Financial model & budgeting model for a Stock Exchange

The client, is a holding company in Middle east with 4 companies under it, including a stock exchange, depository, financial securities company and tech innovation hub.

‌Problem Statement
‌‌We were engaged to deliver a robust financial model which included:

  • ‌Comprehensive model for the entity including all the holdings
  • ‌‌‌‌Reconstructing the existing financial model and making it dynamic
  • Making it easy to automate procedures and update inputs

Action Taken

  • ‌‌‌‌‌‌‌Developed an input data template
  • ‌‌‌Updated historical data from previous model
  • ‌‌Calibrated the automation structure
  • ‌Designed the output template (revenues, expenses, balance sheet and cash flows)
  • ‌‌Constructed a taxonomy structure for revenue and costs.
  • ‌Automated the financial update processes
  • ‌‌‌‌Made a scalable structure for their various strategic initiatives


  • ‌Delivered a well integrated and dynamic financial model with automated processes.