Overview. Knowledge Professionals with CFA, Masters in Finance, MBA Finance. 8+ years Average Work Experience

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2 Content Overview Financial Consulting Training & Development Our Team Our Capabilities Financial Forecast & Valuations Project Feasibility Dashboard KPI Model Operations & Management Model Business Plan Model

3 Overview About US Fin-Wiser was founded in 2014 by a team with rich exposure in the field of Valuations, Financial Modeling & Research. Our area of specialisation includes financial modeling, company valuation, business plan modeling, creating models fro govt. bid/tender, project finance models, dashboards for MIS and creating financial tools for day to day business activities. What We Offer Why Choose Us? Knowledge Professionals with CFA, Masters in Finance, MBA Finance 8+ years Average Work Experience Hand on Experience in executing projects Globally Customised Training and Consulting services

4 Quote Unquote: Thirty to 40 years ago, most financial decisions were fairly simple Scott Cook

5 Financial Consulting METHODOLOGY WHAT WE DO Fin-Wiser provides Financial Modeling & Analysis consultancy 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 Case Develop Understanding around business Business Plan Model Equity Research Model Map Create model outlay based on business case SERVICES OFFERED Business Research Financial Modelling Project Finance Modelling LBO Financial Analysis Detailed Financial Model Perform spreadsheet engineering to build business specific model Model Insight & Findings Financial Analysis & interpret the results GLOBAL EXPOSURE Mgmt. Insights Communicate Findings to the management and take insight Geographies worked with

6 Quote Unquote: An investment in Knowledge Pays the Best Interest Benjamin Franklin

7 Training & Development 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. Financial Modeling DCF based valuation Modeling M&A Modeling Project Finance Modeling LBO Modeling TRAININGS OFFERED 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 HOW WE DO IT CLASS ROOM TRAINING One on One PERSONAL TRAINING ONLINE TRAINING via SKYPE 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.

8 Quote Unquote: Team work makes the Dream Work

9 Our Team (1/2) P.Kumar: Financial Modeling & Valuation Consultant A competent professional with more than Eight years of experience in financial modelling 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 V.Sharma: Management Consultant A certified Prince 2 and Lean Six Sigma Black Belt with more than twelve 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

10 Our Team (2/2) H.Sharma: Financial Analysis & Valuation Consultant 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 using various databases like Capital IQ, Bloomberg, Factset & DataStream. Skills and expertise:- - Comparable Transaction Analysis - Comparable Company Analysis - Pitch Book - Financial Analysis Education and qualifications:- - Msc. Finance - CFA (ICFAI) - Bachelor in Economics R.Khursija: Valuation Consultant A competent professional with more than six years of experience in financial modelling and valuation. He has core expertise in building DCF based financial models, carrying out valuation for both tangible and intangible assets across sectors. Skills and expertise:- - DCF Valuation - Valuation for Intangibles (Patents, Trademarks & more) - Goodwill Impairment Testing - Equity Research Education and qualifications:- - MBA Finance - CFA (Level 1) - Bachelor in Business Studies

11 Quote Unquote: Capability Means Imagination.Napoleon Hill

12 Financial Forecasting & Valuation Project Feasibility Study A US based boutique investment firm required to build a detailed Financial Model from valuation prospective on an Auto Giant listed on the US Stock Exchange. IFMR provided a complete financial model with DCF and Relative Valuation. Opportunity Overview A US-based boutique investment firm was looking for a Financial Model on US listed Auto Giant. Scope of Work:- Integrated Financial Statements 5 year forecast Identification of Revenue and Cost Drivers DCF Based Valuation Relative Valuation Based on EV Multiples Working Capital Analysis Du Pont Analysis Dashboard for Management Information Solution Delivered Model Revenue Drivers 5 Year Forecast Integrated Financial Statements Dashboard Valuation DCF Valuation Relative Valuation Valuation Report Financial & Valuation Ratios

