WSP Financial Modelling
Study online at https://quizlet.com/_518o05
1. Why do you nev- Bc. you want your model to be dynamic
er want to re-en-
ter the same input
more than once in
your model?
2. Components of a Income statement
financial statement Balance sheet
model? Statement of cash flows
Both historical results and forecasts
3. What colour text Hard-coded inputs -> blue
should you use for: Formulas -> black
Hard-coded inputs Links to other worksheets -> green
Formulas Links to other files -> red
Links to other work- Links to data providers -> dark red
sheets
Links to other files
Links to data
providers
4. Should you hide No, grouping is better
rows?
5. Should you merge No, centering across selection is better
cells?
6. Footnotes vs com- Footnotes will show up when model is printed
ments?
Comments for internal purposes
7.
1/5
, WSP Financial Modelling
Study online at https://quizlet.com/_518o05
If you want to delete Ctrl + F
a worksheet and and then search for the name of the worksheet you want to delete
want to know if
there are any links to
that worksheet, how
can you do this?
8. What documents Latest annual report and corresponding 4th quarter press release and earn-
would you gather ings call transcript
prior to starting to
model? Latest equity research & EPS consensus estimates
Last 6 months news run (stock splits, acquisitions and other material
changes)
For quarterly models and LTM calculations...
-also get latest 3 quarterly reports and corresponding press releases & earn-
ings calls
9. Why pay attention to Available weeks before the relevant annual/quarterly report -- if you ignore
press releases and the press release, you could be ignoring an entire quarter of availabe results
earnings calls?
Has non-GAAP disclosures
May have management guidance
10. What kind of equity initiating coverage research reports
research reports are
very helpful if you're
trying to get up to
speed with an indus-
try?
11. 3 years
2/5
Study online at https://quizlet.com/_518o05
1. Why do you nev- Bc. you want your model to be dynamic
er want to re-en-
ter the same input
more than once in
your model?
2. Components of a Income statement
financial statement Balance sheet
model? Statement of cash flows
Both historical results and forecasts
3. What colour text Hard-coded inputs -> blue
should you use for: Formulas -> black
Hard-coded inputs Links to other worksheets -> green
Formulas Links to other files -> red
Links to other work- Links to data providers -> dark red
sheets
Links to other files
Links to data
providers
4. Should you hide No, grouping is better
rows?
5. Should you merge No, centering across selection is better
cells?
6. Footnotes vs com- Footnotes will show up when model is printed
ments?
Comments for internal purposes
7.
1/5
, WSP Financial Modelling
Study online at https://quizlet.com/_518o05
If you want to delete Ctrl + F
a worksheet and and then search for the name of the worksheet you want to delete
want to know if
there are any links to
that worksheet, how
can you do this?
8. What documents Latest annual report and corresponding 4th quarter press release and earn-
would you gather ings call transcript
prior to starting to
model? Latest equity research & EPS consensus estimates
Last 6 months news run (stock splits, acquisitions and other material
changes)
For quarterly models and LTM calculations...
-also get latest 3 quarterly reports and corresponding press releases & earn-
ings calls
9. Why pay attention to Available weeks before the relevant annual/quarterly report -- if you ignore
press releases and the press release, you could be ignoring an entire quarter of availabe results
earnings calls?
Has non-GAAP disclosures
May have management guidance
10. What kind of equity initiating coverage research reports
research reports are
very helpful if you're
trying to get up to
speed with an indus-
try?
11. 3 years
2/5
