Selected Engagements
Every organisation is different. The engagements below illustrate the types of work Modelize has delivered across finance transformation, financial modelling, data analytics and regulatory reporting.
Smart Energy Code (SECCo)
Finance Transformation & Data Analytics
Executive reporting, Power BI dashboards and finance data transformation.
UK Energy Regulation
Regulatory Financial Modelling
Complex price control and regulatory models.
AI in Financial Modelling
Research & Innovation
Evaluating AI for finance and financial modelling.
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AI in Financial Modelling
Research & Innovation
Challenge
Generative AI has significant potential to improve financial modelling productivity, but organisations need to understand where it can add value while maintaining governance, transparency and model quality.
Approach
Undertook independent research evaluating the use of large language models to generate financial models of increasing complexity. Compared AI-generated outputs against recognised financial modelling standards, measuring quality, maintainability and the level of human intervention required.
Outcome
Developed practical insight into AI's role within financial modelling
Identified where AI can improve productivity
Evaluated governance considerations and model risk
Created a framework for responsible AI adoption within finance teams
Technologies Used
ChatGPT • Claude • Excel • Financial Modelling
UK Energy Regulation
Regulatory Financial Modelling
Challenge
Energy sector organisations require complex financial models to support regulatory submissions, price controls and long-term investment planning. These models must balance technical accuracy with transparency and auditability.
Approach
Designed and enhanced large-scale financial models supporting regulatory price control submissions. Developed robust forecasting methodologies, scenario analysis and governance processes while ensuring models remained transparent, maintainable and suitable for independent review.
Outcome
Supported successful regulatory submissions
Improved model governance and transparency
Enhanced confidence in regulatory financial outputs
Reduced model risk through structured modelling practices
Technologies Used
Excel • Financial Modelling • Regulatory Economics • Scenario Analysis
Clearbank
Financial Modelling & FP&A Transformation
Challenge
ClearBank required enhancements to its financial planning and analysis capability to support a rapidly growing business. Existing models and reporting processes needed to evolve alongside increasing organisational complexity and management reporting requirements.
Approach
Worked within the FP&A function to develop and enhance integrated financial models supporting budgeting, forecasting and business planning. Improved reporting processes, model transparency and decision-support capability while working closely with finance leadership and key stakeholders.
Outcome
Enhanced forecasting capability
Improved financial planning processes
Increased confidence in management reporting
Supported strategic decision-making through robust financial models
Enhanced forecasting capability
Technologies Used
Excel • Financial Modelling • FP&A • Forecasting
Smart Energy Code Company (SECCo)
Finance Transformation & Data Analytics
Challenge
The Smart Energy Code Company required modern executive reporting across finance and operational performance. Reporting relied on multiple spreadsheets and manual processes, making it difficult to produce consistent management information and provide timely insight to senior stakeholders.
Approach
Designed and implemented a comprehensive Power BI reporting solution covering finance, KPIs, service levels, stakeholder engagement, contracts, modifications and executive reporting. Developed an underlying finance data model using Power Query and established automated reporting processes with intuitive dashboards for board and executive users.
Outcome
Delivered a modern executive reporting platform
Automated previously manual reporting processes
Improved visibility of organisational performance
Successfully completed user training and knowledge transfer
Technologies Used
Power BI • Power Query • Excel • SharePoint