Accounting & finance is being disrupted like every other industry:
There isn’t a single business today where someone doesn’t have to manage some event that causes UNCERTAINTY driven largely by shifts in technology.
We need to invest in better decision making to either expand, defend or simply maintain their market share.
Whether a business is expanding, defending or maintaining its profitability the need for some form of “what-if” scenario analysis is extremely helpful. As an example using a cash flow financial model to assess different business decisions and scenarios.
No matter the size or stage of maturity, “decisions at speed” are highly valued and financial modelling sits at the core of business decision making.
Scenarios, sensitivities, simulations and building models to a best practice/standardised approach are all part of this skill.
Financial modelling is way more than just planning, budgeting and forecasting.
They are all simply points in time of the same model (assume it’s built well). Just because you can build a long-range plan, budget or forecast doesn’t guarantee you have great modelling skills.
The demand for financial modelling skills still outstrips supply and good financial modellers are very hard to come by. Hiring them is a needle in a haystack search. It’s the golden age for Finance if we decide to make it.
Finance is very well placed, assuming we have the right skills, (which most don’t have today), to look forward and hypothesise on these decisions quickly and efficiently.
Business owners and stakeholders are expecting more and we have to deliver. Therefore to look forward the skill of financial modelling is vital.
• Forecasting, Planning and Analysis roles (FP&A) – typically in medium to larger organisations
• Corporate Finance both in Investment banks and within large organisations
• M&A – typically within Investment banks
• Business Advisory – this is very broad from SME to large organisations and investment banks.
• Specialist financial modelling firms e.g. Model Citizn and others that provide this service
• Model auditor – mostly within Big 4 accounting firms but there are a few other niche players in this space which also do model builds
• Finance Business Partner helping business stakeholders make better business decisions within medium to larger organisations
• Outsourced or Virtual CFO (still don’t like the term VCFO)
• CFO, yes CFOs still do back of the envelope calcs to chat to the CEO
• Strategic consulting has a heavy focus on “what-ifs” and scenarios. There isn’t a strategy consulting firm that wouldn’t do elements of financial modelling (not necessarily always 3-way).
This may also include operational and business modelling
•Commercial Finance assessing major commercial transactions and negotiations within organisations
• Pricing and Risk Analyst for key decisions that involve taking particular positions or pricing commodities or other instruments.
•Treasury and Financial Markets tend to be found either in banks or large multinational and international trading companies.
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Author, Speaker & AI Expert
"The AI Whisperer"
Calum Chace is the best-selling author of four books on AI, and a sought-after keynote. He’s a respected commentator on AI and its likely future impact on individuals, societies, and economies.
After 30 years of working with organizations such as the BBC, BP and KPMG during which he was a marketer, a strategist, and a CEO, he switched career gears to focus on one of his most intense interests: AI. Calum Chace writes both fiction and non-fiction books on the possibilities and problems of increase use and reliance upon machines that are capable to learn like humans. In his latest book published in 2017, “Artificial Intelligence and the Two Singularities”, Calum argues that through the course of this century, the exponential growth in the capability of AI is likely to bring about two ‘singularities,’ or points at which conditions are so extreme that the normal rules breakdown.
UK's Leading AI Company
Dr Hulme founded London’s largest private pure AI consultancy, whose 100+ team of experts use innovative AI techniques to solve hard problems for multinationals around the world. His company provides a unique algorithmic technology professional services to solve industry-specific optimisation problems.
He is the Director of UCL’s Business Analytics MSc, applying AI to solve business, governmental and social problems. He is passionate about how technology can be used to govern organisations and bring positive social impact. Hulme’s work outlines a framework for understanding data-driven decision making. Dr Daniel Hulme has advisory and executive positions across companies and governments. He holds an international Kauffman Global Entrepreneur Scholarship and actively promotes purposeful decision making. He is a popular speaker for Google and TEDx, and is a faculty member of Singularity University.
CEO @ Digital Transformation Leaders
Digital Transformation Leadership AI & Innovation Executive Advisor (MIT SLOAN Certified)
Mrs. Vincent has over two decades of international experience leading and implementing digital transformation for Fortune and large organizations. Some of the Fortune Companies Nadia has helped transform include Atos Worldline Belgium, Euroclear Belgium & UK, SWIFT, BNP Paribas, ING Bank, Rabbo Bank, ABN-AMRO, Carrefour Group, Electrabel -Engie - GDF, Ikea, Arcelor Mittal and Total. She has been a guest speaker and influencer on some top Technology industry leaders' platforms and shows, including Microsoft, SAP, PMI, and Engati.
She has led and implemented many businesses and IT transformation initiatives in various industries internationally. She is an awarded PMI global trainer.
Information Technology Executive, CIO
Massachusetts Attorney General’s Office, Burlington, Massachusetts, United States
Kevin Coluchi is the Chief Information Officer of the Massachusetts Attorney General’s Office. He has over 25 years of experience in delivering strategies to companies to help them achieve their goals. His career demonstrates success in building and leading high-performing teams that respond to digital transformation to achieve the collective goal of the organizations. His remarkable skills in managing modern software development projects, ability to think to solve challenging problems and responding to digital transformation have drawn global attention.
Chief Digital Officer at T-Mobile
Greater Seattle Area, United States
Marcus East is the Chief Digital Officer at T-Mobile. He has nearly 30 years of experience as a product and technology leader. He worked in some of the world’s leading brands, including Apple, Comic Relief, Google, IBM, Marks and Spencer, National Geographic, and now T-Mobile.
He has a bachelor’s degree in Management & IT from the London Guildhall University and a master’s in Management from the University of Cambridge. He is also a Fellow of the British Computer Society.
Strategic Advisor, CIO, Digital Transformation Expert, Featured Speaker, Teacher, Writer
Peter Weis has over 20 years of experience as a CIO. He is currently working as Global CIO of Matson, a $3B publicly-traded logistics, transportation, and supply chain company. Under his leadership, Mastson has successfully rebuilt its IT infrastructure and transformed it into a cloud computing model. That means, Maston, a 138-year-old company, has transformed its global business 100% in the cloud.
He holds an M.B.A. with Honors from the Wharton School and a Bachelor’s degree from the Haas School of Business.
CIO Strategic Advisor at AVOA
Los Angeles Metropolitan Area, United States
Tim Crawford holds an MBA in International Business with Honors from Golden Gate University Ageno School of Business and a Bachelor of Science degree in Computer Information Systems from Golden Gate University. He is one of the most influential CIOs and is regularly quoted in the Wall Street Journal, Forbes, SiliconAngle, and TechTarget.
Tim wors as CIO Strategic Advisor at AVOA. He is an executive coach and advises large global enterprise organizations of different sectors: financial services, healthcare, major airlines, and high-tech.
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