13 Step 2: Financial Forecast Step 1: Historical Data Project Feasibility Study Project Feasibility Study Objective: Project Feasibility Analysis for raising seed capital to expand Client Location: Canada Industry: Farmland Development Delivery Location: Offshore Project Type: Valuation Model Build Methodology Used and Solution Delivered Collection of Historic Financial Data Plotting the historical data in Financial model Identifying the Revenue and cost drivers Forecasting Revenue and cost based on management expectations Financial Model & Valuation Report Deriving valuation ranges using the different methods of valuation: -- DCF Valuation -- Relative Valuations Industry Analysis Management Summary Financial Analysis Valuation Methodology Step 3: Valuation Step 4: Final Report

14 Dashboard Project Feasibility Study HR Team of a service company based out of UAE was looking for an automated dashboard to comprehend large data with charts and tables for quick and insightful analysis. Problem Statement Solution Delivered Prepared a dashboard for Group HR to present 100+ KPIs grouped under 10 heads for each of the 4 business divisions. Flexibility to generate dynamic outputs Provide Insight/ analysis at divisional and group level Methodology Used Dynamic charts updated basis the selected period Quarterly charts to comprehend trends Incorporated Macros for navigation and input selection Presented text data using tables Consolidated charts to provide insight at group level Prepared a list of all the KPI s with definitions xxxxx xxxxx Received Data from Client Refurbish and structured data in required format Developed a dashboard using various excel tools incl. Macros Div. A Div B Div. C Div. D South 25% East 25% North 25% West 25% West

15 Key Performance Indicator Calculator Project Feasibility Study New Zealand based service provider was looking for a KPI model to help them assess monthly/quarterly/annual penalty calculations based on KPI s defined by the contractor and present output to the Management. Client Objective Solution Offered Visual Presentation of Outputs Modelling Support Automated Dashboard for output Monthly KPI Calculation Sheets Monthly KPI Summary Automation of KPI Penalty Calculation Monthly & Quarterly KPI Penalty Calculations Conversion of Documented KPI into Excel based calculations Penalty Payment Analysis Monthly, Quarterly & Annual Summary Dashboard User Guide for easy understanding of Model Functionality Shadow update for 3 months for smooth transition

16 Operations & Management Contract Project Feasibility Study Develop commercial Model and quantify commercial risks associated with the RFP issued by state government in North India for Operations and Management of Suvidha Kendra. Also, Perform scenarios analysis to fund initial capex requirement and understand the financial viability. Problem Statement Build an excel based monthly financial model with 5 year projections for submission of a government tender in North India Perform Scenario analysis for Capex funding Perform NPV and IRR Analysis for Project Feasibility Cash Flow Analysis In-house vs Outsourced Analysis Solution Delivered Revenue Analysis Working capital Analysis Estimation of Total Funding Requirement Assessing Manpower requirement in Different Shifts Assessment of outsourced vs inhouse cost impact Historical cash generation capacity Evaluation and selection of suppliers based on operating & maintenance costs, economic life and payment terms Scenario analysis based on leasing and Capex investment model

17 Business Plan Model Project Feasibility Study Develop a 5 year Business Plan Model for Pathology services in UK with various scenarios around centralised vs decentralised laboratories. Problem Statement Build an excel based monthly financial model with 5 year projections for Pathology Services in UK Perform Scenario analysis for Capex funding Perform NPV and IRR Analysis for Project Feasibility Centralised vs Decentralised Analysis Solution Delivered Financial Modelling Support Identification of Revenue drivers for Pathology services and forecasting monthly revenue based on the same. Created integrated Financial Statements for Each laboratory with 5 year forecast. Created Consolidated Financials. Financial Analysis Support Scenario Analysis: Create Scenarios around centralised and decentralised testing Assessment of Funding Requirement under both options Performed Working capital Analysis NPV & IRR Analysis to help decision making on scenarios

18 Thank You! Financial Modeling and Valuation Business Modeling Financial Analysis Financial Tools Model Review and Stress Testing Dashboard & MIS website:- Inquiry@fin-wiser.com Fin-Wiser provides Financial/Business Modeling & Analysis consultancy services which can quickly uncover the economic 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.