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How to find a job with Financial Models skills

How is Financial Models used?

Zippia reviewed thousands of resumes to understand how financial models is used in different jobs. Explore the list of common job responsibilities related to financial models below:

  • Analyzed settlement alternatives and wrote recommendations to internal committees outlining financial models as integrated three statements and projected cash flows.
  • Used and adjusted deterministic financial models or Monte Carlo simulations to perform the comprehensive risk analysis of each individual customer.
  • Created and maintained extensive product database of local Automotive sector and compiled financial models to analyze and valuate automotive corporations.
  • Developed financial models to analyze historical and projected financial performance assuming changes in capital structure and business combinations.
  • Conducted industry research and developed financial models and methodologies for measuring financial losses sustained by third-party businesses.
  • Created and conducted channel/region analyses and financial models of product sales permitting formulation of improved geographical strategies.

Are Financial Models skills in demand?

Yes, financial models skills are in demand today. Currently, 11,646 job openings list financial models skills as a requirement. The job descriptions that most frequently include financial models skills are advisory system analyst, private equity internship, and equity research internship.

How hard is it to learn Financial Models?

Based on the average complexity level of the jobs that use financial models the most: advisory system analyst, private equity internship, and equity research internship. The complexity level of these jobs is challenging.

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What jobs can you get with Financial Models skills?

You can get a job as a advisory system analyst, private equity internship, and equity research internship with financial models skills. After analyzing resumes and job postings, we identified these as the most common job titles for candidates with financial models skills.

Advisory System Analyst

Job description:

An advisory system analyst helps system developers design, develop, and fine-tune a company's systems. This position's advisory role is vital to the continued improvement of a company. An advisory system analyst must monitor all existing systems in the company, determine areas that need improvement, pinpoint weaknesses, and provide recommendations for improvements. They must have a keen eye for detail, work well under pressure, and have a solid background in systems technology.

  • Financial Models
  • Macro
  • CRM
  • Mergers
  • Tableau
  • Onsite

Private Equity Internship

Job description:

A private equity internship typically lasts up to 3-6 months. Internship encounters may differ depending on the structures and sizes of the firms. The primary responsibility of a private equity intern then is to assists the associate or analyst. The intern's tasks include creating financial models, reviewing the Confidential Information Memorandum, and helping in the analysis process. Interns observe the portfolio of the companies as well as find new deals by calling clients by phone or sending them emails. Also, interns handle administrative tasks and assist in evaluating operational forecasts and budgets for possible and active investments.

  • Financial Models
  • Due Diligence
  • Wealth Management
  • Private Equity Firm
  • Market Research
  • Portfolio Companies

Equity Research Internship

Job description:

The tasks of an equity research intern involve data and information collection, data analysis, and presentations and reports. Equity research interns seek to market and industry data. They assist in model updates after company news and earnings calls. It is their job to summarize news and corporate events for the whole team. They update the lists of public corporations and any valuation data. The skills necessary in carrying out this job include micro-analytical skills, attention to detail, research, data management, and marketing skills.

  • Financial Models
  • Portfolio Holdings
  • DCF
  • Fundamental Analysis
  • Valuation Models
  • R

Lead Portfolio Manager

Job description:

A portfolio manager can be called a wealth manager responsible for developing and managing investment allocation for different clients. Their focus is on the critical aspect of investing money. Often, they work with individuals to assess and determine what strategy will be done for investment. They are the one who creates an investment package according to what the clients want. Also, this career provides security and protection for clients to ensure the return of investment.

  • Project Management
  • Financial Models
  • Customer Satisfaction
  • ROI
  • Portfolio Management
  • Business Development

Junior Research Associate

  • Financial Models
  • Macro
  • Bloomberg
  • R
  • User Interface
  • Statistical Analysis

Director Of Market Analysis

Job description:

A Market Analysis Director manages projects to create technology ecosystems, company risk profiles, industry trends, and product lines. They handle all operational aspects such as aviation, medical transportation, medical and insurance meeting planning. A Market Analysis Director also evaluates company production quality that increases ROI. They also price all deals as per the ROI objectives and maintains competitive offers that match the internal risk prototype.

  • Financial Models
  • Public Policy
  • Contract Negotiations
  • Financial Analysis
  • Data Analysis
  • Market Analysis

Equity Research Analyst

Job description:

An equity research analyst is responsible for analyzing stock and securities markets, generating reports and performance projections, and advising clients on the best options for clients' financial portfolios. Equity research analysts should have excellent knowledge of the current stock market trends, especially the availability of the securities to identify investments that would sell in public. They evaluate the clients' needs out of their investment interests and risk appetite. An equity research analyst must be highly-communicative and analytical, especially on responding to clients' inquiries and concerns and informing investment managers on the stock and securities available.

  • Financial Models
  • Macro
  • Securities
  • Equity Portfolio
  • Equities
  • Fundamental Analysis

Graduate Consultant

  • R
  • Financial Models
  • Market Research
  • Data Analysis
  • Data Collection
  • Statistical Analysis

Investment Banking Analyst

Job description:

An Investment Banking Analyst reviews and analyzes data for investment banking portfolios. They work with individuals and businesses to suggest potential investments for their clients.

  • Financial Models
  • Discounted Cash Flow
  • Healthcare
  • Capital Markets
  • Private Equity
  • PowerPoint

Summer Associate

Job description:

Summer associates are law students hired seasonally by law firms. The aim is for future lawyers to be exposed to the practical aspects of a firm. Typically, this program lasts for nine weeks, beginning in May and running through July. Summer associates are expected to be friendly and kind to people, preserve company reputation, support other associates, and perform legal tasks appropriately.

  • PowerPoint
  • Litigation
  • Financial Models
  • Due Diligence
  • Legal Memos
  • Private Equity

Financial Analyst Internship

Job description:

A financial analyst intern is responsible for supporting an organization with financial activities and tasks. Typical duties and responsibilities may include creating and analyzing financial reports, preparing financial statements, and helping with audits. You may be asked to perform some administrative tasks while observing the various aspects of portfolio management, accounting, and financial reporting. As a financial analyst intern, you are expected to conduct competitive analysis and market research and help prepare reports and recommendations on due diligence. You are also expected to join in on meetings and calls with company prospects.

  • Financial Models
  • Data Analysis
  • Market Research
  • Financial Data
  • R
  • Financial Statement Analysis

Market Research Associate

Job description:

A market research associate is responsible for conducting data and statistical analysis within the current market trends to identify business opportunities that would generate more revenue resources and increase the company's profitability. Market research associates analyze research methods, perform consumer surveys, and plan interviews. They also assist the marketing team in developing promotional materials and campaigns, monitor social media content, and manage press releases. A market research associate must have excellent organizational and communication skills, especially in interacting with correspondents and meeting timelines.

