Financial Modelling

What is Financial Modelling

Want to make smarter financial decisions, forecast growth, and maximize profits?

With Financial Modelling you can!

Financial modelling is the process of creating a mathematical representation of a company’s financial performance. It involves building spreadsheets (usually in Excel) that forecast a business’s future earnings, expenses, and financial position based on historical data, assumptions, and various financial variables.

Key Uses of Financial Modelling include: Valuation(Estimating the worth of a company or asset.), Budgeting & Forecasting (Predicting future revenues, expenses, and cash flows), Investment Analysis (Assessing the viability of investment opportunities), Risk Management (Evaluating potential risks and their impact on financial performance), Mergers & Acquisitions (Determining the financial impact of business combinations) and Debt & Equity Financing (Assessing funding needs and repayment capabilities).

Why work with us

Elevate your financial capabilities and drive success with solutions designed to meet the demands of today’s fast-paced financial landscape

Financial Model Building

Our model-building services ensure precision, scalability, and adaptability, enabling smarter financial forecasting and strategic decision-making.

Financial Modelling Training

Our training programs empower teams with in-depth, hands-on instruction to develop and refine essential financial modelling skills.

Our working process

Financial Modelling Solutions

Unlock your financial potential with Goalfix financial modelling solutions. Whether you’re looking to build robust financial models or enhance your team’s skills through expert-led training programs, we have you covered!

01

Requirements analysis

Gain a deep understanding of the business case, as well as identifying what the model must do and achieve,

Understand what insights and foresights are required to evaluate and drive real financial performance within your business.

02

Present Solution

Transform the way you approach financial analysis with our financial solutions.

From building powerful, custom financial models and dashboards to delivering top-tier training programs, we equip businesses and professionals with the tools needed to excel.

Financial Modelling Fundamentals
03
Financial Model Training

Build Financial Model

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

Goalfix Financial Model Building services are engineered to deliver the insights and foresights required to evaluate and drive real financial performance.

04

Create Capacity

Our training programs empower teams with in-depth, hands-on instruction to develop and refine essential financial modelling skills.

For professionals eager to elevate their expertise, our training programs offer practical, hands-on learning to master financial modelling techniques and best practices.

05

Financial Modelling Masterclass for Advanced Investment Decision Making

Review

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.

We provide a comprehensive model manual as well as hands on training, ensuring recipients understand and can use the model effectively.

06

Support & maintenance

Invest in your future with tools and knowledge that empower success.

Goalfix is able to continually support your business with ongoing training and consulting to ensure your financial models remain up to date and relevant. 

What clients say about us

Seasoned spreadsheet gurus
From the intermediate modeller to the seasoned spreadsheet guru, we recommend Goalfix’s advanced modelling course as an exceptional opportunity to refresh and renew modelling skills. A very good return on investment.
David J. Bate
Group CEO – Brookwood Capital Corporation
Goalfix is the go-to trainer
The experience of the tutor was very valuable as questions could be addressed from a practical perspective. For any organisation that is serious about the integrity of their modelling capability, Goalfix is the go-to trainer.
Daniel Bopape
Corporate Finance , Exxaro Resources Ltd
Will definitely assist me

Thank you for the financial modelling master class last week. I really found the course very interesting and it will definitely assist me in my work going forward.

Charl Lishman
Financial manager – FNB Africa
Informative and comprehensive

I am new to the Financial Modelling space, but found the Masterclass to be very informative and comprehensive. I appreciate how the material complies with international standards and look forward to applying my new skill-set in the near future.”

Iben Botha
Tsogo Sun
An excellent course!
“t was a pleasure to meet you during the recent financial modelling course. Allow me to congratulate you on an excellent course that I am already starting to use in very practical ways in my day-to-day consulting work.
Willem Buhrmann
Africa Merchant Capital