projects

Financial Modelling Portfolio

Ongoing portfolio

A collection of anonymised financial models and examples from my professional work.

01

What this portfolio shows

Anonymised examples of how I build, update, review and improve integrated financial models.

02

My role

Finance Analyst

Building, updating, reviewing and improving integrated financial models.

03

What I work with

  • Budgeting and forecasting
  • Plan-versus-actual analysis
  • P&L, balance sheet and cash flow
  • Scenario and sensitivity analysis
  • Model review and restructuring
  • Dashboards and management reporting
04

Methods and tools

  • Microsoft Excel
  • Google Sheets
  • Xero
  • Financial statements
  • Management reporting systems
05

What I do not publish

Client names, source files, financial figures, deal terms and working files are not published.

06

Areas covered

Current examples cover real estate and operating businesses, forecasts, cash-flow models, investment-return calculations, dashboards, model review and restructuring.

07

Related experience