Financial Analysis
Financial analysis is the process of evaluating businesses, projects, budgets and other finance-related entities to determine their performance and sustainability. (Financial analysis can also be called a budget analyst depending on what business sector you are in).
Analyzing data can be daunting, especially when you don’t know what numbers really matter. There are plenty of financial ratios to determine liquidity. What is most important is to produce meaningful, accurate analysis that Management can use to make decisions.
Analyzing data can be daunting, especially when you don’t know what numbers really matter. There are plenty of financial ratios to determine liquidity. What is most important is to produce meaningful, accurate analysis that Management can use to make decisions.
Financial Statement Compliance/Monthly Reporting
Financial statement compilation is an important part of every organization. Whether you are public or private, it is best practice to close your books monthly and create a financial package. This financial statement package (also known as financial monthly reporting) is a snapshot of the current activities of the organization. The activities are reflected in the statement of financial position (balance sheet for for-profits), the statement of activities (profit and loss “P&L” for for-profits) and sometimes a statement of cash flow.
Gus the Bus: While working with Early Learning Ventures, Mandy (middle) had the privilege of visiting Early Childcare Education sites across Colorado. One of the most creative and innovative sites was a mobile bus called “Gus the Bus.” This bus travels around Garfield County to bring preschool services to rural areas.
Mandy is a pleasure to work with. She is dedicated to her work, focused on a successful outcome, all while keeping a compliance minded effort to completion. I highly recommend her services and working with Mandy!
MeganCompliance Officer |
Does your organization track performance?
A performance measurement is a numerical analysis that indicates how well an organization is achieving its objectives. These measurements can be used to examine the performance of all aspects of a business.