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Expert
MenuJeffrey Carpp Forecasting Models & Managing Credit Risk
Comprehensive consulting services for Financial Forecasting Model’s, Commercial Loan underwriting and advice, Credit Applications, Credit Policy, and Financial Statement Analysis (using UCA method). Also services for Corporate Accounts Receivable Departments, A/R Policy & Procedures, functionality, best practices, client credit approval & limits, understanding the credit risk within the portfolio, reviewing clients with high concentrations of A/R, monthly reporting, bad debt reserve analysis, and the caliber of talent within the department.
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7
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2
Reviews |
Areas of Expertise
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JC$3.33/min per minute(3)Forecasting ModelsJeffrey Carpp • Washington, MOCreated 6 years ago in Business / Getting StartedCreating and building financial forecasting models in excel for cash flow, P&L, B/SJeffrey Carpp Washington, MO(3)
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JC$3.33/min per minute(3)Credit/Financial AnalysisJeffrey Carpp • Washington, MOCreated 6 years ago in Business / Getting StartedUsing UCA develop operating ratio's and cash flow for understanding a company's financial position and making either credit or investment decisionsJeffrey Carpp Washington, MO(3)
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JC$3.33/min per minute(3)Accounts Receivable ManagementJeffrey Carpp • Washington, MOCreated 6 years ago in Business / Getting StartedA/R Policy & Procedures, functionality, best practices, client credit approval & limits, understanding the credit risk within the portfolio, reviewing clients with high concentrations of A/R, monthly reporting, bad debt reserve analysis, and the caliber of talent within the department.Jeffrey Carpp Washington, MO(3)
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JC$3.33/min per minute(3)Credit Policy & Best PracticesJeffrey Carpp • Washington, MOCreated 6 years ago in Business / Getting StartedAnalyzing a clients flow from order intake to generating an Account Receivable. Developing policies & procedures, and best practices for staff, and collections.Jeffrey Carpp Washington, MO(3)
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JC$3.33/min per minute(3)Commercial Loan Application/RequestJeffrey Carpp • Washington, MOCreated 6 years ago in Funding / FinancePrepare Credit Risk Summary (CRS) for Working Capital, Fixed Asset acquisition, Asset Based Loans, Owner Occupied Commercial Real Estate. Detailed analysis of borrower, transaction description, financial analysis using UCA (bank analysis), collateral analysis, industry analysis, market analysis, and personal guarantor analysis. Everything a lender will need in order to make a credit decisionJeffrey Carpp Washington, MO(3)
- Reviews 2
Extremely helpful, knowledgeable and plain nice.
Source: Clarity Elias Neuman Apr 3, 2024The call delivered on what I expected, Jeffrey listened to my request and provided me with immediate next action steps.
Source: Clarity Andrei Borodin Dec 2, 2022the startups.com platform
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