NEXOS PSS
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Financial analysis

We turn financial and operational data into analysis addressing a specific decision faced by management, owners, funders or the team accountable for performance.

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When to use this service

  • Performance is changing, but reports do not explain why

  • An investment, financing arrangement or transaction is planned

  • Product or customer profitability needs to be assessed

  • Management needs a cash flow forecast or scenario analysis

Scope of support

  • Defining the analytical objective, such as assessing profitability, liquidity, investment or funding needs

  • Selecting data and the review period, and agreeing how indicators are calculated and compared

  • Analysis of earnings, the balance sheet or cash flows

  • Cost, margin and working capital analysis

  • Scenarios, sensitivity analysis and interpretation

The process, step by step

  1. We agree the objective, intended users and scope.

  2. We agree the data, documents and responsibilities.

  3. We conduct the analysis or implementation in agreed stages.

  4. We discuss findings and hand over the deliverables.

What you receive

  • A report or presentation of findings

  • A model or dashboard in the agreed format

  • A description of sources, definitions, assumptions and limitations

Fees

How we determine our fees

Our fees are agreed individually, taking account of the scope, scale, complexity and expected delivery date of the services. Fees may be charged on an hourly, fixed-fee or combined fixed-fee and hourly basis. Please contact us for detailed information about fees for the services provided by our team of specialists.

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Let us discuss exactly what you need

Tell us about your situation, objectives and deadlines. We will identify the right team and contact you to discuss how we can work together.