Business Financial Analysis Consultancy
Timeline
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February 26, 2021Experience start
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February 20, 2021Project Scope Meeting
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March 4, 2021Project Scope Meeting
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March 13, 2021Midpoint Check-in
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March 13, 2021Midpoint Check-in
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April 2, 2021Experience end
Timeline
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February 26, 2021Experience start
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February 20, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
March 4, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
March 13, 2021Midpoint Check-in
Meeting between students and company for midpoint check-in.
-
March 13, 2021Midpoint Check-in
Meeting between students and company for midpoint check-in.
-
April 2, 2021Experience end
Experience scope
Categories
Accounting Communications Market research Operations Product or service launchSkills
business consulting financial analysis research professional interpersonal and written communication data analysisBeginning in February 2021, teams of student consultants at UPEI will assist your organization make decisions with particular emphasis on information collection, problem-solving, and decision-making skills inherent in the finance function. They will provide you with recommendations and alternatives to help your company and your clients reach their goals. Let the students come up with creative recommendations and a professional plan!
Learners
An executive summary of primary recommendations with detailed discussion and alternatives and illustrations in the full project report.
Project timeline
-
February 26, 2021Experience start
-
February 20, 2021Project Scope Meeting
-
March 4, 2021Project Scope Meeting
-
March 13, 2021Midpoint Check-in
-
March 13, 2021Midpoint Check-in
-
April 2, 2021Experience end
Timeline
-
February 26, 2021Experience start
-
February 20, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
March 4, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
March 13, 2021Midpoint Check-in
Meeting between students and company for midpoint check-in.
-
March 13, 2021Midpoint Check-in
Meeting between students and company for midpoint check-in.
-
April 2, 2021Experience end
Project Examples
Requirements
Examples include but are not limited to:
- Analysis of financial projections including sensitivity analysis
- Capital budgeting analysis and recommendations
- Risk management recommendations
- Asset or company valuations
- Financial ratio analysis and recommendations
- Other financial recommendations as agreed upon
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Be available for a phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.
Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address questions about required information on case details.
Timeline
-
February 26, 2021Experience start
-
February 20, 2021Project Scope Meeting
-
March 4, 2021Project Scope Meeting
-
March 13, 2021Midpoint Check-in
-
March 13, 2021Midpoint Check-in
-
April 2, 2021Experience end
Timeline
-
February 26, 2021Experience start
-
February 20, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
March 4, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
March 13, 2021Midpoint Check-in
Meeting between students and company for midpoint check-in.
-
March 13, 2021Midpoint Check-in
Meeting between students and company for midpoint check-in.
-
April 2, 2021Experience end