AU Senior Analyst

Financial Reporting Packs - Excel

• Extract Reports from Xero / MYOB / QuickBooks
• Create Financial Reporting Packs
• P&L
• Balance Sheet
• Debtors
• Creditors
• Sale Reports
• Payroll Reports
• Summary
• Basic Financial Ratios.
• Format.
• Example attached upon progression of candidate hiring rounds.

Basic Financial Analysis – As Directed

• Job Costings Analysis to assess project profitability.
• Margin Analysis to assess project profitability.
• Working Capital Analysis.
• Identify anomalies, trends, and issues requiring escalation to the Principal.
• Prepare Excel summaries for diagnostics and due diligence work.

Fathom / Castaway

• Excel Uploads for non-Xero / MYOB / Quick Books clients.
• Prepare Forecasts based on agreed drivers and inputs.
• Report structuring & support.

Commercial Lendi...