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Learn about the latest trends in financial modelling - from AI and machine learning to automation and model auditing, this is your number one source for financial modelling news, tips and tricks with your host, Matthew Bernath.
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Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a ...
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Financial Modelling Podcast - Season 5 Finale: Exploring the potential of generative AI in Financial Modelling
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In the season 5 finale of the Financial Modelling Podcast, we explore the potential of generative AI in financial modelling. Our guests, Lance Rubin, Hedieh Kianyfard, Danielle Stein Fairhurst and Adrian Miric, discuss the current use of generative AI in finance, its benefits and limitations, and potential use cases for financial modelling. As we w…
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In today's rapidly evolving financial landscape, traditional data sources such as company reports, financial statements, and economic indicators are no longer enough to gain a competitive edge in the market. Alternative data, which refers to non-traditional data sources such as satellite imagery, social media activity, web traffic, and credit card …
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Real-Time Decision Useful Financial Modelling
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How can real-time data be utilised to update financial models in a complicated enterprise environment? How can we prevent organisations from making decisions based on obsolete projections? Dhanusha Muthukumarana, CEO of POTENZA and a member of the Forbes Technology Council, joins the Financial Modelling Podcast to discuss how data engineering enabl…
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Financial Modelling in the Bloomberg Ecosystem
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16:51
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Brian Egger, Global Head of Financial Modeling at Bloomberg Intelligence at Bloomberg LP, joins the Financial Modelling Podcast to discuss the Bloomberg Interactive Calculator. As a leader at Bloomberg LP, Brian is at the forefront of innovation in financial data curation and visualisation. We speak about how Bloomberg has excelled at data visualis…
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Learn how to partner with businesses effectively as a financial modeller (or anyone else!). In this episode, live from the Financial Modelling Summit, Andi Lonnen explains the 9 Cs for effective partnering, including: Connect and Collaborate Communicate Effectively Clear Strategic Thinking Commercial Acumen Change Agent and Challenging the Status Q…
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2022 Lifetime Achievement Award Winner Danielle Stein Fairhurst Live from FMS22
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13:44
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Live from the Financial Modelling Summit, Danielle Stein Fairhurst chats to the Financial Modelling Podcast. Danielle is an accomplished author, trainer, consultant, and the 2022 Financial Modelling Lifetime Achievement Award winner. This award recognises somebody who has consistently served to move the profession forward whilst raising the profile…
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Bill Jelen Live from the 2022 Financial Modelling Summit
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Bill Jelen joined us for a chat during the 2022 Financial Modelling Summit. Hear his thoughts on the future of automation, Microsoft Excel and which talk impressed him most. The Financial Modelling Summit is the world's largest gathering of financial modellers. From experts, deal makers and executives to those just starting their financial modellin…
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Andrew is the Founder and CEO of the Financial Modeling World Cup, Excel Esports battles, the Microsoft Excel World Championship, and the Microsoft Excel Collegiate Challenge. With eight stages during the year, competitors in the Financial Modeling World Cup model their way to a $25,000 prize. In this podcast, Andrew talks about how Excel became an…
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Low and No-Code tools for Financial Modellers
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Gopal Krishnamurthy from Lumel and Inforiver joins us to discuss the development of Low and No-Code tools for Financial Modellers. From reporting and visualisation to simulations and analysis, Gopal discusses adopting these tools and how financial modellers can elevate their skills and efficiency. Season 5 is sponsored by Model Citizn. Model Citizn…
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Best of FMP - Infrastructure Finance Modelling with Dario Musso
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In this special re-release of Episode 2 of the Financial Modelling Podcast, Dario Musso, Co-Head: Infrastructure Sector Solutions at Rand Merchant Bank, talks about Project Finance Models. The discount code for Project Finance Overview - From Inception to Financial Close is FMP9999. You can also click here.…
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The Financial Modelling Summit 2022 Preview with Bill Jelen
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This year the Financial Modelling Summit is taking the journey from Numbers to Insights. Bill Jelen joins the Financial Modelling Podcast, summit host, to share what he is most looking forward to at this year's event. The Financial Modelling Summit is the world's largest gathering of financial modellers. Buy your tickets here: https://www.financial…
