PODCAST · business
The Financial Modelling Podcast
by Matthew Bernath
Learn about the latest trends in financial modelling - from AI and machine learning to automation and model auditing, this is your number one source for financial modelling news, tips and tricks with your host, Matthew Bernath.
Episodes
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Cross-Podcast Edition: Inside the JSE's AI Innovation Fund
A crossover episode from the Data Monetisation Podcast. Matthew sits down with Bruce from Ivy Asset Management to unpack IVYAI, the JSE-listed actively managed ETF giving South African investors rand denominated exposure to the global AI ecosystem. Practitioner talk on what the fund holds, why it...
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5 Trends Reshaping Project Finance in 2025
The project finance landscape is evolving rapidly, driven by global trends like sustainability, digital infrastructure growth, and advanced technology. In this episode, host Matthew Bernath breaks down the five latest trends shaping project finance in 2025. From renewable energy projects and...
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AI for Financial Modellers
Ready to supercharge your financial modelling in Excel? This episode dives deep into how Claude AI is revolutionising the game! Forget tedious formula reviews and frustrating debugging sessions. We're unlocking the power of AI to transform your workflow. We'll explore how Claude can: Unravel...
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Project Finance for Data Centres: Unlocking Capital for AI
Data centres are increasingly vital in our digital economy, serving as the backbone for cloud services, artificial intelligence, and other technology-driven applications. However, developing a data centre is a capital-intensive undertaking that requires sophisticated project finance modelling to...
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Powering the Cloud: The Money Behind Data Centres
Data centres are the backbone of the digital world, powering everything from streaming services to artificial intelligence. But how are these massive, complex, and expensive facilities financed? Join us as we explore the financial models that make data centres possible, from equity investments to...
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Financial Modelling Podcast - Season 5 Finale: Exploring the potential of generative AI in Financial Modelling
In the season 5 finale of the Financial Modelling Podcast, we explore the potential of generative AI in financial modelling. Our guests, Lance Rubin, Hedieh Kianyfard, Danielle Stein Fairhurst and Adrian Miric, discuss the current use of generative AI in finance, its benefits and limitations, and...
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Alternative Data in Financial Modelling
In today's rapidly evolving financial landscape, traditional data sources such as company reports, financial statements, and economic indicators are no longer enough to gain a competitive edge in the market. Alternative data, which refers to non-traditional data sources such as satellite imagery,...
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Real-Time Decision Useful Financial Modelling
How can real-time data be utilised to update financial models in a complicated enterprise environment? How can we prevent organisations from making decisions based on obsolete projections? Dhanusha Muthukumarana, CEO of POTENZA and a member of the Forbes Technology Council, joins the Financial...
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Financial Modelling in the Bloomberg Ecosystem
Brian Egger, Global Head of Financial Modeling at Bloomberg Intelligence at Bloomberg LP, joins the Financial Modelling Podcast to discuss the Bloomberg Interactive Calculator. As a leader at Bloomberg LP, Brian is at the forefront of innovation in financial data curation and visualisation. We...
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Partner with Business Using the 9 Cs
Learn how to partner with businesses effectively as a financial modeller (or anyone else!). In this episode, live from the Financial Modelling Summit, Andi Lonnen explains the 9 Cs for effective partnering, including: Connect and Collaborate Communicate Effectively Clear Strategic Thinking...
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2022 Lifetime Achievement Award Winner Danielle Stein Fairhurst Live from FMS22
Live from the Financial Modelling Summit, Danielle Stein Fairhurst chats to the Financial Modelling Podcast. Danielle is an accomplished author, trainer, consultant, and the 2022 Financial Modelling Lifetime Achievement Award winner. This award recognises somebody who has consistently served to...
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Bill Jelen Live from the 2022 Financial Modelling Summit
Bill Jelen joined us for a chat during the 2022 Financial Modelling Summit. Hear his thoughts on the future of automation, Microsoft Excel and which talk impressed him most. The Financial Modelling Summit is the world's largest gathering of financial modellers. From experts, deal makers and...
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Financial Modeling World Cup
Andrew is the Founder and CEO of the Financial Modeling World Cup, Excel Esports battles, the Microsoft Excel World Championship, and the Microsoft Excel Collegiate Challenge. With eight stages during the year, competitors in the Financial Modeling World Cup model their way to a $25,000 prize. In...
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Low and No-Code tools for Financial Modellers
Gopal Krishnamurthy from Lumel and Inforiver joins us to discuss the development of Low and No-Code tools for Financial Modellers. From reporting and visualisation to simulations and analysis, Gopal discusses adopting these tools and how financial modellers can elevate their skills and…
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Best of FMP - Infrastructure Finance Modelling with Dario Musso
In this special re-release of Episode 2 of the Financial Modelling Podcast, Dario Musso, Co-Head: Infrastructure Sector Solutions at Rand Merchant Bank, talks about Project Finance Models. The discount code for Project Finance Overview - From Inception to Financial Close is FMP9999. You can also...
