Financial Business Plan

Project scope
Categories
Accounting Financial modeling Financial services Risk, audit and compliance Compensation analysisSkills
internal documentation business planning accounting salesWe are looking to officially launch Valid Dreams Foundation and would like to involve students in this exciting time as we work to develop a financial business plan. We can provide access to internal documentation and other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan, which we can present to investors and potential sponsors. We would also like student involvement in researching ways we can increase revenue as an organization to reach our financial goals.
The plan should include:
- Sales forecasting
- Expense budget
- Income projections (conservative and aggressive)
- Assets and liabilities
- Break-even analysis
- Pay periods for employees and future positions
The final deliverables should take the form of:
- A final report
- A 30-minute presentation
- Data Analysis
- Recommendation of accounting and tax practices
- Recommendation of increase in active and passive revenue
Students will be connecting directly with the employer for mentorship and guidance throughout the project.
About the company
Our organization is dedicated to empowering newcomers in the Kamloops region and surrounding areas to thrive. We provide comprehensive support to foster stable social, emotional, and mental well-being, and offer coaching and mentorship to accelerate career advancement.
Some of the pillars of our organization are:
1. Empowering Young Women of Color: Through community initiatives and retreats, we provide a platform for young women to build confidence, networks, and skills.
2. Advocating for Inclusion and mental well-being: We champion inclusion and equity for BIPOC individuals, promoting cultural understanding and exchange.
3. Building Connected Communities: By celebrating diverse cultures and traditions, we foster strong, connected communities where everyone feels valued and empowered.
We believe that through collaborations and diversity in voices and experiences, we can create vibrant, inclusive communities where everyone can flourish.