FPA Tags

March 27, 2020

By Jack Xu, Founder at Modtris Financial Modeling

Jack Xu has worked in the financial market for over 20 years starting as a quant in interest rate modelling and derivatives pricing. He worked as trader, portfolio manager, and head of securitized products, focusing on the trading, structuring and modelling of multi-tranche products such as CMO, CLO and CDO until 2008. His work then shifted into Debt Capital Market and credit rating and his modelling focus shifted to corporates as whole. The lack of integrated cash flow models for corporates prompted Jack’s creation of Modtris, a modelling software that provides integrated modelling and projections on corporate.

Jack Xu's LinkedIn profile: https://www.linkedin.com/in/jack-xu-35abb7184/

This article will focus on is the modeling of a company as a whole, its consolidated future financial positions, incomes, growth and risks, as opposed to the...

March 12, 2020

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

Starting with the end in mind is one of the simplest ideas that is frequently ignored. I have seen so many analysts begin designing a financial model without having a clear...

November 22, 2019

By Danielle Stein Fairhurst, Financial Modelling Specialist at Plum Solutions

 
 

Scenario analysis, sensitivity analysis and what-if analysis are very similar concepts and are really only slight variations of the same thing. All are very...

May 30, 2019

By Carl Seidman, Principal, Seidman Global LLC

The pressure of globalization and agile decision-making requires companies to improve their business modeling.  They must integrate big data in real-time, synthesize that data...

July 9, 2018

By Rob Trippe, MBA, Financial Modelling Veteran

While FP&A professionals work in a field of numbers, language is a critical component of our profession. Far too often there is loose use of terminology in corporate...