Financial Analysis and Strategy
Project scope
Categories
Accounting Operations Project managementSkills
financial strategy target market financial analysis finance financial accounting sales prospecting report writing lead generation wholesaling accountingNumber of individual students required: 1 - 3 students
After running operations as a Sole proprietorship for the first year, the Plantish family has grown a little and now we’re looking for a new team member to help us financial analysis on product profits considering costs and expenses both on wholesale and retail perspectives.
PROJECT SCOPE
The final project deliverables are:
- A brief report detailing your research on formula for profits, recommendations, and an analysis plan.
- A guideline on financial strategy for top 3 product development, including templates for future uses.
- A short presentation on the contents of the report and guideline.
It should assist our sales team in successfully prospecting within our target market with actionable recommendations that will increase sales conversions. The insights that you provide will help our team improve lead generation and increase conversion rates to drive more sales.
Our team is looking for a financial or accounting wizard who can help us set up sustainable financial processes. The primary project requirements include:
- Development of Financial Procedure document to guide Plantish's financial practices, specifically for product development
- Sales and Income projections (conservative and aggressive)
- Financial accounting report preparation and analysis on top 3 products
We’re excited to work with students who can help us not only brainstorm but also execute a strategy to achieve:
- Having financial processes and practices in place to sustain company growth.
This is a great project for students to prove their finance or accounting expertise to future employers, as the impact of their work on this project can be easily illustrated and communicated.
Check-in meetings and career development talk: answer questions and check in on project difficulties promptly and assign tasks that help explore career passions
Ongoing support and mentorship: check in on emotions and provide industry expert contacts to build connections
We will give you access to organizational assets to support this project such as personnel, website analytics, sales and brand collateral, and more. We can also suggest names of competitors and comparators to research.
Website: www.plantishfuture.com
Instagram: @PlantishFuture
About the company
Plantish grows with folks who are exploring a vegan, plastic-free, plant-based way of living. From production to packaging, we intentionally explore low-impact, plant-based materials that perform better than plastic. Being makers ourselves, we also work with other makers here in Canada & US to develop zero waste products. Through trial and error, we establish best practices of using, caring and disposing of the products to share with our community.