TAILORED FINANCIAL MODELLING

  We create bespoke financial models and tools to help your business to: 

• save time by automating repetitive tasks
• access insightful analysis using financial data and/or critical assumptions
• create dashboards to articulate current performance
• calculate and report on key performance indicators (KPIs)
• forecast future outlooks, budgets and long range plans
• compare current performance against previous periods, budgets or forecasts
• make critical decisions through scenario or NPV analysis
• to easily update reports for change of period or comparative basis
• manipulate data into useful outputs
• improve existing spreadsheets to be more efficient and effective

In many companies, financial reporting or enterprise performance management (EPM) software such as Hyperion Financial Management, COGNOS TM1 or SAP is set up to provide specific reports and data outputs.  These can be difficult to manipulate into different formats and analyses required to fully understand business performance.  We can create a tailored financial solution that links into system generated reports, allowing more flexibility, improved analysis and clearer insights critical to a business’s success.  

This is not uncommon, with leadership teams facing challenging competitive environments, budget reviews, merger and acquisition activity, tough performance targets, political and environmental impacts, managers often want to see different perspectives on financial performance and position.   We can create tailored best practice spreadsheet models and analytical tools to help manipulate data quickly and accurately to report in different ways, reconciling to source data and providing a historical reference on calculations.

In multinational organisations this is quite common, where local, regional or global offices may require data in different formats, currencies or consolidation levels. Our tailored financial solutions can enable different reporting formats to feed off the same set of data, ensuring that submissions to each part of the organisation are consistent and accurate, whilst maintaining maximum efficiency.

This is ubiquitous in many analyst roles. The task list keeps growing, the calendar is full with meetings and budget reviews, and there is no big chunk of time available to dedicate to building a financial model that would significantly reduce the time spent on doing the task list.  We can help! We will need some meeting time to understand in detail your requirements, your wish list and background information, and we will build a bespoke financial model for you to use that will increase efficiencies, while you tackle the calendar and day to day tasks.

• Budget models
• Forecasting models
• Revenue driver models
• Monthly management reporting models
• Cashflow models
• Integrated P&L, Balance Sheet and Cashflow models
• NPV analysis
• Scenario analysis
• Incentive calculation models
• Volume-price-mix-cost bridges
• Cost trackers
• Daily sales reporting analysis
• Variance analysis tools 
• Dashboards
• Revenue or cost accrual calculation models
• Pricing impact analysis

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