TITAN SERVICES

Want to know your key performer indicators or KPIs for short, in today’s world you have to know your numbers, what your margins are, how much you’re actually making on them, where you can increase prices, where you can’t. We specialize in analyzing Current & Historical Financial Results, Creating Forecasts and Projections, Making Recommendations, Generating Financial Models, Insights to Cut Costs, Opportunities to Grow Revenue, Ways to Increase Market Share, and much, much more!

Gather and Organize Data

Analyze Financials

Create Forecasts and Projections

Make Recommendations

Build Models

Generate Reports

A financial analyst gathers data and information about what they need to analyze, such as historical financials, general ledger data, stock price information, statistics, industry research, and any other type of quantitative data. The information is gathered from various sources such as the company’s internal databases or third-party systems. Once the data is gathered it’s entered into Excel or some other database to make sense of it. Usually this means sorting the numbers by data & category, adding formulas and functions to make sure it’s dynamic, and using consistent formatting styles so that it’s easy to read and understand.

When the data is all clean and organized, a financial analyst starts analyzing past information and historical results. This typically includes looking at metrics like gross margin, net margin, year-over-year (YoY) growth rates, and many others. An analyst will look for trends and benchmark the performance against other companies in the same industry. This is one of the biggest factors of what a financial analyst does. How a company will perform requires both art and science, certain assumptions have to be made. Common forecasting methods include year-over-year growth rates.

In addition to being good with numbers, financial analysts generate insights and recommendations on how to improve business operations. Some examples are ways to cut costs, opportunities to grow revenue, how to increase your market share, and much more. These recommendations are presented to the CEO, the CFO, other executives, and/or the board of directors. Financial models typically start by linking bank statements, general ledger, P&L statements and then layering on more advanced types of financial models such as cash flow analysis, internal planning models and Mergers & Acquisition (M&A) models.

If you want to know your numbers, find out about your current & historical financials, receive recommendations, forecasts, projections, and more. TITAN Financial Pros has decades of experience in all of these areas and are ready to help you. Call us today and find out more about this.