Financial Modeler's Corner is a podcast where we talk all about the art and science of financial modeling with distinguished Financial Modeler's from around the globe. Financial Modeler's Corner is hosted by Paul Barnhurst, aka The FP&A Guy, a global thought leader in the field of finance.
The Financial Modeler's Corner podcast is brought to you by Financial Modeling Institute. FMI offers the most respected accreditations in financial modeling.
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Discover the Power of Simplicity in Financial Modeling With Giles Male
mardi 3 septembre 2024 • Durée 48:31
In this episode of Financial Modelers Corner, host Paul Barnhurst is joined by Giles Male, who brings his unique perspective on the rapidly changing landscape of financial modeling. Together, they explore how the latest advancements in Excel—such as dynamic arrays and Lambda functions—are revolutionizing the way financial models are built and used. Giles also provides invaluable advice on the importance of simplicity, adaptability, and effective communication in modeling.
Giles Male is a CMA-qualified accountant and a seasoned financial modeler with extensive experience in bid analysis and complex financial modeling. As a co-founder of Full Stack Modeler, Giles is passionate about training and mentoring the next generation of financial modelers. He holds the prestigious Master Financial Modeler (MFM) accreditation from the Financial Modeling Institute, making him one of only seven individuals worldwide to have achieved this honor. Giles brings a wealth of knowledge on modern Excel and its application in financial modeling.
Key takeaways from this week's episode include:
The importance of embracing modern Excel techniques, including dynamic arrays and Lambda functions.
Insights into the changing landscape of financial modeling and why simplicity is often more effective than complexity.
The challenges and rewards of transitioning from traditional modeling methods to modern approaches.
How Giles's experiences in ultra-marathon running have influenced his approach to problem-solving and pushing beyond perceived limits in both personal and professional contexts.
Practical advice on maintaining model integrity, including the use of structured standards like FAST or SMART while adapting to specific project needs.
Here are a few quotes from Giles Male:
"Simplicity is the biggest lesson I’ve learned in my career. Complex models might seem impressive, but they’re often impractical." - Giles Male
"A good financial model should be as complex as it needs to be, but as simple as possible." - Giles Male
"There’s a visibility fog when reviewing your own models. Stepping away and coming back later is essential." - Giles Male
In this episode, Giles Male offers a wealth of insights into the evolving world of financial modeling. He emphasizes the importance of simplicity, the transformative power of modern Excel, and the critical need for clear communication in model design. As the industry continues to evolve, Giles’s focus on adaptability, continuous learning, and user-centric design serves as a guide for both seasoned professionals and newcomers alike.
[34:00] - The future of excel and financial modeling
[41:50] - Excel shortcuts and best practices
[47:47] - Conclusion and contact information
Continuous Planning vs. Annual Budgets | Randy Brown’s Game-Changing FP&A Insights
mardi 27 août 2024 • Durée 52:16
In this episode of Financial Modelers Corner, Paul Barnhurst dives into the intricacies of financial modeling, focusing on cash flow forecasting and continuous planning with FP&A expert Randy Brown. Randy shares his unique journey from music school to becoming a financial consultant and emphasizes the importance of practical financial strategies, especially in volatile markets.
Randy Brown is a seasoned financial consultant with a rich background in FP&A, corporate finance, and financial modeling. After initially pursuing a career in music, Randy transitioned into finance, where he has built a successful career, particularly in cash flow management and continuous planning. His approach blends technical financial skills with real-world business acumen, making him a sought-after consultant in the industry.
Key takeaways from this week's episode include:
The critical importance of cash flow forecasting for business stability.
Practical steps to build a 13-week cash flow forecast.
Why continuous planning is more effective than traditional annual budgeting.
Common pitfalls in financial modeling, including the dangers of circular references and external workbook links.
Randy’s insights on managing finances for small to medium-sized businesses, especially in distressed situations.
Here are a few quotes from Randy Brown:
"The minute you create a budget, it’s meaningless. The business environment changes too fast for a static plan." - Randy Brown
"For cash flow forecasting, it’s all about identifying your sources and uses of cash and laying them out on a calendar." - Randy Brown
"The flexibility of working from home and being my own boss was the number one driver for becoming an independent consultant." - Randy Brown
"Learn relational data structures; understanding how data relates will improve every analytical task you do." - Randy Brown
In this insightful episode, Randy Brown shared his wealth of knowledge on financial modeling, continuous planning, and the critical importance of cash flow forecasting. His emphasis on the importance of relationships, the simplicity of effective cash forecasting, and the pitfalls of traditional budgeting methods offers a fresh perspective for financial professionals striving to improve their modeling practices.
