We improve the analytical capability of our clients and help them realise successful transactions
We build financial models and other analytical tools to help our clients make sound decisions based on useful, reliable and timely information.
Every member of our team has been financial modelling for more than the last decade, covering a very wide range of industries and types of analysis. We have all worked in industry and have an appreciation of the demands being placed on our clients.
A lot of thought, experience and feedback has been put into all of our in-house standards and practices. This allows us to consistently produce robust and user-friendly models that meet our clients' needs and exceed their expectations.
WE WROTE THE BOOK ON MODELLING
Our directors were the primary authors of the ICAEW’s Financial Modelling Code. These guidelines have been either formally or informally endorsed by the top 9 accounting firms and other specialist modelling firms, and are the best available proxy for international financial modelling standards.
WE ARE GOOD VALUE
Combining our experience and tools allows us to deliver work in fewer chargeable hours than our competitors. Being sticklers for the rule book and focused on high quality deliverables means our end product is unmatched. Putting these together gives our clients industry-leading value.
We have spent years developing our own bespoke modelling and Excel toolkit, which allow us to be efficient with our model build time while helping ensure our models are robust.
WHY USE US
WHAT OUR CLIENTS THINK
"The White Box Financial tools have given our investment performance team a leap forward in our ability to both run periodic processes and to evaluate future portfolio compositions. The convenience of being able to call up the White Box Financial team about any modelling or analytical query and receive rapid support has been invaluable"
CHEIF RISK OFFICER
Levi founded WBF in September 2016. He has over 15 years’ experience in engineering, finance and management consulting. His interest in modelling began in 2007 when he worked in corporate finance for International Power (now Engie).
At WBF, Levi’s main focus is delivering modelling projects. His sector experience includes energy, construction, real estate, transport, technology and food.
Outside of project delivery, Levi’s main responsibilities are executing on strategy and developing our tools.
Levi holds a first in mechanical engineering, is a CFA charter holder, runs the modelling subreddit, and organises meetups for modellers in London.
Alex joined WBF in August 2019, moving on from his role as Head of Valuation at John Laing. He started his career with 8 years of financial modelling consulting, touching on a wide variety of industries.
At WBF, Alex’s main focus is delivering modelling projects. His project experience spans the breadth of WBF offerings. He has experience working with clients from FTSE 100 firms to start ups.
Outside of project delivery, Alex's main responsibilities are optimising our operations and training new analysts.
Alex holds a BSc in Mathematics, is a qualified accountant and a member of the ICAEW Excel Advisory Committee.
Theo is a highly experienced and exceptionally skilled financial modeller. He has over 15 years’ experience in finance and management consulting, with a sustained focus on financial modelling and analytics.
At WBF, Theo’s main responsibility is delivering modelling projects. His sector experience includes healthcare, energy, transport, banking, mining and real estate.
Theo is also MD and Founder of Lentran Modelling Solutions, an advisory firm and strategic partner of WBF.
Theo holds a BA(Hons) in Economics and has delivered dozens of financial modelling training courses worldwide.
Bill is regarded as a leading figure in the MENA utilities sector, having advised governments or developers in respect of major projects in every key market in the region. He has over 25 years of experience in project finance.
Bill is founder and managing director of Alderbrook Finance, and prior to that he was head of Project & Infrastructure Finance at Citigroup. He assists White Box Financial in an advisory and strategic capacity.
Bill is a Chartered Accountant and holds a First Class degree in mathematics from Oxford University.
GET IN TOUCH
Whether you have a big project or just need some modelling guidance our team loves to learn about new projects and businesses, so please do get in contact we would be delighted to help.
Call us +44 (0)78 0594 9168