Lance Rubin: Becoming the World’s Next Top Financial Modeler

Lance Rubin is one of the world’s leading experts on financial models. He has created thousands of models for some of the biggest companies and literally wrote the instruction manual on financial modeling as a certified trainer for the Financial Modeling Institute. 

In this wide ranging interview Lance reveals the secrets to successful financial modeling:

-How to Instantly Improve your Financial Modeling

-Why you need to build and Treat a Financial Model like your House

-The Best Resources to Learn better Financial Models

-How to achieve Better Storytelling in FP&A, and bringing Emotion to the Numbers

-The power of non-financial data to change your models

FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

With Datarails on your side for FP&A you get improved data integrity and visibility helping your relationships with your internal business partners and external stakeholders; real-time latest version of all your company’s data in one place, with version control, audit trail and records, ensuring errors and multiple versions are avoided; the ability to let your data tell your story through proprietary, built-in visualization of critical KPIs in real-down; and drill-downs to answer questions on underlying data on the spot.

Get in touch at www.datarails.com

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Read the Full Program Transcript 

Watch the Full Episode on YouTube

 

Episode Links

 

FM Knowledge Hub

https://fmwiki.glideapp.io/

 

Oz Du Soleil

https://www.youtube.com/user/WalrusCandy

 

Financial Modeling Institute

https://fminstitute.com/

 

Modelcitizn website

https://www.modelcitizn.com/knowledge-hub-apps

 

Financial Modelling Elective by the CA (ANZ) which includes the study guide Lance wrote a significant portion of (Chapter 4 design and build a financial model).

https://www.charteredaccountantsanz.com/become-a-member/course-descriptions/ca-program/financial-modelling

 

Financial Modelling Podcast

https://financialmodellingpodcast.com/

 

Eloquens

https://www.eloquens.com/?ref=modelcitizn

To suggest a great guest for the show, or if you would like to be the FP&A Leader being interviewed contact jonathan.m@datarails.com