  • PowerPoint
  • Financial Models
  • Macro
  • Capital Markets
  • Sales Floor
  • Research Reports

Corporate Development Director

Job description:

Corporate Development Directors are executives with high business acumen. They oversee the business development initiatives of the company, often spearheading these activities. Corporate Development Directors closely follow the industry's current trends and economy, which would affect the market and its consumers. They analyze these trends to create initiatives that would bring further success to the business. Corporate development directors should uphold the company's image and ensure that business development initiatives align with the company's branding.

  • Corporate Development
  • Project Management
  • Financial Models
  • Business Development
  • HR
  • Mergers

Finance Planning Manager

Job description:

A finance planning manager oversees the budget and finance development processes within a company. Their responsibilities revolve around analyzing financial records, participating in auditing processes, producing reports and forecasts, and coordinating with different company personnel to obtain accurate data. A finance planning manager must also utilize fiscal tools, devise new business strategies and opportunities, and keep abreast of all the company's upcoming projects. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.

  • Financial Analysis
  • Financial Planning Analysis
  • Financial Models
  • Financial Performance
  • Hyperion
  • Financial Data

Equity Analyst

Job description:

An equity analyst's role is to help clients navigate through stocks and bonds using their expertise. In a company setting, their responsibilities revolve around performing extensive research and analysis on areas such as the stock market, coordinating with different departments to gather necessary data, identifying new opportunities, preparing and analyzing the company's financial records, and creating forecast models. Furthermore, as an equity analyst, it is essential to make recommendations in adherence to the company's policies and regulations, including its vision and mission.

  • Financial Models
  • Equities
  • Discounted Cash Flow
  • Securities
  • Portfolio Companies
  • Real Estate

Rate Analyst

Job description:

A rate analyst is responsible for conducting data and statistical analysis to evaluate the accurate service rates and charges for various commercial and industrial purposes. Rate analysts review the current market performance to generate rate reports and discuss service costs through comprehensive graphs and illustrations. They also analyze consumer demands and consider the factors that may affect the constant changes in charges. A rate analyst must have excellent communication and analytical skills, especially in ensuring that rate decisions comply with the regulatory guidelines and federal requirements.

  • PowerPoint
  • Tariffs
  • Financial Models
  • Strong Analytical
  • Rate Design
  • Financial Analysis

Senior Investment Analyst

Job description:

A senior investment analyst specializes in recommending the best investment practices for a company or an organization. They coordinate with different departments to gather and analyze data, conduct extensive research and analysis to find ideal investment opportunities, study the performance of stocks and markets, prepare progress reports and presentations, and conduct risk assessments. Furthermore, as a senior investment analyst, it is essential to serve as a mentor to junior analysts and function while adhering to the company's policies and regulations.

  • Financial Models
  • Due Diligence
  • PowerPoint
  • Portfolio Management
  • Real Estate
  • Risk Management

Corporate Finance Analyst

Job description:

Corporate finance analysts make significant business decisions based on the data they gather. Typically, corporate finance analysts work within an organization and support management decisions through actionable financial information. They monitor the taxes, expenses, financial statements, and other financial details of where the company sources its income. This position requires a formal qualification in accounting. It also necessitates the analyst to develop interpersonal skills, knowledge in information technology software, financial reporting skills, and experience in management.

  • Financial Analysis
  • Strong Analytical
  • Financial Models
  • Hyperion
  • Balance Sheet
  • Due Diligence

Senior Finance Planning Analyst

Job description:

A senior financial planning analyst is responsible for monitoring the financial situation and stability of the company by conducting data and statistical analysis from account statement reports and market trends. Senior financial planning analysts review cost and expense forecasting, budgeting for resource allocation, and resolve financial discrepancies that may affect business functions and operations. They also identify business opportunities to generate more revenues and increase the company's profitability, design an efficient financial database, and prepare organized financial and billing reports.

  • Hyperion
  • Financial Analysis
  • Financial Planning Analysis
  • Financial Models
  • Ad-Hoc Analysis
  • Financial Data

Finance Responsibility Division Director

  • Financial Management
  • Financial Analysis
  • Direct Reports
  • Financial Statements
  • Financial Models
  • Financial Operations

How much can you earn with Financial Models skills?

You can earn up to $87,817 a year with financial models skills if you become a advisory system analyst, the highest-paying job that requires financial models skills. Private equity interns can earn the second-highest salary among jobs that use Python, $40,242 a year.

Job titleAverage salaryHourly rate
Advisory System Analyst$87,817$42
Private Equity Internship$40,242$19
Equity Research Internship$113,236$54
Lead Portfolio Manager$131,603$63
Junior Research Associate$87,565$42

Companies using Financial Models in 2025

The top companies that look for employees with financial models skills are CDM Smith, Deloitte, and Robert Half. In the millions of job postings we reviewed, these companies mention financial models skills most frequently.

RankCompany% of all skillsJob openings
1CDM Smith20%15,234
2Deloitte18%26,390
3Robert Half9%7,681
4Oracle7%45,832
5Guidehouse5%2,991

Departments using Financial Models

DepartmentAverage salary
Legal$89,270
Finance$78,190

20 courses for Financial Models skills

Advertising disclosure

1. Financial Modeling Bootcamp: Model all 3 Financial Stmts

udemy
4.7
(310)

Learn how to build and forecast all 3 financial statements like a pro! If you are in the finance or accounting world (or aspire to be) a deep knowledge of the 3 financial statements, how to build them, and how to forecast them is critically important. This course is going to help take your financial modeling skills to a whole new level! In our course you are going to: Improve your Microsoft Excel modeling skillsBuild the 3 financial statements from scratchLearn to forecast every part of the income statement and balance sheetOur course features: We walk you through every single piece of the financial statementsYou will follow along with the instructor on your own modelEasy to understand videos broken into 3-6 minute videosWell designed and easy to understand for even a finance noviceDetailed and comprehensible explanationsMaterials that you can reference for years to comeWhat's great is this course pairs perfectly with our other finance and Excel courses. In fact, we highly recommend taking our Financial Statement Analysis course before this one as that course will give you a great background on how the financial statements actually work. This course then builds on that by teaching you to build and forecast the financial statements. So register today and take your financial modeling skills to the next level!...

2. Business and Financial Modeling

coursera

Wharton's Business and Financial Modeling Specialization is designed to help you make informed business and financial decisions. These foundational courses will introduce you to spreadsheet models, modeling techniques, and common applications for investment analysis, company valuation, forecasting, and more. When you complete the Specialization, you'll be ready to use your own data to describe realities, build scenarios, and predict performance...

