start to finish by following a structured but flexible methodology. Our adaptability forms the cornerstone of our implementation process. Each phase is carefully planned and executed with multiple checkpoints at regular intervals.
HOW WE DO IT-----------------------------------------------------------
-----ONSITE
OFFSHORE
SERVICES OFFERED
• Assist with financial,operational &environmental due diligence& business analysis fororganizations that arecontemplating investments,strategic partnerships,mergers, & acquisitions orthat are looking to enhanceorganizational effectivenessin an existing business unitor portfolio company.
• Prioritize & Lead process improvement initiatives• Create the “As – Is” maps and “To – Be” future state diagrams• Gather metrics on time, cost, and quality• Facilitate the design of new processes• Coach and train future process improvement facilitators• Identify wastes in processes• Provide solution to complex problems
• Identify improvementopportunities
• • Quick wins vs identifyingLong term goals
• • Assessing theweaknesses, threats andrisks to the success of anidentified opportunity
Due Diligence TransformationOpportunity Identification
• Create comprehensive standard operating procedures and detailed work instructions• Create customize documentation templates• Coach and train workforce on procedural documentation• Estimating the cost of retesting• Standardizing corporate-wide templates for implementation and upgrades
• Conduct benchmarkingstudies to select a best-in-class and effective solutions
• Make use of effectiveresearch techniques toidentify latest trends
• Analyse information in themost meaningful mannerwhich aligns with strategicobjective
Process Mapping Process Documentation Benchmarking Studies
• Create SIPOC• Create L2/L3 process flows• Coach and train workforce on Process Mapping• Conduct workshops to gather information and bring various teams on one common platform
Capabilities - Data Analytics
WHAT WE DO----------------------------------------------------------------
Businesses are living in the “Age of Customer,” in which technology and economic forces have put customers in control of their interactions with businesses. These interactions are churning data every second. Proper inspection, cleansing, transformation and modelling of data helps in discovering useful information, conclusions and decision making. Fin-Wiser is performing Data Analysis which helps client identify real potential areas as opportunities to serve their customers better.
HOW WE DO IT----------------------------------------------------------------
ONSITEOFFSHORE
SERVICES OFFERED
• Web mining• Text mining• Web content mining• Web structure mining
• Enables us to describe datausing graphics
• View and interact with thegraphics and customize ourplots to get exactly what wewant
• Plenty of graphs available toexpress our data andinsights
• Create a portrait of yourcustomers to help you makedesign decisions concerningyour service
• customers are broken downinto groups of customerssharing similar goals andcharacteristics.
Web Crawling Data Visualisation Customer Profiling
• Converting unstructured textdata into meaningful data foranalysis
• To measure customeropinions, product reviews,feedback
• To provide search facility,sentimental analysis and entitymodelling to support factbased as prediction of loandefaulter’s etc
• Predictive analytics is thebranch of the advancedanalytics which is used tomake predictions aboutunknown future events.
• Uses many techniques fromdata mining, statistics,modeling, machine learning,and artificial intelligence toanalyze current data to makeprediction about future
• A mathematical model thatembodies a set of statisticalassumptions concerning thegeneration of some sampledata & similar data from alarger population.
• Regression Analysis is themost common statisticalmodeling approach used indata analysis and basis formore advanced statistical andmachine learning modeling
Text Analytics Predictive Analysis Statistical Modelling
An investment in Knowledge Pays the Best Interest … Benjamin FranklinQuote Unquote:
Capabilities - Training & Development
Financial Modeling
• DCF based valuation Modeling
• M&A Modeling
• Project Finance Modeling
• LBO Modeling
Crash Courses
• DCF Valuation
• Project Finance Basics
• Financial Statement Integration
• Basic and Advance Excel
Corporate Training
• Financial Modeling Workshops
• Dashboard
• Advance Excel for Reporting & MIS
Practical training is an integral part of our programs. Our training sessions are highly interactive and are based on the case study approach, which is an effective way to foster participants and provides hand on practice.
WHAT WE DO----------------------------------------------------------------
Fin-Wiser Provides Practical Training Sessions in the Areas of Excel Based Financial Modeling, Financial Research, Project Finance Modeling, M&A, Business Plan Modeling and Company Valuation Techniques.
Our Training Sessions Enable Participants From Finance/ Non Finance Background (Graduates/MBA/CFA/CA Etc.) to Build Upon and Provide Impetus to their Skills in Finance.
HOW WE DO IT----------------------------------------------------------------
SELF LEARNING - ONLINE TRAINING MODULEINSTRUCTOR LED - CLASS ROOM TRAINING
INSTRUCTUOR LED - One on One PERSONAL TRAININGINSTRUCTUOR LED - ONLINE TRAINING via SKYPE
TRAININGS OFFERED
Financial Modeling and Valuation
Fin-Wiser is a specialist Advisory boutique focused on providing Financial Modeling, Financial Analysis, Business Transformation & Business Research Services.
Business Modeling
Financial Analysis
Financial Tools
Model Review and Stress Testing
Dashboard & MIS
website:- www.fin-wiser.com
Email : [email protected]
Thank You!