Financial modelling

What's the problem?

You need plan strategically for the right future actions in your business.
You want to answer ‘what if’ questions.
You have good historical data and want to use it to forecast future scenarios.

What are the steps?

Goal setting

Helping the business to clearly articulate what they want to model, and the questions they want to answer.

Goal setting

Helping the business to clearly articulate what they want to model, and the questions they want to answer.

Goal setting

Helping the business to clearly articulate what they want to model, and the questions they want to answer.

Data and assumptions audit

Identify options to make the process more efficient, and provide a documented set of recommendations.

Data and assumptions audit

Identify options to make the process more efficient, and provide a documented set of recommendations.

Data and assumptions audit

Identify options to make the process more efficient, and provide a documented set of recommendations.

Build the model

Build the automations, using tools including Excel VBA , Power BI and Power Automate.

Build the model

Build the automations, using tools including Excel VBA , Power BI and Power Automate.

Build the model

Build the automations, using tools including Excel VBA , Power BI and Power Automate.

The outcome

Business models to help you assess options for future action - using data about what has already happened, to forecast what could happen, soundly based on documented assumptions and scenarios.

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