3. Financial Modeling for Startups

udemy
4.5
(287)

Why have I decided to create this course?   I work with startups, VC, and PE funds daily and I have noticed that despite tons of very good books on lean methods (i. e. Lean Analytics, Running Lean, etc.) startups, as well as small/medium businesses, have problems with applying this knowledge in practice. We have noticed that especially first-time startups, do not really understand their business model (which is totally understandable). That's why it is very difficult for them to know what they should concentrate on.  Most entrepreneurs/startups have a more or less clear business idea but quite often they do not know the business models they have chosen work in practice and they end up learning it the hard way, through their own mistakes. They have even more problems with translating the business idea/business model into a coherent Excel model and checking whether the idea is worth trying.     No matter what business you are trying to start it is worth devoting some time and building a financial / business model in the form of Excel. This simple tool will help you estimate the value of your business, see how much cash you need, and how your business ideas and KPIs are affecting your business. Once you build the model you can play with it and see how using different assumptions and parameters your profit will change.   This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried out or supervised over 90 different performance improvement projects in different industries that generated a total of 2 billion in additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 181 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others. What will this course give you?    The course is a practical, step-by-step guide loaded with tons of tips and tools that will help you significantly speed up your business, especially if you are a startup or a small/medium business. There is little theory - mainly examples, a lot of tips from our own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will know:    what your business model is about, what to concentrate on and what are the key KPIs for you?   How you can translate it into Excel and evaluate your business?   How to make conclusions on the basis of your business model presented in the form of ExcelIn this course I will talk about 4 online business models: e-commerce, marketplaces, SaaS, media sites, and 2 more traditional ones: restaurant and consulting (service) firm    How the course is organized?    Currently, the course is divided into 7 sections:    Introduction. In this section, I give you a quick  overview of the purpose and approach we will use in each and every section    E-commerce business model.  In this section, you will get insight t into the business model of different e-commerce companies. The E-commerce business group is very diversified so we will try to show the similarities and differences between concepts. You will learn here the definition of this business model, and see some examples of companies using these business models. You will also understand what really matters in this sort of business, what KPIs you should look at, and what values you can expect. Afterward, I will show you how you can build the model in Excel and what conclusions can you draw from it.    B2C Services. In this section, I will discuss the business model of B2C services i. e. hairdressers, restaurant chains, plumbers, electricians, etc. I will show you the main challenges they are facing, the KPIs that matter in B2C service, and examples of companies. We will go into more detail when it comes to the restaurant chain and I will show you how to model it in Excel    2-sided market business model. This business model has been very popular over the last 5-years and successful companies in this model can grow to be truly global players on a big scale. Here you will get insight into the business model of a 2-sided market, especially marketplaces. You will learn not only the definition of this business model but you will have also the opportunity to see some examples of companies using these models. You will also understand what really matters in this sort of business, what KPIs you should look at, and what values you can expect. Afterward, I will show you how you can build the model in Excel and what conclusions can you draw from it.    SaaS business models. Here you will get insight into the business model of a Software as a Service company. You will learn the definition of the business model, and see some examples of companies using these business models. You will also understand what really matters in this sort of business, what KPIs you should look at, and what values you can expect. In the end, I will show you how you can build the model in Excel and what conclusions can you draw from it.    B2B  Services. Next, we will move on to the business model of B2B services. They behave a little bit differently than the B2C service. I will show you the main challenges they are facing, the KPIs that matter in B2C service, and examples of companies. In the end, I will show you how to model consulting business in Excel.    Media site business models.  Here you will have a look at a relatively simple and cheap business model - a media site. You will learn the definition of this business, and see some examples of companies using these business models. You will also understand what really matters in this sort of business, what KPIs you should look at, and what values you can expect. Afterward, I will show you how you can build the model in Excel and what conclusions can you draw from it.   You will be able also to download many additional resources    Models in Excel shown in lectures   Links to books worth reading   Links to additional resourcesAt the end of my course, students will be able to…    Model your business in ExcelManage, based on numbers, your business and set well prioritiesPick the right business model for your business ideaYou will understand what is important in your businessYou will know what KPI you should look at and what are the benchmarksYou will be able to write down your business model in the form of an Excel model and draw a conclusion from itWho should take this course? Who should not?   Startup foundersSmall and medium business ownersInvestment DirectorsBusiness analystFinancial AnalystControllers...

4. Financial Modeling & Fundamental Analysis

udemy
4.3
(1,498)

Do you want to get into Investment banking/Equity Research/Portfolio Management i. e into Core Finance ?Are you about to graduate from university and start looking for your first job?Are you a young professional looking to establish yourself in your new position in Finance Domain ?Would you like to become your team's go-to person when it comes to Financial Modeling in Excel?If you answered yes to any of these, then this is the right course for you! CA Devang Maheshwari (The Instructor) of this course has extensive experience in Financial Modeling: Worked as Senior Analyst in ICICI Securities & Purnartha Investment Advisory thus making & updating models all dayExperience in making financial Modeling for various clients at Job workHandled more than 400 Cr during the Job tenureLearn the basics of Financial Modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues. A comprehensive guide to Financial Modeling in Excel: Become an Excel expert (From Basics to Pro)Learn how to build sound Financial Models and stand out among your colleaguesGain an in-depth understanding of the mechanics of Company Valuation using various methods like DCF/Relative Valuations/DDMGain in depth understanding of how to make Financial Statements & also How to forecast itPortfolio ManagementFundamental AnalysisReport WritingSector AnalysisCOVERS ALL TYPES OF VALUATION METHODSBe prepared from day one for your Investment Banking, Financial Advisory or Consulting careerWhat we offer: Well-designed and easy-to-understand videos FOCUSED ON INDIAN LISTED COMPANYDetailed explanations with comprehensible case studies based on real situationsDownloadable course materials25 hrs of intensive training By completing this course, you will: Be able to work comfortably with Microsoft Excel and many of its advanced featuresBecome one of the top Excel users in your teamBe able to build a P & L statement from a raw data extractionBe able to build a cash flow statementKnow how to value a company using different valuation methodsKnow how to calculate WACC & forecast financials in real life situationsBe able to build a valuation model from scratchKnow how to create a model with multiple scenariosKnow how to manage a portfolioKnow how to write a research reportAbout the course: No significant previous experience is needed to understand the course properly and benefit from its contentUnlimited access to all course materials for lifetimeEmphasis on learning by doingOur goal is to take your Microsoft Excel and Financial Modeling skills to the next levelMake an investment that will be highly rewarded in career prospects, positive feedback, and personal growth. This course is suitable for graduates who aspire to become investment bankers as it includes a well-structured DCF model and goes through the theoretical concepts behind it. Moreover, it will encourage you to be more confident when coping with daily tasks and will give you the edge when the firm must decide whether to take you on for a full-time position. People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills. Go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from others. Don't risk your future success! Let's start learning together now! Who this course is for: Graduate students who aspire to become investment bankers, financial advisory professionals, consultants etc. Business and finance practitioners who are eager to improve their Excel and Financial Modeling skillsThank You CA Devang Maheshwari...