Innovative Approaches to Financial Modeling And Risk Management With Raphael Benhamou
mardi 2 juillet 2024 • Durée 50:16
Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.
Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.
Raphael Benhamou, an independent consultant and fractional CFO explores the art and science of financial modeling. Raphael shares his experiences, insights, and a few horror stories from his extensive career, highlighting the importance of operational understanding and the advantages of using modern tools like Causal for financial modeling.
Sample Causal Financial models if you want to review how Causal works:
Raphael emphasizes the critical need for regular audits of financial models to prevent errors and ensure accuracy. He shares a horror story about a model that wasn't audited for five years, leading to significant financial discrepancies.
While Excel is known for its flexibility, Raphael discusses the trade-offs of using more structured tools like Causal, which can help reduce errors and provide more insightful analysis through its object-oriented approach and natural language variables.
Building Structured Financial Models from Chaos With Brian Vaddan
mardi 25 juin 2024 • Durée 39:59
Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.
Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.
In today’s episode, Paul engages in a conversation with Brian Vaddan.
Brian Vaddan is a distinguished financial modeler with a rich background in investment banking and financial engineering. His emphasis on intellectual curiosity, the need for simplicity, and the creative nature of financial modeling provide listeners with a fresh perspective on the discipline.
Key takeaways from this week's episode include:
A distinction between those who use spreadsheets casually and those who build models as a core discipline. He emphasizes the importance of creating models that are understandable and usable by others, akin to the difference between a sketch artist and an architect.
Intellectual curiosity, an almost obsessive desire to solve problems, and the ability to bring structure out of chaos are highlighted as key traits for successful financial modelers. Brian stresses that these traits are more critical than technical skills alone.
One of the profound insights shared is the importance of simplifying complex problems. Brian believes that the true measure of a modeler’s intellect is their ability to present complex ideas in a straightforward and understandable manner.
Financial modeling is described as a deeply creative exercise. Brian compares it to art, where each model reflects the modeler’s thought process and experiences, much like an artist’s painting.
Brian shares his experience transitioning from being a modeler to managing a team. He discusses the challenges of letting go and empowering others, and the iterative learning process involved in both building and reviewing models.
Discovering New Dimensions In Accounting with Sasha Orloff
mardi 18 juin 2024 • Durée 44:14
Welcome to a special episode of our podcast! Today, we're thrilled to bring you an exciting Podswap. Stay tuned for an engaging conversation you won't want to miss. Here are the show notes from our previous episodes.
TLDR: These show notes were optimized using Claude AI Haiku and are designed to make you listen to the full episode. We even asked Haiku to provide a Haiku summarizing the show notes for your reading pleasure.
Haiku:
Finance takes new shape,
AI-driven transformation,
Shaping the future.
Prepare to be captivated as hosts Paul Barnhurst and Glenn Hopper welcome Sasha Orloff, CEO of Puzzle, to uncover the technological advancements reshaping the world of finance and accounting. In this eye-opening episode, you'll discover:
- How generative AI is seamlessly integrating into everyday software, automating tasks and delivering data-driven insights.
- The rise of "AI agents" in 2024 - advanced systems designed to autonomously process complex problems and provide tailored solutions.
- Sasha's visionary project, Puzzle, modernizing accounting software with real-time, flexible financial data processing.
- The transformative potential of blockchain technology to enhance transparency and traceability of financial transactions.
- The future of finance is reimagined through AI and predictive analytics, empowering more precise forecasting and strategic decision-making.
Sasha shares his insightful perspective:
Secrets to Building Error-Free Financial Models with Cameron And Nicholas Hay
mardi 11 juin 2024 • Durée 47:05
Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.
Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.
In today’s episode, Paul engages in a conversation with Cameron and Nicholas Hay to discuss dynamic arrays in financial modeling. Cameron and Nicholas share their experiences and insights on using dynamic arrays to build fully dynamic models, avoiding common pitfalls, and the benefits of this approach.
