What Is the Best Financial Modeling Equipment Setup?
Date30 May 2019
Choosing the Best Financial Modeling Equipment Setup With just 4 months left until Round 1 of ModelOff Financial Modeling World Championships, this is the right time to check your financial modeling equipment setup and upgrade if necessary. Simple calculations show that if the right equipment can save you just 5% of the total competition time,... Read More →
My 3-way Financial Model Doesn’t Balance! What’s wrong?
Date15 May 2019
You know this tricky feeling when you have just completed a 3-way financial model and scroll to check whether the balance sheet balances out! More often than not financial analysts see that the model is not perfectly built and needs corrections to balance the things out. Sometimes you find the error very soon, while in... Read More →
What’s in Common between Financial Modeling and Boxing?!
Date24 Apr 2019
Financial Modeling is Like Boxing! It seems that financial modeling has something in common with boxing! Since 2013 I’ve been taking part in ModelOff Financial Modeling World Championships, qualifying to the finals twice and taking the 5th place in the 2017 New York Finals. I have recently discovered that there is another financial modeling competition... Read More →
Dynamic Chart in Excel the Simple Way
Date12 Apr 2019
The Background I live in a EU country that is rich in 2 things – forest and educated people. The proportion of people with higher education is one of the best in the world. We are a relatively small nation, just below 2 million people. Population density is quite low, so there is plenty of... Read More →
OFFSET Formula – an Easy Example to Understand
Date28 Mar 2019
The background One of my friends has recently asked me which Excel formula do I consider to be the most powerful. There are many aspects to define what is powerful. If I define it like “Which formula has saved me the most of time after I mastered it?” – then the answer obviously is the... Read More →
The Best Non-Financial Modeling Book for Financial Modelers
Date18 Mar 2019
The White Swan About a year ago I’ve been modeling a potential M&A project. A retail company was about to buy its closest rival. The target company was in a brilliant situation – high sales, high margins, very good EBITDA, no debt. We have modeled the potential development of the target company’s business with seemingly... Read More →
Financial Modeling Self Study Plan
Date01 Mar 2019
A New Guy Joins our Team Next Monday we at CFOTemplates.com will welcome a new analyst to join our team. The person has a solid 15-year track record in the field of corporate finance. However, we will still need to teach him some specifics and advanced tricks of financial modeling. We will also have to... Read More →
CAPEX and Depreciation Projections: a Universal Approach
Date19 Feb 2019
CAPEX and Depreciation Projections I’ve been doing financial modeling since 2001. Initially – for my employers, then for my clients on the local market. In 2011 we have launched CFOTemplates.com website and now my financial models are being used around the world. CAPEX and depreciation projections have always been an integral part of these financial... Read More →
Financial Modeling Explained to a 7-y.o. Kid
Date07 Feb 2019
My daughter sometimes asks me “Dad, what do you do?” OMG, how shall I make financial modeling explained to her? My usual answer is kind of simple: “I do financial modeling for companies to help them maximize their ROI thanks to well-calculated decision-making” – but not for a 7-year old kid. So, I decided... Read More →
Financial Modeling Golden Rule: Separate Inputs and Results – Bulls-t!
Date24 Jan 2019
I’ve been doing financial modeling long before it has become a separate discipline. I have devoted 18 years of my life to this great discipline. If I should name one financial modeling golden rule that I don’t agree with the most, then it will be this one. Most of the financial modeling courses and industry... Read More →
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