Finance Candidate - Financial Preparing

Closed
Rose A. Weinberg
Co-Founder, CEO, Chief Wellness Sage
(8)
3
Project
Academic experience
80 hours per learner
Learner
Anywhere
Advanced level

Project scope

Categories
Accounting Operations Project management Product or service launch
Skills
capital markets financial modeling microsoft word raising capital finance project scoping quantitative analysis critical thinking research microsoft excel
Details

Our Current Challenge:

Our team is looking for a finance student. This is an excellent opportunity for a student to work on real-world finance projects, and to develop skills in operations, capital markets, financial modeling, finance, and strategic analysis.

Project Scope:

  • Preparation of investor materials and deck for upcoming financing

The primary project requirements include:

Shadow our CEO and work independently on the project scope:

  1. Development/amendment of financial model
  2. Preparation of Investor Deck
  3. Analysis of capital growth strategy
  4. Financial analysis – both industry and comparable companies
  5. Analysis of business/capital strategies of other industry players

Skills Required:

Excel, Microsoft Word, PowerPoint, independent research abilities, critical thinking, qualitative and quantitative analysis, verbal and written communication.

Our Desired Outcome:

We’re excited to work with a student who can help us not only brainstorm but also execute a strategy to achieve:

  • Financing documents for the initial raise for a start-up, that will result in assisting in raising capital for a start-up.

This is a great project for a student to prove their finance skills, alongside their digital expertise to future employers, as the impact of their work on this project can be easily measured and communicated.

Deliverables
No deliverables exist for this project.
Mentorship

- We will provide

  • Provide a dedicated contact who is available to answer periodic emails or phone calls over the project's duration to address students' questions and concerns.
  • Dedicated contact will be available for a quick phone or virtual call to initiate your relationship and confirm your scope as an appropriate fit for the course—approximately 30 minutes.
  • The Executive Team will be available for a short project kick-off with students (virtual conference call) to introduce the company and project goals—approximately 60 minutes.
  • The Executive Team would be available for all sessions where student groups present their findings and recommendations—Virtual conference call.

About the company

Company
0 - 1 employees
Hospital, health, wellness & medical

WellnessWrx is a startup tech company in the wellness industry. Our mission is to raise the profile of wellness in the corporate world by offering our curated blended holistic and mainstream marketplace for the workforce.