Reconciliation & Statements

Closed
Savi Finance
Toronto, Ontario, Canada
Ralph Maamari
Chief Executive Officer
(22)
5
Project
Academic experience
60 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
Accounting Financial modeling Risk, audit and compliance
Skills
t2 tax return (corporation income tax return) quickbooks (accounting software) balance sheet mathematics reconciliation financial risk modeling debits and credits
Details

Our fiscal year has just been completed, and we are using both Quickbooks and Wave to manage our finances.


We are looking for a student team to help us create:

  • Production of a Balance Sheet
  • Production of an Income Statement
  • Review of transactions credits and debits categorization
Deliverables

By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):

  • Use mathematical and statistical tools to analyze data sets.
  • Evaluate metrics associated with the risk level of our company.
  • Build a financial risk model with sensitivity analysis.
  • Creating a report with the analysis results and recommendations.

Final deliverables should include

  • A T2 Form
  • An Income Statement
  • A Balance Sheet
Mentorship

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

  • Are there any extra or industry-specific metrics that should be a focus during analysis?
  • Input on choices, problems or anything else the students might encounter.

About the company

Company
Toronto, Ontario, Canada
11 - 50 employees
Banking & finance, Technology, Education

Track & Optimize all your finances and automate planning through forecasting for the future for significant purchases such as your dream home, car or vacation.

Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy.

Now with Social Insights & Guilt-Free Spend Limits!

With built-in collaboration with friends and family, AI algorithms to generate life plans in a few seconds, broader picture planning to help plan for the long term, and real-time insights from the economy and users in similar demographics, we feel that Savi Finance is the best way to plan and take control of your financial life.