Content
Overview
Financial Advisory
Training & Development
Our Team
Our Capabilities Financial Forecast & Valuations
Project Feasibility
Dashboard
KPI Model
Operations & Management Model
Business Plan Model
Overview
About US
What We Offer
Fin-Wiser Advisory was founded in 2016 by a team with rich exposure in the field of Financial Modeling, Research & Project Management. Our area of specialisation includes financial modeling for company valuation, business plan modeling, creating models for govt. bid/tender, project finance models, dashboards, process documentation and mapping.
Why Choose
Us?
Knowledge Professionals - CFA, Masters in
Finance, Lean Six Sigma (Black Belt)
8+ years
Average Work Experience
Hand on Experience in
executing projects Globally
Customized Training and
Advisory services
Thirty to 40 years ago, most financial decisions were fairly simple … Scott Cook
Quote Unquote:
Financial Advisory
WHAT WE DO
---------------------------------------------------------------- Fin-Wiser provides Financial Modeling & Analysis services which can quickly uncover the financial drivers of business by analyzing different variables and help in arriving at optimal business solutions. Our financial models are custom made as per the business requirements and can integrate elements of accounting, finance, economics and corporate psychology to summarize a particular events for the end user and provide direction regarding possible actions or alternatives.
Business Case Develop
Understanding around business
Model Map
Create model outlay based on
business case
Detailed Financial
Model Perform
spreadsheet engineering to build business specific model
Model Insight & Findings
Financial Analysis & interpret the
results
Mgmt. Insights Communicate Findings to the
management and take insight
METHODOLOGY
Business Plan Model
Equity Research
Business Research
Bid Modeling
Financial Modeling
Financial Analysis
Project Finance Modeling
SERVICES OFFERED GLOBAL EXPOSURE
Geographies worked with
An investment in Knowledge Pays the Best Interest … Benjamin Franklin
Quote Unquote:
Training & Development
Financial Modeling
• DCF based valuation Modeling
• M&A Modeling
• Project Finance Modeling
• LBO Modeling
Crash Courses
• DCF Valuation
• Project Finance Basics
• Financial Statement Integration
• Basic and Advance Excel
Corporate Training
• Financial Modeling Workshops
• Dashboard
• Advance Excel for Reporting & MIS
Practical training is an integral part of our programs. Our training sessions are highly interactive and are based on the case study approach, which is an effective way to foster participants and provides hand on practice.
WHAT WE DO ----------------------------------------------------------------
Fin-Wiser Provides Practical Training Sessions in the Areas of Excel Based Financial Modeling, Financial Research, Project Finance Modeling, M&A, Business Plan Modeling and Company Valuation Techniques. Our Training Sessions Enable Participants From Finance/ Non Finance Background (Graduates/MBA/CFA/CA Etc.) to Build Upon and Provide Impetus to their Skills in Finance.
HOW WE DO IT ----------------------------------------------------------------
CLASS ROOM TRAINING One on One PERSONAL TRAINING
ONLINE TRAINING via SKYPE
TRAININGS OFFERED
Team Work makes the Dream Work Quote Unquote:
Our Team Pushkar Kumar
(Principal Consultant - Financial Advisory)
A competent professional with more than Eight years of experience in financial Modeling and valuation. He has core expertise in building financial models/bid models from scratch, carrying out valuation across sectors and is well versed with delivering quality output as per client’s expectations.
Skills and expertise:- - Financial Modeling & Valuation - Bid Modeling - Model Review - Equity Research
Education and qualifications:- - Msc. Finance - CFA (ICFAI) - Bachelor in Business Economics
Vipin Sharma
(Principal Consultant – Operations Advisory)
A certified Prince 2 and Lean Six Sigma Black Belt with more than 14+ years of experience in management consulting, change management, transformation, operational process excellence, analytics, project management and transition.
Skills and expertise:- - Lean Six Sigma - Business Process Mapping (BPMN) - Target Operating Model Design - Process Analysis and Opportunity
Identification
Education and qualifications:- - Prince 2 Certified - Lean Six Sigma (Black Belt) - MBA
Harshita Sharma
(Managing Partner)
A proficient individual with more than seven years of experience in comparable company and transaction analysis. She has core expertise in carrying out valuation across sectors and is well versed with creating pitch books, identifying targets for M&A.
Skills and expertise:- - Financial Modeling - Comparable Company Analysis - Pitch Book - Financial Analysis Education and qualifications:- - Msc. Finance - CFA (ICFAI) - Bachelor in Economics
Capability Means Imagination….Napoleon Hill Quote Unquote:
Project Feasibility Study Financial Forecasting & Valuation
Opportunity Overview
A US-based boutique investment firm was looking for a Financial Model on US listed Auto Giant.
Solution Delivered
A US based boutique investment firm required to build a detailed Financial Model from valuation prospective on an Auto Giant listed on the US Stock Exchange. Fin-Wiser provided a complete financial model with DCF and Relative Valuation.
