Advanced Excel for Financial Modeling

Overview

Learn the tricks and techniques in Excel needed for financial analysts to build financial models, create sensitivity analyses, and more.

Syllabus

Advanced techniques to Expedite Workflow

Efficient formula writing

Formula & model auditing

Advanced cell locking

Hot Keys to work without the mouse

Windows & work with multiple applications

Go To Special

Paste Special

Project #1: Revenue build-up by store count and same store sales growth

Learn different methods for projecting company revenues

Apply advanced Excel techniques to quickly build out projections

Advanced Analytical Tools & Sensitivity Analysis

Goal Seek

Data Tables

Scenario Manager

Project #2: Cash flow modeling & sensitivity analysis

Project revenues and expenses

Discount cash flows to the present value

Run a sensitivity analysis for valuation based on revenue growth and gross margin

Database Functions for Finance

Advanced SUMIFS

VLOOKUP-MATCH

INDEX-MATCH

Functions for Financial Modeling

Financial functions

Date functions

Nested IF statements

IF Statements with AND/OR

CHOOSE function

Weighted average calculations

IFERROR

Projects #3: Loan amortization model

Model cash flows from an amortizing loan

Use advanced functions to aggregate the data

Taught by

Mourad Kattan, Richard Trybulski, and Dan Rodney

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