Finance Model Audit Kit: 64 Checks Before You Send the Excel

A balanced financial model can still contain duplicate fees, incorrect debt deductions or hidden cash shortfalls.

The Finance Model Audit Kit gives you a structured way to review your model before delivery.

WHAT’S INCLUDED

• Editable Excel checklist with 64 checks covering model mechanics, forecasts, financial statements, cash flow, debt, valuation, transactions and returns.

• Status dropdowns, evidence fields and review progress tracking.

• Issue log for findings, financial impact, corrections and retests.

• 12 interactive formula examples using synthetic numbers.

• 13-page PDF guide with three worked error cases, formula references, five AI review prompts and a final release checklist.

WHO IT’S FOR

Corporate finance, FP&A and transaction analysts, associates and finance students who already understand the models they are reviewing.

HOW TO USE IT

Run the checks in your model, record evidence, resolve failures and document exceptions before the responsible reviewer approves release.

PRODUCT DETAILS

English-language Excel workbook and PDF guide, delivered together in a ZIP file. No macros or plug-ins required.

This is a manual review toolkit; it does not automatically scan or certify another workbook. Verify workbook behavior in your own Excel environment before use.

Single-user license, including use on commercial client assignments. Redistribution and resale of the toolkit are excluded.