Financial modelling: Tips & tricks to work smarter in Excel

By Joshua Grimm

Thursday 12th September 2024


For anyone working extensively with financial models in Excel, it is important to continuously improve the speed of work, while increasing the quality of outputs. Sometimes seemingly simple tricks and shortcuts can help improve the your working efficiency significantly, and this webinar highlights some of our recommendations. Mixing old classics with new recommendations, our aim is to give you few new skills to take back to your desk. Work faster, impress your colleagues, or satisfy your clients!

Key learning outcomes:

  • Advanced Formula Tracing: Master the art of rapid formula tracing to debug and streamline your models with unprecedented speed.
  • In-depth Exploration of GoTo Special: Uncover the extensive functionalities hidden within the GoTo Special feature, a treasure trove for those in the know.
  • Optimal Configuration of Excel Settings: Learn to tweak your Excel environment to minimize time and keystrokes, maximizing efficiency.
  • Enhanced Selection Techniques: Experiment with various selection methods to navigate and manipulate data with agility.
  • Proficiency in Quick Charting: Embrace both classical and contemporary charting techniques to swiftly translate data into visual insights.
  • Utilization of Snap to Grid: Employ the Snap to Grid keyboard shortcut to ensure your dashboards and presentations are both aesthetically pleasing and precisely aligned.