Our Financial Modeling Consulting Practice

Financial models are the most critical decision-making tools in the world of finance; however, many financial models do not work in an optimal way.

All too often models become excessively complex when the model has not been properly designed, or when a number of individuals over the years have added to the model and put their own “stamp” on it.

We help clients improve their internal models and allow them to make better and timelier decisions.

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Why choose Marquee? Our financial modeling consulting services save you time and resources

  1. Transferable
    Easy to quickly migrate the model to new employees without significant risk or training time.
  2. Full Automation
    Ability to analyze and manage multiple scenarios without hidden calculations or formulas.
  3. Simple Interface
    Modular design allowing for easy additions and modifications.
  4. Modular Design
    Allows for easy additions and modifications.
  5. Fosters Skill Development
    Allows model users to build financial modeling and Excel skills.
  6. Dynamic Dashboard Summaries
    Report generation is effortless and consistently legible.
Our Services
Financial Modeling Consulting

We build, or help you build, best-in-class financial models for your business, project, or transaction

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Custom Excel Solutions

We build easy-to-use, custom Excel tools to automate complex data management, analytics and reporting

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Transaction Support

We assist your team in the analytical support of corporate transactions and Mergers & Acquisitions

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Consulting Approach

  1. Needs Identification
  2. Due Diligence
  3. Model Design
  4. Model Development
  5. Model Testing
  6. Documentation & Training
  7. Model Delivery
  8. Ongoing Maintenance & Support
Our Clients
Financial

Banks • Asset Managers • Wealth Management • Insurance • Insurance • Pension Funds • Private Equity

Diversified Industries

Mining • Agriculture • Real Estate • Technology • Software • Power & Energy • Forest Products

Consumer & Other Services

Healthcare • Professional Services • Pharmaceutical • Higher Education • Government-sponsored Investment • Charitable Organizations • Retail

Financial Modeling Consulting

We build, or help you build, best-in-class financial models for your business, project, or transaction.

Services

  1. Custom Model Builds
  2. Model Improvements
  3. Model Reviews
  4. Client Coaching
Arrange a Demo

Custom Excel Solutions

We build easy-to-use, custom Excel tools to automate complex data management, analytics and reporting.

Services

  1. Data Collection
  2. Workflow Automation
  3. Data Analytics
Arrange a Demo

Transaction Support

We assist your team in the analytical support of corporate transactions and M&A.

Services

  1. Industry Research
  2. Transaction Modeling
  3. Valuation
  4. Data Communication
Arrange a Demo
Have a consulting project in mind?
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The Marquee group are thought leaders in professionalizing the finance industry’s approach to Excel. In this line of work we live and breathe Excel, and should seek training from only the very best.

Luke Acker, CFA Manager of Performance Reporting, BCI