Often, a financial modeler will be engaged by a client to deliver a financial model by a given date. Typically, these are the kinds of assignments taken by freelance financial modelers. The modeler is responsible for not just delivering the model but managing the engagement with the client and also managing the project.
This chapter introduces the financial modeling life cycle to manage the client engagement and delivery of a financial model. Following the processes discussed in this chapter will ensure successful delivery of the model.