Cameron and Nicholas are seasoned financial modeling experts and co-founders of Finomatic Consulting. Their practical advice and innovative tips have helped countless professionals enhance their modeling skills.
Key takeaways from this week's episode include:
Use dynamic arrays to reduce the number of formulas and potential error points. Clearly separate inputs, calculations, and outputs into distinct sheets. This enhances clarity and ease of use.
Ensure uniform column and row structures across sheets. This consistency minimizes errors and simplifies formula management, making models easier to audit and understand.
Mixing traditional Excel formulas with dynamic arrays reduces the benefits. A complete commitment ensures better performance and error reduction.
Using graphs and charts helps quickly identify trends and anomalies, making it easier to ensure realistic assumptions and accurate models.
Golden Rules to Prevent Excel Disasters in Financial Modeling with Gary Knott
mardi 4 juin 2024 • Durée 44:02
Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.
Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.
In today’s episode, Paul engages in a conversation with Gary Knott, to discuss invaluable insights and tips on avoiding common Excel pitfalls, structuring workbooks for success, and the importance of consistency and clarity.
Gary is a seasoned financial modeling expert and author of "Avoid Excel Horror Stories." He shares his golden ground rules for Excel modeling. With a background at Deloitte and his successful consultancy, Gary's practical advice and innovative tips have helped countless professionals enhance their modeling skills.
Key takeaways from this week's episode include:
Organize workbooks with clear, logical structures. Separate inputs, calculations, and outputs into distinct sheets. Use consistent naming conventions and separator sheets to enhance clarity and ease of use.
Maintaining a consistent design throughout the workbook. Use uniform column and row structures across sheets. Consistency minimizes errors and simplifies formula management, making models easier to audit and understand.
Formal training in financial modeling is crucial. It establishes a solid foundation, ensuring you learn best practices early on, which prevents the development of bad habits and enhances overall modeling skills.
Real-life horror stories highlight common errors, such as improper data copying and pasting. Ensuring consistent data formats and understanding the intricacies of your calculations are essential to avoid costly mistakes.
Use Macros for repetitive tasks like generating output sheets, not for complex calculations. They help automate processes and reduce manual errors but should be applied judiciously to maintain model integrity.
Unlocking Financial Model Secrets and Advanced Techniques with Stephen Aldridge
mardi 21 mai 2024 • Durée 45:49
Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.
Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.
In today’s episode, Paul engages in a conversation with Stephen Aldridge, to discuss developing and implementing Financial Modeling standards and best practices, including insights from his work on the Financial Modelling Code. This conversation is packed with practical advice and fascinating anecdotes.
Stephen, the founder of Numeritas, has over 20 years of experience in Financial Modeling. Stephen has worked with and for top firms like KPMG and Deloitte. With a background in engineering, sales, and corporate management, he offers a unique perspective on Financial Modeling standards and best practices.
Key takeaways from this week's episode include:
Standards in Financial Modeling ensure consistency and reliability in financial models. Having an agreed-upon approach within a firm allows for seamless transitions when different individuals work on the same model, promoting accuracy and ease of understanding.
Financial modeling involves various acceptable methodologies, making consensus on best practices challenging. Flexible guidelines, like the Financial Modeling Code, help streamline processes and ensure consistency across different approaches.
Prototyping in Financial Modeling bridges the gap between modelers and users by creating early mock-ups of input areas. This approach ensures the model meets user expectations and captures necessary inputs accurately, saving time and resources in the long run.
Human factors, such as biases and assumptions, significantly impact financial modeling. Effective communication and understanding stakeholder interactions are crucial for creating accurate and practical models.
I suppose a few things within a firm, you probably want a house style, at least an agreed approach, so that if somebody else picks up the model, has to work on it or somebody leaves, then you've got continuity.Prototyping helps the user to see what they like to get. If they think, oh no, this isn't what I would imagine, what about these things then? You're getting all that out in the open before you start coding.It's very important to think about the human aspect of modeling and what goes around it as well, and the assumptions we make and the bias that can creep in and all these sorts of things.Keep the user at the center of everything you do, keep them at the center of your thinking, and that way you'll produce a model that's much easier to use, and likely to have a longer life.
