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Financial Modeling Bootcamp

at NYIM Training - Midtown

Master the advanced Excel, financial modeling, corporate finance, and accounting skills you need to succeed as a financial analyst. Build a financial model to value a public company and learn industry best practices from experienced professionals. Prepare for a successful career in finance at NYIM Training.

Course Details
Price $995
Start Date

Wed, Mar 06, 10:00am - Mar 08, 5:00pm Eastern Time ( 3 sessions )
Next start dates ( 2)

20 seats left Need more seats? See group options for 8+

Location Midtown, Manhattan
185 Madison Ave 3rd Floor
At 34th St
New York, New York 10016
(Map)
Important
Class Level Advanced
Age Requirements 18 and older
Average Class Size 6
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Start Dates (3)

NYIM
185 Madison Ave, New York, NY
TBD
$995
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  • Wed, Mar 06 at 10:00am - 5:00pm
  • Thu, Mar 07 at 10:00am - 5:00pm
  • Fri, Mar 08 at 10:00am - 5:00pm
NYIM
185 Madison Ave, New York, NY
TBD
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  • Tue, May 21 at 10:00am - 5:00pm
  • Wed, May 22 at 10:00am - 5:00pm
  • Thu, May 23 at 10:00am - 5:00pm
NYIM
185 Madison Ave, New York, NY
TBD
$995
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  • Mon, Aug 19 at 10:00am - 5:00pm
  • Tue, Aug 20 at 10:00am - 5:00pm
  • Wed, Aug 21 at 10:00am - 5:00pm
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Class Description

Description

What you'll learn in this finance training:

Master the skills you need to succeed as a financial analyst. This bootcamp will cover advanced Excel for finance, corporate finance and accounting principles, and financial analysis and valuation.

Master the advanced Excel, financial modeling, corporate finance, and accounting skills you need to succeed as a financial analyst. Build a financial model to value a public company, and learn industry best practices from experienced investment bankers and hedge fund analysts.

  • Advanced Excel for Financial Modeling: Master advanced techniques including sensitivity analysis, financial functions, modeling shortcuts, and cash flow projection tools.
  • Crash Course in Finance & Accounting: Review corporate finance and accounting concepts, including enterprise value, financial statements, investments, and corporate valuation.
  • Real-World Financial Modeling Project: Create a valuation model for a public restaurant company using current financial data. Review company presentations, earnings releases, and financial reports to determine the model drivers and assumptions. Derive a share value using corporate valuation principles and evaluate the stock for a potential investment.

Prerequisite:

Prior financial experience is helpful, but not required. Those without a finance or accounting background will receive a short guide prior to the course (request upon registration) to acclimate themselves to terminology.

Excel proficiency equivalent to Intermediate Excel for Business is required, including VLOOKUP, Pivot Tables, and IF statements.

What You’ll Learn at a Glance

  • Advanced Excel for Finance: Financial functions, advanced formulas, Data Tables, & Excel tricks
  • Corporate Finance: Market Capitalization, Enterprise Value, Stocks & Bonds, NPV, IRR
  • Financial Accounting: Financial statements, financial ratios, and working capital
  • Company Analysis: Analyze companies through financial statements, presentations, & recent news
  • Discount Cash Flow Modeling: Project and discount future cash flows
  • Corporate Valuation: Corporate valuation principles to value companies
  • Financial Analyst Best Practices: Tips and tricks financial analysts need to know
  • Investment Banking Interviews: Review concepts typically asked in investment banking interviews

Course Syllabus

  • Day I: Advanced Excel for Financial Modeling
    • Advanced techniques to Expedite Workflow
    • Advanced Analytical Tools & Sensitivity Analysis
    • Database Functions for Finance
    • Functions for Financial Modeling
  • Day II: Intro to Corporate Finance, Accounting, & Modeling
    • Intro to Corporate Finance
    • Enterprise value
    • Financial Accounting & Statement Analysis
    • Integrated Financial Modeling
    • Intro to DCF Modeling
    • Sensitivity Analysis
    • Intro to LBO Modeling
  • Day III: In-depth Financial Modeling & Valuation
    • Company Analysis
    • Financial projections
    • Terminal Value
    • Discounting Cash Flows
    • Corporate Valuation
    • Final Analysis & Reasonability Testing

Learn more about Financial Modeling Bootcamp at NYIM Training


Syllabus

Day I: Advanced Excel for Financial Modeling

Advanced techniques to Expedite Workflow

  • Efficient formula writing
  • Formula & model auditing
  • Advanced cell locking
  • Hot Keys to work without the mouse
  • Windows & work with multiple applications
  • Go To Special
  • Paste Special
  • Project #1: Revenue build-up by store count and same store sales growth

Advanced Analytical Tools & Sensitivity Analysis

  • Goal Seek
  • Data Tables
  • Scenario Manager
  • Project #2: Cash flow modeling & sensitivity analysis

