Model Maintenance & Roll Forwards
Models are living tools, not static artifacts. Over time, actual results deviate from forecasts, assumptions change, markets evolve, and new information emerges. To maintain relevance and accuracy, financial models require consistent maintenance, updates, and roll forward adjustments.
Synpact Consulting offers Model Maintenance & Roll Forwards services that ensure your forecasting and valuation models remain current, reliable, and aligned with real-world performance. We refresh assumptions, integrate actuals, update scenarios, and preserve model integrity so your analytical tools continue to drive accurate decision making.
Why Choose Synpact for Model Maintenance & Roll Forwards
- Continuity & Institutional Memory: We preserve assumptions, logic, and scenario structure while updating models—as opposed to rebuilding from scratch.
- Accurate Roll Forward Logic: Integrate actuals, adjust forecasts, refresh assumptions, and roll models forward seamlessly across periods.
- Robust Version Control: Maintain historical versions, change logs, and traceability of updates for auditability.
- Scenario Recalibration: Adjust scenario sensitivities based on observed variances and evolving outlooks.
- Model Health Checks & Revalidation: Re-run checks, error traps, ratio validation and ensure model consistency after updates.
- Flexible Engagement Depth: From periodic (monthly/quarterly) refreshes to ad hoc updates after surprises or strategy shifts.
- Timely Delivery: We ensure maintenance is done promptly so updated models are ready when needed for board reviews, investor updates, or valuation refreshes.
Our Services in Model Maintenance & Roll Forwards
- Actuals Integration & Adjustment – Import actual financials, reconcile with forecast, adjust for one‑offs or restatements, and reset baseline.
- Assumption Recalibration – Update growth rates, cost assumptions, margins, macro inputs, and key drivers in light of new data and trends.
- Forecast Roll Forward – Extend forecasts by one or more periods: shift base, update future years, ensure consistency in linkage across statements.
- Scenario Update & Sensitivity Revision – Re‑evaluate bull / base / bear cases; adjust sensitivity ranges based on actual vs forecast deviations or market shifts.
- Error Checks & Sanity Testing – Re-run checks such as balance sheet closure, cash reconciliation, ratio sanity, and dynamic error traps.
- Versioning & Documentation – Create archived versions with change logs, version identifiers, and narrative notes explaining updates.
- Model Governance & Audit Support – Provide audit trails, assumption change summaries, and model integrity review for third parties or stakeholders.
- Deliverable Outputs – Updated model (Excel), summary change memo, key forecast deviations report, scenario snapshots for stakeholder review.
Process & Workflow
- Kickoff & Scoping – Define update frequency (monthly, quarterly, annual), scope of roll forward, model sections to refresh.
- Gather Actuals & Inputs – Obtain financials, variance analyses, macro updates, updated assumptions.
- Baseline Reconciliation – Reconcile forecast vs actual, isolate deviations, input adjustments.
- Assumption Refresh – Update drivers, margins, growth, capital plans, working capital assumptions.
- Forecast Roll Forward & Linking – Extend forecast horizon, re‑link statements, ensure consistency.
- Scenario & Sensitivity Revision – Update scenario modules and sensitivity tables.
- Validation, Checks & Delivery – Run integrity checks, freeze version, document changes, deliver updated model and change memo.
Industries & Use Cases
Industries / Sectors Covered:
- Technology & SaaS
- Healthcare / Life Sciences
- Clean Energy & Sustainability
- Consumer / Retail
- Industrial / Manufacturing
- Fintech & Financial Services
Use Cases:
- Quarterly / Annual Budget Updates & Roll Forward
- Investor / Board Updates & Forecast Refresh
- Valuation Re‑runs for Interim Events (e.g. market shocks)
- Performance Variance Analysis & Forecast Adjustment
- Strategic Planning Adjustments after Market Shifts
- Maintaining Models in Long Horizon Forecasts
Frequently Asked Questions (FAQs)
Q: How often should you roll forward a model?
A: It depends on business rhythm—but monthly, quarterly, or semi‑annual updates are common in dynamic settings.
Q: Do you rebuild the model or just update?
A: We typically roll forward the existing model—preserving structure, assumptions, and logic—unless significant changes require a rebuild.
Q: How long will a model update take?
A: For modest updates (quarterly), typically 1–2 business days. For more complex refreshes (with structural changes), it may take longer.
Q: What deliverables do you provide?
A: Updated Excel model, change log / memo summarizing updates, scenario snapshots, and forecast deviation report.
Q: Will previous scenarios be retained?
A: Yes — we archive past versions and maintain scenario snapshots for reference and audit.
Call to Action
Ensure your financial models stay current, precise, and decision‑ready.
Synpact Consulting delivers expert model maintenance, roll forwards, and governance—keeping your analytical tools aligned with reality.
Contact: [email protected] to arrange model refreshes or discuss your maintenance mandate.