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Reporting, Financial Planning & Analysis

We've included some sample project ideas below. We encourage users to mix-and-match components from various departments for the best cross functional project experience. In all cases, we customize the projects based on company goals and student learning objectives.
Conduct a Business International Expansion Analysis
  1. Deep-dive into the Company
  2. Cultural Analysis
  3. Benchmarking Analysis
  4. Financial Analysis & Recommendations
Create a Strategy for Diversifying Fundraising Efforts
  1. Define the Fundraising Status Quo
  2. Research & Prototype Fundraising Strategies
  3. Develop a Comprehensive Strategy
  4. Deep-Dive into the Organization
Conduct a Financial Planning Analysis
  1. Assess the Company’s Financial Status
  2. Show the Financial Viability of the Company
  3. Deep-dive into the Company
  4. Prepare Financial Statements & Make Recommendations for Management
Recommend Cost Reduction Measures
  1. Ideate Cost-cutting Measures
  2. Propose 2-3 cost-cutting initiatives
  3. Deep-dive into the Company
  4. Conduct a comprehensive analysis of expenses and identify areas of waste
Develop a Predictive Financial Model
  1. Prepare flexible financial model and usable budget
  2. Develop a prototype financial model and associated projections
  3. Become familiar with the company and its financial data
  4. Determine company’s valuation based upon projections
Build Our Fundraising Strategy
  1. Deep Dive into Company and Current Practices
  2. Research and Identify Funding Targets
  3. Develop a Fundraising Plan and Present to Industry Partner
  4. Review and Improve Fundraising Materials
Develop a Customized Toolkit & Playbook for Evaluating Acquisitions or Mergers
  1. Propose a Comprehensive Analytical Strategy
  2. Develop Prototype Customized Merger/Acquisition Analysis Toolkit
  3. Develop Playbook
  4. Deep-dive on the Company & Challenge
Build a Key Performance Indicator (KPI) Dashboard to Track Progress with Strategic Initiatives
  1. Define Needs & Select KPI’s
  2. Deep-dive on the Organization
  3. Create KPI Dashboard Template & Map of Dataflow Logistics
  4. Design prototype dashboard and data-stream

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