Industries · Financial Services
Excel Automation & Data Services for Financial Services Companies
FP&A models, asset-management workbooks, scenario and sensitivity analysis - built for banks, NBFCs and family offices..
- financial services
- fpa
- asset management
- risk
FP&A models where assumptions live in cells nobody on the team can find - change one cell in row 47 and the answer in row 412 does not update, or updates incorrectly, or breaks the balance sheet.
Asset-management workbooks where every analyst maintains their own position file, with no consolidated view of exposure across desks or asset classes.
Scenario and sensitivity analysis done in a one-off deck the night before the meeting - the same scenario rebuilt next month from scratch because nobody can remember how the first one worked.
Services for financial services
Where I help FP&A, treasury and asset-management teams.
Financial Modeling
Three-statement models, budgets and scenario forecasts in FAST-standard form. Every formula named, every assumption on one sheet.
Excel Dashboard Design
Executive KPI dashboards for FP&A, treasury, risk and asset-management teams. Drill-through to the source line.
Excel Automation
Scheduled refresh against the core banking / treasury / position-management export. Validation fails loudly on a drift.
Excel Error Fixing
Fix broken VLOOKUP, #REF, #VALUE on inherited models. Quick fixes are quoted before any work.
Sample scenario - not a client engagement
Typical multi-entity services group
- Problem
- Finance team of four spent four days every month consolidating GL extracts from four entities into a single executive P&L. The CFO trusted the numbers only after a second pair of eyes reviewed the print-out.
- Approach
- I would build a single refreshable P&L that pulls GL extracts from each entity via Power Query, normalises the account mappings, validates inter-company eliminations and consolidates into one dashboard.
- Outcome
- Designed to turn group consolidation into a single refresh with an audit trail, so the finance team can review numbers instead of stitching them together.
Free Self-Serve Excel Tools
Interactive in-browser calculators and diagnostics. No sign-up, no email required.
Workbook Compare
Drop two versions of a file and see every changed cell and formula, inserted rows, and formulas someone typed over.
Workbook Map
See how your sheets feed each other as a diagram, with links to other files, hidden feeders and circular links flagged.
Formula Explainer
Paste any formula and read it in plain English, step by step in the order Excel calculates it.
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Frequently asked
Before you hire an Excel consultant for financial services.
Can you build FAST-standard financial models?
Yes. FAST-standard (Functional, Appropriate, Structured, Typical) is the default - every formula is named, every assumption is documented, every scenario is reproducible. The model reads top-down without anyone opening the formulas tab.
Can the model be audited by an external reviewer?
Yes - that is the design bar. A named-formula model with a checks tab and a written spec survives external audit. The audit reviewer can read the model without re-engineering it.
Get a Free Quote
Send the model. Get a written scope and fixed price.
Reply within one working day. NDA before any file is exchanged.
Calls scheduled in your timezone (UK, EU, US, UAE, APAC) · How a project works
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