3 statement model case study

3 statement model case study

3 statement model case study

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Here's the prompt: Background You are joining the finance team of ABV Co, a SaaS business with 92 employees today. The company is growing quickly, and leadership wants to better understand the impact of headcount growth and operating expenses on long-term profitability. You have been asked to create a 5-year financial model that projects the company’s income statement, balance sheet, and cash flow statement. Your model should include a detailed operating expense (OpEx) and headcount build, with appropriate industry benchmarks applied where relevant. To keep the exercise focused, please focus primarily on OpEx and use appropriate benchmarks for all other areas. Deliverables 3-Statement Model (Google Sheets) Operating Expense & Headcount Build Summarize: What the company’s financial profile looks like in Year 5 Key risks or challenges you see One recommendation on cost efficiency, and one on growth investment Suggested Timing 3 - 6 hours