Financial Modeling Techniques for Global FP&A Success with Carolina Lago
mardi 7 mai 2024 • Durée 42:01
Welcome to the Financial Modeler's Corner (FMC), where we discuss the art and science of financial modeling with your host Paul Barnhurst.
Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.
In today’s episode, Paul engages in an interaction with Carolina Lago and discusses the essential tips for transforming data into actionable insights and the strategic approach to avoiding common modeling pitfalls. This discussion offers valuable wisdom that will enhance your analytical skills and financial acumen.
Carolina, a seasoned FP&A professional with over 15 years of international experience, shares profound insights from her extensive career, including her role in a significant IPO and leading software implementation across global departments.
Key takeaways from this week's episode include:
An early career encounter with a poorly designed financial model, filled with hard-coded numbers, underscores the necessity for creating flexible and dynamic financial models that can adapt to changing business needs.
The discussion highlights the critical need to avoid hardcoded data and external links in financial models, which can lead to rigidity and errors.
Insights from the financial modeling newsletter and courses show a wide range of professionals benefiting, from newcomers to seasoned directors. This variety demonstrates the widespread need for improved modeling skills.
The discussion focuses on the importance of transforming data into actionable insights. It's stressed that without the ability to analyze and interpret data effectively, its value is minimal.
The conversation sheds light on techniques for deriving actionable insights from complex data, crucial for any financial modeler. It also discusses the value of formal certifications like the Advanced Financial Modeler Certification as tools for professional development and skill validation.
Embracing Skepticism To Enhance Financial Modeling Techniques With Geoff Robinson
mardi 23 avril 2024 • Durée 49:24
Welcome to the Financial Modeler's Corner (FMC), where we discuss the art and science of financial modeling with your host Paul Barnhurst.
Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally. https://www.abacum.io
In today’s episode, Paul engages in a conversation with Geoff Robinson, to discuss the financial modeling world, blending technical skills with behavioral economics to enhance decision-making in finance.
Geoff Robinson, founder of TheInvestmentAnalyst.com and seasoned financial modeler with a rich background in investment banking and education, notably as a former managing director at UBS.
Key takeaways from this week's episode include:
An unconventional entry into investment banking at 43, highlighting how the background in education enriches the approach to financial analysis and modeling, emphasizing the crossover skills between teaching and financial analysis. This highlights how teaching skills are transferable and beneficial in the financial analysis and modeling sectors.
An anecdote about a significant error in a financial model, which failed to detect a $29 billion discrepancy, underscoring the critical importance of rigorous validation and diagnostic checks in financial modeling.
In the role of behavioral factors in financial modeling, adopting a stance of professional skepticism and the need for understanding and questioning the assumptions underlying a model before trusting its output.
For simplicity and planning in financial modeling, the most effective models are those that are straightforward, well-planned, and can communicate complex financial insights in an accessible manner.
Strategies for mitigating bias, such as incorporating different perspectives and rigorous testing of hypotheses, as the influence of cognitive biases on financial modeling to enhance the reliability of financial models.
Quotes:
Here are a few relevant quotes from the episode on financial analysis and modeling:
"The diagnostic on this model was said if total assets equal total liabilities and equity, okay. So no matter what happened, your balance sheet, even if it was mashed up, the diagnostics said it was fine and when you went into the detail, there was a $29 billion hole in that balance sheet."
[01:28] - Introduction to the episode and guest Randy Brown
[07:27] - Insights into Randy’s background and career journey
[13:17] - Continuous planning vs. annual budgeting
[20:36] - The benefits of fractional consulting
[23:37] - The Importance of cash flow forecasting
[28:01] - Building a 13-Week Cash Flow Forecast
[34:53] - Key considerations for cash flow management
[42:48] - Rapid fire financial modeling questions
[48:28] - Final advice and closing thoughts
The importance of integrating operational data with financial models to provide actionable insights. He stresses that understanding business operations is crucial for building effective and useful models.
Raphael shares his journey from using traditional Excel spreadsheets to adopting Causal, a modern financial modeling tool. He explains how Causal's dynamic dashboarding, probability distribution modeling, and seamless integration with other systems offer significant advantages over Excel.
The discussion focuses on the potential of AI in financial modeling, Raphael notes that while AI can build models, the real question is whether it should. He also touches on the importance of human judgment and expertise in interpreting and using these models effectively.
