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Case Study on Financial Research Support Services

Overview

There are a lot of small publicly listed companies in US that do SEC filings regularly. There are financial analysis firms that pull that data from EDGAR and provide analysis reports to businesses for a fee

Client

Service provider to NASDAQ - MD

Client's Challenges

Voluminous Data to be processed regularly

O2I's Back Office Services Provided

Pull data from EDGAR
Go through the financial statements
Perform ratio analysis on 28 ratios divided into 5 categories
Perform trend analysis for 3-5 years
Perform industry analysis for comparative reports
Perform bankruptcy analysis (Altman-Z score)
Prepare a standardized report for the businesses

Impact on Client's Business

Staff and related expenses cut significantly
Faster TAT

At Outsource2india, we have been providing accurate and high-quality Finance and Accounting Services for our global customers, enabling them to save on time, effort, infrastructure and revenue. Read more finance and accounting services case studies on Equity Research, Accounts receivable, Bank Loan Production, Billing, Title Search and HR Support.

Please contact us for further information about O2I’s Financial Research Services and Pricing details.