Presentation skills for finance professionals

Professionals working in a finance team might build beautiful reports or financial models which we are enormously proud of, as we have usually put a huge amount of work into. These models are not helpful, however, if other people are not able to actually use or understand them and their messages and use them to make decisions. One of the things – and often the missing piece – for financial modellers is having the skills to present the output of the model in a way that is useful and easy for others to interpret.


Modelling the Future | Full Stack Modeller

Recently our friends at Full Stack Modeller conducted the biggest ever survey of the financial modelling profession, and the results were published in February 2021. What are financial modeller’s biggest frustrations? How much do modellers earn? What add-ins and tools beyond Excel do modellers use? Covering tools, standards, risk management and more, the 2021 survey paints a picture of the current state of play in financial modelling.


Virtual Meetup: Score my Model out of 10: a Guide to Model Risk Scoring

Many attempts have been made to objectively measure the quality, risk and simplicity of financial models. As analytics improve and model metadata can be collected more easily, are we entering a period where risk scores are entirely automated? Are we moving towards a future where risk scores are not only readily available but also automatically take into account the model’s commercial context, environment and users?


FMI Level 1 Mock exam three-way model

Learning to build a fully dynamic three-way model is an important part of becoming a financial modeller, and a pre-requisite to being certified by the Financial Modeling Institute (FMI). A three-way model refers to the three financial statements of a company; the P&L (Income Statement), Cashflow and Balance Sheet. An FMI certified financial modeller should be able to build these statements, and link them dynamically so as to be able to perform scenario analysis;.. all in under four hours!


Virtual Meetup: Fun & Games with Excel Range Names

The use of Named Ranges can divide the Excel community, especially amongst financial modellers. Some users hate them, and others love them. If names are well structured and used correctly, they can;

  • improve model structure
  • cut down development and maintenance time
  • • make formulas easier to read and understand – self documenting
  • • remove some of the limitations of formatted tables
  • • work well with dynamic arrays


VIRTUAL MEETUP: Efficiency and Gamification in Financial Modelling

Efficiency and Gamification in Financial ModellingCan you build a DCF financial model in less than two minutes? Excel speed, efficiency and accuracy are critical skills for aspiring financial modellers to learn in today’s competitive environment. Put your skills to the test during this live and interactive meetup with financial modeller and gamification expert Tatiana Ufimtceva who will show us some efficiency tips, tricks and shortcuts for how to improve your financial modelling skills.


Virtual Meetup: Programming and Problem Solving in Excel – an example in two parts

Excel is a versatile piece of software and has a lot of the characteristics of a programming language. The techniques used to build financial models can also be applied to solve other problems using Excel. By exploring the use of Excel for recreational problem solving we can often develop or pick up new techniques and methods that prove useful in traditional modelling situations. (more…)

VIRTUAL MEETUP: Financial Modeling World Cup – Case Study Walkthrough

Financial Modeling World Cup – Case Study WalkthroughThe Financial Modeling World Cup (FMWC) continues the traditions of ModelOff, bringing competitive modellers from all over the world and different backgrounds come together to learn, train and compete.

FMWC rankings are lead by some of the world’s best financial analysts. During this unique virtual meetup session, one of the top FMWC performers demonstrates a step-by-step case walkthrough of their approach to solving competition cases. Get inside the mind of one of a top financial modeller as we walk through how they solved one of the challenging FMWC case studies from beginning to end.