Project Atlas
See more projectsIntensity
10hr/week
Est. Duration
7days
Location
Remote
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
8 years
Time On Graphite