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In this special episode, Matthew Bernath from the Financial Modelling Podcast and Paul Barnhurst from The FP&A Guy sit down to chat about where these two worlds collide.By Matthew Bernath
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Is Microsoft Excel Dead? Lance Rubin from Financial Modelling Podcast sponsor Model Citizn, and Christopher Argent from Generation CFO resume their debate of whether this 35-year-old tool is the pocket knife for all tasks or past its prime.By Matthew Bernath
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Why Data Scientists Should be Financial Modellers
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Mark Vigors is no stranger to data analytics and financial modelling. In fact, he argues that these two skills are intertwined. In this episode, we discuss how data scientists can get budget allocation for their projects, why dashboards need to enable decision making and even what energy source could potentially solve our energy needs.…
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Can Microsoft Excel and Python play together nicely? Could Python be the next frontier of financial modelling? In this episode, Felix Zumstein, Creator of xlwings, author of "Python for Excel", and CEO at xltrail joins the Financial Modelling Podcast to discuss Python integrations and how Excel users can perform advanced modelling in Python with ea…
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Financial Model Marketplaces and Platforms
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13:58
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Eloquens' tagline is "Don't Reinvent the Wheel!". When it comes to financial modelling, many modellers start their models from scratch instead of using best-practice templates. Eloquens seeks to solve this by providing a financial model marketplace whereby model templates can be bought and sold - whether you're financing a project finance deal or a…
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Blockchain, Tokenomics and DeFi meets Financial Modelling
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Blockchain, Tokenomics and DeFi are often associated with the potential future of finance. In this episode we explore what this means for financial modelling with Roderick McKinley, Blockchain and Tokenomics expert who has spent the last two years advising blockchain enterprises on quantitative modelling, design, and strategic advisory. Learn more …
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Season 5 Intro: Back to the Future of Financial Modelling
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In the first episode of the Financial Modelling Podcast, Lance Rubin from Model Citizn spoke about the future of financial modelling. Now in Season 5, Lance joins us as season sponsor to discuss why now is the time to revisit this discussion as financial modelling transcends both industries and technologies. Learn more about our sponsors at https:/…
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Season 4 Finale - The State and Future of Microsoft Excel
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In the Season 4 final, Bill 'MrExcel' Jelen, Lance Rubin and Alan Samuels join me to discuss the greatest changes to Microsoft Excel over the past year, and what the future holds in store.By Matthew Bernath
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Operational vs. Financial Close Models with Alan Samuels
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13:49
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What is an Operational Model and how is it different to a Financial Close Model? In this episode, Alan Samuels from Amberside Advisors Ltd gives us insight as to why an Operational Model is a crucial decision-making tool.By Matthew Bernath
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Building an online training business with John Michaloudis
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John Michaloudis left his corporate job and started MyExcelOnline where he could teach the world on a much grander scale how to use Excel effectively. In this podcast, he discusses the journey to building a successful online training business.By Matthew Bernath
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Roderick McKinley is a Tokenomics Advisory and Financial Modeling expert who has used his deep technical skills to become a freelancer and travel the world as a digital nomad. Roderick joins us to discuss the skills one needs to become a freelancer.By Matthew Bernath
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Understanding Legal Agreements as a Financial Modeller
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In this episode, Julie Scotto (Of Counsel at Covington & Burling LLP London) explains the key components a financial modeller needs to be aware of. Does your financial model accurately reflect the financial agreements? Julie's practice focuses on project finance and acquisitions in the energy, water, transportation and infrastructure sectors. She a…
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Learn more about what is in store for delegates at the Financial Modelling Summit 2021, and stand a chance to win a ticket! I'm joined in this podcast by Giles Male from Summit Host Full Stack Modeller.By Matthew Bernath
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Catch up with 6x Microsoft MVP Oz du Soleil
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20:49