5. Company Valuation & Financial Modeling

udemy
4.6
(3,485)

Hey, welcome to our very popular Company Valuation and Financial Modeling online course. We are glad to see you visit this course. If only we could shake hands! What is this course about?In this course, we will teach you the comprehensive skills to undertake the valuation of any company. We will illustrate the following broad content topics in great detail in this course:1) Understanding the business model 2) Preparing the financial statements - income statement, balance sheet and cash flows statement3) Forecasting the financial statements4) Discounted Cash Flows based valuation techniques5) Sensitivities of valuation estimatesIt is a very comprehensive course that will teach you the complete skills to perform the valuation analysis of any company. How is this course useful for YOUR purpose?Hey, did you watch the promo video? If not, please do. This course will help you to stand in good stead for a potential Analyst profile in the following sectors: Investment bankingEquity ResearchPrivate EquityAsset Management Consulting / AdvisoryLook, the Analyst profile is quite demanding in all of the above jobs. So your employer will want you to be on ready to work on a real project on Day 1! Our course does exactly that - we make you job ready for your professional work. The course provides all the practical training to undertake the role of an analyst in the above sectors. You can crack your upcoming interviews easily with the learning from this course. You have lifetime access to the course once you enroll. So even if you don't plan to start now, you can still enroll and come back anytime later. What makes this course different than others?This course content is unique! You will learn exactly what you are required to do in your daily work. You get access to practical real life illustrations of all key skills to be a Analyst with Financial services firmsIt is a completely hands-on course. You need to carry out the illustrations in the course along with the instructor. We provide you the same set up as the instructor. All illustration spreadsheets can be downloaded at your end. You will feel as if somebody is guiding you step by step in all illustrations. It is a very practical on the job training for you. You are going to love our instructor's teaching style. He makes it very engaging and fun learning experience. You will have practice assignments to test your learning from the courseThe Practice Assignments are marked with varying difficulty levels - High, Medium and Low. You will have unlimited access to our support. Our support team responds to any course queries within 24 hours of your request. There are manually edited hand typed captions added on all lectures of this course. Feel free to refer to them in case you feel the need. What are other students saying about this course? Check our our reviews below. Read what student Daniel Hughes had to say about this course- Valuable information, Clear explanations, Engaging delivery, Helpful practice activities, Accurate course description, Knowledgeable instructorGo to the reviews section below to read more such stories. What if I do not like the course?Well, we will be very sad to hear that you did not like the course. But you are well protected. You have a 30 day money back guarantee in case you are not happy with the course. No questions asked. But we sincerely hope, you will definitely like the course! What  next?If there are any doubts, don't hesitate to reach out to us. Start learning now. See you inside the course...

6. Financial Modeling for Corporates

udemy
4.7
(260)

Thank you so much for your interest in Financial Modeling for CorporatesI've been working closely with investment professionals, students, and financiers to unlock their deals. so that financial modeling is finally the solution they hoped for, and no longer a confusing, lengthy and stressful exercise. Here are a few of the things you'll end up with- The. xlsx template that model building professionals use and jealously guard- A step by step breakdown of EXACTLY what to do at each step to build a best practice financial model- A company valuation and a beautifully constructed summary page- Literally hundreds of hours saved in figuring out how to do it yourselfHere's how it'll workIn over 6 hours of video's I'll walk you through- Overview behind financial modeling and understanding different types of models, sources of complexity so that you can apply these skills to any model in the future- A shoe business case study to build up a financial model basically from scratch (minus some preformatting and labels to save you time)- EVERY module you'll ever need: The Revenue, Expenses, Capex, Depreciation, Tax, Cashflow Statement, Income Statement, Balance Sheet, Summary Sheet. the list goes on"The gold standard" Corporate template modelGet the. xlsx file that gives you a chance to play with a business, modeled on a real shoe business. Building a financial model is not just a tick box exercise. It is a system for thinking through major decisions and helping you better understand a business. Building a best practice model is about 50 different things done well. It doesn't matter if you're the worlds smartest person, you'll never figure it out on your own. Why you should create a financial model for a corporate? A well-built financial model can help you to1. Value a company or an asset for an M & A transaction2. Plan for cash surpluses or shortages (ahem…call your bank!)3. Run scenarios to inform Corporate Strategy4. Test your assumptions5. Much much more…What will I be able to do after taking your course?You'll be able to build a gold standard best practice model that will serve a range of functions… follow the courses, do the material, and you'll be able to knock the socks off recruiters, VP's and your bosses in the following industries- Corporate Finance- Private Equity- Equity Analysis- Financial Planning & Analysis- Investment BankingWhy learn from me?Over the last 6 years, I've trained over one hundred live financial modeling courses, each course a full 2-3 days. To an audience of Wall St bankers, London Corporates, Dubai Private Equity Funds… and a mix in Saudi Arabia, Tanzania, Australia, New Zealand, Switzerland… the list goes on. I know the issues my students experience, and I know where people get stuck. Every problem that you have - chances are I've seen it many many times. My passion is teaching people useful skills in as short a time as possible. I'm here to help you along the way. When I wasn't training, I built models in that time, recently for a Californian Green Energy fund with over $2bn invested, the World Bank, and ran debt and equity processes. Trust me - it's a lot easier to run every different combination and permutation of numbers when the model is well built! The $2500 live courses I taught covered a fraction of the material I'm covering here - simply because you can't fit this much learning into two days. What if I don't have any finance or Excel background?Most people spend years trying to figure out how to fit a model together. Most never figure it out. With this blueprint template that helped me to put together hundreds of financial models, combined with extensive videos, you'll cut years off the learning curve too. Everything that you will need to do to build a model from scratch - I will demo for you, talk you through, explain, and even have pop-ups on the screen that you wouldn't get in a live course. Financial modeling becomes a lot more fun when you have this. I want to do a live course; how do I do that?Live courses are great, you get the a added benefit of rubbing shoulders with likeminded people. You don't, however, get the benefit of doing them again and again like an online course, with all the additional detail that comes along. I'm not currently running live courses, but I can recommend former colleagues etc who run great live courses. Email me if you're interested. Why a shoe business case study?The case study models the North American arm of a (real) industry-leading shoe business.  Why? Everyone knows shoes - it's not super complex to understand. Additionally, it's a relatively stable industry. How does this translate to other financial modeling uses (project finance, start-ups)70-80% of a well-built model has the same functionality. This doesn't cover project finance specific metrics, funding structures etc. This is geared to cover a corporate which is a stable business. OK, so how do I get a spot?Click the Buy Now button at the side of this page to get started with me now. The sooner you get in, the sooner you start figuring out financial modeling and learning a skill set which will last you a lifetime. With a whole lot of excitement for you, Kyle Chaning-PearceP. S. If you're on the fenceMay I make a suggestion?Don't make a decision now. Put the template to the test and try it for 30 days. Go through the model and have a play with it. Go through the videos to understand how the jigsaw of the underlying business fits together. Feel what it feels like to have a done-for-you model at your fingertips. See what it looks like when everything comes together in one modelGet used to crystal clear explanations. If after 30 days it isn't everything I've promised and more, let me know and Udemy will refund every penny...

