Financial Modeling

Financial Modeling Online Course

Build comprehensive financial models using Excel or specialised software, covering topics like forecasting, budgeting, valuation, and scenario analysis. Additionally, you’ll explore advanced techniques for modeling financial statements, performing sensitivity analysis, and making informed business decisions based on these models.

While mastering basic and intermediate Excel functions is valuable, for larger companies, these skills may not be enough to meet complex financial accounting needs. This course goes beyond the basics, equipping you with the advanced Excel techniques needed to significantly improve your company’s control over its financials. By diving into topics such as creating comprehensive reports from multiple sources, simplifying reporting structures, and building effective reconciliation models, you’ll gain a deeper understanding of financial management.

You will learn how to develop dynamic reports where actuals, budgets, and prior years can be easily updated, helping you stay on top of fluctuating financial data. The course also covers techniques for compiling age analyses in just minutes, as well as creating amortization tables to streamline asset management and forecasting. With these enhanced Excel skills, you’ll be prepared to tackle more complex financial challenges and contribute more effectively to your company’s financial strategy and decision-making processes.

Course Content

  • Creating a pivot table to use as a database
  • Consolidating multiple pivot tables
  • Updating multiple pivot tables
  • Converting multiple columns into a database format
  • Introduction
  • Setting up the structure
  • Checking source data
  • Consolidating source data
  • Creating a mapping table, mapping data and validating mapping
  • Complete the report
  • Introduction
  • Numbering data automatically and making it unique
  • Steps in reconciling data (one list)
  • Reconciling two lists
  • Introduction
  • Using indirect formula to report on column format data
  • Introduction
  • Fixing the dates and calculating the number of days old
  • Creating the mapping table
  • Finishing the age analysis and reporting
  • Amortisation table where the rates stay consistent
  • Amortisation tables where the rates and capital payments can change
  • Introduction
  • Fixing the signage
  • Creating adjustment columns
  • Creating a mapping table
  • Finishing the cash flow statement
  • Non-accredited: Short course only  
  • Duration: 1h 30m
  • Delivery: Classroom/Online/Blended
  • Access Period: 12 Months 
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