Financial Transaction Modelling
Develop financial models and valuation models to arrive at a valuation conclusion
Type
Domain
Competency Area
Financial and Transaction Management
Levels
Prepare relevant business documentation for reporting and transaction processing
Build financial calculations into spreadsheets
Apply flexibility in spreadsheets to accommodate modifications of assumptions
Choose appropriate valuation methods and modelling techniques
Model the financial aspects of the subject of valuation
Self-review the models for
Compile activities for unusual transactions
Review the financial aspects of the subject of valuation for gaps
Review the application of assumptions to the subject of valuation for gaps
Review appropriateness of the valuation method and modelling techniques
Review the models for errors and
Evaluate Assumptions
Evaluate the suitability of the assumptions applied to the subject of valuation
Guide the team in modifying the assumptions to increase accuracy
Ensure compliance of assumption norms
Ratify assumptions
Assess the appropriateness of the assumptions
Determine the assumptions to be applied based on the premises and bases of value, valuation approaches and methods
Test the assumptions