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...

December 6, 2018

By Mohammed Hussain, Finance Analyst at Amazon

Mohammed is an advocate for clean financial modelling and process automation. His key function is "modern" problem solving by blending traditional Excel techniques with BI as a visualisation tool. He strives to produce models that are transparent and easily understood by the end user. This is achieved through efficient Workbook and Worksheet design, and VBA.

His transcendent goal is life is to help others recognise where they can introduce efficiencies in their work in the hope that this extends to other areas of their lives.

LinkedIn account: https://www.linkedin.com/in/mohammedafhussain/

Disclaimer: Financial Modelling has no strict “right” or “wrong” method of application. It does, however, have forms of best practice and this what this...

February 16, 2018

By Rob Trippe, MBA, Financial Modelling Veteran

Rob Trippe is a financial modelling veteran. With over fifteen years’ experience, Rob has developed corporate finance models for valuation, M&A, forecasting and performance monitoring. He is widely respected for his deep understanding of corporate finance theory, lectures at university and has worked with some of the world’s largest and most respected firms including the investment bank Houlihan Lokey, Hertz and GE Capital. He also was the managing director and operator of a coveted professional sports franchise at a young age. Rob was accredited in valuation in 2008 and holds an MBA, Finance from Boston College.

Publishing Accomplishments

  • Rob’s research while at the investment bank Houlihan Lokey Howard & Zukin was published in the Wall Street Journal and USA Today.
  • Rob’s cash flow model (his design) while at the Hertz Corp. was published in SEC and quarterly press release filings.
  • Rob has contributed to FP&A-Trends on numerous occasions.
  • Authored a state university finance exam.
  • Currently working on a commissioned case study for a major academic publishing house.
FP&A Tags:

During the recent years, the level of detail and precision which financial modeling in the business world has pursued has been elevated. Learning Excel, a widely used and...

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