Session wise outline
Session-01: Fundamental of Financial modeling and forecasting
- What is Financial Modeling?
- Types of Financial Modeling
- What is financial model used for?
- Steps of financial modeling process
- Why Build a Financial Model?
Session-02: Excel tips and tricks
- Excel keyboard and mouse shortcuts
- Formulas and Functions
- Date, Time and Text
- Index Match
- Extract Top / Bottom 5 values
- Top 5 Values – Easier method
- Monthly / Quarterly totals from daily data
- Change from previous month / period
- Remove Blank Cells
- Remove duplicate combinations
- Change formulas quickly with FIND Replace
- Use Flash Fill to extract data quickly
- Distinct counts – the easy way with Pivot Tables
- Clone with CTRL
- Customize Quick Access Toolbar + Ribbon
Session-03: Modeling best practices
- Use color coding to distinguish between input and formulas
- Building standalone 3 statement model
- Clearly separate the assumptions
- Use clear headers and subheads
- Build in error checks
- Pull forward information where it helps.
- 6-point checklist of financial modeling in excel
Session-04: Building the forecast
- Top down analysis
- Bottom up analysis
- Regression analysis
- Year over year growth rate
- Practical: Preparing automated financial model using excel
Session-05: Linking the statements
- Begin by calculating revenue
- Create supporting schedules for capital assets
- Build the cash flow statement
- Practical: Linking the model with statement
Session-06: Presenting results
- Introduction to business intelligence (MS Power BI)
- Charts and visuals in Excel
How participants will benefit after course?
- Prepare a financial model on their company’s data
- To know the excel application on financial modeling
- Realistic prediction to get better insights of financial number
- Automating the long-term forecasting and projection
- Create sophisticated outputs for analysis, including beautiful tables, charts, and graphs
Target audience
Any professional who involve in financial decision-making process or helps decision makers by providing real time & actionable insights. This course is suitable for them who wants to build their career in Management Information System, Financial Analysis, Business Analytics & Strategic Business Planning related functions
Instructor
Rony Saha
Financial Analysis and Business Intelligence Professional.
Rony Saha, a Financial Management and Business Intelligence Professional with more than 10 years job experience in Accounting, Financial Analysis, Inventory Management, Business Planning, Business Process Management and Business Intelligence in different industries
Get financial insight quickly!
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