Dealing with Multiple Dimensions in Financial Models

Описание: Understanding how to effectively manage dimensions such as geographies, product lines, or currencies is often necessary, especially when building financial models for revenue and costing models.

In this virtual meetup, we dive into practical strategies for reducing repetition, improving formula consistency, and creating models that are both dynamic and easier to manage. Using one of the Financial Modeling Institute’s (FMI) Chartered Financial Modeler (CFM) case studies to demonstrate, we will explore how to effectively forecast sales in different geographic regions with different exchange rates, expand into new geographic regions with multiple product categories and varying time periods.

Join us to hear from financial modeller Tim Jacks as we walk through some common (and less common!) scenarios, explore powerful formula solutions, including techniques like dynamic arrays and LAMBDA functions that will help perform quick lookups and sophisticated summaries with ease. We’ll demonstrates how mastering dimensions can transform your financial models while ensuring flexibility to adapt to future changes.

★ Follow Tim Jacks on LinkedIn ►   / timjacks  
★ Follow Danielle Stein Fairhurst on LinkedIn ►   / daniellesteinfairhurst  
★ Register for another Virtual Meetup ► https://plumsolutions.com.au/meetup/