A financial analyst develops workbooks and worksheets utilizing financial input from clients and then creates forecasts of future revenue, expenses and profits.
The finance team uses Wharton School of Business Forecasting methods (Time Series and Industry Series modeling, for example). In addition, the team uses Generally Accepted Accounting Principles (GAAP) when developing the worksheets.
A typical business plan includes a 2-5 year forecast, a 12-month forecasted profit and loss statement, income worksheets, expense worksheets, cash-flow forecasts, use of capital worksheets and assumptions worksheets.
Jeff Evans is a graduate of the University of La Verne with a degree in Business Administration with an emphasis in finance. We are very proud to have him on our independent contractor team.
The technical writer will write the business plan. This includes:
- Company overview
- Products and services
- Management
- Operations
- Assists the marketing analyst
Qualifications: Must have written technical manuals, business plans or some other form of equivalent experience. A Bachelor's degree in English, business administration or equivalent.
A financial analyst develops workbooks and worksheets utilizing financial input from clients and then creates forecasts of future revenue, expenses and profits.
The finance team uses Wharton School of Business Forecasting methods (Time Series and Industry Series modeling, for example). In addition, the team uses Generally Accepted Accounting Principles (GAAP) when developing the worksheets.
A typical business plan includes a 2-5 year forecast, a 12-month forecasted profit and loss statement, income worksheets, expense worksheets, cash-flow forecasts, use of capital worksheets and assumptions worksheets.
Jeff Evans is a graduate of the University of La Verne with a degree in Business Administration with an emphasis in finance. We are very proud to have him on our independent contractor team.
The marketing analyst creates the marketing plan section of the business plan. This includes working closely with the client to create 35 sections of the marketing strategy which includes the following:
Marketing Overview (Situation Analysis), Marketing Strategy, Primary Target Market, Demographics B2C, B2B, B2G, Primary Market Research, Stakeholders, Strategic Alliances, and Collaborators, Secondary Market Research, Competitive Analysis, Direct Competition, List Your Major Competitors (Comparison Chart), Indirect Competitive Factors, Sustainable Competitive Advantage, Market Size, Market Share, Market Penetration, Strengths (Internal), Weaknesses (Internal), Opportunities (External), Threats (External), Product Placement, Promotion, Price, Product Distribution Channels, Web sites, Advertising Budget, Branding/Graphic Imagery, Customer Retention Management, Sales Cycle, Grass Roots Campaign, Public Relations, Implementation & Control, Timing and Contingency Planning