7. Financial Modelling, Financial Planning and DCF Valuation

udemy
4.4
(542)

**We do regular live support sessions to give a more enriching experience and help you align what you are learning with career growth. Enroll now to get this benefit for life!**This is a fully hands-on course that will take you from a blank Excel file to creating a robust, dynamic and fully automated financial model that can be used for a startup or an existing company. It also prepares you for the Advanced Financial Modeler (AFM) certification. It covers the following sections: Financial Model template creation and Excel tipsFleshing out a dedicated Model Input sheet to aggregate all the client's plans Creating scenarios - Optimistic, Conservative, Pessimistic - that will flow dynamically into the entire financial statements forecastCreating the Revenue ScheduleCreating the Cost of Sales ScheduleCreating the Working Capital ScheduleCreating the Depreciation ScheduleCreating the Debt ScheduleCreating the Equity ScheduleCreating the Tax ScheduleCreating the Income Statement dynamicallyCreating the Balance Sheet dynamicallyCreating the Cashflow Sheet dynamicallyCarrying out the DCF ValuationComputing the Financial Ratios...

8. Financial Modeling & DCF Valuation Model: Investment Banking

udemy
3.9
(163)

Whether it's for your own company or for your work, financial modeling and company valuation always has to be done the right way, demonstrate the right concept and give a clear vision for the viewer, but if it's not made by you, you will lose these investment opportunities (as an investment banker) or prevent your own business from succeeding. What if you could change that? My complete Financial Modeling & Company Valuation course will show you the exact techniques and strategies you need to value companies and build valuation models the proper way, showing the true data you need. For less than a movie ticket, you will get over 4 hours of video lectures and the freedom to ask me any questions regarding the course as you go through it.:) What Is In This Course? Your Company And Equity Valuations Will Never Be The Same. Except if you're successfully evaluation companies, making great investments without failing and know exactly if your company is on the right track, you are going to lose investments opportunities from others who knows how to value companies and even go bankrupt if it's your own because you look at the wrong elements. As what Warren Buffet says Managers and investors alike must understand that accounting numbers are the beginning, not the end, of business valuation. This is offered with a 30 days money back guarantee. You can try it with no financial risk. In Financial Modeling & Company Valuation, You'll Learn: Financial Modeling & Financial Reporting Build A Discounted Cash Flow Calculate Free Cash Flows, Net Cash Flows & The Present Value Of Cash Flows Dividend Discount Models Business Valuation & Tools Investment Banking And Analysis Modeling Growth, Revenue, Cost & Expenses The 3 Company Valuation Methods Private Equity And Venture Capital Calculating Continuing Value & Equity Value --------------------------------------------------- Is This For You? Do you want to evaluate companies at their right value? Are you wondering why you fail your investments or why you have no cash-flow even in profit? Do you think mastering company valuation will help you? Then this course will definitely help you. This course is essential to all entrepreneurs, investment bankers and anyone looking to work in this domain or master company valuation. I will show you precisely what to do to solve these situations with simple and easy techniques that anyone can apply. --------------------------------------------------- Why To Have Strong Interviewing Skills & Know How To Get Interviews? Let Me Show You Why To Have Strong Interviewing Skills & Know How To Get Interviews: 1. You will master company valuation. 1. You will know which data matters. 3. You will understand what builds value in a company. 4. You will do great financial modeling.  Thank you so much for taking the time to check out my course. You can be sure you're going to absolutely love it, and I can't wait to share my knowledge and experience with you inside it!  Why wait any longer? Click the green Buy Now button, and take my course 100% risk free now!...

9. Wharton Business and Financial Modeling Capstone

coursera

In this Capstone you will recommend a business strategy based on a data model you’ve constructed. Using a data set designed by Wharton Research Data Services (WRDS), you will implement quantitative models in spreadsheets to identify the best opportunities for success and minimizing risk. Using your newly acquired decision-making skills, you will structure a decision and present this course of action in a professional quality PowerPoint presentation which includes both data and data analysis from your quantitative models. Wharton Research Data Services (WRDS) is the leading data research platform and business intelligence tool for over 30,000 corporate, academic, government and nonprofit clients in 33 countries. WRDS provides the user with one location to access over 200 terabytes of data across multiple disciplines including Accounting, Banking, Economics, ESG, Finance, Insurance, Marketing, and Statistics...

10. Financial Analysis and Financial Modeling using MS Excel

udemy
4.3
(3,724)

