Financial Modeling
1-2 Days
This is a multi-day modeling class for junior professionals tasked with forecasting a company’s financial performance. In this program, attendees build detailed forecasts of the income statement, balance sheet and cash flow statement using Excel. The course can be limited to a financial forecast or can be expanded to include sensitivity analysis and valuation.
Topics in this course include
How to forecast the income statement and balance sheet
How to build global forecasting assumptions
Build effective working capital schedules
Incorporating debt schedules into the forecast
Building credit metrics schedules
Adding DCF valuation analysis to a forecast
Sensitizing the forecast
Step-by-Step Guidance
Class Structure:
This online class is coordinated with videos and exercises. At the end of each learning module, attendees complete exercises and later review the solutions to cement understanding. Quizzes and a final exam are options for attendees to demonstrate mastery.
Target Audience:
This class is aimed at professionals responsible for building financial models. Specific examples include:
- Analysts
- Associates
- Product Specialists
- Internal and external auditors
- Examiners
