What are the requirements to get started with financial analysis and performance evaluation?

What is the Financial Analysis and Performance Evaluation Service?

The process of collecting and analyzing financial data through a set of tools and techniques that helps in making wise financial decisions to identify investment opportunities, assess risks, and improve financial efficiency.

Financial analysis objectives:

  • Providing the information necessary to prepare plans that help in future growth and expansion.
  • To determine the true financial status of the institution and its financial efficiency
  • Determine the quality of the financial situation in terms of the institution’s ability to obtain financing and loans and meet their repayments.
  • Highlight strengths to enhance and weaknesses to correct course.
  • Evaluating the extent to which the financial management and senior management are successful in maintaining a stable financial position.

Why do companies need to conduct financial analysis and performance evaluation service?

  • Provides a comprehensive view to understand the financial performance of the company.
  • Provides investment guidance based on financial data, helping you make informed and well-founded investment decisions.
  • It helps in estimating the risks associated with an investment, which helps the investor understand and evaluate the degree of potential risk.
  • It provides valuable information that helps the investor make informed and informed investment decisions, whether in buying or selling assets or allocating funds to specific types of investments.

Who needs financial analysis and performance evaluation service?

  • Executive Directors
  • Investors
  • Banks
  • Regulatory bodies
  • Academics

The following requirements must be met to begin the process of analyzing and evaluating financial performance.

  • Detailed company information
  • A copy of the commercial register and the company’s articles of association
  • The company’s approved financial statements and their attachments (last three years)
  • Auditor’s Report (Last Three Years)
  • Internal audit reports (if any).
  • Debt Aging Analysis
  • Board of Directors Minutes (last three years)
  • List of policies, laws and procedures approved by the Board of Directors
  • The legal position of the cases filed by and against the company, specifying the amount of the dispute, the reason, and the position to date.
  • Additional tax and financial reports (if applicable)
  • Social Security Position
  • Any matches or approvals for customers or debtors
  • Detailed analysis of allocations
  • Analytical statement of fixed assets and their productive lives
  • List of mortgaged assets – Negative certificate from the real estate registry
  • Information about storage and warehouse locations
  • Contracts and agreements with customers, partners and suppliers
  • Image of loan contracts
  • A copy of the ownership contracts for the company’s assets (land, warehouses, etc.)
  • Clarification of a statement with details of the branches (if any)
  • Any information about competitors and the company’s market share (if any)
  • Company objectives and future strategy (if any)
  • Analysis of the company’s strengths, weaknesses, opportunities and threats (if any)
  • Detailed statement of related party transactions and their confirmations of their balances
  • Statement of investments, articles of association of the invested companies and their latest financial statements (if any).
  • Report on the most important changes in the company during the period
  • Statement of rents and their current and future costs
  • Job structure and salary details
  • Detailed statement of car maintenance and oil change
  • Statement of dormant stock
  • Fixed Asset Insurance Statement
  • Statement of spare parts and their adequacy
  • Analytical statement of receivables and payables
  • Statement of fully depreciated assets that are still in operation
  • Bank statements
  • Bank certificates
  • Bank reconciliation notes
  • Detailed statement of names of customers and suppliers

What is the scope and methodology of work in financial analysis and performance evaluation?

  • Preparing financial statement data (preparing and transcribing financial statement data is an important step before processing them, to ensure the quality of the results).
  • Reading and analyzing financial statement preparation policies.
  • Comparing actual performance results with planned sector performance
  • Clarify positive comments
  • Clarify negative comments, explain their impact and provide recommendations.
  • Financial statement analysis.
  • Horizontal analysis of financial statements.
  • Vertical analysis of financial statements.
  • Market Evaluation
  • Analysis of ratios and financial indicators.
  • Liquidity analysis
  • Profitability Analysis
  • Debt Analysis
  • Activity Analysis
  • Market Analysis

Why get financial analysis service from mashroo3k company?

  • mashroo3k company is distinguished by its extensive experience in the business field.
  • mashroo3k Its studies and research are accredited by all funding bodies.
  • mashroo3k company aims to diversify the economy and create a fertile business environment.
  • mashroo3k Company supports, directs and assists economic sectors to achieve sustainable development.
  • mashroo3k has strong relationships with major international companies and institutes specialized in economic, administrative, marketing and financial consulting, in addition to enjoying international memberships; which qualified it to be a leader in its field.
  • The financial analysis and performance evaluation service of mashroo3k is distinguished by providing a report on the strengths and weaknesses of your company’s financial performance, and recommendations from senior experts in the market with scientific methods and solutions on how to exploit strengths and address weaknesses.

Risks of not implementing financial analysis service:

  • The company’s management does not have a clear picture of the company’s current financial position.
  • She cannot assess the strengths and weaknesses of her performance.
  • You do not have enough information to make informed decisions.
  • The company is unable to effectively identify the risks it faces.
  • Do not have adequate plans in place to mitigate and manage risks.
  • Management makes random decisions that are not based on careful analysis.
  • The company is at risk of making wrong decisions that negatively affect its performance.
  • The company is unable to use its resources effectively.
  • The company is unable to demonstrate its ability to generate good returns for investors.
  • The company is missing out on funding for its expansion plans.
  • The company lags behind its competitors in the market.
  • The company is missing out on opportunities for growth and development.

Why do companies outsource financial analysis?

  • The company may not have an in-house team of experienced and skilled financial analysts.
  • It can be difficult to hire and retain experienced financial analysts.
  • It can be difficult for internal staff to be objective in their financial analyses.
  • A third party can provide more objective and accurate analysis.
  • This can help the company identify new opportunities and improve its financial performance.
  • The third party can provide specialized analytical reports that meet the company’s needs.
  • This can help the company make informed decisions and improve its financial performance.
  • This can help the company apply the results of the analysis and improve its financial performance.