Project Atlas
See more projectsIntensity
10hr/week
Est. Duration
7days
Work Remotely
Work from your own location. No travel is required to apply to this project.
Schedule Expectations
Expert can manage their own schedule
Communication Expectations
(None Provided)
Project Overview
1 to 8 years professional experience
Finance & Accounting - Corporate Finance
I am acquiring a small bank. May bring on existing mortgage company and consumer finance group at the same time. Other 2 entities would immediately add revenue while core bank is grown. Initially the other 2 companies produce far more net income than the bank itself. By becoming part of a holding company it provides cheaper funding sources. Immediate accretion + substantial upside by owning stock of the combined companies. I have created a Balance Sheet and P&L. I'd like to have the balance sheet populate the income statement when editing key fields. Then have a separate tab that automatically illustrates the capital need based on the companies' growth (after retained earnings). In a separate tab the model would calculate changes to stock value and EPS over time and/or dilution upon new share issuance. I have the start but do not have the skillset to "connect" B.S. to P&L nor create the other tabs (capital planning & value creation (ROA & ROE). I have examples.
Additional Notes
Banking, financial modeling, analyst, excel guru Preferred Skills and Certifications
Functional
Corporate Finance
About The Client
9 years
Time On Graphite