World-class Financial Modeling and Business Analysis

In today’s dynamic business environment, being able to model and forecast the volatile economic data accurately is a critical skill set for business professionals. It is not sufficient to have average knowledge from what you learn in finance and accounting degrees in order to remain ahead of your competition. To excel in their role as a corporate finance professional, one must have the ability to incorporate all of the “unknown” scenarios and stress any financial model to its limits.

Financial modelling involves creating and developing a dynamic spreadsheet that distinguish a financial structure. A financial model that is well structured can facilitate and enhance the reliability, quality of the decision-making process. Modelling techniques are crucial and widely utilized in many different areas such as capital planning, budgeting, financial analysis, and forecasting.

Too often, finance courses stop making a connection between textbook finance and the problems of real-world business.

Salvo Global’s program is designed for senior-level Financial Planning and Analysis (FP&A) professionals who want to build more powerful and accurate financial models. Through this program, you will build robust financial models, learn tips and tools, analyse the results, and learn how to communicate key data to decision makers in your organization. You will also discover how to create forecasting models that steer you to fast-track and improve business decisions making process. Led by Daniel Feiman, a highly-acclaimed leader in these areas, Daniel will show you advanced Excel modelling techniques such as simulation add-ins and offer you a range of practical techniques from analysing financial data, predicting revenues and costs, assessing risks to justifying critical business decisions. He will also show you how to create your own model from real-world examples.

Top Learning Objectives

  • Create effective financial models that meet your business needs
  • Quantify the uncertainty inherent in forecasting models with various risk analysis techniques
  • Make better, more profitable business decisions using advanced financial modeling methods
  • Evaluate patterns in your historical data
  • Identify and utilize key business drivers and integrate them into your forecast
  • Effectively communicate the results of your models to team members and senior management
  • Determine how to integrate & align your financial models with business strategy
  • Master how to incorporate imprecise data properly and allow for uncertainties in model assumptions and variables
  • Understand and utilize spreadsheet modeling best practices to create better financial models
  • Examine alternative financial modeling approaches, when to use these and how to make the best decisions
  • Gain the confidence that comes from knowing that your financial models are more robust, accurate, and reliable

Who Should Attend?

This masterclass is designed for financial professionals, CEOs, CFOs, VPs, MDs, GMs, Chief Accountants, Cost Controllers, Directors, Managers and Analysts, involved in:

  • Chief Finance Officer
  • EVP/ SVP/ VP of Finance Cash Management / Liquidity Management
  • Chief Business Analyst
  • Global/Regional/ Financial Controller
  • Senior Accounting Manager/ Accountants
  • Senior Financial Planning& Analysis Manager
  • Senior Financial Analyst/ Financial Modelers
  • Senior Business Performance Manager/ Analyst
  • Senior Finance Manager
  • Business & Finance Analysts
  • Investment Managers/Analysts
  • Project Managers
  • Project Accountants
  • Investment & Corporate Bankers

From the following industries:

  • Banking & Finance
  • Manufacturing
  • Power & Utilities
  • Oil & Gas
  • Petrochemicals
  • Chemicals
  • Pharmaceuticals
  • Automotive
  • Government
  • Construction
  • Infrastructure
  • FMCG
  • Aviation

Outcome of this Workshop

By the end of this intensive masterclass, participants will be able to:

Personal Impact

Delegates will widen their financial analysis, modeling, and forecasting horizons considerably during this masterclass as they:

  • Review and analyze corporate financial data from such sources as an Annual Report
  • Prepare, analyze and evaluate the main values and ratios derived from Annual Report and financial databases
  • Use Excel spreadsheet software to create and evaluate corporate financial models
  • Share with fellow delegates any work based analysis, modeling, and forecasting problems and discuss them with a view to resolving them

Organizational Impact

In its current form, this masterclass is proven to be exceptionally valuable to the employer in that, more than ever, delegates are returning to work after the masterclass has finished being able to:

  • Apply and evaluate the methods and models presented throughout the masterclass
  • Speak with greater authority on the topics discussed throughout the masterclass
  • Apply and evaluate the spreadsheet methodologies presented during the masterclass
  • Apply the improvements made during the one to one consultancy, mini-case studies, and sessions

Trainer's Background

The trainer is a world-renowned strategy and financial consultant with over 30 years of experience. He helps organizations to create extraordinary results by turning roadblocks into roadmaps where the organization starts by creating a success roadmap where they establish their vision, mission, values, goals and etc. With their path to measurable success clearly defined, they can move ahead with more precision and toward more profits. Over the past 37 years, he has worked with dozens of organizations on strategic planning and implementation in various industries including banking and finance, insurance, FMCG, pharmaceutical, oil and gas, and telecommunications. He has worked with clients in Malaysia, Singapore, Thailand, India, China, Hong Kong, and others. He has published whitepapers, articles, and books on these subjects. His third book in the Build It Backwards series (THE Book on Business from A to Z: The 260 Answers You Need to Know), was published in November 2011 and was nominated for a Thought Leader of the year award by the Alliance of Merger and Acquisition Advisors (AM&AA) and selected as a finalist for a Global eBook of the Year Award.

He is adjunct faculty at the University of California, Los Angeles (UCLA) Extension Department since 1990 and a visiting professor at the University of Huddersfield’s (UK) Business School.

The trainer has over 18 years’ experience in all facets of both the traditional and nontraditional banking industry. He has been interviewed on various television and radio shows. He is also a reviewer for the New York Journal of Books He is an MBA holder and has been awarded the Certified Management Consultant (CMC©) designation by the Institute of Management Consultants which is awarded to less than 1% of management consultants.

Some of the organizations that have benefited from the trainer’s expertise include:

  • Apple
  • Applied Engineering
  • Pemex
  • Petronas
  • PepsiCo
  • Rasgas
  • Reliance
  • Chubb Insurance
  • Sabic
  • Credit Suisse
  • Dell
  • Saudi Aramco
  • Disney
  • Tata Power
  • Kimberly Machines
  • Maybank
  • Kuwait Petroleum
  • Kingfisher Airlines
  • UEM
  • Mattel
  • Manchester University
  • NASF
  • USBX
  • UCLA
  • Petronas
  • Petroleum Development Oman
  • Bank Danamon
  • Bank Islam Brunei
  • Maybank
  • Commercial Finance Association
  • PTT Public Company
  • Petronas Trading Corp
  • Thai Oil
  • Kochi Refineries

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The class was very active and always interactive- enjoyed it.”

Production Engineer