Financial Services Consultancy
Preferred learners
- Anywhere
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
We are looking to launch a new business and would like to involve students in this exciting time to develop a financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan to present to investors.
The plan should include:
- Sales forecasting
- Expense budget
- Income projections (conservative and aggressive)
- Assets and liabilities
- Break-even analysis
participant Details:
- Represent a variety of disciplines within finance, including, but not limited to, AML, Risk Management, Compliance, Financial Analysis, Project Management, and Retail and Commercial Banking, among others.
- RBC, TD Bank have hired recent graduates, Scotiabank, CIBC in positions such as Business Analyst, Business Development Representative, Sr. Anti Money Laundering (AML)/ KYC Analyst, Financial Service Representative, and Senior Data Analyst.
Sample projects topics include, but are not limited to:
- New Products
- Finance
- Risk, Audit, and Compliance
- Fraud
- Customer Service
- Bank Products
- Financing and Loans
- Mergers and Acquisitions
- Equity Research
- Insurance
- Capital markets
- Investments
Specific examples include, but are not limited to:
- Assessing a new product entering the marketplace to review internal risk, compliance, and business process implications, including marketing, sales, and customer experience plans.
- Comparing different service (insurance, software, etc.) providers and curating a recommend selection for your consideration.
- Analyzing your customer invoicing processes and providing recommendations for improvement
- What is the main goal for this project?
-
We are looking to launch a new business and would like to involve students in this exciting time to develop a financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan to present to investors.
The plan should include:
- Sales forecasting
- Expense budget
- Income projections (conservative and aggressive)
- Assets and liabilities
- Break-even analysis
participant Details:
- Represent a variety of disciplines within finance, including, but not limited to, AML, Risk Management, Compliance, Financial Analysis, Project Management, and Retail and Commercial Banking, among others.
- RBC, TD Bank have hired recent graduates, Scotiabank, CIBC in positions such as Business Analyst, Business Development Representative, Sr. Anti Money Laundering (AML)/ KYC Analyst, Financial Service Representative, and Senior Data Analyst.
Sample projects topics include, but are not limited to:
- New Products
- Finance
- Risk, Audit, and Compliance
- Fraud
- Customer Service
- Bank Products
- Financing and Loans
- Mergers and Acquisitions
- Equity Research
- Insurance
- Capital markets
- Investments
Specific examples include, but are not limited to:
- Assessing a new product entering the marketplace to review internal risk, compliance, and business process implications, including marketing, sales, and customer experience plans.
- Comparing different service (insurance, software, etc.) providers and curating a recommend selection for your consideration.
- Analyzing your customer invoicing processes and providing recommendations for improvement
- What tasks will learners need to complete to achieve the project goal?
-
No deliverables exist for this project.
About the company
- https://www.linkedin.com/in/tristanblackwoodcanada/
- 0 - 1 employees
- Unknown industries
I am a Wealth Management Consultant licensed in BC, Alberta, and Ontario. I work with business owners and incorporated professionals focusing on growing company and personal wealth, managing risk, and reducing tax expenditure.