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Quotation Estimate Financial Analyst in Singapore Singapore –Free Word Template Download with AI

Professional Financial Analyst Services

Prepared for use in Singapore Singapore

Quotation Estimate No.: QE-2025-SG-0472
Date of Issue: 15 June 2025
Valid Until: 15 September 2025
Service Location: Singapore Singapore
Prepared By: Meridian Advisory Pte. Ltd., 12 Marina Boulevard, Level 28, Singapore Singapore 018982
Prepared For: Client Organisation (Name to be confirmed upon acceptance)

This Quotation Estimate is issued by Meridian Advisory Pte. Ltd. to provide a comprehensive and transparent cost breakdown for the engagement of a qualified Financial Analyst to support the client's operational and strategic financial planning needs within Singapore Singapore. This document serves as the formal Quotation Estimate outlining the scope of services, deliverables, fee structure, and applicable terms and conditions governing the engagement of the Financial Analyst professional.

The Financial Analyst engagement described herein is designed to meet the regulatory, reporting, and analytical requirements specific to the Singapore Singapore business environment, including compliance with the Accounting and Corporate Regulatory Authority (ACRA) standards, the Monetary Authority of Singapore (MAS) guidelines where applicable, and the Singapore Financial Reporting Standards (SFRS).

The Financial Analyst engaged under this Quotation Estimate shall perform the following duties and responsibilities on behalf of the client in Singapore Singapore:

  • Financial Modelling & Forecasting: Development and maintenance of multi-year financial models, cash flow projections, and scenario analyses tailored to the Singapore Singapore market conditions.
  • Monthly & Quarterly Reporting: Preparation of variance analyses, management accounts, and KPI dashboards in accordance with the client's internal reporting frameworks and Singapore Singapore statutory requirements.
  • Budgeting & Planning Support: Assistance in the annual budgeting cycle, including departmental budget consolidation, cost centre analysis, and capital expenditure planning.
  • Investment Analysis: Evaluation of potential investment opportunities, return on investment (ROI) calculations, net present value (NPV) assessments, and risk-adjusted return analyses relevant to the Singapore Singapore economy.
  • Regulatory Compliance: Ensuring all financial analyses and reports comply with Singapore Singapore regulatory frameworks, including ACRA filing obligations and MAS reporting standards where the client operates in the financial services sector.
  • Ad-hoc Analytical Projects: Support for special projects such as due diligence for mergers and acquisitions, pricing strategy reviews, and competitive benchmarking within the Singapore Singapore market.

The following Quotation Estimate details the professional fees for the Financial Analyst engagement. All amounts are stated in Singapore Dollars (SGD) and are inclusive of Goods and Services Tax (GST) at the prevailing rate of 9% as applicable in Singapore Singapore.

Item Description Monthly Fee (SGD) Annual Fee (SGD)
1 Senior Financial Analyst – Full-Time Engagement (40 hrs/week) 12,500.00 150,000.00
2 Financial Analyst – Part-Time Support (20 hrs/week) 7,200.00 86,400.00
3 Ad-hoc Project Work (per hour, minimum 4 hours) 280.00/hr N/A
4 Software & Tool Licensing (Bloomberg Terminal, Excel Add-ins, BI Platforms) 1,850.00 22,200.00
5 Supervisory & Quality Assurance Oversight 2,400.00 28,800.00
Subtotal (Excluding GST) 24,950.00 288,400.00
GST @ 9% (Singapore Singapore) 2,245.50 25,956.00
TOTAL Quotation Estimate (Incl. GST) 27,195.50 314,356.00
  1. This Quotation Estimate is valid for a period of ninety (90) days from the date of issue. Upon expiry, the Financial Analyst rates and terms may be subject to revision based on prevailing market conditions in Singapore Singapore.
  2. Payment terms for the Financial Analyst engagement shall be Net 30 days from the date of invoice issuance. Invoices will be issued on a monthly basis in arrears.
  3. The Financial Analyst shall be bound by a strict confidentiality and non-disclosure agreement (NDA) in accordance with the Personal Data Protection Act (PDPA) of Singapore Singapore.
  4. Any additional services beyond the scope defined in this Quotation Estimate shall be subject to a separate written amendment and additional fees as agreed upon by both parties.
  5. The engagement may be terminated by either party with a written notice of thirty (30) days. In such an event, fees for work completed up to the termination date shall be payable in full.
  6. All deliverables produced by the Financial Analyst shall remain the intellectual property of the client upon full payment of the fees outlined in this Quotation Estimate.
  7. This Quotation Estimate is governed by and shall be interpreted in accordance with the laws of the Republic of Singapore Singapore. Any disputes shall be resolved through the Singapore International Arbitration Centre (SIAC).

By signing below, the client acknowledges and accepts the terms, conditions, and fee structure set forth in this Quotation Estimate for the engagement of the Financial Analyst in Singapore Singapore. This acceptance constitutes a binding agreement between the parties.

For Meridian Advisory Pte. Ltd.

Authorised Signatory

Name: _________________________

Date: _________________________

For the Client

Authorised Signatory

Name: _________________________

Date: _________________________

This Quotation Estimate document was prepared exclusively for the engagement of a Financial Analyst in Singapore Singapore. Meridian Advisory Pte. Ltd. UEN: 201912345K. All rights reserved. This document is confidential and intended solely for the named recipient. Unauthorised reproduction or distribution is strictly prohibited under the laws of Singapore Singapore.

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