Skills Needed for Financial Modelling (and how to get them)

Skills Needed for Financial Modelling There’s no doubt that having good Financial modelling skills is fantastic for your career but there’s a lot more to it than being good at Excel! Finance & accounting, design, logic and numeracy to name a few. And should you put “financial modelling” your resume? Hear from financial modelling specialist, Danielle Stein Fairhurst explore some of the other skills you need, and how to get them.


Financial Modeling World Cup Case Study Walkthrough with John Lim

The Financial Modeling World Cup (FMWC) competition brings competitive modellers from all over the world and different backgrounds together online each month to learn, train, compete and improve their financial modelling skills through case studies. This session was organised by the Queensland CPA Business Committee Financial Modelling discussion group and co-hosted by Jessica D’Souza and Danielle Stein Fairhurst. 


Financial Modelling role available

A client of Plum Solutions is seeking to gain a financial modeller on staff. A startup in the banking & finance industry is recruiting for a financial modeller to work Sydney business hours.

  • Part-time growing into full-time as the business expands
  • Contractor or employee however the latter provides an opportunity to participate in employee share option plan
  • Although we are Sydney-based the resource could be based anywhere however ability to work Sydney business hours is preferable
  • Financial modelling qualifications / certifications would be preferred
  • Experience in banking, finance, financial markets would be preferable with an understanding of deposit and loan products
  • Financial models to include balance sheet, profit & loss, DCF, NPV, debt and equity capital, product profitability and performance
  • Ability to undertake scenarios analyses / stress testing
  • Skilled in manipulating external data sources
  • Skilled in analysis and reporting and use of visualisation tools or dashboards

Please send through your application with covering letter to info[at]plumsolutions.com.au

Building a Rolling Forecast in Excel

Rolling forecastWe know that forecasting does not stop at the end of the financial year, and that updating models is both a significant effort and risk factor. Learn to build a rolling forecast, including dynamic formulas and dynamic seasonal linear trends using standard Excel functions.


Virtual Meetup: Pushing to Mobile with Low-Code and No-Code Financial Modelling tools

Pushing to Mobile with Low-Code and No-Code Financial Modelling toolsThe pace of technical innovation for financial modellers is accelerating. Although Microsoft Excel remains the best tool for deals modelling, recent innovations are augmenting, enhancing and going beyond the ordinary Excel spreadsheet.

The 2021 Global Financial Modelling survey highlighted the wider adoption of tools like PowerBI and Tableau, but equally exciting is the development of low-code and no-code tools for the purpose of building financial models. (more…)

Virtual Meetup: Harnessing Your Inner Financial Modeller

Harnessing Your Inner Financial ModellerDo you use Excel to prepare financial projections? Ever wish your forecasts had greater impact on business decisions in your organisation? You can take charge of these spreadsheets and offer your clients and colleagues a clearer, more accurate and insightful business tool. (more…)

Inheriting a Financial Model

When you take over and start using a financial model that someone else has built, not only are you inheriting the original modellers’ inputs, assumptions and calculations, but you may also be inheriting their mistakes! Using someone else’s model involves taking responsibility for their work and you want to be confident it’s working correctly. Hear from financial modelling specialist, Danielle Stein Fairhurst during the Financial Modelling Summit as she draws from the second edition of her book, Financial Modelling in Excel for Dummies, to learn some simple ways to check, audit, validate and, if necessary, correct legacy models so that you can be confident of the model’s results. (more…)

Virtual Meetup: Cash Flow Liquidity Planning and Forecasting in Excel

The COVID-19 crisis has made it even more obvious that companies that fail to plan and monitor their cash flow liquidity are planning to fail! Insightful, responsive and dynamic liquidity planning is a must-have for a robust business. Off-the-shelf software can be time-consuming and expensive to implement and does not always provide the necessary flexibility required for dynamic and transparent cash flow planning.

The solution is an Excel-based tool. (more…)

Virtual Meetup: Advancing into Analytics; from Excel to Python and R

Data analytics may seem daunting, but if you’re familiar with Excel, you have a head start that can help you make the leap into analytics.

Hear from author George Mount, founder and CEO of Stringfest Analytics give us an introduction to his new book, “Advancing into Analytics; from Excel to Python and R”. (more…)