I provide the management a review pack with key information at regular periods. This pack helps the management to have clear visibility on all aspects of the business.

 Month end Reporting

 Flash Reporting

 Quarterly Business Reviews

 KPI/ OKR Reviews

 Investor Presentations

 Financial Consolidation

 Product Profitability & Customer Segment

 Operating Plan Deck/ Budget Deck

 Latest Estimate/ Outlook Deck

 Headcount/ Manpower Reporting

 Sales Pipeline Analysis

 Balanced Scorecards

 Monthly Product Review

 Ad hoc Reporting

 Revenue Analysis - Price Volume Analysis, Sensitivity Analysis, Sales Mix, MRP to ASP Gap Analysis etc.

 Concentration Analysis

 Cohort Analysis

 Direct Cost & EBITDA Margins

 Churn

 Understanding business operational parameters to analyze performance These are industry specific.

 Employee Cost - to understand attrition, unfunded future liabilities, productivity analysis, basic labor laws compliances

 Legal and Professional Cost -  to identify any legal fees cost incurred on ongoing lawsuits for future liabilities

 Fixed Assets Management - Analysis assets ageing profile to understand capex  required in future, capex commitments

 Lease Management - lease expiry profile, escalations in rent and security deposits agreed in existing contracts

 Receivables, Loans, Advances, Payables & other liabilities - to analyze ageing to check stretched payables or overdue receivables, adequacy of provision policy and recoverability, related party balances, abnormal nature check etc.

 Borrowings - Repayment schedule to understand cash flows

 Key debt covenants compliance, restrictive covenants, events of default, security pledged etc.

 Net Working Capital