Student Financial Analysis Projects

Explore real-world financial modeling and analysis work completed by our program participants. These projects demonstrate practical application of financial concepts in actual business scenarios.

Financial dashboard showing quarterly performance metrics and trend analysis

Quarterly Performance Analysis

Sarah Pemberton's comprehensive analysis of a mid-sized retailer's quarterly performance. This project examines revenue trends, cost structure optimization, and cash flow patterns across multiple business units.

Investment portfolio analysis with risk assessment charts and graphs

Investment Portfolio Evaluation

Marcus Nordström developed a detailed portfolio assessment framework that evaluates risk-adjusted returns across different asset classes. The model includes Monte Carlo simulations for stress testing various market scenarios.

Budget forecasting spreadsheet with multiple scenario planning

Budget Forecasting Model

Elena Kozlova created a dynamic budgeting tool for a growing tech startup. The model incorporates seasonal variations, growth projections, and contingency planning across different operational departments.

Real Projects, Real Impact

Our students work on genuine business challenges throughout their learning journey. Rather than theoretical exercises, participants tackle actual financial analysis problems that companies face every day.

Each project builds upon previous knowledge while introducing new analytical techniques. Students learn to interpret complex data, identify meaningful patterns, and present actionable recommendations to decision-makers.

147 Completed Projects
23 Industry Partners
8 Analysis Categories
2025 Current Cohort
Professional portrait of David Ashworth reviewing financial documents

Working on the cash flow analysis project completely changed how I understand business operations. The real data made everything click in ways that textbook examples never could.

Professional portrait of James Holbrook

James Holbrook

2024 Graduate

The mentorship during my capstone project was incredible. Having industry professionals review my work and provide feedback helped me develop confidence in my analytical skills.

Professional portrait of Rachel Sinclair

Rachel Sinclair

Current Student

Project Development Timeline

Our structured approach ensures students build analytical skills progressively through hands-on experience with real business data and scenarios.

Months 1-2

Foundation Projects

Students begin with guided analyses of simplified business scenarios. Focus on understanding financial statements, basic ratio analysis, and data interpretation fundamentals.

Months 3-4

Intermediate Analysis

Participants work with real company data sets to perform trend analysis, budgeting exercises, and forecasting models. Projects include peer review and instructor feedback sessions.

Months 5-6

Advanced Modeling

Students tackle complex financial modeling challenges including scenario planning, risk assessment, and investment analysis using industry-standard tools and methodologies.

Months 7-8

Capstone Project

Comprehensive analysis project working directly with local businesses. Students present findings to company stakeholders and receive professional feedback on their work.