Financial Forecasting and Pro-Forma Statements

Financial Analysis and Reporting · 3:27

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Lyrics

[Verse 1]
Starting with the numbers from the past three years
Income statements, balance sheets, make the picture clear
Revenue growth patterns and expense trend lines
Historical data becomes our guide to future signs
Take the sales we've recorded, find the average rate
Monthly seasonality helps us calculate

[Chorus]
Forecast forward, project ahead
Pro-forma statements, that's what we said
Income, balance, cash flow too
F-O-R-E-C-A-S-T, that's what we do
Historical trends plus assumptions new
Building tomorrow from what we knew

[Verse 2]
Income statement first, let's project the sales
Using growth percentages, following the trails
Cost of goods sold moves with revenue
Fixed costs stay stable, variable costs grew
Operating expenses, interest, and tax
Pro-forma income shows where profit tracks

[Chorus]
Forecast forward, project ahead
Pro-forma statements, that's what we said
Income, balance, cash flow too
F-O-R-E-C-A-S-T, that's what we do
Historical trends plus assumptions new
Building tomorrow from what we knew

[Verse 3]
Balance sheet projection needs a careful hand
Assets, liabilities, equity planned
Working capital ratios from the past
Help us estimate what inventory lasts
Accounts receivable days and payable terms
Cash requirements, that's what we learn

[Bridge]
Sensitivity analysis, change one thing
See how different assumptions make numbers swing
Best case, worst case, most likely scene
Pro-forma helps us see what future might bring

[Chorus]
Forecast forward, project ahead
Pro-forma statements, that's what we said
Income, balance, cash flow too
F-O-R-E-C-A-S-T, that's what we do
Historical trends plus assumptions new
Building tomorrow from what we knew

[Outro]
Cash flow statement ties it all together
Operating, investing, financing weather
Free cash flow projection shows the health
Pro-forma forecasting builds financial wealth

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