Business Financial Analysis Consultancy

BUS 6540
Open Closing on December 25, 2024 / 2 spots left
University of Prince Edward Island
Charlottetown, Prince Edward Island, Canada
Andrew Carrothers
Associate Professor of Finance
4
Timeline
  • February 4, 2025
    Experience start
  • April 1, 2025
    Experience end
Experience
2 projects wanted
Dates set by experience
Preferred companies
Anywhere
Sole proprietorship, Small to medium enterprise
Any industries

Experience scope

Categories
Accounting Financial modeling Operations Competitive analysis
Skills
business consulting financial analysis research professional interpersonal and written communication data analysis
Learner goals and capabilities

Beginning in February 2025, teams of student consultants at UPEI will assist your organization make decisions with particular emphasis on information collection, problem-solving, and decision-making skills inherent in the finance function. They will provide you with recommendations and alternatives to help your company and your clients reach their goals. Let the students come up with creative recommendations and a professional plan!

Learners

Learners
Graduate
Intermediate levels
30 learners
Project
30 hours per learner
Learners self-assign
Teams of 5
Expected outcomes and deliverables

An executive summary of primary recommendations with detailed discussion and alternatives and illustrations in the full project report.

Project timeline
  • February 4, 2025
    Experience start
  • April 1, 2025
    Experience end

Project Examples

Requirements

Examples include but are not limited to:

- Analysis of financial projections including sensitivity analysis

- Capital budgeting analysis and recommendations

- Asset or company valuations

- Financial ratio analysis and recommendations

- Other financial recommendations as agreed upon

Additional company criteria

Companies must answer the following questions to submit a match request to this experience:

Be available for a phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.

Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address questions about required information on case details.

What business are you in?

Have you been in business for at least two years and are you willing to share your financial statements from the past two years?

Do you have and are you willing to share your detailed financial projections for the next five years?