One of the most controversial topics amongst financial modellers is the use of circularity to build the financial statements in a model. Watch to hear from financial modelling specialist Carolina Lago as we dive into this often-debated topic. You’ll learn why many modellers avoid circularity at all costs—and why (more…)
Are you using the latest features of Modern Excel to their full advantage? Save time and speed up month end processes by streamlining the process and automating workflows. Watch for the latest in our virtual meetup series for financial modellers and hear from South African Financial Modeling World Cup Founder, Renier Wessels. Together, we’ll explore how to best leverage some of the latest features of Excel to harness the full potential of Power Query and Dynamic (more…)
Most financial models contain a valuation section for investors, which usually includes a DCF calculation. But is this method sufficient for professional valuation practitioners when they value an investment? What do investors look at when they use a financial model to assess the value of an asset? Watch this live hybrid session streamed live from the CPA offices in Sydney to hear from senior financial modeller and valuation practitioner, Ruby Liu, who will help you to understand (more…)
Budgeting is one of the most challenging scenarios in the Power BI arena. For example, you might need to summarise sales in previous years and allocate the budget forecasts. You must work with data at different granularities and find a way to author DAX code to compute the forecasts at the desired granularity. When it comes to budgeting, each company has a unique scenario. In this session, you will see common techniques for building a budget model with Power BI. As a bonus, you see a lot of DAX code and several advanced techniques to allocate (more…)
Excel spreadsheets remain the dominant tool of choice for sharing and presenting financial information. However, when used incorrectly, they are fraught with challenges. Lack of consistency, incorrect formulas and well-publicised spreadsheet errors all conspire to give them a poor reputation for quality. Watch to hear from financial modeller Angela Collins to discuss the latest release of ICAEW’s (Institute of Chartered Accountants in England and Wales) well-known list of key considerations that could save you hours of effort or help (more…)
Being able to build a full financial model with all three financial statements is a foundational skill for any financial modeller. Linking all three dynamically and, most importantly, getting the balance sheet to balance (and stay balanced!) is not always an easy task. Watch to hear from expert financial modeller Carolina Lago as she takes us through her unique and simple approach for building each statement and ensuring the balance sheet balances at every step. (more…)
Watch to learn about the various tools in the Power Platform that can help improve and accelerate your budgeting, planning and forecasting processes. Hear from financial modeller and technology expert Lance Rubin showcase how to;
1. Collect data with Power Apps
2. Automate workflows in near real-time with Power Automate, based on the data collected
3. Use the data to automatically update and share a report or dashboard using Power BI with the Fabric Data Platform 4. Leverage Modern Excel tools such as Power Query inside this Toolkit to game-change your modelling (more…)
According to top finance experts, the most in-demand “hard skills” for senior finance leaders are financial modelling and analysis. Being able to convert numbers and formulas into strategic and insightful decision-making is, without question, one of the hardest technical skills to master. Watch to hear from financial modelling industry expert, Lance Rubin on how to track your career path towards the most sought-after jobs in Finance. (more…)
