Invoice Financial Analyst in Malaysia Kuala Lumpur –Free Word Template Download with AI
Level 24, Menara Maxis, Jalan Tun Razak
50400 Malaysia Kuala Lumpur, Federal Territory
Tel: +603-2181-4567 | Email: [email protected]
Company Reg. No.: 201901045678 (K)
FRX Reg. No.: FRX/2020/0034567
Financial Analyst ServicesBill To
Petronas Chemicals Group Berhad
Attn: Mr. Ahmad Faizal bin Hassan
Head of Corporate Finance Division
Level 12, Menara Petronas, Jalan Tun Razak
50400 Malaysia Kuala Lumpur, Federal Territory
Tin: 001234567-000-000
Service Provider
Meridian Financial Advisory Sdn. Bhd.
Lead Financial Analyst: Dr. Sarah Lim Wei Xuan
Chartered Financial Analyst (CFA), CMA
Level 24, Menara Maxis, Jalan Tun Razak
50400 Malaysia Kuala Lumpur, Federal Territory
Engagement Ref: MFA-ENG-2025-0117
| Ref | Description of Financial Analyst Services | Rate (MYR) | Hours | Amount (MYR) |
|---|---|---|---|---|
| 01 | Comprehensive quarterly financial analysis and performance benchmarking for the Chemicals & Fibres division. The Financial Analyst conducted variance analysis, ratio analysis, and trend forecasting in accordance with Malaysian Financial Reporting Standards (MFRS) applicable in Malaysia Kuala Lumpur. | 450.00 | 32 | 14,400.00 |
| 02 | Preparation of detailed cash flow projections and liquidity risk assessment. The Financial Analyst modelled three-year forward-looking scenarios incorporating Malaysian Ringgit (MYR) exchange rate volatility and interest rate movements as guided by Bank Negara Malaysia monetary policy. | 450.00 | 24 | 10,800.00 |
| 03 | Capital expenditure (CAPEX) evaluation and investment appraisal for the new ethylene cracker project in Malaysia Kuala Lumpur. The Financial Analyst performed discounted cash flow (DCF) analysis, net present value (NPV) calculations, and sensitivity testing under multiple economic assumptions. | 500.00 | 28 | 14,000.00 |
| 04 | Regulatory compliance review and financial reporting support for Bursa Malaysia listing requirements. The Financial Analyst ensured all disclosures met the Listing Requirements of Bursa Malaysia Securities Berhad and the Companies Act 2016 of Malaysia. | 400.00 | 16 | 6,400.00 |
| 05 | Monthly board presentation preparation and executive briefing on key financial KPIs. The Financial Analyst compiled management accounts, prepared narrative commentary, and presented findings to the Board of Directors at the client's Malaysia Kuala Lumpur headquarters. | 550.00 | 12 | 6,600.00 |
| 06 | Ad-hoc financial modelling and scenario planning for potential acquisition of a mid-stream logistics asset in the Klang Valley region, Malaysia Kuala Lumpur. The Financial Analyst built a merger model, synergy analysis, and post-acquisition integration cost estimates. | 500.00 | 20 | 10,000.00 |
| Subtotal | RM 62,200.00 |
| Sales & Service Tax (SST) @ 6% | RM 3,732.00 |
| Statutory Deduction (PCB) – Nil | RM 0.00 |
| Grand Total (MYR) | RM 65,932.00 |
Payment Terms & Instructions
Payment Due: Within 14 calendar days from the Invoice date (i.e., by 30 June 2025).
Payment Method: Bank transfer to the account below. Please reference Invoice No. MFA-2025-00482 in your remittance advice.
Bank: Maybank Islamic Berhad
Account Name: Meridian Financial Advisory Sdn. Bhd.
Account No.: 5123-4567-8901
SWIFT Code: MBBEMYKL
Branch: Malaysia Kuala Lumpur, Jalan Tun Razak
Early Payment Discount: 2% discount applicable if payment is received on or before 22 June 2025.
Late Payment Penalty: Interest at 10% per annum (or the maximum rate permitted under Malaysian law) shall accrue on overdue amounts from the due date until full settlement.
Important Notes Regarding This Invoice
1. This Invoice is issued in accordance with the Service Agreement dated 1 April 2025 between Meridian Financial Advisory Sdn. Bhd. and Petronas Chemicals Group Berhad, both operating in Malaysia Kuala Lumpur.
2. All Financial Analyst services rendered were performed in compliance with the Malaysian Institute of Accountants (MIA) Code of Ethics and the professional standards set by the Malaysian Securities Commission.
3. The Financial Analyst's work product, including all models, reports, and analyses, remains the intellectual property of the client upon full payment of this Invoice.
4. Sales and Service Tax (SST) is charged at 6% in accordance with the Sales Tax Act 2018 and Service Tax Act 2018 of Malaysia. SST Registration No.: 000000000000.
5. This Invoice is valid for 90 days from the date of issue. Please do not duplicate or alter any portion of this document. For queries, contact our billing department in Malaysia Kuala Lumpur.
6. All amounts are stated in Malaysian Ringgit (MYR / RM). No foreign currency conversion applies to this Invoice.
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