Ongoing body of work
Present an ongoing body of practical work showing how I build, review, audit and improve financial and investment models for analysis and decision support.
My role
Finance Analyst
Building, updating, reviewing and improving integrated financial models.
Typical modelling work
This is an ongoing portfolio rather than a single project. Typical modelling tasks may include:
- integrated profit and loss, balance-sheet and cash-flow models;
- investment and development models;
- debt and equity funding structures;
- investor cash-flow schedules;
- return metrics and investment-return calculations;
- scenario and sensitivity analysis;
- model review, audit and restructuring;
- dashboards and management reporting; and
- decision-support and investment materials.
Not every model contains every element. The structure depends on the analytical question and the information available.
Skills and methods
Confidentiality
Public descriptions are generalised to preserve client and project confidentiality; client names, project names, source files, financial figures, financing terms and private deal structures are not published.