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The Financial Modelling Summit 2022 Preview with Bill Jelen
This year the Financial Modelling Summit is taking the journey from Numbers to Insights. Bill Jelen joins the Financial Modelling Podcast, summit host, to share what he is most looking forward to at this year's event. The Financial Modelling Summit is the world's largest gathering of financial...
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Financial Modelling meets FP&A
In this special episode, Matthew Bernath from the Financial Modelling Podcast and Paul Barnhurst from The FP&A Guy sit down to chat about where these two worlds collide.
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Is Excel Dead?
Is Microsoft Excel Dead? Lance Rubin from Financial Modelling Podcast sponsor Model Citizn, and Christopher Argent from Generation CFO resume their debate of whether this 35-year-old tool is the pocket knife for all tasks or past its prime.
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Why Data Scientists Should be Financial Modellers
Mark Vigors is no stranger to data analytics and financial modelling. In fact, he argues that these two skills are intertwined. In this episode, we discuss how data scientists can get budget allocation for their projects, why dashboards need to enable decision making and even what energy source...
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Python and Excel - Friends or Foes?
Can Microsoft Excel and Python play together nicely? Could Python be the next frontier of financial modelling? In this episode, Felix Zumstein, Creator of xlwings, author of "Python for Excel", and CEO at xltrail joins the Financial Modelling Podcast to discuss Python integrations and how Excel...
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Financial Model Marketplaces and Platforms
Eloquens' tagline is "Don't Reinvent the Wheel!". When it comes to financial modelling, many modellers start their models from scratch instead of using best-practice templates. Eloquens seeks to solve this by providing a financial model marketplace whereby model templates can be bought and sold -...
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Blockchain, Tokenomics and DeFi meets Financial Modelling
Blockchain, Tokenomics and DeFi are often associated with the potential future of finance. In this episode we explore what this means for financial modelling with Roderick McKinley, Blockchain and Tokenomics expert who has spent the last two years advising blockchain enterprises on quantitative...
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Season 5 Intro: Back to the Future of Financial Modelling
In the first episode of the Financial Modelling Podcast, Lance Rubin from Model Citizn spoke about the future of financial modelling. Now in Season 5, Lance joins us as season sponsor to discuss why now is the time to revisit this discussion as financial modelling transcends both industries and...
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Season 4 Finale - The State and Future of Microsoft Excel
In the Season 4 final, Bill 'MrExcel' Jelen, Lance Rubin and Alan Samuels join me to discuss the greatest changes to Microsoft Excel over the past year, and what the future holds in store.
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Operational vs. Financial Close Models with Alan Samuels
What is an Operational Model and how is it different to a Financial Close Model? In this episode, Alan Samuels from Amberside Advisors Ltd gives us insight as to why an Operational Model is a crucial decision-making tool.
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Building an online training business with John Michaloudis
John Michaloudis left his corporate job and started MyExcelOnline where he could teach the world on a much grander scale how to use Excel effectively. In this podcast, he discusses the journey to building a successful online training business.
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Becoming a Freelance Financial Modeller
Roderick McKinley is a Tokenomics Advisory and Financial Modeling expert who has used his deep technical skills to become a freelancer and travel the world as a digital nomad. Roderick joins us to discuss the skills one needs to become a freelancer.
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Understanding Legal Agreements as a Financial Modeller
In this episode, Julie Scotto (Of Counsel at Covington & Burling LLP London) explains the key components a financial modeller needs to be aware of. Does your financial model accurately reflect the financial agreements? Julie's practice focuses on project finance and acquisitions in the energy,...
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The Road to the Financial Modelling Summit
Learn more about what is in store for delegates at the Financial Modelling Summit 2021, and stand a chance to win a ticket! I'm joined in this podcast by Giles Male from Summit Host Full Stack Modeller.
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Catch up with 6x Microsoft MVP Oz du Soleil
Oz is a 6x Microsoft MVP and Content Creator Extraordinaire! In this podcast, we talk about the creative process behind his mind-blowing Excel tutorials on YouTube. Learn the magical process that grew Oz's following on YouTube to 25,000 subscribers.
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Financial Modelling Summit 2021 Preview
Joining me on this episode are the hosts of the Financial Modelling Summit 2021. Financial models, and the modellers behind them, must be ready to step up and help businesses take advantage of opportunities. In a fast-changing environment, reliable insights from financial models have never been...
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Catch up with Danielle Stein Fairhurst at the Global Excel Summit
In February 2021 I caught up with Danielle Stein Fairhurst in a live podcast broadcast from the Global Excel Summit (https://globalexcelsummit.com/). Danielle Stein Fairhurst is a Financial Modelling Specialist at Plum Solutions, an international training and consulting company based in Sydney,...
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Dealmaking with Humour
Harriet is a passionate believer in using humour to build rapport and tackle important topics. Author of the bestselling business book, 'Will It Make The Boat Go Faster?', Harriet explains approaching deal-making with humour in this podcast. You can sign up for her weekly 'Laugh, Learn and Leg…
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Charging for your financial models with Robin Waite
How should financial modellers charge for model building? In this episode, Robin Waite and I discuss how financial modellers can feel confident to bill for their models and discuss pricing with clients. Robin explains some pricing tactics and how to approach difficult billing conversations with...