Quotes:
Here are a few relevant quotes from the episode on financial analysis and modeling:
"My perspective on this is what I was saying earlier about operating connecting to finance. I think to be a good financial modeler, you need to have a good understanding of what what's going on in the business as well, not just at the finance level.”- Raphael Benhamou
“It gave me a great grounding in best practices for modeling across all modeling platforms, especially Excel. Because one of my big nitpicks with Excel and Google Sheets is that it's too freeform.”- Raphael Benhamou
This episode provides valuable insights into the evolving landscape of financial modeling. The discussion sheds light on the benefits of modern financial modeling tools like Causal, the necessity of regular audits, and the critical role of understanding business operations. Whether you're a seasoned financial modeler or just starting, this episode offers practical advice and thought-provoking perspectives on how to enhance your financial modeling practices.
Here are a few relevant quotes from the episode on financial analysis and modeling:
"I guess, the easiest way for me to describe it is the difference between somebody who sketches on paper and someone who's an architect, or someone who has a hammer and someone who's an actual carpenter.”- Brian Vaddan
“One of the primary differences is that you will do it for someone else. So when I built a lot of the initial models from the earlier part of my career, it was for me. It was to derive an answer that I needed to a question that was asked of me.”- Brian Vaddan
“The way you display the depth of your intellect, to me, is not the complexity in the formula that you build, but how you take that complex formula and simplify it into a manner that anyone with just a basic understanding can understand.”- Brian Vaddan
“Never stop learning and don't quench that intellectual curiosity that will make your modeling experience and career so much richer and so much more rewarding.”- Brian Vaddan
In this engaging episode of Financial Modeler's Corner, Brian Vaddan shares his insights on the intricacies of financial modeling. He recounts his journey from investment banking to EY, emphasizing the importance of intellectual curiosity and perseverance. He advises aspiring modelers to maintain a growth mindset and continually seek learning opportunities, providing valuable insights into the discipline of financial modeling.
[33:00] - Rapid-Fire Session and Guests’ Contact Information
[38:10] - Conclusion
- "I'm building Puzzle, which is modern accounting software for growing companies."
- "We may not yet be at a point where AI is going to take our jobs, but the future will be divided into two camps: people who use AI and those who don't. One of these groups is going to be left behind."
Don't miss this captivating conversation that explores the intersection of finance, technology, and AI. Gain invaluable insights to stay ahead of the curve and thrive in the rapidly evolving world of corporate finance.
[04:49] Pros and cons of chatbots and the rise and evolution of AI agents
[09:15] Recent updates about AI
[12:51] Guest’s background
[14:00] Insights from guest’s career
[16:35] Introduction of Puzzle and future of general ledger in accounting
[25:10] How blockchain can be an effective tool for accounting
[30:22] How AI and predictive analytics can change finance in upcoming years
[34:32] Democratization of data science and various uses of machine learning
[39:05] Lighting Round Questions
Establishes a solid foundation, ensuring you learn best practices early on, which prevents the development of bad habits and enhances overall modeling skills.
Implementing dynamic arrays can drastically reduce the file size and complexity of models, making them more efficient and manageable.
Issues like mixed calculations and unrealistic assumptions emphasize the importance of thorough checks and realistic inputs in financial modeling.
Here are a few relevant quotes from the episode on financial analysis and modeling:
"A blank Excel workbook doesn't have any errors in it until you add data and formulas. Minimizing the number of formulas should reduce the error potential of the file.”
“With business, if you can understand how cash flows around a business, that's you can get in and really understand a business.”
“If you're going to dip your toe into dynamic arrays, you've got to make sure you commit fully with 100% commitment.”
[00:40] - Guest Introduction and Theme for the Week: Dynamic Arrays
[01:50] - The Worst Financial Model the Guest Experienced
[02:00] - Horror Stories: Mixed Calculations and Unrealistic Assumptions
[04:10] - Key Takeaways from Horror Stories
[05:00] - Guests’ Backgrounds and Career Journeys
[10:00] - The Importance of Structure and Design in Financial Modeling
[14:10] - Introduction to Dynamic Arrays and Their Benefits
[21:30] - Challenges with Corkscrews and Lambdas
[31:20] - Rapid-Fire Session and Guests’ Contact Information
Implement data validation to restrict inputs. This minimizes user errors by ensuring only valid data entries are made, such as positive numbers or specific date ranges, enhancing the reliability of your models.
