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A Case Study on Financial Research Back Office Support Services Offered

Overview

Several small-scale companies in the USA file SEC filings with the SEC (Securities and Exchange Commission) regularly. There are financial analysis firms that extract financial data from EDGAR (Electronic Data-Gathering, Analysis and Retrieval system) and provide analysis reports to small companies for a fee.

Customer

A company, which is a service provider to NASDAQ (National Association of Securities Dealers Automated Quotations) - MD

Customer's Challenges

The company had huge volumes of data that had to be processed on a regular basis

Flatworld Solutions' Back Office Services Provided

Flatworld Solutions came to the company's rescue by offering the following services -

  • Extraction of data from EDGAR
  • Checking and verifying financial statements
  • Conducting ratio analysis for 28 ratios across 5 categories
  • Conducting trend analysis for a range of 3 to 5 years
  • Developed comparative reports based on industry analysis
  • Conducting bankruptcy analysis (Altman-Z score)
  • Created standardized reports for the business
Impact on Customer's Business
  • Manpower costs and other related costs were cut down to a great extent
  • The turnaround time (TAT) improved considerably

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