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Financial Reporting, Planning and Analysis

Home Financial Reporting, Planning and Analysis

Reporting:

Having the accurate information, on time, when you need it is key to making good business decisions! Ideally that information should be one touch away. Executive dashboards are vital, so the Executive team can keep their finger on the pulse of the business. With their experienced team of Financial Professionals, they can help your business develop efficient financial reporting practices so you understand where you have been and where you are at.

Executive Dashboards
Development of Key Performance Indicators
Automation of Financial Reporting Systems
Co-development of reports that management needs to make better business decisions

Planning:

It’s tough to get a true sense of how well your business is doing if you examine every part in isolation. To make it easier, Roark Financial Solutions offers you help to ensure that your business is on track by developing Key Performance Indicators (KPI’s) and budgets, building these measures into your business reporting gives you tools to compensate your employees based on performance, instead of hours worked. Review your budget versus actual performance to help prevent leakages in operating expenses.

Annual Budgets
Interim Forecasts
Convenant compliance
5 Year Forecasts
Scenario Analysis

Financial Analysis:

Financial Analysis gives you the tools that you need to maximize your profits. Benchmark your results to available information in the industry to see how you compare to your competition. Knowing the good bad and ugly will help you to support the good behaviors while providing ideas for possible improvement. Do you know which products are most profitable? While most business people tend to have good instincts, some have been very surprised when the numbers come out. You want to make sure that your marketing dollars are best spent. Below are some examples of analysis that can help your business:

Benchmarking to Available Industry Data
Sales and Customer Analysis
Product Line Profitability and Marketing Investment
Budget versus Actual Analysis
Performance of Key Performance Indicators