FWS Provided Financial Models for a US-based Management Advisory Firm

Case Study on Financial Models for US Management Advisory Firm

The Client

The client is based in the United States (Ohio) and is known for their expertise involving fraud investigation, insolvency analysis, and liquidations. They have been a leader in financial services for more than 25 years. The client frequently supplies directors with specialized experience on investment funds and asset management.

Challenges Faced by the Client

The client wanted current and historical financial data that included analysis of earnings per share, free cash flow (FCF), balance sheets and earnings before interest, taxes, depreciation and amortization (EBITDA). They also needed a comprehensive summary of overall company performance that encompassed a review of individual segments and consolidated operations to reflect costs, pricing, shipments and operating profits.

The project involved three challenges -

The client wanted a quick turnaround
Detailed earnings information was required for a 10-year period
The client needed a specialized model that included assessment of free cash flow to indicate cash available after making capital expenditures

FWS' Solution

With a clear understanding of client's requirement, our team implemented a reliable communications strategy and used financial research tools to create cost-effective unambiguous models. The Flatworld Solutions' financial research specialists developed this solution -

The team included a senior project manager, a dedicated financial research analyst and additional data analysts as needed
A communication strategy was established to keep the client informed throughout the research process
Prior to developing the required models, the team confirmed data and timing requirements
The required financial models were delivered to the client within the requested turnaround time

The Results

With project completion, the client was satisfied with the short TAT and promptness of our team in guiding them during and after the project. The client was able to use the models on assessment of free cash flow produced by our financial researchers to serve highly relevant financial products to their clientele while smoothening investor relationships.

Partner with Flatworld - Leader in Financial Modeling Services

With 19 years of experience being a trusted partner to our esteemed clients, Flatworld Solutions continues to make long strides side by side with our esteemed clients. We readily meet the tight client deadlines for financial data models involving both historical and current data. Operating on a 24/6 schedule allows our specialists to satisfy client needs for fast turnarounds. Our response times and high-quality results are also enhanced by having a research and analysis team of more than 100 experienced financial analysts. We are a leading provider of financial modeling services in India with top in-house infrastructure and security measures for catering to our clients with greater efficiency.

Flatworld Solutions has a similar commitment to other research services - for example, pharmaceutical research and business research. We are ISO-certified and comply with international standards for research and data management. Our global client list includes Fortune 1000 companies.