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ROI-Team provides a library of financial modeling and business modeling resources

This web site evolved with the growing realization that there are simply no great sources for effectively learning the Business Analyst's job. That means analytical quality varies widely and analysts are often overworked and underappreciated. We decided our wealth of experience could make a difference.

ROI-Team’s mission is to provide Business Analysts the tools, training and skills to become expert business scenario modelers harnessing the full power of Microsoft Excel.

ROI-Team’s business modeling products and interactive excel training progressively build skills related to model design, data management, Excel formatting, Visual Basic and Excel, and specific analytical tools, all of which help Business Analysts become leading edge financial modelers. We offer one-stop shopping for technical, accounting, financial, and business problem solving.

Financial Modeling Methodology

ROI means Return on Investment. Investments should be made with balanced objectives, seeking both strategic and financial returns. Our focus is on the tools supporting financial objectives, which can be complex and confusing in even simple business settings.

We also believe in team alignment through financial clarity. Teams consist of individuals with unique perspectives, often competing for resources in support of their own projects. We foster tools that gather detailed information from every significant action team, to ensure that their wisdom is collected and that they are heard.

As information is being analyzed, well-organized output will ensure effective communication among decision-makers. Solid models will allow easy scenario revision to ensure that all courses are explored. And once the course of action is decided, we believe information should be readily formatted to communicate marching orders to managers accountable for tactical and operational decisions. Objectives will be clear, and managers will understand the priorities among their pet projects.

Finding the optimum course of action isn’t just about rational equations. People are involved, with emotional needs and political agendas. Effective tools will help you get your whole team on the same page – the right page.

ROI-Team was incorporated in July 2000 to train, consult to, and provide accurate timesaving tools for Chief Financial Officers, entrepreneurs, CPAs, venture capitalists, and other hard-working individuals performing financial analysis of business and government operations.

What our clients have to say

“Wow! I turned it on and learned something useful in the first 10 minutes!” Our clients have great things to say about our products and services.

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