Sree Bagchi

Consulting Services - Corporate Finance & Accounting

I have over 10 years of experience in corporate finance and accounting(Fortune500 companies) and focused on helping small and mid-sized companies analyze data better and make smarter decisions.

I create customized financial reporting packages for my clients on a weekly, monthly, quarterly basis or as needed to drive better understanding and decision making.

Here are some examples reports/dashboards I can create for your business:

Sales Analysis

See at a glance who’s buying what, where you’re making the most profit, which products or customers are declining or growing the most, which customers are no longer buying, and lots of other insights. My sales report package can be easily used by your sales team to gain better understanding of their regions.

Sales Commissions

Sales commission structures are typically very elaborate, making it commission calculations a time consuming internal process riddled with potential errors. I can provide commission calculation solutions at a fraction of the cost of having full dedicated employees for the job.

Sales Forecasting / Projection

I can create customized sales reports to forecast any combination of sales parameters, such as salesperson, customer and product. Base your forecasts on a wide range of rules such as past sales, open sales orders, data from customer or salesperson expectations.

Receivables Analysis

Receivables analysis can provide you with critical insights into cash flow management, customer loyalty and how to prioritize collection efforts. I can create a receivables dashboard that will provide you with DSO and other KPI metrics that will help you better manage your AR staff.