Financial Modelling – What it will do for your enterprise?
Financial Modelling for the Enterprise.
Good financial modelling underpins the entire process in strategic planning and enterprise financial planning. Working beyond the scope of Excel more effectively and at a lower cost financial modelling assists with Private equity bids, Project finance, Mergers and acquisitions, restructuring.
As banking is much more restrictive, Enterprises have to plan cash and resource planning much more carefully. Financial Modelling service providers develop business models which cost new opportunities, funding and take into account different assumptions and scenarios.
Aberdeen Whitepaper - Better Budgeting & Forecasting
Our clients normally have the following infrastructure
• Financial Planning and Analysts.
• Complex spread-sheets heavily bespoke.
• Mature ledger Systems such as SAP, SAGE.
• Business Intelligence Tools.
Financial Modelling improve things how?
Firstly review the existing process as this highlights the elements most in need of change improvement and lastly what needs to be newly included. Secondly you identify and scope the right level depth and detail you want to plan at. Do you want to model at the line item detail level or at a higher planning level. This can be determined by the objectives discovered and agreed in the first step.
Do you want the contractor to manage the entire process now and into the future. Alternatively contractors can collaborate with you to develop your financial modelling skills. Providing the training and the financial model building services as requried to enable you build the models yourselves in the future. Financial modelling projects are never finished.
Free Trial Modelling Software
Sample Project completed in London 2011.
• Upgrade Management reports for forecasting and Cash control
• Connect to heavily adapted Sage ledger system
• Automatic Rolling forecasts for 3,6,12,18 months ahead
• Good / Bad scenario level planning with sliders
Benefits.
- Months less work in developing budgets & forecasts.
- More internal collaboration.
- Much more effective Management Meetings, Presentations.
- Better co ordination with Bank, Partners, Markets.