Financial Modeling with Excel

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Please contact us at support@skopoz.com

Financial Modeling with Excel Training in Canada

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Learners: 315

Financial modeling is the task of building a financial model, or the process of using a financial model for financial decision making and analysis. Financial modeling is used to do historical analysis of a company’s performance, and to do projections of its financial performance into the future. Project finance is another area that lends itself to financial models. A project (such as a real estate investment or a new factory) can be analyzed using a financial model. It does not have to be complete business.

Financial Modeling is not just for the accountant or financial consultant, who are called upon to develop financial projections, but also for business owners and managers. With improved user interfaces and heavy use of graphics, it is now feasible for non-technical people to use a financial model to test options and make decisions based on the projected impact on profits and cash flow.

  • Overview of financial modeling
  • Understanding projections
  • Excel best practices foundation and exercises
  • Useful Excel shortcuts and functions
  • Gathering historical documents / information
  • Preparation of Income and Cash Flow statements and Balance Sheet
  • Ratio Analysis
  • Du Pont Analysis
  • Financial Statement Analysis
  • Valuation of Companies
  • Valuation of IPOs
  • Valuation of Merger & Acquisitions
  • Valuation of Bonds
  • Valuation of Equity
  • Leverage Buyout Analysis (LBOs)
  • Sensitivity/Scenario Analysis
  • Monte Carlo Simulation
  • Case Study
  • Software Analysts
  • Finance Managers
  • Risk Managers
  • Chief Financial Officer
  • Credit Managers
  • Buyout Specialists
  • Financial Analysts
  • Financial Controllers

Any people who are graduates, post-graduates, Engineers and MBA finance, FRM degree holders.

  • Some knowledge of basic word processing, computing, and spreadsheets
  • Familiarity with the Microsoft Office work environment
  • An understanding of the Internet and web-page functionality.