Your Moment of CTRL-Zen

There comes a time when every financial modeler must pull away from the cells, the spreadsheets, the workbooks, and regain perspective. Formulas becoming four lines long, circular references popping up, and morale falling faster than CTRL-Z can be hit.  It's time for...

Swiss Army Knife vs. The Brain

While working with many different financial institutions, we noticed an interesting trend on how banks were organized to handle their analytics.  Some would direct their resources to building a single model that all employees used for their analyses, while others...

If you take shortcuts, you get cut short. — Gary Busey

Warning, this post may sound like blasphemy for seasoned financial modelers or any experienced Excel user.  Using Excel shortcuts as quickly as possible has become a sign of a skilled modeler.  It’s become so ingrained in the finance world that there are rumors of...

How Many Tennis Balls Can Fit in a Room?

Assessing technical skills is not easy.  While working at an investment bank and interviewing many junior hires, I asked a colleague how he assessed their technical ability.  The response I received was, “Oh, I have a great question, I ask them how many tennis balls...

4 Signs of an Excellent Financial Modeler

4 Signs of an Excellent Financial Modeler “On a scale of 1 to 10, 10 being the best, how do you score yourself in Excel?”  Quite possibly the most common and sadly the least insightful technical question an interviewer can ask a job candidate.   Sweating candidates...