What is Financial Analysis and Performance Evaluation?

It is the process of collecting and analyzing financial data using a set of tools and techniques that help make informed financial decisions, identify investment opportunities, assess risks, and improve financial efficiency.

Why Do Companies Need Financial Analysis and Performance Evaluation?

• Provides a comprehensive overview to understand the company’s financial performance.
• Offers data-driven investment guidance, helping make well-informed and sound investment decisions.
• Assists in estimating investment-related risks, enabling investors to understand and assess potential risk levels.
• Delivers valuable information that supports informed investment decisions, whether in buying or selling asset or allocating funds to specific types of investments.
  
  

The following requirements must be met to begin the process of analyzing and evaluating financial performance.

• Detailed company information
• A copy of the commercial register and the company’s articles of association
• The company’s approved financial statements and their attachments (last three years)
• Auditor’s Report (Last Three Years)
• Internal audit reports (if any).
• Debt Aging Analysis
• Board of Directors Minutes (last three years)
• List of policies, laws and procedures approved by the Board of Directors
• The legal position of the cases filed by and against the company, specifying the amount of the dispute, the reason, and the position to date.
• Additional tax and financial reports (if applicable)
• Social Security Position
• Any matches or approvals for customers or debtors
• Detailed analysis of allocations
• Analytical statement of fixed assets and their productive lives
• List of mortgaged assets – Negative certificate from the real estate registry
• Information about storage and warehouse locations
• Contracts and agreements with customers, partners and suppliers
• Image of loan contracts
• A copy of the ownership contracts for the company’s assets (land, warehouses, etc.)
• Clarification of a statement with details of the branches (if any)
• Any information about competitors and the company’s market share (if any)
• Company objectives and future strategy (if any)
• Analysis of the company’s strengths, weaknesses, opportunities and threats (if any)
• Detailed statement of related party transactions and their confirmations of their balances
• Statement of investments, articles of association of the invested companies and their latest financial statements (if any).
• Report on the most important changes in the company during the period
• Statement of rents and their current and future costs
• Job structure and salary details
• Detailed statement of car maintenance and oil change
• Statement of dormant stock
• Fixed Asset Insurance Statement
• Statement of spare parts and their adequacy
• Analytical statement of receivables and payables
• Statement of fully depreciated assets that are still in operation
• Bank statements
• Bank certificates
• Bank reconciliation notes
• Detailed statement of names of customers and suppliers

Why get financial analysis service from your project company?

• mashroo3k company is distinguished by its extensive experience in the business field.
• mashroo3k Its studies and research are accredited by all funding bodies.
• mashroo3k company aims to diversify the economy and create a fertile business environment.
• mashroo3k Company supports, directs and assists economic sectors to achieve sustainable development.
• mashroo3k has strong relationships with major international companies and institutes specialized in economic, administrative, marketing and financial consulting, in addition to enjoying international memberships; which qualified it to be a leader in its field.
• The financial analysis and performance evaluation service of your project is distinguished by providing a report on the strengths and weaknesses of your company’s financial performance, and recommendations from senior experts in the market with scientific methods and solutions on how to exploit strengths and address weaknesses.

Why do companies outsource financial analysis?

• The company may not have an in-house team of experienced and skilled financial analysts.
• It can be difficult to hire and retain experienced financial analysts.
• It can be difficult for internal staff to be objective in their financial analyses.
• A third party can provide more objective and accurate analysis.
• This can help the company identify new opportunities and improve its financial performance.
• The third party can provide specialized analytical reports that meet the company’s needs.
• This can help the company make informed decisions and improve its financial performance.
• This can help the company apply the results of the analysis and improve its financial performance.