[May 2023 update]Added a new video on how to present geographical financial data using Map charts in ExcelAdded new video on how to import Finance related data from PDF reports such as Balance sheets to Excel for analysisAdded new video on how to get dynamic data tables from websites such as Yahoo finance into ExcelYou're looking for a complete course on understanding Financial Analysis and Financial Modeling using MS Excel to drive business decisions, right?You've found the right Financial Analysis using MS Excel course! Financial Analysis and Financial analytics provides scientific support to decision-making concerning a firm's money related matters. This course addresses the topic of Financial analysis with a practical focus, focusing especially on demystifying analytics for finance managers, financial analysts from both statistical and computing point of view. After completing this course you will be able to: Use MS Excel to create and automate the calculation of Financial RatiosGain solid understanding on Financial Analysis and the role of Financial Analyst using MS ExcelLearn basics and advanced level Financial Accounting concepts that are required for Financial Analysis, specifically for job roles of Financial Analysts. Make Finance Dashboards required for Financial Analysis and understand all the charts that you can draw in ExcelImplement predictive ML models such as simple and multiple linear regression to predict outcomes to real-world financial problemsUse pivot tables filtering and sorting options in Excel to summarize and derive information out of the financial data and to do Financial Analysis for your organizationLearn the commonly used financial formulas available in excel to calculate depreciation, loan-related calculations, NPV, IRR, etc., required for Financial AnalysisHow this course will help you?A Verifiable Certificate of Completion is presented to all students who undertake this course on Financial Analysis, Strategies & Models in Excel. If you are a Finance manager, or a Financial Analyst or an executive, or a student who wants to learn Financial Analysis concepts and apply analytics techniques to real-world problems of the Finance business function, this course will give you a solid base for Financial Analysis by teaching you the most popular Financial analysis models and concepts of Financial Accounting and how to implement it them in MS Excel. Why should you choose this course?We believe in teaching by example. This course is no exception. Every Section's primary focus is to teach you the concepts through how-to examples. Each section has the following components: Theoretical concepts and use cases of different Financial models required for laying foundation of Financial AnalysisStep-by-step instructions on implementing Financial Analysis models in MS ExcelDownloadable Excel files containing data and solutions used in each lecture of Financial Analysis, Financial Accounting in MS ExcelClass notes and assignments to revise and practice the concepts Financial Analysis, Financial Accounting in MS ExcelThe practical classes where we create the model for each of these strategies is something that differentiates this course from any other course available online. What makes us qualified to teach you?The course is taught by Abhishek (MBA - FMS Delhi, B. Tech - IIT Roorkee) and Pukhraj (MBA - IIM Ahmedabad, B. Tech - IIT Roorkee). As managers in the Global Analytics Consulting firm, we have helped businesses solve their business problem using Analytics and we have used our experience to include the practical aspects of HR analytics in this course. We have in-hand experience in Financial Analysis and MS Excel. We are also the creators of some of the most popular online courses - with over 600,000 enrollments and thousands of 5-star reviews like these ones: This is very good, i love the fact the all explanation given can be understood by a layman - JoshuaThank you Author for this wonderful course. You are the best and this course is worth any price. - DaisyOur PromiseTeaching our students is our job and we are committed to it. If you have any questions about the course content, practice sheet, or anything related to any topic, you can always post a question in the course or send us a direct message. Download Practice files, take Quizzes, and complete AssignmentsWith each lecture, there are class notes attached for you to follow along. You can also take quizzes to check your understanding of concepts like Financial Analysis, Financial Accounting in MS Excel. Each section contains a practice assignment for you to practically implement your learning on Financial Analysis, Financial Accounting in MS Excel. What is covered in this course?The analysis of data is not the main crux of analytics. It is the interpretation that helps provide insights after the application of analytical techniques that makes analytics such an important discipline. We have used the most popular analytics software tool which is MS Excel. This will aid the students who have no prior coding background to learn and implement analytics concepts to actually solve real-world problems of Financial Analysis and Financial Accounting. Let me give you a brief overview of the coursePart 1 - IntroductionIn this section, we will learn about the course structure and the meaning of some key terms associated with Financial Analysis. Part 2 - Essential MS Excel formulas and using them to calculate Financial metricsIn this part, we will start with a tutorial on all the popular MS Excel formulas. Then we will see the implementation of these to calculate and automate the Financial metrics. We also discuss a separate case study where we use Excel to calculate the average cost of external and internal hiring. Part 3 - Visualization in Excel and Financial DashboardingIn this part, we will begin with a tutorial on all the popular charts and graphs that can be drawn in MS Excel. Then we will see the implementation of these to create visualize Financial data. This is an important part of the course which help you grasp in-depth concepts of Financial Analysis in the later part of the course. Part 4 - Data summarization using Pivot tablesIn this part, we will learn about several advanced topics in MS Excel such as Pivot tables, indirect functions, and also about data formatting. Then we will see the implementation of these to create beautiful summaries of Finance Data. This is one of the building blocks of Financial Analysis and one of the major responsibilities of a Financial Analyst. Part 5 - Basics of Machine Learning and StatisticsIn this part, we introduce the students to the basics of statistics and ML, as nowadays Financial Analysis is getting integrated with these concepts. This part is for students who have no background understanding of ML and statistics concepts. Part 6 - Preprocessing Data for ML modelsIn this section, you will learn what actions you need to take step by step to get the data and then prepare it for analysis, these steps are very important. We start with understanding the importance of business knowledge then we will see how to do data exploration. We learn how to do uni-variate analysis and bivariate analysis then we cover topics like outlier treatment, missing value imputation, variable transformation, and correlation. Part 7 - Linear regression model for predicting metricsThis section starts with a simple linear regression and then covers multiple linear regression. We have covered the basic theory behind each concept without getting too mathematical about it so that you understand where the concept is coming from and how it is important. But even if you don't understand it, it will be okay as long as you learn how to run and interpret the result as taught in the practical lectures. I am pretty confident that the course will give you the necessary knowledge on Financial Accounting, Financial Analysis using MS Excel and skill sets of a Financial Analyst to immediately see practical benefits in your workplace. Go ahead and click the enroll button, and I'll see you in lesson 1 of this Financial Analysis course! CheersStart-Tech Academy...

11. Master Course in Financial Modeling and Financial Analysis

udemy
4
(164)

Master course in financial modelling and financial analysisWHY DO YOU NEED A FINANCIAL MODEL?It's an abstract mathematical representation of how a company works (and, more importantly, how it will work in the future). Inputs and outputs make up the model. The inputs are the assumptions that drive the model, like how much you pay your people, what your customer acquisition costs are. Assuming that the assumptions are true, the outputs show how the company will perform. Depending on what assumptions you make, one model can make multiple projections. Using a financial model, you can make smart decisions (like hiring salespeople and paying them). Models include financial projections that are mathematically tied to assumptions, so operators can play with the variables to see how certain decisions affect their company's future. What you need to know about financial analysisBusiness is all about finance. If you're running your own business or helping a client, you have to make the most informed decisions possible. To make this happen, you need to understand numbers and analysis. Business finance involves financial analysis. The goal is to get an idea of a company's financial health by analyzing historical data. Almost every successful business owner analyzes his or her company's performance constantly. It's also compared to the company's historical figures, with its industry competitors, and even with other successful businesses. Many different situations can be analyzed with financial analysis. Check out our lecture session for financial analysis tools, financial statement analysis, financial analysis ratios, and financial analysis techniques to learn more. Analyzing financial statements such as income statements, balance sheets, and cash flow statements helps business owners determine their company's performance, sustainability, and growth. This course connected with the Financial Modeling, Financial Analysis, Financial Statements, Financial Analyst, Finance Fundamentals and Valuation process. We'll take a deep dive into each of these statements and provide you with specific ratios and calculations to help you analyze them:1. Statement of income2. An overview of your finances3. The cash flow statementThe five major topics I'd like to teach in this master's course are:1. Financial Modeling and Financial Analysis: Introduction and Importance2. An overview of financial modeling's objectives, types, components, and advantages3. How to make a financial model for a company or startup4. How to analyze financial statements and the types of financial analysis5. Being a financial analyst and doing financial analysis...

