Our financial modelling specialists help organisations develop financial models to understand and analyse key commercial and financial drivers and make important strategic decisions. This workshop will provide you with the tools to create financial models aligned with PwC's best practice principles.

  • Oct 10
    1 day, Wed 9:00 AM - Wed 4:00 PM Christchurch
    • $1,374.25 incl. GST
  • Oct 12
    1 day, Fri 9:00 AM - Fri 4:00 PM Auckland
    • $1,374.25 incl. GST
  • Oct 18
    1 day, Thu 9:00 AM - Thu 4:00 PM Wellington
    • $1,374.25 incl. GST
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Description

Robust, reliable and well constructed financial models provide critical support for businesses making key investment and strategic decisions. Microsoft Excel is the primary tool for building models due to its flexibility, ease of use. Models built using Microsoft Excel can be powerful analytical tools however the flexibility provided by Excel also introduces challenges and risks. Appropriate planning, critical thinking and experience can minimise those risks and ensure the model conveys relevant information to support the decision.

This workshop will provide you with the tools to create financial models aligned with PwC's best practice principles, and involves the hands-on development of an integrated financial model.

Benefits of attending:

Led by our leading financial modelling specialists, these seminars are interactive and engaging allowing you to clearly understand the methodology for best practice financial modelling.

By the end of this workshop you will:

  • acquire skills to effectively construct robust, flexible (and ideally simple!) financial models 
  • understand the best practice principles developed by PwC's financial modelling team

Specifics for the workshop:

  • Participants will need to have proficiency in Microsoft Excel and have some experience in developing financial models and analytical tools
  • Participants will need to bring a laptop with Microsoft Excel to enable hands-on completion of practical exercises

Target Audience:

This workshop is designed for professionals working in roles such as finance, corporate finance, management accounting, banking, operational management and other roles that involve analysis of financial and operational data and financial modelling.

Presenters:

Brendon Jones, PwC Executive Director: Brendon leads PwC's Deals Modelling services in Auckland. He helps his clients build robust financial models to evaluate transactions, key strategic decisions as well as supporting business as usual forecasting. Brendon also reviews existing financial models to provide end users with some comfort over the reliability of the calculations and model outputs. Brendon has an extensive background providing business valuation, M&A and strategic advice across a diverse range of the industries.

Christina Bateman, PwC Manager: Christina is an experienced financial modeller having presented a number of financial modelling courses and been involved extensively in a range of financial modelling client assignments

Charlotte Yee, PwC Senior Analyst: Charlotte has also developed extensive modelling experience on a range of corporate finance assignments including model builds and reviews. 


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