FMI Newsletter - December 2023

This edition of the FMI monthly LinkedIn newsletter features an exclusive upcoming event, the Advanced Financial Modeler (AFM) Accreditation Handbook, and modeling resources on Scenario Analysis Functions, Capacity Constraints, and Revenue Schedule.

Scenario Analysis Functions

There are many functions you can use when it comes to building a formula to run your Scenarios. Three commonly used functions include CHOOSE, INDEX, and OFFSET. Join the conversation and let us know which function is your favourite.

Upcoming Event

We are pleased to welcome Rob Langrick, General Manager of the CFA Program for the CFA Institute. During this webinar, Rob will cover the analyst career journey, common career switches in finance, and top recruiting tips. Register Now .

Advanced Financial Modeler (AFM) Handbook

This handbook covers everything you need to know about earning the Advanced Financial Modeler (AFM) accreditation. Download Now .

Capacity Constraints

This overview highlights the critical need to consider capacity constraints in business sales volume projections. It underscores that the straightforward application of a growth rate might lead to volumes exceeding the business's operational capacity, an outcome to be avoided. The suggested approach involves revising the volume formula to align with the maximum capacity, achievable through the use of a MIN function. Download Now .?

Revenue Schedule

Understanding revenue changes requires analyzing the interplay between price and volume, and their respective growth. Deconstructing revenue into these two components can result in a deeper analysis and clearer insight into future trends. For enhanced clarity and analytical power, segmenting revenue by product, service, or business segment is recommended, focusing on key revenue drivers. Download Now .?