12. Advanced Renewable Energy Financial Modeling

udemy
4.6
(414)

Enroll on Udemy or Renewables Valuation Institute (for €149.99) - find the website link by clicking on the instructor's profile! Are you working in finance, or do you want to start your career in the infrastructure investments sector?Kickstart your career and learn how to build a project finance model with the highest industry standards. Advanced financial modeling for renewable energy investmentsThis 15-hour online course will guide you through building a fully integrated project finance model step-by-step from scratch in Microsoft Excel - with particular attention to renewable energy requirements and market best practices. Renewable energy project case studyLearn how it's done in the real market. This 100% online video course is based on a real-world case study. A typical information memorandum (IM) offers all information needed to build a project finance model. The course instructor will guide you through building the project finance model based on an IM which covers all essential information required to value any renewables project. Already have modeling experience?Great! You will certainly be able to enhance your knowledge by taking this course. This course is made for professionals within the renewable energy sector or those pursuing to enter the industry and wishing to get up to speed when it comes to financial modeling for renewables investments. Did you ever wonder how to model energy-related investment specifics?Learn how to model: PPA offtake structures considering adjustable energetic hedging ratiosMacros which can break any circularity commonly observable within project finance modelsDifferent investment scenarios using various sensitivitiesAvailabilities & degradation which change over specific periodsSeasonality of energy productionP50, P75, P90, or any other P-Value considering various production uncertaintiesDifferent construction periods considering flexibly adjustable capital callsEnergy-related operational expenditures such as O & M, TMA, CMA, route to market, insurance, land lease, and other costsMajor Maintenance Reserve Account (MMRA)Decommissioning Reserve Account (DRA)Different tax structures easily adjustable for various jurisdictionsInterest barriers and tax-optimizing shareholder loan structuresEnroll now and learn how financial modeling is done in the real market at your own pace...

13. Financial modeling Project Finance & Infrastructure

udemy
4.2
(1,375)

Want to work on project finance and infrastructure deals?Want to break into private equity? Show you can build complex financial models from scratch?Want to make a quantum leap in your financial modeling skills?Want to learn Excel VBA and other tips to save you HOURS of work?THIS is the course for YOU! This course takes an application-led approach which will guide you through an ENTIRE project finance model build in Excel! That's right - you'll learn how to build one of the most complex financial modeling tools in the industry. from scratch! You'll prepare yourself for to work on infrastructure deals ALL AROUND THE WORLD with: BanksAdvisory teamsPrivate equity fundsDebt fundsIndustrial developersAsset managersYou'll cover the theory and financial modeling for: SPV financingsFlexible capital structuringDebt sizingDebt sculpting/tailoring/payment structuringConstruction standby facilitiesDSRA DSRF and other reserve provisionsVAT fundingLender covenantsComplex cash waterfallsProject finance ratios: DSCR & LLCRCircular calculations  common to project finance modellingYour financial model will: Handle all the complex financial engineering and analysis applicable to almost ANY infrastructure finance dealCalculate returns for debt and equity infrastructure investorsGive you flexibility to assess multiple financing and capital structure arrangementsHave clean, efficient VBA code to speed up your analysis and free up your timeFollow the very best practices actually used by professionals in the industry This course gives you all the pro tips you'd other have to pay $1,000s to access as part of a corporate training programme!! DON'T WAIT ON YOUR BOSS TO APPROVE THE TRAINING YOU DESERVE!! ENROLL NOW - there's ZERO RISK as you're covered by a 30-day money-back guarantee! (https://support. udemy. com/hc/en-us/articles/229604248-Refund-a-Course)...

14. C# and Financial Modeling

udemy
4.3
(130)

There are many different types of programming styles, such as algorithmic programming, functional programming, and object-oriented programming. And while each style is suited to a different programming language, C# is capable of all three of the above and more. C# was made to encompass the best of several standard programming languages and does an amazing job at it! Most people that code in C#, rarely switch languages, because it is such a versatile and beautiful tool that allows a programmer to connect in every way necessary. The teaching of the course includes all the steps needed to learn standard topics, as would be taught in a college classroom. The course solves standard problems in C#, with attention to general as well as language-specific issues including event-driven programming, inheritance and polymorphism, recursion, file I/O, exception handling, dynamic data structures, testing and debugging, multithreaded programming, and more. This will be a full course in C#, including design patterns. The course begins with a solid understanding of the fundamental concepts of programming and builds from there, giving students many, many practice examples to code on their own and learn from for further enhancement and development. Successful students will be able to write correct and complete C# implementations of homework projects. Successful students will also complete exam questions that test use cases and will be able to write any program that is asked by employers when applying for internships or jobs. Good luck!...

15. Advanced Financial Modeling and Valuation

udemy
4.2
(246)

In this course, you will learn1. Introduction2. Approach to Financial Modelling - Bottom-up and Top-Down3. Deep Dive into the Construction Phase - Forecasting Revenue, Costs, Working Capital, Debt & Interest4. Guidelines for Creating an Effective Financial Model5. Scenario Analysis and Sensitivity6 Financial Modeling-Real Life Case Studies - Alibaba IPO, Facebook IPO, Uber Valuation, Startup Funding, Hotel Project Appraisal, Financial Modeling for Mergers & Acquisitions, Financial Model for Covid 19, Financial Model for Project FinancingAfter the successful completion of this course, participants should be able to: Design and build a comprehensive financial modelCreate dashboards using those financial modelsUse financial models in business valuationPlan and take decision by analysing models...

16. Financial Modeling: Build a Complete DCF Valuation Model

udemy
4.6
(5,293)

Would you like to learn how to value a company?Even people who don't have a Finance degree can take this course and learn how to build a complete Discounted Cash Flow Model!  Attention! You will have to go through the videos and the course materials in order to obtain the promised result!  If you want to: Improve your Microsoft Excel modeling skillsLearn how to value a companyUnderstand what drives a company's valueThen this is the right course for you! What we offer: Well designed and easy to understand materialsDetailed and comprehensible explanationsRegular course updatesBy the completion of this course you will: Be able to build a cash flow statementKnow how to value a companyBe able to build a valuation model from scratchKnow how to create a model with multiple scenariosBe able to perform sensitivity analysisKnow how to create professional and good-looking advanced chartsThe instructor of this course has extensive experience in Financial Modeling: Worked in the Financial advisory unit of a top-tier consulting firmExperience in M & A transactions carried out in Italy, Germany, Switzerland and PolandWorked in the in-house Mergers & Acquisitions department of one of the largest semiconductor firms in the worldFinancial advisor in multiple M & A deals with sizes ranging from €2 million up to €5 billionAbout the course: An unconditional Udemy 30 day money-back guarantee - because we believe in the quality of our contentNo significant previous experience is needed to understand the course well and benefit fully from its contentUnlimited lifetime access to all course materialsEmphasis on learning by doingYou can always contact us for any clarification free of chargeOur goal is to take your Valuation skills to the next levelMake an investment that will pay for itself in terms of career perspectives, positive feedback and personal growth.  Just go ahead and subscribe to this course! Nowadays the job market has become very competitive. If you don't acquire these skills now you will miss an opportunity to separate yourself from others. Don't risk your future success! Let's start learning together now!...

