Services

We work closely with you to understand the decision the model needs to support, then design and build it to answer exactly those questions. Models are delivered with full documentation and a walkthrough session.

Tools: Excel, Power Query, ICAEW Code

Our review methodology was developed by Financial Modelling during his time at a Big 4 firm, where he designed the peer review framework and personally trained all 30 members of the modelling team in its application. That same rigorous, structured approach underpins every review we deliver today. We use industry-leading review tools alongside our structured methodology:

• Operis Analysis Kit (OAK) — the world’s leading Excel add-in for model audit, developed by Operis and used daily by financial modellers in the world’s largest banks and blue-chip firms. OAK assesses model structure, identifies formula inconsistencies, and flags non-compliance with best-practice standards.
• PerfectXL — specialist spreadsheet risk analysis software that detects hidden errors, structural issues, and complexity hotspots that manual review alone can miss.

The combination of a proven peer review methodology, professional tooling, and 25 years of hands-on experience across models built by all four Big 4 firms means we find what others don’t.

Scope: Error Audit, Logic Review, Stress Testing, Structure Assessment, OAK, PerfectXL

Available as full-day workshops, half-day intensives, or a series of shorter sessions. Delivered on-site or remotely.

Covers: Excel, Financial Modelling, Best Practice, Power Query

Our approach to data visualisation has been shaped over years of study of the work of Edward Tufte and Stephen Few — widely regarded as the foremost authorities on the visual display of quantitative information. Tufte’s principles of data-ink ratio, small multiples, and chart junk elimination, and Few’s practical guidance on dashboard design and perceptual psychology, inform every visualisation we build. The result is reporting that is clean, purposeful, and designed to surface insight rather than decorate a slide.

From executive summary dashboards to detailed operational reporting, we build visualisations that tell the story your data is trying to tell — without the clutter, gimmicks, or misleading chart types that plague most corporate reporting.

Tools: Power BI, DAX, Power Query, Excel

At KPMG, Financial Modelling was responsible for the development and maintenance of the firm’s internal model build and utility Excel add-in — a VBA-powered toolkit used daily
across the entire modelling practice. That experience means we understand not just how to write VBA, but how to architect Excel-based tools that are robust, maintainable, and genuinely adopted by their users.

Whether you need a one-off macro to automate a painful manual process, a suite of user-defined functions tailored to your modelling conventions, or a full custom add-in for your team, we deliver production-grade VBA that is clean, commented, and built to last.

Tools: Excel VBA, Custom Add-ins, UserForms, Automation