Financial Modeling Bootcamp

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