About
I have a wealth of financial and data modelling experience across financial and professional services having worked at two of the Big 4 accounting firms (PwC & KPMG), Investec Bank Corporate Finance & Advisory and National Australia Bank.
I spent 2 decades in corporate across professional services, investment and commercial banking. I was a judge at the world’s first Financial Modelling Innovation Awards and presented at the Power BI Global Summit in 2022.
I was also previously the CFO of fintech start-up Banjo (SME lender) and Sequel CFO whilst founding Model Citizn, a financial modelling, analytics and automation consultancy firm following my 20 years in corporate.
Model Citizn helps all businesses and governments simplify their complexity in order to make relevant, informed and purposeful decisions with insight by better managing cashflow and their Excel and Power BI environment.
I have run numerous face to face workshops across Australia, New Zealand, India, Sri Lanka and South Africa on financial modelling, data analytics and data visualisation using Power BI on behalf of ACCA and CA ANZ (CA Catalyst) and other training organisations.
I have delivered a number of online training workshops in financial modelling and Power BI on behalf of CCH whilst also being a certified trainer for the Financial Modeling Institute (FMI) and wrote a large portion of the CA (ANZ) study guide on financial modelling having previously being the co-founder of Full Stack Modeller.
Recently I co-founded EXL Cloud which provides a SAAS solution to accounting and finance professionals looking to leverage cloud data but keeping it inside Excel.
For more information refer to www.modelcitizn.com
Or email [email protected]
Articles by Lance
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Synchronising Success: The Art of Perfecting and Aligning Financial & Data Models
Synchronising Success: The Art of Perfecting and Aligning Financial & Data Models
By Lance Rubin
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Building a Financial Modelling Strategy for a Business
Building a Financial Modelling Strategy for a Business
By Lance Rubin
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LAMBDA – the new Excel Paradigm for Modeling
LAMBDA – the new Excel Paradigm for Modeling
By Lance Rubin
Contributions
Activity
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Should we no longer teach people not to reference full columns in Excel. Such as A:A? When I train I discourage referencing an entire column because…
Should we no longer teach people not to reference full columns in Excel. Such as A:A? When I train I discourage referencing an entire column because…
Liked by Lance Rubin
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With over 34,000 learners and 4.8 stars, "Excel for Finance: Building a Three-Statement Operating Model" has been very well-received by students on…
With over 34,000 learners and 4.8 stars, "Excel for Finance: Building a Three-Statement Operating Model" has been very well-received by students on…
Liked by Lance Rubin
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We’re launching our Tech Talk series with a compelling case study on transforming the Accounts Receivable process for a client managing 273 stores…
We’re launching our Tech Talk series with a compelling case study on transforming the Accounts Receivable process for a client managing 273 stores…
Liked by Lance Rubin
Experience
Education
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Australian Tax and Corporate Law
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I maintained my overall distinction in Accounting whilst also representing South Africa in the Taekwon-do world championships in St Pietersberg, Russia.
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Following completion of the board exam first time I was admitted as a member of the South African Chartered Accountants following completion of articles at PwC.
Licenses & Certifications
Volunteer Experience
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Head of Performance Management & Rates Validation
NAB
- 11 months
Social Services
Recently assisted Able Australia (www.ableaustralia.org.au) and a group of nab graduates build a financial model as part of their community project. This project was not only beneficial to the client (who had a decision making tool built for "free" as a value add) but also valuable experience for the grads and for me taking a mentoring role and doing no model development only review.
Able awarded our team with a certificate of appreciation for generous support and participation in their…Recently assisted Able Australia (www.ableaustralia.org.au) and a group of nab graduates build a financial model as part of their community project. This project was not only beneficial to the client (who had a decision making tool built for "free" as a value add) but also valuable experience for the grads and for me taking a mentoring role and doing no model development only review.
Able awarded our team with a certificate of appreciation for generous support and participation in their community project.
Who said Financial Modelling can't change people's lives !! -
Treasurer
Maccabi Ajax Junior Cricket Club
- 4 years 6 months
Children
Helping the cricket club with its accounting and finance matters
Publications
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Financial Modelling Study Guide
CA ANZ / Wiley
The study guide supports the Financial Modelling Elective.
In this elective, candidates will combine their technical and professional expertise with practical financial modelling approaches, enabling them to contribute to solving business problems and making business decisions.
You will explore best practice financial modelling principles and develop the skills and knowledge to prepare robust, flexible and transparent financial models.
You will learn to critically…The study guide supports the Financial Modelling Elective.
In this elective, candidates will combine their technical and professional expertise with practical financial modelling approaches, enabling them to contribute to solving business problems and making business decisions.
You will explore best practice financial modelling principles and develop the skills and knowledge to prepare robust, flexible and transparent financial models.
You will learn to critically evaluate existing financial models to determine their usefulness and identify opportunities to improve their fitness for purpose.
You will practice applying professional judgement when developing financial models to ensure the inputs and assumptions used to create financial models produce outcomes that are relevant and that add value.
Note Lance is a co-author of the guide amongst others.
Languages
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Afrikaans
Limited working proficiency
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English
Full professional proficiency
Recommendations received
18 people have recommended Lance
Join now to viewMore activity by Lance
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I had the pleasure of sitting down with Sumeyya Ilanbey from The Age to talk about new NAB research that tells us six in 10 SMEs are planning to…
I had the pleasure of sitting down with Sumeyya Ilanbey from The Age to talk about new NAB research that tells us six in 10 SMEs are planning to…
Liked by Lance Rubin
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