An Approved Training Partner (ATP)
Ours is Financial Modeling pure play. We are convinced that financial modeling is a must-have skill for every finance, accounting and investment professional. We partner with both local and offshore financial modeling specialists, to build best-in-class financial models based on global standards. Our clients benefit from the cost and efficiency flexibility derived from our collaboration with offshore based financial modeling specialists.
Through us, small and mid-sized companies have access to well structured, dynamic and transparent financial models to support their business decision-making needs.
Driven by our commitment to developing financial modeling skills to a broader group of professionals and companies in New Zealand, our firm has partnered with The Financial Modeling Institute (FMI) to become the first New Zealand based Approved Training Partner (ATP). The FMI conducts rigorous, financial modeling exams that truly test the proficiency of a modeler's financial modeling skills.
Financial Modeling Standards
Key business decisions are often made on the back of a spreadsheet, particularly in the form of financial model. Financial models are a key business tool however they are often susceptible to inaccuracies and errors due to poor design and structure.
Most firms and organizations rely on in house practice in developing financial models. There is however a desire within the global financial modeling community for a broadly accepted set of modeling guidelines and standards. Leading the initiatives for the development of financial modelling standards and guidance are the FAST organisation and The Institute of Chartered Accountants in England and Wales (ICAEW) among other organizations.
At CFS Modeling we are committed to Best Practice Modeling.
With our key team members being FAST standard certified our model design methodology is guided by the Flexible, Appropriate, Structured and Transparent (FAST) Philosophy. The FAST standard sets out rules for a good model design and common style platform that allows for easy of use and review.
Our approach is also guided by the (ICAEW) Financial Modelling Code and the PwC Global Financial Modeling Guidelines. The ICAEW Financial Modelling Code is a principles based guidance on financial modeling best practice.
Our team brings together local and offshore independent financial modelers led by Tawanda Makoni CFA, AFM, MBA.
Tawanda, an Advanced Financial Modeler (AFM) with more than 10 years of Big 4 financial and advisory services experience, believes a financial modeler's most valuable skill is financial and commercial acumen. Our financial models are always built with the ultimate commercial and business rationale in mind and not burdened by unnecessary complexity.
To bring the most flexibility to our clients in terms of time and cost, we have collaboration arrangement with a specialist financial modeling firm based in India.
Let us help you build a well designed model, or better still let us train you how to.