You’ve got fantastic technical modelling skills – you’ve even got a qualification to prove it. But how do you let people know? Even if your skills are top-notch, you still need to market yourself to improve your career opportunities. Effectively communicating our accomplishments is a challenge for many of us and can lead to being overlooked within the corporate landscape. Let’s look at how financial modellers of all backgrounds can showcase our capabilities and promote ourselves online and offline, both internally and in the wider community.
Last week I was asked to lead a webinar on this topic for the Financial Modeling Institute (more…)
I’m on the road again! I’ve just landed in Muscat, Oman and tomorrow inshallah we kick off a three day in-house course here on “Data Visualisation & Dashboards in Modern Excel”.
Of course, “Modern Excel” refers to any version of Excel released from Excel 2010 onward when it introduced those FABULOUS new tools such as Power Pivot, Power Query and Power BI and we’ve never looked back. (more…)
Financial modelling is an essential skill that straddles business, accounting, and technology, and will continue to do so. In order to build good financial models, we increasingly rely on accessible and reliable data. Although the complexity of this data layer varies depending on the organisation and its level of maturity, all large organisations do eventually outgrow the unregulated “wild west” nature of spreadsheets. (more…)
As AI technology evolves rapidly through advances such as ChatGPT, let’s consider how this will impact the financial modelling industry. Join industry leaders Jeff Robson, Lance Rubin and Craig Hatmaker and host Danielle Stein Fairhurst for a virtual meetup to discuss how these technological advancements might impact the process of building a model along with the role and skills of a financial modeller both today and in the future. (more…)
Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. If your financial model is showing some returns, growth rates or any outputs that are fluctuating quite a bit over time, it’s useful to see what the compound annual growth rate is for this. In part 4 of this series, we take a look at a couple of different ways to calculate the compound annual growth rate (CAGR) using simple Excel functions. (more…)
Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. Taking into account the time value of money is something that we often need to do in financial models and in part 4 of this series, we take a look at some of the Excel functions specifically designed for decision making based on discounted cashflow and rates of return. Watch as Microsoft MVP, Danielle Stein Fairhurst demonstrates how to use the PV (Present Value), NPV (Net (more…)
Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. Often the most complex part of a financial model is the debt calculations and in part 3 of this series, we take a look at some of the Excel functions that can help with calculating the debt repayment on a loan schedule. (more…)
Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. In part 2 we take a look at a relatively new dynamic array function in Excel for Microsoft 365 called STOCKHISTORY. If you’re working in finance, this is a really useful tool as you can enter stock prices, currency exchange rates or other information and pull the prices directly into Excel for use in your financial model. (more…)