We are seeking a junior financial analyst to review a company's half-year budget performance and prepare a basic forecast for the upcoming quarter. You will work with a pre-filled Excel sheet and deliver a brief, structured analysis report.
- Requirements:
Intermediate Excel or Google Sheets skills
Understanding of basic financial metrics (Gross Profit, Net Profit)
Ability to spot trends and draw financial insights
Clear and concise writing skills
- To Apply:
Please describe your experience with budgeting or forecasting. Attach any sample financial reports or Excel sheets if available.
Milestones
Project delivery
- Deliverables:
Completed Excel sheet with added calculations
3-month forecast for Revenue, COGS, and Expenses
1–2 page report with summary observations and forecast table
File format: Word or PDF
- Included Files:
Budget_Forecast_Data.xlsx
Task Brief – Budgeting & Forecasting.docx