Flagship engagement
Financial Analytics Review
A structured review of ledgers, ratios, and variance notes so management can stand behind the numbers presented to boards and lenders.
Who it is for
Finance teams, owner-managers, and boards preparing statements for lenders, investors, or statutory filing
Result
A written review memorandum with tested analytics, unresolved exceptions, and evidence references ready for management sign-off
Included
- Scoping call covering entities, periods, and reporting frameworks in use
- Ratio and trend analytics across key statement lines
- Variance inquiry notes with links to source journals or schedules
- Evidence index mapping each finding to supporting documents
- Closing briefing with the finance lead
Not included
- Statutory audit opinion or assurance report under TWSA
- Tax filing preparation
- Restatement drafting unless separately commissioned
How we run it
- Intake and document request list
- Analytics run and exception shortlist
- Evidence chase and walkthroughs
- Draft memorandum and management discussion
- Final pack with evidence index