Scope of Work:- Integrated Financial Statements 5 year forecast Identification of Revenue and Cost
Drivers DCF Based Valuation Relative Valuation Based on EV Multiples Working Capital Analysis Du Pont Analysis Dashboard for Management Information
Valuation Model
Revenue Drivers
5 Year Forecast
Integrated Financial
Statements
Dashboard Financial & Valuation
Ratios
Valuation Report
Relative Valuation
DCF Valuation
Project Feasibility Study Project Feasibility Study
Financial Model
& Valuation
Report Identifying the Revenue and cost
drivers
Forecasting Revenue and cost based on management expectations
Collection of Historic Financial Data
Plotting the historical data in Financial model
Industry Analysis
Management Summary
Financial Analysis
Valuation Methodology
Deriving valuation ranges using the different methods of valuation:
-- DCF Valuation
-- Relative Valuations
Step
1:
His
tori
cal D
ata
Step
2:
Fin
anci
al
Fore
cast
Step 3
: V
aluatio
n
Step 4
: Final
Rep
ort
Objective: Project Feasibility Analysis for raising seed capital to expand
Client Location: Canada Industry: Farmland Development
Delivery Location: Offshore Project Type: Valuation Model Build
Methodology Used and Solution Delivered
Project Feasibility Study Dashboard
xxxxx xxxxx
Prepared a dashboard for Group HR to
present 100+ KPIs grouped under 10 heads for each of the 4 business divisions.
Flexibility to generate dynamic outputs Provide Insight/ analysis at divisional and
group level
Methodology Used
Refurbish and structured data in required format
Developed a dashboard using various excel tools incl. Macros
Received Data from Client
HR Team of a service company based out of UAE was looking for an automated dashboard to comprehend large
data with charts and tables for quick and insightful analysis.
Solution Delivered
Incorporated Macros for navigation and input selection
Consolidated charts to provide insight at group level
Dynamic charts updated basis the selected period
Quarterly charts to comprehend trends
Presented text data using tables
Prepared a list of all the KPI’s with definitions
20.4
30.6
45.9
51.2
0.050.0100.0
20.4
30.6
45.9
51.2
0.0 50.0 100.0
Div. A
Div B
Div. C
Div. D
West 25%
North 25%
South 25%
East 25%
45.9 46.9 45 43.9
0
50
West
Sample Chart Format
Problem Statement
Project Feasibility Study Key Performance Indicator Calculator
The KPMG name and logo are registered trademarks or trademarks of KPMG International.
© [year] [legal member firm name], a [jurisdiction] [legal structure] and a member firm of the KPMG network of independent member firms affiliated with
KPMG International Cooperative, a Swiss entity. All rights reserved.
New Zealand based service provider was looking for a KPI model to help them assess monthly/quarterly/annual penalty calculations based on KPI’s defined by the contractor and present output to the Management.
Solution Offered
Penalty Payment Analysis
Shadow update for 3 months for smooth transition
Modeling Support
Monthly KPI Calculation Sheets
Conversion of Documented KPI into Excel based calculations
User Guide for easy understanding of Model Functionality
Automated Dashboard for output
Monthly KPI Summary
Client Objective
Visual Presentation of Outputs
Monthly & Quarterly KPI
Penalty Calculations
Monthly, Quarterly &
Annual Summary
Dashboard
Automation of KPI Penalty Calculation
Project Feasibility Study Operations & Management Contract
Develop commercial Model and quantify commercial risks associated with the RFP issued by state government in
North India for Operations and Management of 3000+ “Suvidha Kendra”. Also, Perform scenarios analysis to fund
initial capex requirement and understand the financial viability.
Build an excel based monthly financial model with 5 year projections for submission of a government tender in North India
Perform Scenario analysis for Capex funding
Perform NPV and IRR Analysis for Project Feasibility
Cash Flow Analysis In-house vs Outsourced Analysis
Problem Statement Solution Delivered
Estimation of Total Funding Requirement Assessing Manpower requirement in Different Shifts
Evaluation and selection of suppliers based on operating & maintenance costs, economic life and payment terms
Scenario analysis based on leasing and Capex investment model
Assessment of outsourced vs in house cost impact
Historical cash generation capacity
Revenue Analysis
Working capital Analysis
Project Feasibility Study Business Plan Model
Develop a 5 year Business Plan Model for Pathology services in UK with various scenarios around centralised vs
decentralised laboratories.
Build an excel based monthly financial model with 5 year projections for Pathology Services in UK
Perform Scenario analysis for Capex funding
Perform NPV and IRR Analysis for Project Feasibility
Centralised vs Decentralised Analysis
Problem Statement Solution Delivered
Financial Modeling Support
Identification of Revenue drivers for Pathology services and forecasting monthly revenue based on the same.
Created integrated Financial Statements for Each laboratory with 5 year forecast.
Created Consolidated Financials.
Financial Analysis Support
Scenario Analysis:
• Create Scenarios around centralised and decentralised testing
• Assessment of Funding Requirement under both options
Performed Working capital Analysis
NPV & IRR Analysis to help decision making on scenarios
Financial Modeling and Valuation
Fin-Wiser is a specialist Advisory boutique focused on providing Financial Modeling, Financial Analysis, Business Transformation & Business Research Services.
Business Modeling
Financial Analysis
Financial Tools
Model Review and Stress Testing
Dashboard & MIS
website:- www.fin-wiser.com
Email : [email protected]
Thank You!