Financial Analysis

Olvera’s experienced team helps organisations determine their financial performance with accuracy in all undertakings.

Evaluating projects, budgets, and business cases to determine their financial performance is a critical part of business longevity.

Many businesses remain set on a standard format of reporting criteria, which had been established by their accounting or financial professional since the business was developed. However, this can be detrimental as the business grows and becomes more complex.

With more offerings and divisions, each with its own stakeholders, it is imperative that an organisation is able to identify and manage the economic drivers that underpin its growth. This is especially true for organisations that operate multiple divisions with multiple profit figures and different capital investments. Knowing how and where to invest new capital ensures optimal use of resources and supports business growth long-term.

At Olvera, we help organisations create a sustainable financial portfolio with accurate, in-depth analysis.

Olvera works with clients to identify, assess, and report on the underlying financial performance of their business. Back by a strong experience in forensics, our team can assist you in the preparation of business cases for new investments, and financial losses and assessment reviews.

Our senior team’s market experience brings comprehensive analytics of a business’ financial position, enabling them to grow and scale with confidence.

WHERE IT MATTERS 

Does my business need Financial Analysis?

Financial Analysis services is suited for businesses with one or more of the following concerns

1

Cashflow shortages 

2

Considerable short-term debt maturities  

3

Breach of debt covenants

4

Have significant asset divestment programs 

5

Engaged in demergers or distressed M&A activity 

6

Have trouble raising further capital or accessing finance

7

Seeking better outcomes without resulting in insolvency
Our Approach

How we can help 

Olvera’s Financial Analysis Services include

Business Evaluation

Preparing business case programs that evaluate undertaking a project, program, or portfolio. This includes how to evaluate the benefits, costs and risks of alternative options and provide a rationale for the preferred solution.

Reporting & Analysis

Project financial reporting and retrospective analysis to determine where or how losses and costs have been incurred.

Investigation

Transaction and investigative accountant reporting in a business transaction to verify financial information, governance, and due diligence program.

Olvera Guides

Business Advisory Guide

Download Olvera’s Business Advisory service guide for an informative overview of our offerings and industry experience.
business advisory guide
Our Experts

Your Business Advisory Experts

Our team of specialist advisors are dedicated to providing expert guidance and personalised solutions for your business.

Damien Hodgkinson

Principal

Damien develops strategic solutions for groups dealing in crisis management and/or distress investment.

Kate Barnet

Principal

Kate Barnet is a recognised leader in the insolvency and reconstruction industry.

FAQs

Frequently Asked Questions 

Get answers to common questions about Financial Analysis.

What is financial analysis?

Financial analysis is the process of evaluating a business’s financial health by analysing its financial statements, cash flow, profitability, and other metrics. It helps companies not only make informed decisions about the company’s operations, but sets it up for strong investments, and growth.

Financial analysis provides businesses with insights into profitability, cash flow, cost structure, and efficiency. With this knowledge, businesses can better manage risks, make strategic decisions, and identify areas for improvement to increase profitability and growth.

Olvera’s financial analysis program involves the following key components:

  • Identifying and capturing the right data
    • Identifying source data required for reporting to the identified parameters
    • Capturing the identified data and a reviewable and assessable format
    • Discarding irrelevant data not required for reporting, which distorts information
  •  Assessment and Understanding
    • Setting the parameters for data reporting
    • Identifying specific data assumptions
    • Historical and future data trends for prospective future information
    • Creating data sets that provide business insights
  •  Clear and aligned Reporting Programs
    • Identifying the financial questions being asked the business case being put forward
    • Analysing the data in such way that the reporting outcomes are clear and understandable and meet the needs of the reader

Financial analysis equips company directors and decision-makers with actionable insights into profitability, cash flow, and financial risks. This enables them to make data-driven decisions about pricing, budgeting, investments, cost-cutting, and strategic planning.

Ideally, you should engage in a financial analysis program monthly or quarterly to keep a close eye on performance. However, specific types of analysis, such as annual financial reporting or in-depth trend analysis, might be done yearly or when your business is about to make a major decision.

Financial analysis provides a historical view of revenue, costs, and profits, which helps businesses create better, more realistic budgets and forecasts. By analysing past performance, companies can make more accurate predictions about future financial performance.

Financial analysis identifies and mitigates any potential risks by examining your business’ debt levels, cash flow stability, and financial ratios. It also highlights trends or issues that could threaten profitability, helping company directors take necessary actions.

For organisations with multiple divisions, financial analysis offers a clear view of each division’s financial health, profitability, and growth potential. This helps them make more informed decisions about where to invest or whether to hold or sell a division.

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