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Unlock comprehensive insights and strategic foresight with our expert financial modeling services. Our tailored approach combines advanced analytics and industry expertise to optimize your financial strategies and drive informed decision-making. Experience precision, accuracy, and actionable results to propel your business towards sustained growth and profitability.

Financial Modeling

Financial Modeling Consulting
Financial modeling is a critical tool that companies leverage to strategize growth and make informed business decisions. At its core, it involves creating an abstract representation of a company's real-world financial situation. This model can be used to forecast a company's economic performance based on various scenarios, analyze business operations, evaluate investment opportunities, and devise new growth plans.

One of the primary uses of financial modeling is in strategic growth planning. A good financial model allows companies to visualize different strategies and their potential outcomes. It helps companies to understand the impact of various decisions on their financial health, making it an indispensable tool for planning the next steps in their future as an organization.

Companies can use financial modeling to analyze and plan for a variety of strategic growth scenarios, such as:

Organic Growth: This involves growing the business from within by increasing output and enhancing sales. A financial model can help assess the potential return on investments in marketing, R&D, and other operational enhancements.

Mergers and Acquisitions (M&A): A financial model is vital for evaluating potential M&A opportunities. It can help determine the value of the target company, the feasibility of the acquisition, and its potential impact on the acquiring company's financials.

Market Expansion: Companies planning to enter new markets can use financial modeling to project potential sales, costs, and profitability. This helps in understanding whether the market entry would be financially viable and what strategies could optimize the outcome.

New Product Launch: Financial modeling can also assist in assessing the potential financial outcomes of launching a new product or service. This includes understanding the costs of development, production, and marketing, and the potential revenue it could generate.

Capital Raising: Whether a company is considering debt or equity financing, a financial model can provide insights into the potential implications of these decisions on the company's balance sheet, income statement, and cash flow statement.

In each of these scenarios, consultants at a company like Investment Science can provide expert guidance. With deep expertise in financial modeling as it relates to your strategic growth plan, Investment Science consultants can help you design, build, and interpret sophisticated financial models that align with your company's unique needs and goals.

They can assist in selecting the right modeling techniques and inputs, conducting sensitivity and scenario analysis, and interpreting the results in the context of your company's strategic objectives. They can also help you understand the potential risks and returns associated with different growth strategies, enabling you to make informed decisions.

Investment Science consultants can provide ongoing support as your business evolves. They can help update your financial models to reflect changing market conditions, business operations, and strategic goals. This ensures that your financial models remain relevant and useful for decision-making, even as your business grows and evolves.

Investment Science Consulting
Financial modeling is a powerful tool for strategic growth planning. It provides a quantitative framework for understanding the potential financial implications of various strategies, helping businesses make informed decisions. With the expert guidance of consultants at Investment Science, you can leverage financial modeling to its full potential, driving your company's growth and success.

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                Michael Kelly                   SPOC, SMC, SAMC
Financial Modeling Consultant
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Michael has over a decade of experience working with fortune 500 firms in various capacities as a financial modeling expert. ​Success stories have included building the most used product at Fitch Solutions coined 'Early Warning Signals, Saving a Banking client a $1 Billion fine from a data science product, and building a successful hedge fund product with machine learning models. 

Success Stories

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As a member of PMI, I highly recommend Mike as he has guided several senior consulting engagements at IT departments though the Agile transformation process. Mike is tenacious, and his work ethic is second to none. Mike is a subject matter expert in banking, data science tech, and project management. I'm following his company Investment Science and so should you.

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Joe Skarulis

Vice President
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Citigroup, Inc.

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Professional Project/Product Management services.
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Bledi Ismaili

Project Manager 
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​Blueprint Fusion

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Michael posses a great depth of knowledge in project management and finance technology. He played a key role in execution of few project initiatives at IDB. He worked well to complete the project under tight deadlines. He would be a great resource for any organization.

Sanjay Tejankar, MBA

Senior Consultant 
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​Israel Discount Bank

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Michael was my manager at IDB. He was very kind and always went out of his way to help and guide the project team. If you need a problem solved , he will try his best to help you . He is very responsive and a great team player.

Helen Jacubovics

Lead Business Analyst
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IDB Bank

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​Michael is a great project manager and a pleasure to work with. He has been instrumental in leading projects, providing weekly statuses on on-going projects and being a valued consultative advisor on business and technical requirements. On top of his strong technical and business experience, Michael is adept at building and maintaining cohesive relationships with various stakeholder groups. He is a trusted source for Agile, Jira, Confluence and other project management tools and would be an asset to any organization.

Dipal Desai

First Vice President
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Israel Discount Bank

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The cost can vary depending on the services you need. 
Our consultants charge anywhere from  $80-$200 per hour.

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