The Wall Street Skinny 99. Financial Modeling & Excel 101 x Macabacus!
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Sep 14, 2024 Kristen, an expert in financial modeling and Excel for Investment Banking, shares invaluable tips on Excel essentials. She covers the differences between PC and Mac usage, the importance of keyboard shortcuts for efficiency, and best practices in financial modeling. Ryan MacGregor, Macabacus founder, discusses its role as a critical tool for success in finance, while Rahul Gill emphasizes how productivity add-ins can set candidates apart in the competitive market. They explore the integration of AI and the significance of presentation and quality in financial reports.
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Macabacus Origin Story
- Ryan MacGregor started Macabacus in 2008 after being laid off from Lehman Brothers.
- He combined his finance and coding skills to build a website and software, initially for his resume.
Excel Culture on Wall Street
- Investment bankers work long hours and seek productivity tools to improve their workday.
- Macabacus helps bankers get work done efficiently and maintain a work-life balance.
Why Excel Formatting Matters
- Excel models in banking are client-facing and held to a higher standard than internal models.
- Formatting and best practices are crucial for clear communication and maintaining a professional image.