Financial Management & Consulting

Our Financial Management & Consulting services are an integral part of our loan brokerage services. With our financial knowledge and skills, we can provide  comprehensive financial solutions to our clients.

 

Also, based on our client's needs, we can provide focused, project-based consulting services aimed at addressing specific challenges or projects such as key start-up, management, and reporting needs:

• Business Plans

• Requests for Proposal (RFP)

• Cash Flow Forecasts

• Capital Funding Analyses

• Capital Planning

• Budgeting (Creation and Process Management)

• Strategic Financial Planning

• Internal Financial Reporting

• Exception Management Reporting

• Procurement and Accounts Payable Processes

• Report Creation

 

Additionally, Connex Financial has a broad network of consulting professionals that we can coordinate to assist your company in its growth.

 

 

To learn more about how we can help you achieve your goals for your business, please contact us at info@connexfinancial.com