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Email
hello@thevaluecore.com -
Phone
+(02) - 094 980 547 -
Address
163 Parkhouse St PMB 6017 Dallas, TX 75207
Phone
+(02) - 094 980 547Address
163 Parkhouse St PMB 6017 Dallas, TX 75207
For a Saudi manufacturing conglomerate, we developed a robust financial model within two weeks, enabling faster decision-making, scenario analysis, and executive-level financial insights, ultimately saving them over SAR 40,000 ($10,000) per month by eliminating the need for an in-house FP&A team.
A Saudi manufacturing conglomerate, generating over $100 million in bottom-line profit, faced major financial planning inefficiencies due to the lack of a structured financial model:
-Delays in Management Reporting: Inefficient financial tracking led to delayed decision-making and inaccurate data for strategic planning.
-High Internal Resource Consumption: Despite having an internal team, excessive manpower and time were required to manage financial data.
The client entrusted us with creating a robust and planning-focused financial model, enabling us to:
-Develop a new, dynamic financial model with a clear structure, linking all assumptions and calculations seamlessly to enhance financial planning.
-Design a visually appealing dashboard to track financial planning metrics, including IRR, payback period, and other KPIs, with graphs and charts to display cash flow forecasts and CAPEX.
-Ensure flexibility in the model by making all assumptions updatable in the input sheet, with changes reflecting across the entire model to aid in ongoing planning and analysis.
Our approach included collaborating with the management team to refine business assumptions, ensuring every aspect of the business was accurately represented in the model to support better financial planning.
-Conducted a detailed planning session to assess challenges and gather necessary access and data.
-Established a clear structure for the financial model, separating inputs, calculations, and outputs.
-Reviewed the model to ensure all calculations worked correctly and captured the business’s financial dynamics.
-Collaborated with the client to present findings, provide solutions, and advise consultants on next steps.
-100% alignment achieved between business operations and financial model assumptions.
-A visually appealing and dynamic financial model, ready to optimize financial planning and management.
-Key metrics, dashboards, and tracking capabilities added to enhance financial clarity and support strategic decision-making.