Leadership Team - Business Consulting Services
Project scope
Categories
Accounting Market research Operations Project management Product or service launchSkills
financial analysis finance project charter business planning financial services financial data project management management consulting internal documentation risk managementWe are looking to launch a new business and would like to involve students in this exciting time to develop a financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan to present to investors.
The plan should include:
- Sales forecasting
- Expense budget
- Income projections (conservative and aggressive)
- Assets and liabilities
- Break-even analysis
Participants will take a holistic approach, analyzing the topic of their choice from the perspective of multiple finance sector disciplines to generate the most beneficial and multidimensional recommendations for your organization. Based on the mutually defined scope and specifications, each group will develop a project charter, specifications, and a full project plan.
Participant Details:
- Represent a variety of disciplines within finance including, but not limited to, Consultants, Business Analyst, Development & Strategy, Risk Management, Compliance, Financial Analysis, Project Management, and Process Improvement.
- Have more than five years of experience in the Financial Industry and IT in Finance.
- Our highly trained and educated, with over 80% having completed a Master’s Degree.
- Recent graduates have been hired by RBC, TD Bank, Scotiabank, CIBC, among others, in positions such as Senior Manager Business Development & Strategy, Senior Consultant Financial Data Scientist, Digital Product Lead, and Head of Risk Division.
Sample projects topics include, but are not limited to:
- New Products
- Process Improvement
- FinTech
- Finance
- Risk, Audit, and Compliance
- Fraud
- Customer Service
- Bank Products
- Financing and Loans
- Mergers and Acquisitions
- Equity Research
- Insurance
- Capital markets
- Investments
CEO
About the company
Since our beginnings in 2002, we have grown to become one of the largest financial planning companies in Midwestern Ontario. We are a full service financial planning company that focuses on the four key parts of your financial life - investments, insurance, income tax, and debt management.