Financial Analysis Phase 1
Project scope
Categories
Accounting Communications Market research Financial modeling InvestmentSkills
cost of goods sold (inventory) financial analysis quickbooks (accounting software) financial data internal documentation budgeting dashboard templates leadershipWe are looking to clean up and analyze Jitto’s financial data in order for the business to be able to operate from efficiently. We can provide access to internal documentation and other information as needed as well as access to key contacts on the company to help you analyze the data. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial analysis, which we can be presented to the leadership to help make week to week decisions.
This will include:
- Update financial transactions in quickbooks and excel
- Ensure revenue and COGS sources are correct and aligned to all the platforms
- Forecasting and Budgeting templates to ensure information is being recorded accurately
- Work with the business and technical deam to streamline data inputs
- Create data dashboards for Revenue, COGS, Profit, Expenses and Net Profit
- Report break-down
- Utilize reports to find analytical insights
- Built dashboard to show growth areas.
By the end of the project, students should complete the following list of activities:
- Familiarize themselves with our existing product
- Learn about the business and build a foundational database
- Familiarize themselves with various financial tools and resources
- Ability to provide analytical insights based on the data collected
- Present any key financial information the leadership team is seeking
Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:
- Current business understanding from a financial perspective
- Industry-standard financial tools and resources
- Data Input on choices, problems or anything else the students might encounter
- Provide them with software or resources as needed
About the company
Jitto is a just-in-time ordering platform for retailers. We focus on filling in the supply chain gaps that are created by inaccurate forecasting, poor quality and labour shortages to keep our retailers’ shelves full.
Our mission is to digitize the wholesale produce sector that is archaic and paper-bound by leveraging technology and our on-demand distribution network to deliver when it matters the most.