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Oz is a 6x Microsoft MVP and Content Creator Extraordinaire! In this podcast, we talk about the creative process behind his mind-blowing Excel tutorials on YouTube. Learn the magical process that grew Oz's following on YouTube to 25,000 subscribers.By Matthew Bernath
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Joining me on this episode are the hosts of the Financial Modelling Summit 2021. Financial models, and the modellers behind them, must be ready to step up and help businesses take advantage of opportunities. In a fast-changing environment, reliable insights from financial models have never been more significant. Is your financial model ready to ele…
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Catch up with Danielle Stein Fairhurst at the Global Excel Summit
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In February 2021 I caught up with Danielle Stein Fairhurst in a live podcast broadcast from the Global Excel Summit (https://globalexcelsummit.com/). Danielle Stein Fairhurst is a Financial Modelling Specialist at Plum Solutions, an international training and consulting company based in Sydney, Australia. Danielle has over 15 years of experience l…
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Harriet is a passionate believer in using humour to build rapport and tackle important topics. Author of the bestselling business book, ‘Will It Make The Boat Go Faster?', Harriet explains approaching deal-making with humour in this podcast. You can sign up for her weekly 'Laugh, Learn and Leg Up' emails here: bit.ly/harrietsignup…
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Charging for your financial models with Robin Waite
21:24
21:24
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How should financial modellers charge for model building? In this episode, Robin Waite and I discuss how financial modellers can feel confident to bill for their models and discuss pricing with clients. Robin explains some pricing tactics and how to approach difficult billing conversations with potential customers. Robin Waite is a business coach a…
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In this podcast, David Brown (Managing Partner at dbrownconsulting.net) explains the principles to tell a convincing and effective story using a financial model. David is an experienced consultant and trainer specializing in Financial Modelling and is a Microsoft MVP. He is also an International Consultant to the World Bank. David runs both Live-Vi…
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Understanding Nuances in Valuing Companies using Financial Models
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15:33
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In this podcast, David shares advice from his experience valuing hundreds of companies, businesses and major projects. We speak about the nuances in valuing startups and companies with intangible assets such as a loyal client following or a large social media presence. David runs his own company providing independent valuation services, strategic c…
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Bringing Analytics Back to Central Finance Functions
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14:54
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Mike Newberry, Finance Practice Lead at Accelytics, is an expert in helping companies generate insight to guide C-Suite decision-making and drive business performance. In this episode, we talk about the challenges faced by finance divisions in moving away from manual tasks to performing analytics that guides business decision making.…
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Knowing your strengths as a financial modeller
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23:23
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In this podcast, Lauren Ayers takes us through the DISC profile to understand a person’s fears, motivators, values and behavioural style using 4 profile factors. Lauren is an Australian-based business consultant helping to bridge the gap that exists between the cultural and behavioural elements of people with the needs and goals of organisations.…
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Why do financial modellers not benefit from libraries of existing and audited VBA code or modelling techniques like data scientists do? In this podcast, Iain Morrow from Gridlines and I explore why, and Iain proposes Gridlines' innovative solution.By Matthew Bernath
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Defining your vision and purpose as a financial modeller
18:52
18:52
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Bella Funck created the Personal Canvas to help individuals define their purpose, values, passion and vision. Why are you modelling? To help build more infrastructure such as schools and wind farms, to value your startup business or to perhaps raise capital to help your company grow? Bella takes us through the Personal Canvas, while Lance discusses…
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Season 4 Preview with Full Stack Modeller
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In Season 4 of the Financial Modelling Podcast, we explore what makes good financial modellers great. The ability to tell a story. Being able to model legal nuances. Closing deals using the financial model as an effective negotiating tool. These are just some of the skills we reveal as what you need to know to become a financial modelling master. S…
