Financial Modelling &

Enterprise Risk Management

with MS Excel & Tableau

22 January 2022
Early bird by 15 January 2022

Dr. Christy Dwita Mariana, S.T., M.M.

Dr. Harry Patria, S.T., M.T., M.S.E.

PT. Strategi Transforma Infiniti

www.strategitransforma.com
 Why do We Need
Financial Modelling and
Enterprise Risk
Management Workshop?

Financial Modelling
Acts as an important tool which enables business ideas and risks to be
estimated in a cost-effective way.

Top 10 Jobs that need financial modelling skill:

1. Investment Banking
2. Equity Research
3. Financial planning and analysis (FP&A)
4. Corporate Development
5. Private Equity
6. Venture Capital
7. Commercial Banking
8. Real Estate Development
9. Mezzanine Finance
10. Startups

Source: Global Corporate Finance Society (2021)

patria & co.

Data Strategy Design Innovation
 Why do We Need
Financial Modelling and
Enterprise Risk
Management Workshop?

Enterprise Risk Management

Identify the risks of an organization before happen and manage it

Top Career in Risk Management:

1. Credit Risk Analyst
2. Market Risk Analyst
3. Operational Risk Analyst

Source: educba.com (2021)

Source: smithhanley.com (2017)

patria & co.

Data Strategy Design Innovation
 Basics of
Financial
Modelling
Skills

Stock Valuation using the Free Cash Flow

Valuation Model
 Basics of
Financial
Modelling
Skills

Investment Portfolio Analysis

(Capital Allocation Line (CAL) and Efficient
Frontier)
 Financial
Modelling
in Practice

Risks and Capital Budgeting

(Sensitivity Analysis)
 Financial
Modelling
in Practice

Financial Forecasting
Enterprise Risk
Management

Risk Mapping and Risk Register

Financial Dashboard for Finance

patria &
PROJECT CHARTER

DATA PREPARATION, MODELING & DEPLOYMENT

co.
Dat Strategy Design Innovati
Predictors
a on

Spatial
forecasting
results

Forecasting
Results

What if
scenari
o
Source: Author (2021), modified from Purdue University

Error
Metrics

Interval Forecasting
Range accuracy
 Data Analytics for Finance

Forecasting using Tableau and Python with ARIMA

(Auto Regressive Integrated Moving Average)

Credit Risk Scoring with Tableau and Python using Decision Tree Classification
FMERM Workshop Batch 1
 Workshop
Modules

1 Basics of Financial
Modelling

Valuation
Model 2 Practice
with Excel
Financial
Concept of
Valuation
Financial
Modelling 3 Modelling
in Practice

4 Advanced
The Time
Stock
FCFF Model Value of
Valuation
Money
Implementation

Risk and Capital Project

Allocation Line Present Value
Return Valuation

Investment Efficient Risks & Capital

Portfolio Frontier Future Value
Budgeting

Data Analysis Net Present Sensitivity

using Tableau Value Analysis

Financial
Growth Rate Forecasting

Interactive
Data Analysis

Conceptual Logic
Applied cases

• Basic to Intermediate Level • Advanced

 Workshop
Modules
5
Basics Of Risk
Management

6
Risk
Conceptual Management
Process
Enterprise Risk
Management
Integrated Risk
Management 7 Tableau
Analytics

8
Scope and
Risk Financial Financial
Framework of
Identification Statistics Cases
ERM
Risk
Management Risk Descriptive Data
Process Measurement Analysis Analytics

Market Basket
Risk Evaluation Linear Model
Analysis

Non-linear Demand
Risk Response Model Forecasting

Risk Financial What If

Monitoring Forecasting Scenario

Return & Risk

Optimization

Conceptual Logic
Applied cases

• Basic to Intermediate Level • Advanced

 Testimonials from Clients

Harry is more than capable of
bringing us to the world of
business analytics. He has also
strong background as an
economist and business
management scientist.
He enlightened us about what
descriptive analytics could do
and take us. From visualization,
analysis, until storytelling process
to explain the insight. I can't wait
for another surprise from him
It's rare that you come across Thanks Pak Dr. Harry Patria
standout talent like DR. Harry telah membantu dalam
Patria. meningkatkan kompetensi
Auditor dan Risk Advisory
I was in his class. The workshop Team kami Terkait Data
literally takes me to the "Jedy Analytics, Data Analytics baik
level" in Tableau and Python. Descriptive dan Diagnostics.
It is worth every penny. It was Pelatihannya sangat sangat
lovely tutorials. It really make Bermanfaat dan segera kami
the complex, simple!! implementasikan dalam Proses
Audit Kami.

Erwin Suparman Fery Iriyawan

Muhammad Rully Chaerul Shobar
Market Intelligence,Pricing General Manager Internal Audit
Senior Reservoir Engineer
and Contract Management at & Risk Advisory at
PT Pertamina Hulu Indonesia
Linde Indonesia PT Bukit Makmur Mandiri Utama

OUR FACILITATORS
Congratulations on your outsanding achievement Dr. Christy Dwita Mariana
Summa Cum Laude and Q1 Scopus publication in Finance Research Letters.

Innovation
Predictive
analytics
Knowledge

Business
Leadership model
Modeling
Optimization
Market
research

Data
Dr. Harry Patria, S.T., M.T., M.S.E. Big data
CEO & Chief Data Strategist
Simulation
Dr. Christy Dwita Mariana, S.T., M.M.
Senior Partner in Resources Industry Senior Partner in Financial & Service Industry
Design
thinking Risk
The Best and Youngest Graduate (cGPA 3.93) Ph.D. in Finance
The Best Graduate (cGPA 3.88) Ph.D.
Universitas Indonesia 2021 (2 years 6 months)
in Strategic Management UI 2020 (2 years 11 months)
The Best Graduate (cGPA 3.85) Master in Finance
The Best Graduate (cGPA 3.79) & Best Thesis of The Year
Management
Master in Economics UI 2015
PPM Manajemen 2015

1
4

PT. Strategi Transforma Infiniti PT. Strategi Transforma Infiniti Patria and Co.
Workshop
Schedules

3 meetings
Started on 22 January 2022
Saturday 09.00 – 10.30 WIB
Total: 4.5 hours
Investment: 1.75 juta

Early bird Rp 1.5 Juta

1
Payment
PT Strategi Transforma Infiniti
No Rekening 1060519093333 Bank Mandiri

2 Invoice
Slip pembayaran dikirim ke:
Admin: Wita 082134541614

3 Receiving Book Reference & Instruction

Buku referensi, data dan instruksi
manual akan diemail setelah payment
Practical References