Financial Analysis Consultant Brief

Prepared By: [YOUR NAME]

Executive Summary

The purpose of bringing in a financial analysis consultant is to analyze the financial health of our organization, identify financial strengths and weaknesses, and provide recommendations for budgetary controls and efficiency improvements.

Background

[YOUR COMPANY NAME] is experiencing a period of significant growth and transitioning, and it has become vital to substantiate the growth with solid financial management. Our financial systems and processes need to be robust enough to support the company's ambitions for growth, whilst ensuring regulatory compliance and efficiency.

1. Current financial performance

2. Financial projections

3. Historical financial analysis

4. Current financial systems and operational processes

5. Industry compliance and regulatory requirements

Objectives and Scope of the Consultancy

The objective of this consultancy is to provide expert independent analysis of financial data, systems, and processes. The scope of the consultancy includes:

• Analyzing the financial systems to identify areas of weakness and recommend improvements for efficiency and robustness

• Reviewing our current financial performance and identifying remedial actions where necessary

• Assessing the integrity of financial data and adequacy of financial controls

• Conducting ratio analysis, trend analysis, budgeting, and forecasting

• Recommending strategies to improve profitability and financial standing

Expected Deliverables

The expected deliverables from this consultancy are:

Deliverable	Definition
Financial Analysis Report	An in-depth report of the financial analysis carried out, with identified areas of improvement and suggested corrective actions.
Financial Management System Recommendations	Recommendations to improve financial systems and processes, accompanied by an implementation plan.
Financial Risk Analysis	A detailed report identifying financial risks and proposed mitigation strategies.

Consultant Qualifications

The ideal consultant should have the following qualifications:

• A minimum of 10 years of experience in financial analysis, preferably within our industry.

• Detailed knowledge of financial systems and processes.

• Experience in financial risk management and mitigation.

• Excellent analytical, interpersonal, and communication skills.

• Recognized professional qualifications in finance.

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