Financial Analysis Services

India is today the preferred destination for FAO (Finance and Accounts Outsourcing). The success of India’s outsourcing firms has ensured that more than 80 per cent of the Fortune 500 companies are offshoring or evaluating the outsourcing of their non-strategic processes now.

Beyond the advantage of lower costs, lies India’s talent pool of qualified Financial Analysts and Chartered Accountants with domain expertise in every sphere of the finance arena.

One of these areas is financial analysis - the integration and analysis of information stored in financial systems and other critical data sources across the organization make up Financial Analysis Services from Outsource2india. Read our Finance and Accounting Case Studies.

Financial Analysis Services Offered by O2I

• Regulatory Compliance Services
• Due Diligence Services
• Treasury Management Services
• Financial Research & Analysis
• Investment Analysis Services
• Portfolio Analysis Services
• Corporate financial statements
• Analysis of financial statements - monthly, quarterly, and annual management reports
• Analysis of Portfolio structures
• Analysis of Prospectus, Offer Documents
• Ad-hoc reports, industry reports (fact books, competitor analysis)
• Creation and maintenance of databases and libraries
• Financial ratio analysis, break-even analysis, NPV and IRR analysis
• Board of Directors and audit committee presentations on financial results, EHS compliance
  

Benefits of outsourcing Financial Analysis Services

• Information for action: Outsourcing financial analysis services gives management access to faster and more accurate interpretation of financial data. This enhances decision-making ability so that proactive action can be taken to improve the financial health of the organization.
• Better technology: Access to improved technology means that data can be used on a regular basis to improve service levels in the company.
• Business transformation: Cost savings, although substantial (30-50%) are no longer the only reason for outsourcing financial analysis, which can help a business become more competitive by providing better service and quality, continuously innovating in products and processes, thus increasing value to stakeholders.
• Transparency and regulatory compliance: CFAs the world over are turning to finance and accounting services outsourcing to achieve improved financial reporting and regulatory compliance with laws such as the Sarbanes-Oxley Act.
• Knowledge management in the finance and accounting services industry contributes to the bottom line of the company.

You can bank on our reliability

Finance and accounting outsourcing services from O2I are used by financial institutions & banks, broking houses, investors, fund managers, and individual organizations.

The Loan Production Offices of banks in the Bay Area of San Francisco, USA, have been outsourcing financial analysis to O2I, as a prelude to granting Purchase, Refinance, Cash-Out Refinance, Construction or Expansion Loans, Conventional, SBA 7(A), Conventional 504 and Conduit Loans. We thus complete an essential process that supports their Risk Management and Fraud Protection strategies.

We work on establishing the credit-worthiness of the borrowers who typically fit into a profile between $250,000 and $3.5 million. We do this by analyzing data in the source documents such as

• Form 1003 - transcript of tax return or account
• Form 1040 - for federal taxes
• Form 413 - personal financial statement
• Form 4506T – dependent and independent verification
• Financial Statements - to assess the financial health of a company
• Business Credit report – providing a summary of key facts such as corporate registration, credit summary, credit ranking score, collections detail etc. This includes analysis using DNBi – a product of Dun & Bradstreet giving a snapshot of a company’s credit

We then prepare reports in Excel Spreadsheet. The accuracy and reliability of our reports support managerial decision-making at the banks.

Read more about the advantages of outsourcing Finance and Accounting Services to O2I.

Our Finance and Accounting Portfolio

People, processes and technology – for best-of-breed financial analysis

O2I has a team of qualified Chartered Accountants, (certified public accountants) statisticians with doctoral degrees and people with MBA (Finance) from reputed institutions. They stay abreast of global trends with online journals and through link-ups with reputed CFAs abroad. They have valuable industry experience which can be effectively tapped to determine the performance and fiscal accountability of an organization. They use techniques for financial analysis services such as Ratio Analysis, ROI, Break-even Analysis, Cost/Benefit Analysis, Cash-flow and Funds-flow statements to arrive at an accurate picture of a company’s financial health.

Technical assistance is provided by our team of skilled and competent technical analysts and data entry operators.

O2I has the state-of-the-art technology and the talent to scale up operations swiftly. Our people can communicate with you in English, thus streamlining workflow and giving you the results you want. We can create scalable databases, enabling our customers to benefit from our skilled financial analysis while maintaining international standards of security and privacy.

Do you want to outsource your Payroll Processing Services? Read more about outsourcing payroll processing services to O2I.

Read more about outsourcing VAT return services to O2I.

Please contact us for further information about O2I's Finance and Accounting Services and Pricing details.

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