Lance Rubin is one of the world’s leading experts on financial models. He has created thousands of models for some of the biggest companies and literally wrote the instruction manual on financial modeling as a certified trainer for the Financial Modeling Institute.
In this wide ranging interview Lance reveals the secrets to successful financial modeling:
-How to Instantly Improve your Financial Modeling
-Why you need to build and Treat a Financial Model like your House
-The Best Resources to Learn better Financial Models
-How to achieve Better Storytelling in FP&A, and bringing Emotion to the Numbers
-The power of non-financial data to change your models
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.
With Datarails on your side for FP&A you get improved data integrity and visibility helping your relationships with your internal business partners and external stakeholders; real-time latest version of all your company’s data in one place, with version control, audit trail and records, ensuring errors and multiple versions are avoided; the ability to let your data tell your story through proprietary, built-in visualization of critical KPIs in real-down; and drill-downs to answer questions on underlying data on the spot.
Get in touch at www.datarails.com
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Read the Full Program Transcript
Watch the Full Episode on YouTube
Episode Links
FM Knowledge Hub
https://fmwiki.glideapp.io/
Oz Du Soleil
https://www.youtube.com/user/WalrusCandy
Financial Modeling Institute
https://fminstitute.com/
Modelcitizn website
https://www.modelcitizn.com/knowledge-hub-apps
Financial Modelling Elective by the CA (ANZ) which includes the study guide Lance wrote a significant portion of (Chapter 4 design and build a financial model).
https://www.charteredaccountantsanz.com/become-a-member/course-descriptions/ca-program/financial-modelling
Financial Modelling Podcast
https://financialmodellingpodcast.com/
Eloquens
https://www.eloquens.com/?ref=modelcitizn
To suggest a great guest for the show, or if you would like to be the FP&A Leader being interviewed contact jonathan.m@datarails.com
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