Show Notes

This episode is all about financial modeling from one of the world’s experts. Ian Schnoor is Executive Director at the Financial Modeling Institute (FMI) & President and Founder at The Marquee Group. In this episode, he provides a frank assessment of why most financial models fail and how you can take instant actions to instantly transform your financial modeling.

This is absolutely essential listening for anyone considering taking the Financial Modeling Institute’s world-respected accreditation program. The program is recognized by companies like Goldman Sachs, Moody’s KPM, and Morgan Stanley as the most rigorous validation of financial modeling skills and ranges from foundational, to advanced, to Chartered Financial Modeler and Master Financial Modeler.

In this episode:

• From investment banking to creating the world’s only accredited financial modeling training

• The skills you will need to pass the robust accreditation by the Financial Modeling Institute

• Why employees are increasingly requiring proof of financial modeling skills

• The multi-disciplinary skills required to excel in modeling including design, data flow, communication and storytelling

• How the integrated 3 statement model is the table stakes for being considered a good financial modeler

• How you can get your financial model humming smoothly - you should not have to pop your car hood to show the engine

• The power of a committee approach to modeling and design in a company

• Nixing our favorite function question: There should be no favorites in Excel, but pick the tools that will help you to get the job done you have in front of you

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Read the full transcript and blog

• Follow Ian Schoor on LinkedIn

• Learn about The Marquee Group

• Learn about the Financial Modeling Institute (FMI) Modeling certifications

• Follow Paul Barnhurst on LinkedIn

• Follow Datarails on LinkedIn

• FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Excel spreadsheets and financial models.

Get in touch at www.datarails.com