Strategize executed successfully on this mandate for the client, by producing a strategic plan and financial model, which could cater to the client’s various strategic initiatives in pitching the company to private equity investors.
A Commercial Mortgage Broker needed to consolidate its financial reporting from two businesses, into one seamless and bi-lingual financial reporting tool for executive use. One business’ source financial information was in French, whilst the other business’ data was in English.
This mandate involved a peer review of a Real Estate Developer’s pricing spreadsheets. It required a strong attention to detail, and the need to become well versed in the mechanics of the client’s various pricing models by project.