Invoice Financial Analyst in Sri Lanka Colombo –Free Word Template Download with AI
No. 42, Galle Road, Colombo 03, Sri Lanka
Tel: +94 11 234 5678 | Email: [email protected]
Registration No: 2019012345 | TIN: 123456789
Bank: Commercial Bank of Ceylon, Colombo Main Branch
Account No: 1010-00123456-001 | SWIFT: CBLKLKLX
Invoice No: AFA-2025-00472
Date: 15 June 2025
Due Date: 30 June 2025
PENDING PAYMENT
| # | Description of Services | Duration | Rate (LKR) | Amount (LKR) | VAT 18% (LKR) |
|---|---|---|---|---|---|
| 1 | Comprehensive Financial Analysis and Quarterly Performance Review. The Financial Analyst conducted an in-depth analysis of the client's Q1 2025 financial statements, including income statement, balance sheet, and cash flow statement. This engagement was performed at the Sri Lanka Colombo office and included variance analysis against the annual budget, identification of key revenue drivers, and assessment of cost structure efficiency across all operational divisions. | 5 days | 45,000 | 225,000.00 | 40,500.00 |
| 2 | Financial Modelling and Forecasting Services. The Financial Analyst developed a dynamic three-year financial projection model incorporating revenue growth assumptions, capital expenditure plans, and working capital requirements. The model was built to support the client's strategic planning committee and board presentations. All data inputs were sourced from the client's ERP system and validated against Sri Lanka Colombo market benchmarks and industry averages. | 8 days | 50,000 | 400,000.00 | 72,000.00 |
| 3 | Risk Assessment and Credit Analysis Report. The Financial Analyst prepared a detailed credit risk assessment for the client's top twenty-five trade debtors. This included analysis of payment history, financial health indicators, and industry-specific risk factors relevant to the Sri Lanka Colombo commercial environment. Recommendations for credit limit adjustments and collection strategies were provided in a formal report. | 4 days | 48,000 | 192,000.00 | 34,560.00 |
| 4 | Board Presentation and Executive Briefing. The Financial Analyst prepared and delivered a comprehensive executive briefing to the client's Board of Directors and senior management team. The presentation covered key financial KPIs, liquidity position, profitability trends, and strategic recommendations. This session was conducted at the client's headquarters in Sri Lanka Colombo and included a Q&A segment lasting approximately two hours. | 2 days | 55,000 | 110,000.00 | 19,800.00 |
| 5 | Ongoing Advisory and Email Support (Monthly Retainer). The Financial Analyst provided continuous advisory support via email, telephone, and scheduled video consultations throughout the billing period. This included answering ad-hoc financial queries, reviewing draft reports, providing market intelligence on Sri Lanka Colombo economic indicators, and offering guidance on regulatory compliance matters under the Companies Act and Sri Lanka Accounting Standards. | 30 days | 35,000 | 35,000.00 | 6,300.00 |
| Subtotal (LKR) | 962,000.00 |
| VAT @ 18% (LKR) | 173,160.00 |
| Discount (LKR) | (10,000.00) |
| Grand Total (LKR) | 1,125,160.00 |
Payment Terms and Important Notes
This Invoice is issued by Apex Financial Advisory (Pvt) Ltd, a registered professional services firm operating from Sri Lanka Colombo. All services rendered by the Financial Analyst were performed in accordance with the signed Service Level Agreement dated 01 May 2025 and applicable Sri Lankan professional standards.
- Payment is due within fourteen (14) calendar days from the date of this Invoice, i.e., on or before 30 June 2025.
- Payment shall be made via bank transfer to the Commercial Bank of Ceylon account referenced above. Please quote Invoice No. AFA-2025-00472 in the payment reference field.
- A late payment surcharge of 2% per month will be applied to any outstanding balance after the due date, in accordance with the terms of the master service agreement.
- This Invoice is subject to the VAT Act No. 12 of 2002 of Sri Lanka. The VAT amount of LKR 173,160.00 is recoverable by the client as input tax credit, subject to applicable conditions.
- All work products, reports, and financial models delivered by the Financial Analyst remain the intellectual property of the client upon full settlement of this Invoice.
- For any queries regarding this Invoice or the services provided by the Financial Analyst, please contact our billing department at [email protected] or call +94 11 234 5678, Monday to Friday, 9:00 AM to 5:30 PM (Sri Lanka Standard Time).
- This document constitutes a valid Invoice for tax and accounting purposes under the laws of the Democratic Socialist Republic of Sri Lanka.
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