Financial Model Review

Our financial model review service provides an experienced and qualified financial modelling consultant to assess your current financial model based on your requirements.

Your high-level review will start with an in-depth discussion on your current view of the existing model and whether it meets your company’s needs.

Specific areas of your model will be reviewed as agreed, and you will be provided with a detailed report on findings and remediation recommendations based on best practices.

Our model review provides two distinct services:

  1. A high-level, best-practice review.
  2. A limited-scope review (agreed specific areas).

Model review best-practice features:

  • Consistency
    Of calculations, sheet, and model structure.
  • Separation
    Of inputs, calculations, and outputs.
  • Integrity
    Of data, calculations, and error check networks.
  • Linearity
    Of data and calculation flow.
  • Simplicity
    Of individual calculations.
  • Flexibility
    Of model structure.

Model review benefits:

  1. Get an objective third-party opinion on your financial model.
  2. Improve stakeholder trust.
  3. Get access to specialised review tools.
  4. Gain advice on potential improvements.
George Pavlovic ACA
Director, Financial Modelling

Client success story

Challenge

The client required a new financial model to streamline their long-term planning and overlay new growth.

Solution

We rebuilt an existing integrated financial statement budget model – cutting the model size by 80%.

Outcome

Through our work, the client was able to benefit from a best-in-class financial model which is transparent and easy to use – freeing up internal resources.

Testimonials

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