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
   

Deliverable

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