Tools and Instruments

Advanced Excel/VBA modeling for complex financial and forecasting transactions, product costings, marketing diagnostics, and administration. Overall, I have written more than three hundred Excel models which extensively and seamlessly integrate built-in functions such as sort & filter, data tools, defined names, lookup & pivot tables, mathematical, statistical & financial functions; and macros. I have developed techniques and processes that utilize built-in functions to deliver many routine tasks rather than using complex macro and VBA codes. A sample of models I have written to support work delivered during various engagements include:



  • Agency risk equivalence instrument
  • Multi-departmental Balanced scorecard
  • Beta calculator
  • Bond valuation model
  • BPO cost benefit model
  • Breakeven pricing (put and call optiomodel
  • Business development manager
  • Business diagnostics instrument (650 drivers test Capital budgeting analyzer)
  • Code compliance manager
  • Competitor diagnostics instrument
  • Complex multi-factor cashflow forecaster
  • Credit analysis model
  • Customer product planner
  • Due diligence model
  • ESS costing instrument
  • Estate agent commission manager
  • Executive remuneration model
  • Franchise risk rating instrument
  • Franchisee goodwill valuation model
  • Franchisee profiling schema
  • Franchisor governance rating model
  • Geo-demographic analysis model
  • Governance compliance manager
  • Hub and spoke costing model
  • Invoice discounting model
  • ISB planning and LAM model
  • LBO calculator
  • Non asset backed credit risk rating instrument
  • Personal budgeting & retirement planner
  • Retail and competitor analysis
  • Revenue and risk forecasting model
  • Risk averseness instrument
  • Risk imputation model
  • Risk rating model
  • Share tracker
  • Site selection model
  • Strategy delineator
  • Superannuation platform costing- ewrap instrument
  • WACC calculator
  • Lean canvas builder