Financial Consultancy
Main contact
Timeline
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August 19, 2018Experience start
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August 23, 2018Project Scope Meeting
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November 2, 2018Draft Report Due
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November 30, 2018Final Report Due
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December 4, 2018In-Class Presentations
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December 6, 2018In-Class Presentations
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December 6, 2018Experience end
Timeline
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August 19, 2018Experience start
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August 23, 2018Project Scope Meeting
Meeting between students and organization to confirm: project scope, communication styles, and important dates.
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November 2, 2018Draft Report Due
Submit your report for feedback from the client.
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November 30, 2018Final Report Due
Groups incorporate response to feedback from company and prepare final report.
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December 4, 2018In-Class Presentations
Groups present summary of findings and recommendations to the class and the client- the presentations will take place on either December 4th or 6th.
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December 6, 2018In-Class Presentations
Groups present summary of findings and recommendations to the class and the client.
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December 6, 2018Experience end
Experience scope
Categories
Skills
competitive analysis financial statement analysis data analysis business strategy strategic financeA full class of Finance students, under the guidance of a West Virginia University instructor, will analyze a Financial challenge or opportunity of your choice and provide actionable recommendations for improvement.
Students
Final deliverables include:
- A 12-15 page report.
- An in-class presentation.
Project timeline
-
August 19, 2018Experience start
-
August 23, 2018Project Scope Meeting
-
November 2, 2018Draft Report Due
-
November 30, 2018Final Report Due
-
December 4, 2018In-Class Presentations
-
December 6, 2018In-Class Presentations
-
December 6, 2018Experience end
Timeline
-
August 19, 2018Experience start
-
August 23, 2018Project Scope Meeting
Meeting between students and organization to confirm: project scope, communication styles, and important dates.
-
November 2, 2018Draft Report Due
Submit your report for feedback from the client.
-
November 30, 2018Final Report Due
Groups incorporate response to feedback from company and prepare final report.
-
December 4, 2018In-Class Presentations
Groups present summary of findings and recommendations to the class and the client- the presentations will take place on either December 4th or 6th.
-
December 6, 2018In-Class Presentations
Groups present summary of findings and recommendations to the class and the client.
-
December 6, 2018Experience end
Project examples
Starting in August, a class of over 30 undergraduate seniors working in groups of four will spend over 1,000 collective hours developing recommendations for a finance challenge or opportunity of your choice.
Based on the information your organization provides and the student-consultants' research, they will provide you with recommendations to optimize your practices and overcome your unique organizational challenges.
Possible projects topics include:
- Risk, audit and compliance.
- Bank products.
- Financing and loans.
- Mergers and acquisition.
- Equity research.
- Insurance.
- Capital markets.
- Investments.
Specific examples include, but are not limited to:
- Reviewing the allocations of an investment portfolio.
- Analyzing your customer invoicing processes and providing recommendations for improvement.
Additional Community Partner criteria
Community Partners must answer the following questions to submit a match request to this experience:
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Q1 - Checkbox
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Q2 - Checkbox
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Q3 - Checkbox
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Q4 - Checkbox
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Q5 - Checkbox
Main contact
Timeline
-
August 19, 2018Experience start
-
August 23, 2018Project Scope Meeting
-
November 2, 2018Draft Report Due
-
November 30, 2018Final Report Due
-
December 4, 2018In-Class Presentations
-
December 6, 2018In-Class Presentations
-
December 6, 2018Experience end
Timeline
-
August 19, 2018Experience start
-
August 23, 2018Project Scope Meeting
Meeting between students and organization to confirm: project scope, communication styles, and important dates.
-
November 2, 2018Draft Report Due
Submit your report for feedback from the client.
-
November 30, 2018Final Report Due
Groups incorporate response to feedback from company and prepare final report.
-
December 4, 2018In-Class Presentations
Groups present summary of findings and recommendations to the class and the client- the presentations will take place on either December 4th or 6th.
-
December 6, 2018In-Class Presentations
Groups present summary of findings and recommendations to the class and the client.
-
December 6, 2018Experience end