Develop comprehensive financial analyst skills and master the advanced competencies needed for success in finance. This intensive bootcamp covers advanced Excel techniques for financial professionals, essential corporate finance and accounting principles, and practical financial analysis and valuation methodologies. You will construct a financial model to value a real public company while learning industry best practices directly from experienced investment bankers and financial analysts from leading firms.
Core Course Components
Advanced Excel for Financial Modeling
Master sophisticated Excel techniques, including sensitivity analysis, advanced financial functions, professional modeling shortcuts, and cash flow projection tools essential for financial analysis.
Finance and Accounting Fundamentals
Review critical corporate finance and accounting principles, including enterprise value calculations, comprehensive financial statement analysis, investment evaluation methods, and corporate valuation approaches.
Real-World Financial Modeling Project
Create a sophisticated valuation model for a real public restaurant company using current financial data. Analyze company presentations, earnings releases, and financial statements to determine model drivers and key assumptions. Apply corporate valuation principles to calculate share value and make a thoughtful investment recommendation.
Prerequisites
While prior financial experience is beneficial, it is not required. Participants without finance backgrounds will receive preparation materials before the course (available upon registration) to build familiarity with essential terminology. Intermediate Excel proficiency is required, including competency with Intermediate Excel for Business, VLOOKUP, Pivot Tables, and IF statements.
Key Learning Outcomes
- Advanced Excel for Finance: Master financial functions, sophisticated formulas, Data Tables, and professional Excel techniques
- Corporate Finance Concepts: Understand Market Capitalization, Enterprise Value, equity and debt instruments, NPV calculations, and IRR analysis
- Financial Accounting: Analyze financial statements, calculate financial ratios, and manage working capital
- Company Analysis: Evaluate companies through financial statements, investor presentations, and current market developments
- Discount Cash Flow Modeling: Project future cash flows and apply appropriate discount rates
- Corporate Valuation: Apply professional valuation principles to determine enterprise and equity value
- Financial Analyst Best Practices: Learn insider tips and techniques that experienced financial analysts use daily
- Investment Banking Fundamentals: Review key concepts and valuation approaches commonly tested in investment banking interviews
Detailed Course Schedule
Day I: Advanced Excel for Financial Modeling
- Advanced workflow techniques to increase efficiency
- Advanced analytical tools and sensitivity analysis applications
- Database functions specialized for finance work
- Financial functions for modeling and valuation
Day II: Corporate Finance, Accounting, and Modeling Fundamentals
- Introduction to corporate finance principles
- Enterprise value and valuation concepts
- Financial accounting and comprehensive statement analysis
- Integrated financial modeling techniques
- Fundamentals of discounted cash flow modeling
- Sensitivity analysis applications to financial models
- Introduction to leveraged buyout (LBO) modeling
Day III: Advanced Financial Modeling and Valuation
- In-depth company financial analysis
- Creating detailed financial projections
- Terminal value calculations
- Discounting cash flows to present value
- Complete corporate valuation processes
- Final analysis and validation testing
Learn more about the Financial Modeling Bootcamp at NYIM Training.