Database Functions for Finance

  • Advanced SUMIFS
  • VLOOKUP-MATCH
  • INDEX-MATCH

Functions for Financial Modeling

  • Financial functions
  • Date functions
  • Nested IF statements
  • IF Statements with AND/OR
  • CHOOSE function
  • Weighted average calculations
  • IFERROR
  • Projects #3: Loan amortization model

Day II: Intro to Corporate Finance, Accounting, & Modeling

Intro to Corporate Finance

  • Net Present Value (NPV) and Internal Rate of Return (IRR)
  • How are PV and IRR used in financial modeling?
  • How companies raise capital through debt and equity issuances

Enterprise value

  • Stocks, dividend yields, trading terminologoy, and valuation metrics
  • Market Capitalization: Calculate the market cap for public companies
  • Shares outstanding: How does share count change over time?
  • Enterprise Value: Calculate the enterprise value for public companies

Financial Accounting & Statement Analysis

  • Cash vs. accrual accounting
  • Assets = Liabilities + Shareholder's Equity
  • Annual and quarterly filings, and press releases
  • Income Statement: Analyze line items on an income statement; calculate growth rates, and TTM
  • Balance Sheet: Review assets, liabilities and shareholder's equity
  • Cash Flow Statement: Analyze a public company cash flow statement
  • Working Capital: Calculate and understand working capital

Integrated Financial Modeling

  • Calculate historical ratios for revenue growth, margins, and working capital
  • Project cash flows based on historical metrics
  • Create debt, equity, and working capital supporting schedules
  • Review how financial statements tie together and balance the model
  • Integrate the income statement, balance sheet, and cash flow statement in Excel

Intro to DCF Modeling

  • Calculate unlevered free cash flow from the integrated model
  • Discount cash flows using the WACC
  • Derive a share price from total company value

Sensitivity Analysis

  • Use Data Tables to sensitize the model's key inputs
  • Conditional Format with formulas to highlight cells that meet certain criteria
  • Calculate the revenue growth required to hit a certain share price

Intro to LBO Modeling

  • Review Leveraged Buyouts (LBOs) basics
  • Create a simple LBO model
  • Calculate the IRR and Equity Multiple

Day III: In-depth Financial Modeling & Valuation

Company Analysis

  • Discuss the business model and value drivers of a public restaurant company
  • Capital Structure: Calculate the total enterprise value and build a capital structure table
  • Historical Financials: Populate the historical financials
  • Ratios: Calculate the financial ratios

Financial projections

  • Create financial projections for revenues
  • Create financial projections for expenses
  • Create projections for the working capital items

Terminal Value

  • Estimate the company's terminal value using the Gordon Growth Model

Discounting Cash Flows

  • Use CAPM to estimate the company's cost of equity
  • Calculate the weighted average cost of capital (WACC)
  • Discount future cash flows with the midpoint convention

Corporate Valuation

  • Calculate the diluted shares outstanding using the treasury stock method
  • Derive a value per share from total enterprise value

Final Analysis & Reasonability Testing

  • Where does our model need additional analysis?
  • How does our value per share compare to the current price?
  • How do our financial projections compare to management's and the analyst community
  • Analyze the output and determine reasonability of the model and assumptions
  • What areas or assumptions require additional research?
  • What assumptions drive the valuation and how would changes impact our thesis
  • Should we invest in the stock at current prices?

Refund Policy

  • Students may cancel up to 11 business days before the class/program start date and receive a refund, less the registration fee (10% of the undiscounted course price).
  • Cancellations within 11 business days are not permitted, but students may reschedule up to 4 business days before the class start date.

For cancellations and reschedules, please email us at [email protected]

Reviews of Classes at NYIM Training (742)

(4.5-star rating across 742 reviews)
  • Financial Modeling Bootcamp

    Reviewed by Jose Gonzalez on 5/6/2014
    I'm really happy with this class, I think it was well structured in terms of the assigned tasks and I was properly assisted by the teacher in each of the opportunities I demanded. This is a very useful course.
  • Financial Modeling Bootcamp

    Reviewed by Patrice H. on 4/9/2015
  • Financial Modeling Bootcamp

    Reviewed by Hailey I. on 2/17/2015
  • Financial Modeling Bootcamp

    Reviewed by Anna D. on 2/17/2015
  • Financial Modeling Bootcamp

    Anonymous review on 1/8/2015
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Review Summary by CourseHorse

Students who have taken the Financial Modeling Bootcamp class express satisfaction with the structure of the course and the level of support from their teacher. They feel that the assigned tasks were well-designed and that they received the necessary assistance. Overall, they consider the class to be useful in terms of the skills they were able to acquire. Quote: "I learned a lot from this class and found it to be very useful."

Questions & Answers (1)

Get quick answers from CourseHorse and past students.

Question from Anonymous
Is NYIM accredited by American Council of Education?
Answer from Georgia C. CourseHorse StaffCourseHorse Staff
Hi there, unfortunately, no.
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We are located in New York City on 34th street and Madison Avenue, a few blocks from Penn Station, Port Authority and Times Square. You may also attend this class live online (virtual training) via Zoom. We will reach out with additional information, including the Zoom info and class files.

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