Prepare an audit evidence index

Organise selected documents against a supplied audit checklist. Produce an evidence index with source references, apparent gaps and follow-up questions for the audit owner.

Review vendor renewals and price changes

Review selected contracts, renewal notices and supplier correspondence. Extract notice periods and proposed price changes into a brief that helps your team prepare renewal and negotiation decisions.

Prepare M&A/Project Due Diligence Packs

Aggregate files from SharePoint, relevant web research, and structured company data. Output a “due diligence pack” or summary deck for executives, with clear source attributions.

Advise Customers

Create plain-language explanations of loan options, terms, or investment strategies.

Analyse Risk

Draft summaries of risk factors or compliance findings for board meetings.

Explain budget variances and exceptions

Compare actuals with budget, calculate significant movements and produce supporting charts. Draft plain-English management commentary that separates confirmed figures from explanations needing finance review.