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The final episode of the Financial Modelling Podcast Season 3 was recorded live as we came together from all four corners of the globe. How do we keep connection and community going when opportunities to meet face to face are limited? The host of the Financial Modelling Podcast, Matthew Bernath joins from Johannesburg, Virtual Meetup host and Finan…
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Pushing Excel Boundaries with Data Analytics
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39:38
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Jordan Goldmeier is an internationally recognized analytics professional and data visualization expert. In this podcast, we chat about the use of Excel as a data analytics tool, what Microsoft tools data analysts should be focusing on, and his work helping managers communicate, challenge, and visualize data between teams.…
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In this podcast, I chat with Ian Bennett, Partner, Deals Modelling, PwC Australia about financial modelling in the cloud and other financial modelling innovations. Who will take the first step into a new financial modelling world?By Matthew Bernath
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Interview with keySkillset founder Tatiana Ufimtceva
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28:05
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Tatiana Ufimtceva from keySkillset has led a fascinating life, that has taken her from her hometown in Russia to New York where she founded the Excel training company. keySkillset gamifies training and recently was awarded a Financial Modelling Innovation Award for Education. The awards complemented their fresh, enjoyable and engaging approach to f…
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Arixcel Excel Add-In Interview with Igor Popov
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I've been addicted to Arixcel since I first saw it in January of 2016. Since then, I can't work in Excel without this simple, yet powerful add-in! From advanced formula interrogation, Arixcel has expanded its offering to include formula maps and workbook comparison functionality. In this podcast, I chat with Igor Popov, Arixcel creator, on why simp…
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In Episode 13 of Season 3, I discuss the intersection of financial modelling and data analytics with Neil Macdonald and Paul van Loon from Forecast. What is the role of data analytics in financial modelling, and how do these two key skills complement each other? This is a special Financial Modelling Summit edition of the podcast.…
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Introducing the Financial Modelling Summit
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In this episode I catch up with Kenny Whitelaw-Jones from Season 3 sponsor, Gridlines. We discuss the current global pandemic, and how the Financial Modelling Summit was born.By Matthew Bernath
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In this episode, I chat to Craig Steward from Corinium Global Intelligence on the current state of data analytics, and how his business has transformed to offer digital events. We discuss the future of analytics and how the COVID-19 pandemic has put data analytics in the spotlight.By Matthew Bernath
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In Episode 10, I catch up with Nathaniel Baker, host of The Contrarian Investor Podcast. We discuss how the markets seem to be behaving in a contrarian fashion these days, and what his forecast is for the market and economic trends. From globalisation to movie theatres, we discuss it all!By Matthew Bernath
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As most of us are isolating at home during this pandemic, and coffee shops around the world are closed, we still crave a good brew to fuel our financial modelling! Enter roasteries offering speciality coffee for home brewing. Whether you're drinking espresso, a cortado, a pour-over or a french press coffee as you tune in, hear some home brewing tip…
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Season 3 of the Financial Modelling Podcast focuses on the tools and technologies that make financial modellers' lives easier. It also looks at the Global Excel Summit which was due to happen in April 2020 but was postponed (with all other conferences) due to the global pandemic. In this episode, I catch up with co-founder Elena to hear the latest …
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Stopping Excel Errors with Excel Analyzer
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41:29
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Excel Analyzer gives users the power to clean, optimize and analyze Excel files and financial models. It is well known that virtually every Excel model contains errors, however, tools such as Excel Analyzer allow us to interrogate our models to ensure they are correct as possible. In this episode, I chat to podcast regular Lance Rubin and Excel Ana…
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OAK is a spreadsheet auditing Excel Add-in that helps builders and reviewers save time and effort getting to grips with spreadsheet structures and formulas. In this episode, I chat to Rui Sobreiros on where OAK came from, how it helps modellers around the world and what the new version holds in store for us.…
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Interview with Zoltan Hegedus from Modeler.com
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In episode 5 of the Financial Modelling Podcast, I chat to Zoltan Hegedus about the work he has done to enable modellers to better understand their models.By Matthew Bernath
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