17. Financial modeling: Build a forward looking integrated model

udemy
4.1
(123)

Welcome to our very popular Financial Modeling: Build a forward looking integrated model course.  We are glad to meet you. If only we could shake hands!  Are you wondering how is this course going to be useful to you?  Hey, did you watch the promo video? If not, please do.  If you are a financial modeling analyst in a company, then this course will prepare you for the job. Look, the financial modeling jobs are high paying jobs. So your prospective employer will want you to be on a real life project on day 1. Our course does exactly that - we make you job ready for your prospective project / daily work. What makes our course different from others? Our course content is unique - you learn exactly what you are required to do in your daily work. We will forecast the financial statements of a large US company for the next 5 years. You get 2 hours of crisp synthesized practical real life illustrations of all concepts. You will be carrying out the real life illustration along with the instructor. Same set up as the instructor. All illustration spreadsheets are shared. It's almost like as if somebody is guiding you in person to carry out the various analysis. You are going to love our instructor's teaching style.  He makes it very engaging and fun learning experience. You will have practice assignments / course challenges with varying difficulty levels to test your learning from the course. Our support team responds to any course queries within 24 hours of your request.  And of course, the price is competitive.  What will you learn in this course? Everything required to learn how to forecast the financial model of a company/ Reading Annual Reports, Historical Financial Statements, Financial Statement Forecasting - all are covered. A standardized financial modeling template to cover all sectors. You can watch the FREE course previews in the CURRICULUM section. Read through the entire CURRICULUM section if you can. All modules with details of lectures are provided. What  next? Well, we sincerely hope to see you inside the course. We wish you well and good luck. Still confused? Don't hesitate to reach out...

18. Financial Modeling Crash Course with detailed Excel Models

udemy
4.5
(103)

This Course covers the financial management topics including business plan and valuation with real life case examples. The course includes building Dynamic Business Models built from scratch with multiples scenarios. Apart from the concepts, the videos include working knowledge of building of the financial models highlighting the assumptions and formulaes involved...

19. Financial Modeling in Excel: Masterclass w/ Financial basics

udemy
4.2
(798)

Financial Modeling is the Art and Science of preparing future financial statements. A Financial Model is a set of Future Financial Statements, prepared in such a scientific way that any changes made in data updates the whole model according to new information without breaking any calculation. Do you know what is common between Finance, Accounting, Financial Statements, & Financial Modeling?The answer is: These all are used in every single business, by almost all the senior professionals who are involved in decision making. This course is designed to teach you everything that you need to know to sit at that decision making seat! Plot: Assuming no previous knowledge, this course begins from the fundamentals and first you first learn the key business reports and the terms used in these reports. Then after getting the idea about financial reports and accounting behind reports, you will prepare these reports - financial statements - from the accounting data. Once you have the good understanding of Financial Reports, you will learn to model them into a beautifully linked and interlinked Financial Model. Using a demo start-up company information, you will prepare their complete Financial Model. Not only this model will present all values for decision making, but also it will be dynamically adjusted to reflect any business scenario. Then you will learn the Finance and all the basic concepts needed to calculate the value of a business; like Time Value of Money, Present Value, Future Value, DCF, NPV (Net Present Value) and IRR. What makes this course special: Brief in theory, yet fully practical and hands onPractice material and assignments Covers a fairly complex yet covers a complete business scenarioStarts from very basics, and gradually builds to cover advanced concepts   Who should take this course: Finance, Accounting, and business StudentsAspiring Finance Professionals Entrepreneurs and Business Owners Investors and start-up foundersPrerequisite: None, but basic knowledge of Excel will be helpful. Money-Back Guarantee: Udemy offers 30 days money-back guarantee for this course. Introduction to the teacher: Chartered Accountant x PwC Startup founder 100,000+ students...

20. Introduction to Financial Modeling for Beginners

udemy
4.4
(2,321)

Instructor Symon He hosts near daily LIVE office hours on TikTok 10:30PM PDT. Find him @SymonHe. Arun Mohan - 5 Stars"The experience was an enlightening one as I was a novice in Finance and Excel and this Class was best fit for me. I could understand everything as the instructor took time to explain at a good pace and patiently introduced excel as well as accounting methods. Looking forward to getting acquainted with more of Finance." Ethan Wong - 5 Stars"The course was designed very well, with clear explanations of the topic matter. Having the instructor show you everything step-by-step was very useful for learning. Also, having the excel spreadsheets to practice on was perhaps the most useful thing for me." There are THREE things you need to do in order to learn financial modeling:             1.         You need to understand the key concepts of Finance            2.         You need to understand the relevant features & techniques in Excel            3.         You need to be able to put both of those together in practice.  You're reading this because you have an interest in learning financial modeling for your work or a desire to get into corporate finance. We did too many years ago. But when we first started out, we wasted a lot of time and effort learning useless and unnecessary information and techniques. It didn't have to be as painful and time-consuming as it was. That's why we created this course,  so you can avoid making the same mistakes that we made and learn financial modeling fast with no wasted effort.  You DON'T have to learn everything about finance or Excel to become proficient at financial modeling. You just need to know the RIGHT concepts and the RIGHT tools in each to get started. Now why should you learn from us? I'm proud to say that I have an MBA from Stanford University and have worked on many commercial real estate properties across a dozen asset types in multiple markets. I even helped create the underwriting standards for a 2000-store private restaurant chain, helping them open new locations around the world. And as a licensed broker and real estate consultant, I've helped many private clients with locating, evaluating, and structuring investment opportunities including multi-million dollar commercial property acquisitions and 1031 exchanges. My co-instructor, Brandon Young, has a Masters in Real Estate Finance & Development from the University of North Carolina Charlotte as well as a Masters in Finance from Tulane University. He has over a decade of combined financial and real estate experience, including acquisitions and development. We've been living and breathing in financial models for practically our entire careers. Andrés Soto - 5 Stars"A really good course for beginners. Right now I understand everything." Henry Taatjes - 5 Starsgreat instructors, great content"Brady Burba - 5 Stars"After reaching this point I see the training is going deeper into Excel and how to utilize the many tools and formulas Excel offers, without training on topics that are not relevant to my needs. Thank you!" What if I don't have any Finance or Excel background? No worries! This is an introductory course and it assumes ZERO prior knowledge or experience.  It is condensed because we've curated only the most relevant and useful topics to get you going fast.   What will I be able to do after I take your course? After taking our course, you will be:•           Able to confidently speak to key finance, accounting, and modeling concepts•           Able to use over a dozen of the most useful Excel features & techniques•           Able to construct three distinct financial models from scratch What's with the lemonade stand? Learning Excel or finance on their own is tough enough, and learning them at the same time can be extra challenging.  To further muddy the waters by asking students to learn an arbitrary business model would be unnecessarily confusing and a waste of time.   But even with a simple business model such as a lemonade stand, you'll be surprised by how complex and sophisticated the analysis can become. What's holding you back? Are you afraid this course won't work?  I promise you it will. Are you afraid this course will work and you'll actually have to start investing? I think that's a pretty good problem to have. Are you afraid it will take time and effort? It will. Real estate isn't an easy business, if it was everyone would do it. But if you put in the work I promise you'll see results. Best of all, there is absolutely ZERO risk. Udemy gives you a 30-day money back guarantee to ensure you get what you pay for. So go ahead, sign up and let's get to work right away!...