Financial Modeling for Business Analysts and Consultants

Master Financial Modeling in Excel: A Practical Guide for Business Analysts & Consultants

Are you a business analyst or consultant looking to quickly and effectively create financial models? This course provides a practical, step-by-step approach to financial modeling in Excel, designed to transform you into a proficient analyst in just days.

What You'll Learn:

• Financial Modeling vs. Business Modeling: Understand the key differences and when to use each. Learn to build standardized financial models for external stakeholders, focusing on key financial statements.
• Financial Statement Creation: Develop the ability to create accurate and insightful profit & loss statements, balance sheets, and cash flow statements.
• Model Integrity: Ensure your models are robust and reliable.
• Key Analyses & Conclusions: Extract valuable insights from your financial models to inform strategic decisions.
• Valuation Techniques: Learn fundamental valuation methods, including Discounted Cash Flow (DCF) and Multiplier methods.
• Cost & Balance Sheet Modeling: Master modeling cost positions (excluding depreciation) and balance sheet elements.
• Working Capital Management: Learn to model working capital positions, including debt, to understand a company's short-term financial health.
• Equity Modeling: Understand how to model equity and its relationship with shareholders.
• Capex & Depreciation: Gain expertise in modeling complex elements like capital expenditures and depreciation.
• Business Model Creation: Develop simplified business models (primarily P&L and Cash Flow statements) for situations where a full financial model isn't necessary. Access over 30 ready-made business model templates for various industries (e-commerce, marketplaces, real estate, subscriptions, etc.).

Why Choose This Course?

• Practical, Hands-On Approach: Learn by doing with real-life examples and step-by-step Excel files.
• 80/20 Rule Focus: Concentrate on the most impactful techniques for rapid model creation.
• Expert Instruction: Benefit from 15 years of experience as a consultant in top firms and as a Board Member, having overseen over 90 performance improvement projects generating $2 billion in additional EBITDA.
• Proven Methodology: Taught through a structured curriculum with downloadable Excel resources.
• Extensive Resources: Access additional presentations, videos, and book recommendations.
• Community Support: Ask questions and get direct support from the instructor.

Course Structure:

The course is divided into 10 sections, including:

• Introduction: Overview of financial modeling and its importance.
• Modeling of Profit & Loss Account: Cost modeling, P&L statement creation, and Capex/Depreciation.
• Working Capital: Modeling key working capital positions.
• Equity: Modeling equity and shareholder relations.
• Balance Sheet Modeling: Building a comprehensive balance sheet.
• Cash Flow Modeling: Creating and validating a cash flow statement.
• Analyses of the Financial Model: Drawing conclusions from a completed model.
• Valuation: Exploring DCF and Multiplier valuation methods.
• Business Modeling: Creating simplified business models.
• Resources: Downloadable Excel files, presentations, videos, and book recommendations.

Who Should Take This Course?

• Business Analysts
• Consultants
• Researchers
• Controllers
• Small and Medium Business Owners
• Startup Founders

Prerequisites:

• Basic Excel skills (formula writing)
• Fundamental knowledge of economics or finance

By the end of this course, you will be able to:

• Master financial modeling in Excel at a business analyst/consultant level.
• Understand the core challenges in financial modeling.
• Perform in-depth analyses of financial models.
• Utilize a ready-made financial model for your own projects.