The Financial Ratio Model

The Financial Ratio Model uses Microsoft Excel^® to measure and analyze an institution's financial strengths and weakness.  Financial ratio analysis provides a ready means of focusing on how well the institution is performing.

As a test, the ratios can be measured against the institutions strategic plan. Financial ratios are used by many different groups including:  rating agencies, investors, accrediting bodies, board of trustees, internal committees, and other interested parties.

Built into the model are columns for prior year results for both the Statement of Financial Position, and the Statement of Activities. The Financial Ratio Model also has five additional columns designed for projecting ratios five years out based on the assumptions.  The assumption table flows to the five year projections. Charts are also included which change with each iteration of the model.

Computer Financial Modeling Workshops can assist your institution with customization the Financial Ratio Model for a reasonable fixed cost.  Please call 843-705-9107 for further details or download a copy of the Financial Ratio Model PDF file using the link above.

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