Financial Modelling

In today’s dynamic and complex environment, translating complexity into financial insights to increase decision-making confidence is the cornerstone of the decision making process.

Whether it is about evaluating your existing operations or your strategic options, building a dynamic spreadsheet model provides stakeholders with the confidence that decision-making within the organisation is justified and follows a rigorous, transparent, easy to understand process.

We create value for our clients by developing bespoke models to help make transparent and value-enhancing decisions.

We work with you from the framing of the model requirements to the development of robust and flexible models either from scratch or by refreshing your existing model.

How can we help you?

Contact us to learn more about our services.

“Two key strengths stood out to me. Firstly … a real curiosity around data and insight, actively exploring these to identify the ‘so what?’ in a meaningful way. Secondly, … the value of data, and aims to ensure it is meaningful and purposeful for end users – maximising … the value that it … can provide.”

Head of Policy
Large Charitable Organisation with Commercial Subsidiaries, UK

Want to know more about Financial Modelling?

Financial Modelling

A model is a simplified description, especially a mathematical one, of a system or process, to assist calculations and predictions and financial modelling is the process of using software to create decision-support tools for businesses

Typical decisions that require a financial model include:

  • Allocation of scarce resources through the budgeting cycle
  • Capital investment appraisal
  • Fund raising
  • Project and infrastructure finance
  • Merger and acquisitions
  • Valuations

Financial models have two core objectives:

  • To calculate the expected financial impact of a potential decision to a given business and its stakeholders under a range of alternative scenarios, and
  • To communicate this expected financial impact to the business and its stakeholders

Financial Modelling Roles

The sponsor is the party leading or commissioning the modelling work. The sponsor’s role and responsibilities include the provision of the model specification or brief and the review and use of the results of the model in decision-making.

In commissioning a modelling work, a sponsor should consider the objective of the model, its specification, the resources to be deployed and the timing.

The developer is the model author. The developer builds the model to the direction and specification given by the sponsor, ensuring the requirements of the specification or brief are captured.

The reviewer rigorously scrutinises, test and review the model and checks that the model reflects the specification. The reviewer also checks that the model is free from material errors and the the model is compliant with best practice.

How we can help

We help you create value for your stakeholders by developing bespoke models to help make transparent and value-enhancing decisions.