Business & Financial Modelling Course: Excel for Analysts

Course Description

This intensive 5-day course equips finance professionals with advanced Excel skills and financial modelling techniques. Participants will learn to build robust, flexible models for forecasting, valuation, and business analysis. The course covers best practices in model design, sensitivity analysis, and data visualization to enhance decision-making.

Learning Objectives

• Master advanced Excel functions and tools for financial modeling
• Develop best practices for building flexible, error-free financial models
• Create integrated three-statement financial models
• Perform sensitivity analysis and scenario planning
• Build valuation models including DCF and comparable company analysis
• Enhance data visualization and model presentation skills

Course Modules

Day 1: Excel Foundations for Financial Modeling

• Excel setup and shortcuts for efficiency
• Key functions for financial analysis
• Data tables and scenario analysis
• Best practices in model design and structure

Day 2: Building Integrated Financial Statement Models

• Forecasting revenues and expenses
• Modeling the balance sheet and working capital
• Cash flow statement modeling
• Balancing and debugging financial models

Day 3: Advanced Financial Modeling Techniques

• Sensitivity analysis and data tables
• Scenario planning with macros
• Monte Carlo simulation basics
• Dashboard creation for model outputs

Day 4: Valuation Modeling

• Discounted Cash Flow (DCF) modeling
• Comparable company analysis
• Merger model basics
• Leveraged buyout (LBO) model introduction

Day 5: Model Application and Visualization

• Investment and project analysis models
• Advanced data visualization techniques
• Presenting model results effectively
• Best practices for model documentation

Practical Wins for Participants

• Build a comprehensive, error-free three-statement financial model
• Perform sensitivity analysis to identify key value drivers
• Create a DCF valuation model for investment analysis
• Develop an interactive dashboard to present financial model results