Financial Plan Flashcards
1
Q
Decks/Levels of Income
A
Corporate Objectives – financial goals for the company
Economic/Market forecasting
New Product Introductions
Sources of Change – What will change our income?
Risks and Opportunities – Top 5 of each.
2
Q
Pro Forma Financial Statements: 1yr/3yr/5yr
A
Income Statement (P&L),
Balance Sheet,
Cash Flow.
3
Q
Decks/Levels of Expenses
A
Capital Budget – budget for buying stuff.
Headcount & Salaried Plan
Period Expenses – salaries, taxes and depreciation for each quarter.
Material Costs – price of components the business’ product
Variable Expenses – Labor and direct costs.