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Storytelling using Financial Models
In this podcast, David Brown (Managing Partner at dbrownconsulting.net) explains the principles to tell a convincing and effective story using a financial model. David is an experienced consultant and trainer specializing in Financial Modelling and is a Microsoft MVP. He is also an International...
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Understanding Nuances in Valuing Companies using Financial Models
In this podcast, David shares advice from his experience valuing hundreds of companies, businesses and major projects. We speak about the nuances in valuing startups and companies with intangible assets such as a loyal client following or a large social media presence. David runs his own company...
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Bringing Analytics Back to Central Finance Functions
Mike Newberry, Finance Practice Lead at Accelytics, is an expert in helping companies generate insight to guide C-Suite decision-making and drive business performance. In this episode, we talk about the challenges faced by finance divisions in moving away from manual tasks to performing analytics...
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Knowing your strengths as a financial modeller
In this podcast, Lauren Ayers takes us through the DISC profile to understand a person's fears, motivators, values and behavioural style using 4 profile factors. Lauren is an Australian-based business consultant helping to bridge the gap that exists between the cultural and behavioural elements…
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Model libraries for financial modellers
Why do financial modellers not benefit from libraries of existing and audited VBA code or modelling techniques like data scientists do? In this podcast, Iain Morrow from Gridlines and I explore why, and Iain proposes Gridlines' innovative solution.
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Defining your vision and purpose as a financial modeller
Bella Funck created the Personal Canvas to help individuals define their purpose, values, passion and vision. Why are you modelling? To help build more infrastructure such as schools and wind farms, to value your startup business or to perhaps raise capital to help your company grow? Bella takes…
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Season 4 Preview with Full Stack Modeller
In Season 4 of the Financial Modelling Podcast, we explore what makes good financial modellers great. The ability to tell a story. Being able to model legal nuances. Closing deals using the financial model as an effective negotiating tool. These are just some of the skills we reveal as what you...
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FMP LIVE: The Power of Community
The final episode of the Financial Modelling Podcast Season 3 was recorded live as we came together from all four corners of the globe. How do we keep connection and community going when opportunities to meet face to face are limited? The host of the Financial Modelling Podcast, Matthew Bernath...
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Pushing Excel Boundaries with Data Analytics
Jordan Goldmeier is an internationally recognized analytics professional and data visualization expert. In this podcast, we chat about the use of Excel as a data analytics tool, what Microsoft tools data analysts should be focusing on, and his work helping managers communicate, challenge, and...
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Financial Modelling in the Cloud
In this podcast, I chat with Ian Bennett, Partner, Deals Modelling, PwC Australia about financial modelling in the cloud and other financial modelling innovations. Who will take the first step into a new financial modelling world?
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Interview with keySkillset founder Tatiana Ufimtceva
Tatiana Ufimtceva from keySkillset has led a fascinating life, that has taken her from her hometown in Russia to New York where she founded the Excel training company. keySkillset gamifies training and recently was awarded a Financial Modelling Innovation Award for Education. The awards...
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Arixcel Excel Add-In Interview with Igor Popov
I've been addicted to Arixcel since I first saw it in January of 2016. Since then, I can't work in Excel without this simple, yet powerful add-in! From advanced formula interrogation, Arixcel has expanded its offering to include formula maps and workbook comparison functionality. In this podcast…
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Financial Modelling meets Data Analytics
In Episode 13 of Season 3, I discuss the intersection of financial modelling and data analytics with Neil Macdonald and Paul van Loon from Forecast. What is the role of data analytics in financial modelling, and how do these two key skills complement each other? This is a special Financial...
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Introducing the Financial Modelling Summit
In this episode I catch up with Kenny Whitelaw-Jones from Season 3 sponsor, Gridlines. We discuss the current global pandemic, and how the Financial Modelling Summit was born.
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The State of Data Analytics
In this episode, I chat to Craig Steward from Corinium Global Intelligence on the current state of data analytics, and how his business has transformed to offer digital events. We discuss the future of analytics and how the COVID-19 pandemic has put data analytics in the spotlight.
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When being Contrarian becomes the Norm
In Episode 10, I catch up with Nathaniel Baker, host of The Contrarian Investor Podcast. We discuss how the markets seem to be behaving in a contrarian fashion these days, and what his forecast is for the market and economic trends. From globalisation to movie theatres, we discuss it all!
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Frequently Asked Questions
How many episodes does The Financial Modelling Podcast have?
The Financial Modelling Podcast currently has 99 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Financial Modelling Podcast about?
Learn about the latest trends in financial modelling - from AI and machine learning to automation and model auditing, this is your number one source for financial modelling news, tips and tricks with your host, Matthew Bernath.
How often does The Financial Modelling Podcast release new episodes?
The Financial Modelling Podcast has 99 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Financial Modelling Podcast?
You can listen to The Financial Modelling Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Financial Modelling Podcast?
The Financial Modelling Podcast is created and hosted by Matthew Bernath.
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