Outsource Financial Modeling

We offer financial modeling as part of our commitment to providing a full-range of financial support services. Our company has the experience and expertise you want in a partner. We are experts in supporting our clients, which include consultants, management teams and investors. Research Optimus’ team provides you with a deep bench to deploy and fill your needs. Our financial modeling experts are from top-tier business schools and can quickly create a robust model to help you understand a business, forecast its operations and identify critical issues. By using our financial modeling service, you get a team to support you with a wide range of experience that can build high-quality models across sectors.

We work with you to customize the model to your needs. Our services start at $22 per hour and we have the ability to scale services to any need. In addition our financial virtual assistant can help you work through any project or consulting engagement by providing up to full-time equivalent support. Please contact Research Optimus for more details and to learn how we can help your business reach its goals.

Financial Modeling Improves Analysis and Results

Financial consultants and investors both need to utilize financial modeling as part of their basic analysis. Potential issues regarding profitability, economic profit, risk, working capital and future cash flows become apparent. Financial modeling helps focus on issues critical to that business and often times identifies a hidden issue that may have went unnoticed until it was a real problem. Having a well construction financial model can help achieve the following:

  • Understand financial metrics

    Financial metrics allow you to better evaluate the health of the business, identify financial issues, interpret and identify historic trends.

  • Product & Segment Profit

    Each product and business segment’s profitability varies. It is important to understand the most and least profitable under different conditions.

  • Working Capital Needs

    Financial models can identify how much working capital is needed for growth and where there may be room for reductions to improve the cash

  • Balance Sheet

    Knowing the balance sheet helps a business understand how strong it is, make sure it maintains bank covenants and plan for future growth.

  • Target Forecast

    A business needs to have a plan of where it is going. A forecast provides a target and allows the business to allocate resources to hit that target.

  • Scenario Analysis

    Helps you understand how different economic, cost, and industry changes will impact sales, profit, cash flow and the health of the company.

  • Valuation

    Weather investing in a new business or valuing a current one, a company’s value is worth its future cash flows and a model will create that forecast.

  • Mergers & Acquisitions

    A business that is merging or acquiring another needs to identify synergies and establish the value of a combination, a model is necessary.

  • Cash flow analysis

    The financial model provides the basic tools to analyze and forecast cash flows while finding ways to reduce cash consumption.

  • Budgeting

    Without a model, the budgeting process essentially becomes guess work. The model allows a business to plan accurately for an uncertain future.

The Research Optimus Difference

Research Optimus has an experienced team of proven financial analysts that can provide models to fit your needs. By choosing Research Optimus you get an established partner with a track record helping investors, financial consultants and businesses achieve their goals. Research Optimus provides financial modeling services and top notch support to our clients including:

  • A dedicated project manager that oversees the project
  • All information is treated as confidential and is handled in a secure environment.
  • Competitively priced services
  • Quick turnaround for an industry where time is often money

In addition to our financial modeling services, our team can service as your virtual financial assistant on any project. We have the knowledge, talent and professional service level necessary so please reach out to us for you financial modeling and other analytical needs. Reach out to us or talk with one of our ‘analysts on hire’ today to learn more about our services. Contact Us

Other Financial Research Services Offered

Pricing & Engagement Options

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Quality Systems

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Security and Confidentiality

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Note: Research Optimus responds to business enquiries only, and we do not make unsolicited or automated calls. If you receive such calls please submit your complaint to https://www.donotcall.gov/