Financial Management and Funding Strategy Development for Poubelle Ecologique

Closed
Poubelle Ecologique
Montréal, Québec, Canada
Founder
(1)
4
Project
Academic experience
90 hours of work total
Learner
Québec, Canada
Intermediate level

Project scope

Categories
Accounting Financial modeling Financial services
Skills
financial statements financial management tax returns budgeting accounting templates
Details

Poubelle Ecologique, a company specialising in sustainable waste management solutions, wants to structure its accounting, financial management and fund acquisition processes. 

The project aims to put in place structured financial tools to facilitate


  1. the preparation and monitoring of budgets (forecasts, actuals, cost variances, etc.)
  2. financial reporting, 
  3. preparing tax reports.
  4. Prepare a financial plan


Learners will apply their knowledge of financial management principles to design a comprehensive financial toolkit tailored to the needs of the business. 

The project will provide a practical application of the theories taught in class on budgeting, recording accounting transactions and preparing tax returns, enabling learners to develop skills in creating financial tools and writing financial reports.

Deliverables

The missions of the versatile accountant that Poubelle Écologique is looking for consist of the creation of a toolbox / Excel software adapted to the company to facilitate:

  1. General accounting: Recording of accounting transactions (suppliers' invoices, expense reports, etc.), preparation of tax returns.
  2. Financial analysis: preparing financial reports, analysing accounts.


The deliverables of this project are as follows:


  1. A complete Excel financial management toolkit, including budgeting templates (forecast, actual, variance) and financial reporting templates.
  2. Tax reports prepared for the current year.
  3. A presentation summarising the financial tools and actions taken in relation to the  tax returns.
  4. Present a financial plan that will helps investors to understand their advantage with us.


These results will demonstrate the students' ability to integrate classroom learning with the practical application of accounting in business.

Mentorship
Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Climate action

About the company

Company
Montréal, Québec, Canada
0 - 1 employees
Environment, Technology

Poubelle Écologique specialises in innovative waste management, offering advanced selective sorting and processing solutions. The company was founded in 2023 by Sarah LAPORAL, an entrepreneur with a solid background in business creation and a keen awareness of environmental issues. Poubelle Écologique's flagship product is a robotic vacuum bin system designed to optimise selective sorting at source.