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What do Financial Statement Analysis consultants do?

Our financial statement analysis consultants help clients determine if a company is financially viable and if the company’s financials are in line with management’s/client’s expectations.

The world's largest network of Financial Statement Analysis consultants

Our Fintalents serve clients in North America, LATAM, Europe, MENA, and APAC.

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Hire your Financial Statement Analysis consultant in 48 hours

Fintalent is the invite-only community for top-tier independent M&A consultants and Strategy professionals. Hire global freelance M&A consultants and Strategy experts with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent M&A advisors and Strategy specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!

Sergi

Freelance M&A consultant

Barcelona, Spain
7 years experience

Udayan

Freelance M&A consultant

New York, United States
10 years experience

Ferhat

Freelance M&A consultant

Switzerland
5 years experience

Uhriel

Freelance M&A consultant

United States
12 years experience

Lee

Freelance M&A consultant

Vietnam
4 years experience

Why should you hire Financial Statement Analysis experts with Fintalent?

Trusted Network

Every Fintalent has been vetted manually.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Frequently asked questions

What clients usually engage your Financial Statement Analysis Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Financial Statement Analysis talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Financial Statement Analysis professionals, highly specialized within their domains. We have streamlined the process of engaging the best Financial Statement Analysis talent and are able to provide clients with Financial Statement Analysis professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Financial Statement Analysis professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Financial Statement Analysis consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Financial Statement Analysis consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Financial Statement Analysis talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Financial Statement Analysis talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Financial Statement Analysis consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Everything you need to know about Financial Statement Analysis

What is Financial Statement Analysis?

Financial statement analysis is the branch of accounting which deals with the form and content of presentation of financial statements. The purpose of financial statement analysis is to segregate and assess information in order to give an understanding of how a company operates, as well as how profitable it has been at doing so.

According to Fintalent’s financial statement analysis consultants, a company can be organized into different departments or divisions as well as into various subsidiaries or affiliates. The subsidiaries are considered in the year that their profits are earned and the subsidiaries are part of the parent company or owner in the next year, when profits are assessed. The results of each subsidiary and affiliates (from subsidiaries to affiliates) is then added together, along with any other entities that may be directly or indirectly owned by a company.

Income Statements and Balance Sheets.

The income statement will show us how much money was earned in a given year by what source; while Balance will show us how much cash was received or used during those same periods. This can be done manually or automatically through accounting software.

Based on that information, we need to look at the trend of net income. Net income is normally found in the income statement and represents the amount of money that a company made or lost from its operations; from interest, from sales and/or cost of goods sold (COGS), and any other revenues as well as any other costs for that same period. We will want to see if there are any abnormal fluctuations in net income; this may be both positive or negative.

In order to determine if the company has made a loss or no gain for the period, we need to see if there is any information about profit after tax or P/T. P/T is a mathematical calculation that measures the amount of profit for a given period after subtracting all of the expenses from revenues; in this case, from sales and COGS. Ideally, you want to see that only interest expenses and taxes have been deducted from net income (net income after deductions) then added together to reach that final result.

After that, you want to look at the assets and liabilities of the company; this will tell us how much the company is worth according to those items. The balance sheet shows us the values of assets divided by liabilities and net worth. Net worth is the current value of all assets minus liabilities for a given period. Liabilities are debts owed by a company, while assets are what it owns (in this case).
The next step is to determine if there have been any changes in values; both asset as well as liability or net worth.

If everything in the financial statement analysis report looks in order, then that part of your analysis will be finished. After that, you need to look at all of your notes, as well as financial statements from the previous year, in order to determine how the company has changed from one period to another. You also want to look for any trends and/or changes over time, along with any other reports (such as income statements for subsidiaries or affiliates).

After you have looked at these other reports and figures along with all of your notes, you will want to write a conclusion. This conclusion must include all of the pertinent information so that others will be able to understand what you have discovered. The conclusion should also include any information that you have discovered on trends and changes, as well as any changes in financial or corporate policy.

Financial statement analysis is a useful tool to help one determine if a company is financially viable and if the company’s financials are in line with management’s expectations. Financial effectiveness (or efficiency) is a measure of how well a company has used its resources and how effectively it manages its internal affairs (such as profit, debt, loss, and cash flow) over time. Financial statements can be compared with each other to identify strengths and weaknesses of how different segments are performing, as well as whether the total picture is improving or deteriorating.

Financial analysis is an extremely important tool for not just financial performance, but also for the overall group of companies.

Difference between Financial Statement and Balance Sheet

The major differences between a financial statement and a balance sheet are that while they both include the same items, they tend to have different information. While both financial statements and balance sheets do show assets and liabilities, they do not normally show any of the company’s equity unless specifically stated. Common items on a balance sheet include liabilities (ordinary, accrued or other), stockholders’ equity (common stock & retained earnings) and total assets minus current liabilities.

Profit and loss statements differ from income statements in that profit and loss statements will show how much net profit or loss a company had for a given period, while the other will show revenues, costs and expenses in order to get to the same result. The balance sheet is made up of three columns: assets, liabilities and stockholders’ equity. On the left side of the balance sheet are listed assets (property, plant & equipment), while on the right side you have liabilities (obligations) with stockholder’s equity (net worth or total assets minus total liabilities) separating them.

The balance sheet shows the value of the assets owned by a company. They used to be displayed as a set of numbers, but now they are displayed in what is known as “accounting language”, which is a standardized format used to show the values of assets, liabilities and stockholders’ equity (stockholders are also known as common shareholders). Thus, assets are classified according to four types: current assets, fixed assets, inventories and other assets.

Current Assets consist of all cash in hand (such as money in checking accounts). Cash is usually valued at face value because it can practically be used right away. Debits and credits have been placed on each of the assets to show their values in units (or hundreds). Current Assets also include all accounts receivable, which are bills sent to clients/customers and have not yet been paid to the company. They also consist of other paper assets, such as intangibles, equipment leasing contracts and some bonds. These are all called current assets because they can be used within one year and will be turned into cash within that year.

Fixed Assets are those “tangible” items that cannot be easily changed in terms of use by people. They are also known as “property, plant and equipment”. Some of the major items under this heading include land, buildings, machinery and furniture. Depreciation is a form of a non-cash expense that shows how useful an asset will be to the company over time (the length of time will depend on the item itself, but is usually stated in 1, 5 or 10 years). Land cannot be depreciated because it is simply being used as land.

Other Assets can contain any other assets that aren’t already included in the other classes. They often hold accounts receivable that are due within one year. Other longer-term assets may also be included here. Inventories can consist of raw materials or parts that are ready to be used or sold.

“Note: Assets are listed on the balance sheet in order of liquidity, with cash being the most liquid (easiest to sell), followed by receivables, inventory, and lastly fixed assets.”

Liabilities are divided into four groups as well. They include accounts payable (which includes bills due but have not yet been paid), notes payable, bonds payable and other liabilities. The third group is bonds payable. Bonds are debts that can be traded in certain financial markets such as the stock market.

The last group of liabilities is other liabilities, which can contain items such as deferred income and accrued expenses.

Stockholders’ equity is the net value of a company. It is the difference between assets and liabilities plus any retained earnings that have been previously accumulated before book value. The balance sheet holds useful information in many ways. It shows you how well a company can use its money while at the same time showing how well they are being run by management.

All financial statements are affected by common-size analysis (and also by trend analysis). Common-size analysis compares a company’s financial statement figures to those of earlier periods, to those of other companies in the same industry or economic sector, or to some standard.

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Hire the best Financial Statement Analysis specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Financial Statement Analysis consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Financial Statement Analysis specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!