The following are the 12 earmarks of a White Box Financial Model
Ease of use
User-friendly across important user groups - Including analysts, in-house modelling capability, and senior management.
Readily reviewable and auditable - Helps manage risk, cost, and schedule. We have experience delivering formal model audits and maintain relationships with respected audit firms.
Quick - Short calculation and processing time.
Change tracking - Allows quick and meaningful explanation of changes in results and reduces risk.
Checks and alerts - Extensive automated tests reduce risk and promote housekeeping.
Input tracking - Enjoy continuity when key personnel are unavailable.
Flexible - A refined approach to quickly and reliably accommodate change, while managing complexity, cost and timing.
Scenario and sensitivity analysis - Robust, repeatable and with clear outputs.
Meet clients' needs
Business driver-based - Built up from pertinent business drivers.
Useful outputs - Including a bespoke dashboard, annual summaries, detailed breakdowns, and often more.
Professional presentation - Inspire confidence in investors, lenders and colleagues.
Suitable for the audience – Allowing master versions to be quickly sanitised for submission to different stakeholders.