FP&A Today

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


Listen Later

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

Follow DataRails on LinkedIn to find out about upcoming episodes and the latest FP&A news

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 [email protected]

...more
View all episodesView all episodes
Download on the App Store

FP&A TodayBy Glenn Hopper

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

45 ratings


More shows like FP&A Today

View all
The McKinsey Podcast by McKinsey & Company

The McKinsey Podcast

390 Listeners

PwC's accounting podcast by PwC

PwC's accounting podcast

180 Listeners

HBR IdeaCast by Harvard Business Review

HBR IdeaCast

1,826 Listeners

CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

129 Listeners

TED Business by TED

TED Business

1,110 Listeners

M&A Science by Kison Patel

M&A Science

127 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,030 Listeners

Inside the Strategy Room by McKinsey & Company

Inside the Strategy Room

168 Listeners

FT News Briefing by Financial Times

FT News Briefing

676 Listeners

Making Sense by J.P. Morgan

Making Sense

59 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,289 Listeners

Think Fast Talk Smart: Communication Techniques by Matt Abrahams, Think Fast Talk Smart

Think Fast Talk Smart: Communication Techniques

804 Listeners

WSJ's Take On the Week by The Wall Street Journal

WSJ's Take On the Week

145 Listeners

FP&A Unlocked by Paul Barnhurst

FP&A Unlocked

24 Listeners

Financial Modeler's Corner by Paul Barnhurst AKA The FP&A Guy

Financial Modeler's Corner

17 Listeners