#EiEFreshTalk – How to Build Professional looking Financial Models by Tim Heng

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How to Build Professional looking Financial Models By Tim Heng

3x Microsoft Excel MVP, Director, SumProduct.com, Australia

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Key Takeaways:

  • Learn how to look like a professional modeller
  • Stand out when you (V)LOOKUP items
  • Understand what makes you look like an amateur, and what helps you stand out from the crowd
  • Take away tips and checks you can easily apply before sending a file out


About Speaker:

Tim Heng has over 15 years’ experience in developing and reviewing financial models across a range of industries and sectors, throughout Australia and internationally.  He works with clients to develop bespoke modelling solutions for business challenges, using a combination of Excel, VBA, Power BI and database analytics.

He has previously held credit and marketing analytics roles at Toyota and the Commonwealth Bank of Australia, project finance banking at OCBC Bank, and most recently was an Associate Director at Corality Financial Group, where he managed model development and audit projects and headed up the Training Academy.

He has worked across the world, with clients in Australia, Canada, Hong Kong, Indonesia, Japan, Malaysia, New Zealand, Singapore, United Kingdom, United States and Vietnam, as well as numerous projects based throughout Africa.  These assignments have involved the development of strategic corporate and project-based financial models, model reviews, developments of dashboards and reports, and training of analysts and senior staff.

Tim has written articles for the CompAct and Modelling Section newsletters published by the Society of Actuaries (US), and has been a regular presenter at conferences, training courses and webinars for Chartered Accountants Australia New Zealand (CAANZ) and CPA Australia.  He is recognised by Microsoft as a Most Valuable Professional specialising in Microsoft Excel since 2017.

Academic qualifications: BAppFin (Hons), MCom (Actuarial).

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