Accounting, financial forecasts N-P-2

Closed
Kat Innovation
Montreal, Quebec, Canada
CEO-Founder
(57)
5
Project
Academic experience or paid work
60 hours per learner
Learner
Montreal, Quebec, Canada
Advanced level

Project scope

Categories
Financial modeling Financial services Risk, audit and compliance
Skills
financial forecasting professionalism internal documentation accounting forecasting sales bookkeeping
Details

As a startup company in medtech, we are in the process of raising funds and we need to work on our financial projections and we would like to involve students to ensure that the document is done in a very professional manner. We will provide internal documentation and the draft document on which students must base themselves to construct the desired official document. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial projections document, which we can present to investors.

The plan should include:

  • Sales forecasting
  • Expense budget
  • Income projections (conservative and aggressive)
  • Account and results
  • Assets and liabilities
  • Break-even analysis
  • Bookkeeping (accounting work)
Deliverables

The final deliverables should take the form of:

  • An excel document with final report for the financial forecast and for the bookkeeping
  • A 30-minute presentation
Mentorship

The students will be guided and accompanied by the president-founder throughout the course.

About the company

Company
Montreal, Quebec, Canada
2 - 10 employees
Technology, Hospital, health, wellness & medical, Sports & fitness

We are working on the development and commercialization of medical devices and exercising equipments.