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Financial Modeling Webinar With ICA

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Maqbool Shahid
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21 views9 pages

Financial Modeling Webinar With ICA

Uploaded by

Maqbool Shahid
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Financial Modeling

Webinar with ICA (Ghana)

Bernard Obeng Boateng


Microsoft MVP, MCT, AFM, FMVA. BEST LTD
Ernest Aboagye
CA, CIMA, AFM, FMVA. Absa

Ferdinand Attobra
MCT, AFM, FMVA. BEST LTD
Dii-winga Dowouta Amegnonka
AFM, MOS Specialist. Injaro Investments
Priscilla Baah
AFM, Microsoft Certified Data Scientist. GetInnotized

Finex Skills Hub


www.best-gh.com www.finexskillshub.com
About

REAL WORLD MODEL

An Abstract Representation
BUSINESS CONCEPTUAL
Real World Financial Situation SITUATION
UNDERSTAND
MODEL

Involves Numbers or Math BREAK DOWN

Forecast Business Dynamics


INVEST OR NOT? SPREADSHEET

Driven by Assumptions or Historical Data


ANALYZE

INTERPRET
DECISIONS INSIGHTS

Finex Skills Hub


www.finexskillshub.com
About

What is Financial Modeling?

the process of creating a mathematical model that reflects the historical, current
or projected value or financial performance of a company, a stock, a project, an
investment or any financial asset.

Financial models are used to calculate the impact of different variables, such as
interest rates or corporate growth rates, on the value of an asset.

Finex Skills Hub


www.finexskillshub.com
Parts of a Financial Model

Depends on the task, deadline and information available

Assumptions Inputs

Financials Schedules Calculations

Income statement, Balance Sheet, Cash flow Debt, WC, Fixed


Assets etc.

Sensitivity Outputs
Results Scenarios
Analysis

Impact Analysis of
Valuation, Breakeven etc. Base, Best, Worst.
Variables Finex Skills Hub
www.finexskillshub.com
Uses

• Raising capital (debt and/or equity)


• Making acquisitions (businesses and/or assets)
• Growing the business organically (i.e. opening new stores, entering new
markets, etc.)
• Selling or divesting assets and business units
• Budgeting and forecasting (planning for the years ahead)
• Capital allocation (priority of which projects to invest in)
• Valuing a business

Finex Skills Hub


www.finexskillshub.com
Features of a Good Model

cells are Assumptions


linked to drive the
assumptions model

Consistent No hardcoding Sufficiency


Labeling within formulas Principle

Acceptable Clear
Timeline Structure
3,5,10 years and Design

Finex Skills Hub


www.finexskillshub.com
Features of a Good Model

Model design and modelling techniques


must allow models to be both flexible in Models must reflect key business
the immediate term and adaptable in assumptions directly and faithfully
the longer term.
F A without being over-built or cluttered
with unnecessary detail.
Models must allow users to run scenarios
and sensitivities and make modifications Flexible Appropriate The modeler must not lose sight of what
over an extended period as new a model is: a good representation of
information becomes available -- even reality, not reality itself.
by different modelers

Models must rely on simple, clear


Rigorous consistency in model layout
formulas that can be understood by
and organization is essential to retain a
other modelers and non-modelers alike.
model’s logical integrity over time,
particularly as a model’s author may
change.
S T Confidence in a financial model’s
integrity can only be assured with clarity
of logic structure and layout.
A consistent approach to structuring Structured Transparent
Many recommendations that enhance
workbooks, worksheets and formulas
transparency also increase the flexibility
saves time when building, learning, or
of the model to be adapted over time
maintaining the model.
and make it more easily reviewed.

Finex Skills Hub


www.finexskillshub.com
What are the skills required to
be a good Financial Modeler

Spreadsheet Skills Industry Knowledge Accounting/Finance Aesthetic/Design

Finex Skills Hub


www.finexskillshub.com
Certification in Financial Modeling

• Financial Modeling Institute (FMI)


• Corporate Finance Institute (CFI)
• Wall Street Prep
• Breaking Into Wall Street
• eduCBA
• A Simple Model
• Academic Earth
• Accounting Coach
• ALISON
• Coursera Financial Modeling
• EduPristine
• Khan Academy
• Money Mentors
• Open Culture
• Top eLearning Sites
• Top Finance Courses
• Training The Street

Finex Skills Hub


www.best-gh.com
www.finexskillshub.com

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