PuppySpot

Financial Planning and Analysis

• Phase 0: Planning and Strategy Development Develop a detailed business plan that includes market analysis, competitive research, and a clear value proposition.
• Create comprehensive financial projections , including cash flow forecasts, break-even analysis, and funding requirements.
• Conduct a business valuation , factoring in market potential and scalability.
• Develop a detailed operational plan that aligns closely with the financial forecast, ensuring all aspects of the business (hiring, production, marketing, logistics) are financially viable and scalable.
• Help define the organizational structure, including roles, salaries, and operational costs.
• Prepare investor materials , including a pitch deck and financial model, to attract funding.
• Phase 1: Initial Launch and Foundation Building Oversee the setup of critical business operations, including production, logistics, and distribution systems.
• Assist in hiring planning and onboarding key team members , ensuring alignment with the startup’s goals.
• Develop standard operating procedures (SOPs) for production and supply chain management.
• Support the execution of the go-to-market strategy , including branding, marketing, and customer acquisition.
• Monitor and manage expenses against the launch budget , ensuring adherence to the financial forecast.
• Phase 2: Streamlining and Handoff Optimize business operations, ensuring scalability and efficiency.
• Establish clear KPIs and tracking systems for operational and financial performance.
• Document workflows, processes, and handoff materials for a new team member.
• Advise on the recruitment of a cost-effective operations manager or team member to take over day-to-day responsibilities.

Financial Planner