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Multi-Year Balance Sheet Analysis
A 5-year balance sheet analysis with common-size, trend, and ratio analysis to surface liquidity and solvency shifts over time.
Shown anonymised at the client's request.
- Client
- Confidential
- Our role
- Financial Analyst
The engagement
The client needed to see beyond the raw numbers: how the balance sheet composition and health were actually trending year over year, not just what it showed in isolation.
What we built
A 5-tab analysis: the underlying 5-year balance sheet, a vertical (common-size) analysis, a horizontal (year-over-year) analysis, a 13-ratio liquidity/solvency suite, and supporting charts.
The outcome
A clear, chart-backed view of the company financial position and structural trends across five years, ready for management or lender review.
Deliverables
- 5-year balance sheet
- Vertical analysis
- Horizontal analysis
- Ratio analysis
- Supporting charts
Skills & tools
- Balance Sheet Analysis
- Common-Size Analysis
- Trend Analysis
- Liquidity & Solvency Ratios
- Financial Reporting
- Data Visualization
- Advanced Excel
Deliverable (view only)
ProtectedMulti-Year Balance Sheet Analysis
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