Invoice Financial Analyst in Uganda Kampala –Free Word Template Download with AI
P.O. Box 1247, Kampala, Uganda
Plot 45, Kampala Road, Kampala, Uganda
Tel: +256 414 255 890 | Email: [email protected]
Uganda Revenue Authority TIN: 100234567-000078
Company Reg. No: UG-2019-04521
Professional Services
Financial Analyst Engagement
Uganda Kampala
| # | Description of Financial Analyst Services | Hours | Rate (UGX) | Amount (UGX) |
|---|---|---|---|---|
| 1 | Comprehensive financial statement analysis and ratio assessment for Q1 2025 operations in Uganda Kampala market segment | 24 | 350,000 | 8,400,000 |
| 2 | Preparation of detailed cash flow projections and liquidity risk assessment for the Financial Analyst engagement covering East African regional operations | 18 | 350,000 | 6,300,000 |
| 3 | Development of budget variance analysis report and corrective action recommendations for the Uganda Kampala headquarters division | 16 | 350,000 | 5,600,000 |
| 4 | Capital expenditure modelling and investment appraisal using NPV and IRR methodologies for proposed expansion in Uganda Kampala industrial zone | 20 | 400,000 | 8,000,000 |
| 5 | Monthly financial reporting package preparation, including management accounts, KPI dashboards, and board presentation materials | 12 | 350,000 | 4,200,000 |
| 6 | Regulatory compliance review and tax advisory support in alignment with Uganda Revenue Authority guidelines for the Financial Analyst reporting cycle | 10 | 400,000 | 4,000,000 |
| 7 | Ad-hoc financial modelling and scenario analysis for strategic decision-making by senior leadership in Uganda Kampala | 8 | 400,000 | 3,200,000 |
| Subtotal | 39,700,000.00 |
| VAT @ 18% (Uganda) | 7,146,000.00 |
| Withholding Tax @ 6% (as applicable) | (2,382,000.00) |
| GRAND TOTAL DUE (UGX) | 44,464,000.00 |
Payment Terms & Instructions
This Invoice must be settled within fourteen (14) calendar days from the Invoice date of 15 June 2025. Payment is due no later than 30 June 2025. Late payments will attract a penalty of 2% per month as stipulated under the Uganda Companies Act, 2012, and the terms of our professional services agreement.
Bank Details: Apex Financial Advisory Ltd. | Bank of Uganda – Stanbic Bank, Kampala Branch | Account Name: Apex Financial Advisory Ltd. | Account Number: 0104-5678-9012 | SWIFT: STBBUGKA
Please reference Invoice number AFA-2025-00847 in all correspondence and remittance advices. All payments must be made in Ugandan Shillings (UGX) to the account specified above. Electronic transfers via the Uganda Bankers' Association (UBA) network are preferred.
Important Notes Regarding This Invoice
1. This Invoice covers the full scope of Financial Analyst services rendered by Grace Namuli, CFA, during the service period of May 2025. All deliverables, including the financial analysis reports, cash flow models, and board presentations, have been submitted to the client's designated representative in Uganda Kampala on 02 June 2025.
2. The Financial Analyst engagement was conducted in strict compliance with the International Financial Reporting Standards (IFRS) as adopted in Uganda, and all figures presented in the associated reports have been prepared in accordance with the Uganda Financial Reporting Authority (UFRA) guidelines.
3. Should the client require additional Financial Analyst services beyond the scope outlined in this Invoice, a supplementary Invoice will be issued with a minimum 48-hour notice. All rates are subject to annual review in line with the Uganda National Association of Accountants (UNAA) fee schedule.
4. This Invoice is valid for ninety (90) days from the date of issue. After this period, a revised Invoice reflecting any applicable adjustments will be generated. The client is advised to process payment within the stipulated due date to avoid any disruption to ongoing Financial Analyst support services in Uganda Kampala.
5. All work product, models, and analytical frameworks developed under this engagement remain the intellectual property of Apex Financial Advisory Ltd. unless otherwise agreed in writing. The client is granted a non-exclusive, non-transferable licence to use the deliverables for internal business purposes within Uganda.
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