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How did you hear about the ModelOff competition? What made you want to get involved?

A Facebook ad in 2013 perked my interest and I had strong Excel skills so I entered. For $30, I thought why not?

Tell us a bit about your experiences in Round 1 and 2. Did you think you would make it to the World Finals?

My goal was a top 25-50 finish to try and push back into the World Rankings. Since my background is only marginally related to this style of financial analysis, I didn’t expect to finish in the top 16.

How did you get so good at Excel? Tell us a bit about your modelling training.

enhance Excel with external tools while still making the results useable for the standard Excel user. As a result, I’ve learned more about Excel than I could have ever imagined having integrated MATLAB via C#, constructed data feeds between various SQL databases, and RibbonUI element integration.
My modelling training focuses around actuarial models which are a bit different from these styles of financial models. Honestly, I approach the ModelOff case studies like I would word questions on an exam, using context clues and applying my economics and mathematics knowledge to carry me through.

What is/are your greatest achievement(s) – either personally or professionally?

First would be achieving my master’s and bachelor’s degrees in only 3 years. Second would be becoming a member of the Casualty Actuarial Society.
Third would be participating in the ModelOff Redmond Experience a few years ago. Depending on how well I represent myself, this experience will likely make the top 3.

Favorite Excel Shortcut(s):

ALT + F11: You can make anything happen with VBA.
ALT + E + S is a close second Excel 2003 era keycombo for paste.

What do you hope comes out of being a ModelOff Finalist?

I hope to use the finalist position and the prestige that it brings to continue improving the reputation of our small consulting firm. Becoming a ModelOff Finalist proves that we have elite talent at our small firm and that we know more than ‘just’ actuarial science.

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