Model Review Techniques - Internal
In this course, you will learn a step-by-step technique for conducting thorough financial model reviews of internal or client models.
Course Overview
The Spreadsheet and Model Review Techniques course provides a step-by-step technique along with tips and tricks when conducting financial model and analysis reviews in Excel.
Course Objectives
| Duration: | 1.0 day / 7.0 hours |
| Course level: | Advanced |
| Course type: | Instructor-led, in-person or virtual. |
| Prerequisites: | None |
| Who should attend: | Targeted to those that will be part of model review teams (Sr. Managers, Associates and Analysts) including Deal team leads. |
| Format: | Interactive lecture, participant discussion and hands-on practical. |
What you will learn:
- The role of the reviewer (from project inception to completion).
- How to use and apply formula auditing.
- How to utilize navigation for review.
- How to handle scenario analysis.
- How to show Delta views.
- tips to help you apply visualization.
- A simple approach for tracking changes.
- How to standardize the review process.
What you will receive:
- Step-by-step technique and a takeaway of tips and tricks.
- All the worksheets, checklists, and forms in Microsoft® Excel template format.
- Receive detailed feedback on your materials to help improve your output.
