SPECIALISTS IN FINANCIAL MODELLING

Happy New Year! Which version of Excel are you using?

Seeing as we’re now heading into 2011 I’m interested to know which version of Excel most users are on.  It’s been a while since any research was done on the topic, so I decided to set up a Linked In Poll to canvass our subscribers on the subject.  I think we’ll be surprised to see how many users are still on 2003!

Take the Poll

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2010/11 Excel Income tax calculator

How much income tax will you be paying in the new financial year? The tax brackets are changing again, which of course, means that from 1st July 2010 we all pay less income tax!  Download our handy new Excel-based tax calculator and find out roughly how much you will save.

Starting a new job and want to know how much of that whopping great new salary you’ll lose in tax?  Find out!

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What to look for in a Financial Modeller

When you decide your company’s financial models are not as good as they should be, is the first thing you do; send your staff on an Advanced Excel course?  Whilst this is helpful, there’s an awful lot more to Financial Modelling though than being good at Excel!

Do you need an Excel Jockey, a Finance Wizard, or a Financial Modeller?

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Six reasons your spreadsheet is NOT a financial model

I’ve often been asked the difference between a spreadsheet and a financial model, and there is a fine line of definition between the two. In a nutshell, an Excel spreadsheet is simply the medium that we can use to create a financial model. (Of course there are other programs besides Excel that can be used for modelling, but that’s another story!)

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Why your Business DOESN’T need a Budget

OK, you’ve taken the plunge – gone out on your own – told the boss to stick it and set up your own business.    You’ve left the corporate world behind and you’ll be playing by your own rules from now on!  No more management hierarchies, no boring meetings, no budgets and no getting sign-off to spend any money.  From now on, you’re your own boss and no one can tell you what to do.
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How to Stress-test Your Business Case

In a volatile economic environment, creating a business case for a new project or product which contains financial projections is an extremely difficult task.  Looking at historical data and extrapolating the numbers to create future projections simply doesn’t cut it anymore.
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Should you Upgrade to Excel 2007?

The upgrade from Excel 2003 to Excel 2007 is probably one of the most significant changes for Excel users yet.  There are many new functions, most of which are an improvement to 2003 but they do take some getting used to!  As a financial modelling consultant and trainer, I’m often asked by my clients what are the advantages and disadvantage of upgrading to Excel 2007 and whether organisations should even bother.

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