Name: Budget Modelling Techniques Course
Start: 2024-01-15
End: 2024-01-18
Location: Live Online Training

Shannon +27 82 567 2234 | Goalfix WhatsApp +27 71 151 5105 | Colin +27 82 888 1900

info@goalfixglobal.com

SMART, EFFECTIVE FINANCIAL MODELS THAT DELIVER RESULTS

Financial Model Building

At Goalfix, we build smart financial models that are engineered to deliver the insights and foresights required to evaluate and drive real financial performance.

Our experience spans the energy, mining, financial, consulting, travel and telecommunication industries to mention a few.

Not all models are created equal

The structure of our models supports our belief that successful financial modelling combines 3 key areas:

Understanding and scoping the business case
Spreadsheet engineering
Delivery of management insights and intelligence

Setting the highest standard

All our models are based on the FAST Modelling standard, the most widely adopted, independently administered financial modelling standard in the world.

FAST stands for Flexible, Appropriate, Structured and Transparent – all key principles in successful modelling.

Adopting this standard, means our models are designed to:

Make them easier to use
Improve model efficiency
Improve output integrity
Make them easier to understand and review

Past Modelling Projects

Download our Project Reference List to see which companies we have done work with and what were the outcomes.

CLICK HERE TO VIEW LIST

Our model methodology

Developed and tested over many years, our methodology is collaborative and provides clients with a seamless, streamlined and proficient process:

Map it out – gain a deep understanding of the business case, as well as identifying what the model must do and achieve

Outline & Specify – agree comprehensive model specification with fundamental model drivers

Design & Build – design the model’s structure, sequence, inputs and outputs, then we build the model using our highly advanced and proprietary spread-sheet engineering techniques

Evaluate & Interrogate – we check, test and assess the model’s output for reasonability and rationality, while interrogating that the model delivers the insights and intelligence it’s designed to do.

Leverage & Learn – we provide a comprehensive model manual as well as hands on training, ensuring recipients understand and can use the model effectively.

Need a Model?

Financial Modelling Solutions

Like the financial models we develop and the financial courses we run, Goalfix is structured, flexible and focused on delivering real value. And that’s the bottom line.

Modeller: C. Human
Model Type: Financial pricing model for bank credit cards
Purpose: To define accurately real cost of credit card transactions and stimulate acquisition of merchant customers.
Outcome: Model provided accurate pricing information and allowed competitive pricing of services.
Result: Successful penetration of credit card market and acquisition of additional merchant customers.
Project Value: Undefined – at retail level in excess of R 1 billion

Client -

ABSA BANK

Modeller: C. Human
Model Type: 16 Year Energy Project model
Purpose: To demonstrate the financial feasibility of producing electricity using methane gas from municipal dumps.
Outcome: Model permitted evaluation of utilising numerous municipal dumps based on dump extent and profile.
Result: Successful fund raising from financial institution, private equity funders and investors.
Project value: In excess of R 50 million per project

Client -

Central Energy Fund

Modeller: C. Human
Model Type: 20 Year Mining project model
Purpose: To determine the financial feasibility of a new platinum mining venture.
Outcome: Model clearly indicated the financial viability of the project.
Result: Successful fund raising from financial institution, private equity funders and investors.
Project Value: In excess of R 4,3 billion

Client -

African Platinum Mines

Modeller: D. V. Theron
Model Type: Annual group budgeting model
Purpose: To consolidate annual group budgets incorporating granular detail from all business units.
Outcome: Model clearly indicated the group financial performance and highlighted critical areas of performance.
Result: Permitted timely intervention by management to act on key performance drivers.
Project Value: Undefined

Client -

Bell Equipment Co.

Modeller: C. Human
Model Type: 4 Year budgeting model
Purpose: To project the profitability over the next four years based on a variety of key business drivers.
Outcome: Model clearly indicated the financial performance and highlighted critical areas of performance.
Result: Permitted timely intervention by management to act on key performance drivers.
Project Value: Undefined

Client -

Deloittes (Telesure)

Modeller: C. Human
Model Type: 20 Year mining project evaluation model
Purpose: To determine the financial feasibility of a new diamond mining venture.
Outcome: Model clearly indicated the financial viability of the project.
Result: Successful fund raising from financial institution, private equity funders and investors.
Project Value: In excess of R 2,0 billion

Client -

Lesotho Diamond Mine

Modeller: C. Human
Model Type: 10 Year Strategic planning project model
Purpose: To determine the electricity requirements and sources of supply for the country of Swaziland.
Outcome: Model clearly indicated requirements, supply sources, pricing policy and financial viability of country’s electricity supplier.
Result: Successful fund raising from financial institution, private equity funders and investors.
Project Value: In excess of R 500 million

Client -

Swaziland Electricity Company

Modeller: D. V. Theron
Model Type: 2 Year Budgeting model
Purpose: To project the profitability over the next two years based on a variety of key business drivers.
Outcome: Model clearly indicated the financial performance and highlighted critical areas of performance.
Result: Permitted timely intervention by management to act on key performance drivers.
Project Value: Undefined.

Client -

Thompson Tours

Modeller: C. Human
Model Type: 12 Year Project model
Purpose: To demonstrate the financial feasibility of a new chemical process.
Outcome: Model clearly indicated the financial viability of the project.
Result: Successful fund raising from financial institution, private equity funders and investors.
Project Value: In excess of R 200 million

Client -

Trivalent Chrome