Regularly test models to ensure accuracy. Use master check sheets to consolidate checks and quickly identify errors. This proactive approach helps maintain the model’s integrity and reliability over time.
Quotes:
Here are a few relevant quotes from the episode on financial analysis and modeling:
"Consistency is key." I think of all the rules there are, that's the one. If you follow that one, that can bring you a long way in terms of getting a reliable model.
“Certainly, getting trained early, not trying to learn it yourself, but taking some formal training course so you can learn the basics.”
“I'm always a very keen fan of putting checks in models, collating them all on a master check sheet, and then adding them all up.”
"If the difference is zero, then your balance sheet balances. You can send that through to a master check sheet. Then if you add them all up, all the checks up and they're totally zero, then you haven't identified any issues"
(01:50) - The worst Financial Model the Guest Experienced
(01:56) - First Horror Story and Mixed Calculations
(02:50) - Second Horror Story and Daisy Chains
(04:06) - Guest’s Career Journey
(05:50) - The Role of Accounting in Financial Modeling
(08:45) - Guest’s Introduction as Author
(10:00) - Golden Ground Rules for Financial Modeling
(14:00) - Importance of Using a Clear and Logical Workbook Structure.
(17:00) - A clean, Consistent Design to Make Models Professional and User-friendly.
(23:10) - Instructions for Users to Ensure They Understand How to Use the Model.
(29:00) - Horror Stories from Financial Modeling
(33:40) - Tips and Tricks and Benefits of Using Power Query
(37:19) - Rapid-Fire Session
(42:10) - Guest's Contact Information
In implementing Modeling Standards, Firms should adapt modeling standards to their specific needs with a focus on basic principles like avoiding hard coding and maintaining consistency to enhance model quality and reliability.
Quotes:
Here are a few relevant quotes from the episode on financial analysis and modeling:
(44:20) Guest's Advice for Aspiring Financial Modelers
(44:47) Guest's Contact Information
Quotes:
Here are a few relevant quotes from the episode on financial analysis and modeling:
“I inherited one, and I had to try to change it. I spent probably a couple of weeks trying to make it better, and I couldn't. It was just too full of hardcoded numbers and I had to find everything the way around and no design at all.”
“The first thing I learned about financial modeling was not to use hard codes and don't link outside of the spreadsheet.”
“Data is only useful if it can be transformed into actionable insights.”
“The TACTIC is (Targets, Assets, Calculations, Tools, Insights, and Correlations.) You start with the target which is the question that you need to answer with that financial model.”
“That's why I like financial modeling so much because it can transform data into something. So you can make decisions on top of that data.”
(02:00) Insights from Guest’s Early Career Challenges
(03:10) Guest’s Career Journey and Global Experience
(05:00) Turning Data into Actionable Insights
(07:30) Introduction of the Tactic Framework
(09:50) Audience Engagement and Learning Opportunities
(20:00) Certification and Continuing Education
(22:40) Rapid-Fire Round
(24:50) Advice for Aspiring Financial Modelers
(26:00) Contact information to learn more about various modeling techniques and tools.
"Financial models are a real kind of insight and window into the personality of the modeler. You can see how they think, you can see how they overcomplicate things. You can see if they're sloppy."
“Models are question-asking tools. One of your questions was is it a primary decision maker, a financial model? I don't think models are decision-makers. I think models are the way you test a hypothesis.”
"I suppose the blunt thing to say is don't trust anything until you understand it."
For an experienced-based approach to financial modeling, emphasizing skepticism, the effective communication of complex financial data, and the intersection of analytical rigor, educational techniques, and behavioral economics, visit FMI at www.fminstitute.com/podcast and use code ‘Podcast’ to save 15% when you register. Contact Paul Barnhurst for further details.
In today’s episode:
(01:58) Introduction
(02:44) Guest Introduction
(03:00) Horrifying Financial Models
(04:01) Joking on Big Numbers
(04:24) Approach to Financial Modeling
(05:14) Behavioral Insights in Modeling
(05:56) Best Practices and Lessons Learned
(42:40) Rapid-Fire Question Round
(47.09) Guest's advice for aspiring financial modelers
(47.38) Contact information to learn more about various modeling techniques and tools
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