Financial Modeling

Participants in this Analyst Training Program module improve their efficiency in using Excel for financial modeling. Participants are introduced to a variety of techniques to allow for scenario and sensitivity analyses in fully integrated financial forecast models. Further topics include managing and cleaning up downloaded data efficiently, creating charts, printing, and an introduction to macros.
Finally, participants apply the techniques to an existing fully integrated model.

In reality, more time is wasted trying to find out why your model does not balance than the time you took to build it in the first place.
This session focuses on useful tips and tricks that can be used to interrogate the data in financial models and useful methods for finding errors quickly. It will also provide tips and tricks to reduce your error rate in the first place.

In reality, more time is wasted trying to find out why your model does not balance than the time you took to build it in the first place.
This session focuses on useful tips and tricks that can be used to interrogate the data in financial models and useful methods for finding errors quickly. It will also provide tips and tricks to reduce your error rate in the first place.

In this program we build a fully integrated financial statement forecast using a real case company.
A template is provided with the historical information already embedded and the assumptions already built. This allows the class to concentrate on the development of best practices that can be applied in any modeling context. A strong focus on integrity checking is maintained from the first session throughout. Minimizing error rate is the key to developing efficiency improving the reliability of your modeling in Excel.

If you have not done much financial modeling, then this is where you should start.
We begin with basic keyboard drills, and then rapidly progress to efficient formula construction and modeling best practice. We introduce basic checking techniques and stress the importance of integrity checking. We begin with a simplified projection, and then start projecting a company. Although simple, the sample company contains the basic parts common to all projection models.
We complete a basic projection, stress test it, and then add a revolver account. Finally we will add interest income and expense and deal with the resulting circularity. We finish with documentation and more integrity checking.