Overview

Develop advanced Excel expertise for financial modeling and analysis. Master the sophisticated Excel techniques, tools, and strategies that financial professionals use daily to build and validate financial models, conduct sensitivity analyses, and manage complex financial data. By completing this course, you will write efficient and flexible formulas, construct comprehensive sensitivity analyses, and leverage Excel's most powerful features for financial work.

Core Learning Areas:

Get started with cash flow modeling and financial projections in Excel
Master Excel shortcuts and advanced techniques for financial modeling, including efficient navigation, sophisticated formula writing, and keyboard-only work methods
Audit financial models and develop efficient, adaptable formulas
Learn advanced analytical tools for conducting comprehensive sensitivity analysis
Master financial functions for NPV, IRR, bond yield calculations, and mortgage payment analysis
Master advanced database functions that financial analysts use regularly: Nested functions, VLOOKUP-MATCH, and INDEX-MATCH

Prerequisites:

While prior financial experience is helpful, it is not required
Intermediate Excel proficiency is mandatory, including demonstrated competency with Intermediate Excel for Business, VLOOKUP, Pivot Tables, and IF statements

Key Skills Developed:

Financial functions: NPV, IRR, XNPV, and XIRR for valuation
Advanced database functions: VLOOKUP-MATCH and INDEX-MATCH for lookup operations
Data Tables for scenario analysis and sensitivity testing
Goal Seek for powerful reverse calculations
Financial projections based on historical trends and data patterns
Hot keys and shortcuts for efficient work without the mouse
Comprehensive Excel shortcuts that finance professionals rely on

Detailed Course Content:

Advanced Techniques to Expedite Your Workflow

Writing efficient formulas that recalculate quickly
Auditing and validating financial models for accuracy
Advanced cell locking for protecting model logic
Hot keys for mouse-free navigation and operations
Managing multiple windows and concurrent applications
Go To Special for selecting non-contiguous ranges
Paste Special for intelligent data pasting

Project 1: Building Revenue Projections

Learn multiple methods for projecting company revenues
Apply advanced Excel techniques to rapidly build sophisticated projections

Advanced Analytical Tools and Sensitivity Analysis

Goal Seek for determining required input values
Data Tables for creating multiple output scenarios
Scenario Manager for complex what-if analysis

Project 2: Cash Flow Modeling and Sensitivity Analysis

Project revenues and operating expenses
Discount cash flows to present value calculations
Run sensitivity analysis to test valuation under different growth and margin assumptions

Database Functions for Financial Analysis