Research Optimus Provided In-depth Financial Analysis for Bahrain Based Financial Institution

Requirements for the Financial Research Project

The client required in-depth financial research services including analysis of the past ten years up until the third-quarter of 2017. The client also required variance reports comparing planned budgets with actual expenditure.

A word document was to be created with the details of the analysis and findings. From this document, a PowerPoint presentation had to be developed for the company board, highlighting the key points including:

Challenges Faced by Our Research Team

Every project has its unique challenges. This project was no different as the delivery time was particularly tight. The project was completed without any further serious issues.

Our Detailed Financial Research Process

The Research Optimus team followed our step-wise process from start to finish. An Excel file was created including the relevant details of the 10-year financial analysis. A template was created based on communications with the clients. Word documents were authored around highlights and discussions surrounding the findings. A PowerPoint presentation was built to communicate the findings to the company board.

Client Benefits

Despite some initial challenges regarding time constraints, our team was able to complete the project without any additional complications. The client approved the final deliverables and was completely satisfied with the quality of our work. Performing financial analysis spanning over more than a decade was a challenging task, but our experts rose to the occasion.