Rishi Sapra

Financial Modelling in the Banking Industry

Rishi Sapra
Technical Community leader, speaker, trainer and evangelist specialising in Power BI and Azure. Formally recognised by Microsoft as a Most Valuable Professional (MVP), Fast Track Recognised Solution Architect (FTRSA) and Microsoft Certified Trainer (MCT).
  • December 12, 2022

In this session you’ll learn how to:

  • Take industry Income Statement/Balance Sheet data for 4 Banks (Barclays, Citi, HSBC, Lloyds) and turn it into a financial reporting solution in Power BI
  • Create an interactive benchmarking report comparing the financial performance of the Banks on key metrics such as Income Growth, Cost:Income Ratio and Current Ratio -Create a simple Income Statement and Balance Sheet for each bank
  • Link the Income Statement and Balance sheet together through Retained Earnings -Introduce what-if scenario modelling for key variables such as headcount growth and annual change in loans/deposits


Click the button below to download the resources (Presentation Slides, PBIX Files, Tabular Editor scripts etc)

Financial Modelling in the Banking Industry ResourcesDownload

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Rishi Sapra