CFO Cockpit Package for financial analysis: 10-12 weeks Implementation

CFO Cockpit is an insights framework referred to the most common type of financial analytics asked by the CFOs of companies of all sizes. We help you create a core dashboard for your CFOs (on Power BI) which gives a bird-eye view of your companies financial performance. The analysis typically covers

• P&L Statement (summary and dashboard)
• Balance Sheet
• Account Receivables Analysis
• Account Payables Analysis
• Inventory analytics

Having this said, this can be tailored to your needs and can bring out more deeper financial insights. We use the Azure Data Factory for data pipelining which connects to almost every financial systems out there and allows you to ingest the data on near real time basis.

𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝘀𝗲𝗿𝘃𝗶𝗰𝗲: It takes months to first brainstorm on what-to-build & how-to-visualize crucial financial insights and then actually implement it. To counter such inefficiencies, our team of financial experts have put in their combined effort to come-up with CFO Cockpit. CFO Cockpit is an insights framework, that is custom fit for all your financial analytics needs. It helps finance heads to create rich interactive reports in a few minutes and get a look at the health of their business in near real-time, identify any operational bottlenecks & easily collaborate with all the stakeholders involved.

𝗞𝗲𝘆 𝗠𝗼𝗱𝘂𝗹𝗲𝘀: It is distinctly categorized in 5 crucial modules:

• P&L Statement (summary and dashboard) - financial trends, entity wise revenue walk, Financial Ratios
• Balance Sheet
• Account Receivables Analysis - Ageing, Invoice and Customer level information, Bad Debts and Overdue payments
• Account Payables Analysis -
• Inventory analytics - Inventory Ageing, Value-Volume wise inventory, Days of stock

𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗮𝗯𝗹𝗲𝘀:

1. Functional Power BI wireframe
2. Mobile Financial Analytics
3. Data Model
4. Data Connectors (Azure Data Factory)

𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗩𝗮𝗹𝘂𝗲:

1. Increased efficiency through Standardized Reporting & Automation
2. Intuitive & interactive visualizations to improve broader organizational performance
3. Driving business foresight with scenario analysis, sensitivity analysis & contingency planning
4. Increased frequency of forecasting and risk assessment results in faster course correction