Financial Modelling

Develop financial models and valuation models to arrive at a valuation conclusion

Type

Domain

Competency Area

Investment and Financial Management

Levels

Perform financial models, valuation models, financial statement analysis and valuation analysis

Build financial calculations into spreadsheets

Apply flexibility in spreadsheets to accommodate modifications of assumptions

Choose appropriate valuation methods and modelling techniques

Model the financial aspects of the subject of valuation

Review financial models, forecasts, and valuation analysis

Review the financial aspects of the subject of valuation for gaps

Review the application of assumptions to the subject of valuation for gaps

Review appropriateness of the valuation methods and modelling techniques

Review models for errors and inconsistencies

Analyse key economic, industry and sectoral ratios

Evaluate financial, forecast and valuation models for consistency and reasonableness

Determine the assumptions to be applied based on value, valuation approaches and methods

Evaluate financial, forecast and valuation models for consistency and reasonableness

Review financial modelling analysis and techniques to ensure alignment to organisation’s strategic directions