Financial Samples

1.1. Reporting Samples

Table 1. A list of some financial reporting documents developed.

Name of the document Short description of the document contents
Monthly Reporting Document containing samples of monthly / quarterly revenue & expense, collection, combined P&L, combined Balance Sheets, departmental variance reports,  generated.
Budgeting Document containing budget forecasting, variance tracking, .
MBO Document containing Managed Buy-Out reports.

1.1. Financial Planning / Management Samples

Table 2. A list of some financial planning documents developed.

Name of the document Short description of the document contents
Financial Analysis Document containing samples of Business Valuation, Investment NPV / IRR Assessments & Payoff (ROI) Outlay, and Cost Benefit Analysis.
Financial Planning Document containing samples of Key Strategic Indicators, Departmental Goals, Settlements, Trust Account Management, Call Center Cost analysis, Cost Reduction Planning, Vendor cost assessments.

1.1. Process Engineering Samples

Table 3. A list of some process engineering documents developed.

Name of the document Short description of the document contents
Business Process Document containing samples of business process / flow diagrams.

1.1. Customer Management Samples

Table 4. A list of some customer centric documents developed.

Name of the document Short description of the document contents
Customer Care Document containing samples of refunds, collections.

1.1. Human Resource Samples

Table 5. A list of some human capital administration documents developed.

Name of the document Short description of the document contents
Human Resources Document containing samples of Employee contract, compensation planning, severance, recruiting, 401k administration, New Hire & Termination administration, Benefits Planning (healthcare, vacation, etc.), Employee request forms generation,  generated.

1.1. Payroll Samples

Table 6. A list of some payroll documents developed.

Name of the document Short description of the document contents
Payroll Document containing samples of Payroll generation, Advance administration,  generated.

1.1. Facilities Management Samples

Table 7. A list of some payroll documents developed.

Name of the document Short description of the document contents
Facilities Document containing samples of facilities management activities.

1.1. Marketing Samples

Table 8. A list of some payroll documents developed.

Name of the document Short description of the document contents
Marketing Document containing samples of marketing related activities.
newspapers, media, flyers, internet