Financial Model Review & Risk Management

We can help manage a client’s exposure to individual risk with an approach suited to their particular risk profile. We’ll use a number of complimentary practices such as training, modelling best practice and model governance to reduce the likelihood of error. Comprehensive model reviews will identify errors, so they can be corrected.

Our clients often use our services as a lower cost alternative to a full model audit. With F1F9’s support and expertise, our clients have complete confidence in financial models that enable them to make the best business decisions.

How can we help?

Fit for purpose review

Consider a Fit for Purpose Model Review if you have built or inherited a model and need independent confirmation that it has been professionally constructed in a way that will minimise risk of errors.

Comprehensive review

Consider this review if you need confidence in the results of a business-critical model. It comprises technical, timing and indexation, internal consistency, logical and analytical checks of your financial model.

Model risk check

This review is ideal if you need a quick assessment of the risks posed by a single model or portfolio of models. The Model Risk Check rapidly provides a great deal of insight on the quality of a model at a very low cost.

Review
training

Financial model review training is designed to equip modellers with the skills required to navigate, interrogate and understand complex spreadsheets. You’ll learn what to look for to ensure a model is fit for purpose, and how to gain confidence in the results.

Get in touch

Our financial modelling consultants are here to help, whether you already know what you need or are still exploring your options.

Get in touch

Case studies

F1F9 worked with the Amber Infrastructure team, a leading international infrastructure specialist focussed on development, financing and investment in public infrastructure. Amber was assessing an investment for the National Digital Infrastructure Fund (NDIF) for the acquisition of a substantial minority shareholding and provision of capital facilities in NextGenAccess (NGA), a wholesale broadband company.
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F1F9 worked with the Amber Infrastructure team, a leading international infrastructure specialist focussed on development, financing and investment in public infrastructure. Amber was assessing an investment for the National Digital Infrastructure Fund (NDIF) for the acquisition of a substantial minority shareholding and provision of capital facilities in NextGenAccess (NGA), a wholesale broadband company. We reviewed the forecasting and valuation model developed by NGA to give Amber an appropriate level of confidence in the forecasts before entering into the transaction. F1F9 agreed a scope of work with our client that maximised the impact of our review time — including technical review, logical review, sensitivity testing and model specific elements. The model included a large number of repeated structures for several classifications of upfront and recurring revenues and costs, so a bespoke element of our review focussed on confirming the consistency of these calculations and that all of the calculated values flowed correctly to the financial statements.

F1F9 worked alongside Amber to deliver a comprehensive review report within the project timetable. Our findings were clearly described and prioritised, enabling our client quickly to identify points that needed to be addressed before completion. Regular dialogue throughout the process meant our client remained in control at all times, with complete clarity of the approach to the review and its findings and resolutions.

Our clients

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I use my new found skills on a daily basis and can’t speak highly enough of the course and what it has given myself and my colleague. It has changed how we do all of our modelling in the company and has received really positive feedback from everyone that has used the model or reviewed the model.
Sally Brierley, Financial Modeller, FCC Environment
We were stunned at the difference that a standardised approach made. Our new Excel models can provide information that just isn’t accessible through an ERP.
Philip Whittingham COO (and former FD), Virgin Trains
The course was great. I learned so much and really enjoyed it. I’m looking forward to using it in my own work. I would be very happy to recommend the course.
Eric Eastlund, Head of Analytics, SCIO Capital
From start to finish the team were very professional and demonstrated considerable experience in what they were doing. The end result is an exceptionally powerful tool, which is straightforward to use, and now forms the backbone to our forecasting process. I would have no hesitation in recommending F1F9.
Douglas McArthur, CA Group FD, Asset Alliance
[The instructor] was enthusiastic about the material and the course itself which created good engagement in class. I particularly liked the fact that we were consistently taking part in the course, rather than being "taught" we were facilitated.
Andrew Dias, Finance Business Partner, Stansted Airport
The Enterprise model is great value for money. We compared it to the other standard reporting systems available such as Sage and Oracle but the F1F9 solution was much cheaper and also gave us the flexibility to change the way we report our business as it grows and develops. It has halved the time our month end reporting process takes. We started out wanting a model for budgeting purposes only but when we saw what the model could do we decided to use it for actuals reporting as well as our rolling forecasts.
Charles Carolan, Senior Financial Analyst, Skrill
[The instructor] was absolutely excellent. Everything was extremely clear, the pace of the class was spot on. I thought I would come away being slightly better at reading models but actually now I would feel completely confident starting my own.
Emma Paterson,  SSE/ Beatrice Offshore Windfarm Limited 
The team at F1F9 were responsive, hardworking and helped us upgrade our model to be fit for purpose post acquisition. F1F9 took the time to understand our needs early in the process, met deadlines and were professional in their approach.
Investment Manager, UK Private Equity House
Thanks for the excellent academy which has so boosted my own modest modeling skills. F1F9's strong customer service culture is a big help.
Geoffrey Finch, Resident Adviser for Infrastructure Finance for the US Treasury Office of Technical Assistance - Government of Paraguay, Ministry of Finance
I particularly liked the setup of the online training, and the portions provided in each section. The ability to go back and review and exercise with the models after each training and even after a few training provided an excellent opportunity to really 'learn' the skills. The setup allowed for my own pace of learning and the time I was able to dedicate besides work to complete the training. I highly recommended the training to colleagues.
Hartmut Weissmann
Very useful tips and tricks, certainly helped me a lot in understanding and 'simplifying' the enormous models. Thank you very much!
Julie de Bock, Senior Advisory / Corporate Finance, BDO