excel & Financial Modeling

This comprehensive introductory-level course is designed for anyone who would like to become more proficient in utilizing the functionality and analytical capabilities of Microsoft Excel.  While teaching best approaches for navigating within Excel, participants will also build speed through keyboard shortcuts and learn how to perform basic analysis.  The course will provide a solid foundation for attendees and is an ideal precursor for taking more advanced analysis and financial modeling programs.

Duration: One day

Program Level:  Basic

Prerequisites:  There are no prerequisites

Participants in this five day suite will gain a comprehensive understanding of the required elements of financial modeling including how to develop a 3-statement model, how to value a company through discounted cash flow analysis as well as how to construct a merger model in Excel. Participants will use case studies to build financial models with all the techniques and applications used by professional analysts. Ideal for range of professionals including investment banking associates, private equity and hedge fund analysts and corporate finance officers, this five day suite will blend best practices and applications of Excel modeling, financial statement analysis, corporate finance and security valuation.

Duration:  Five days

Program Level:  Intermediate

Prerequisites:  Prior to attending, participants should have completed a basic excel course as well as an introductory financial statement analysis program.

Leveraged buyout (LBO) modeling is used extensively by private equity firms and investment banking analysts as an important valuation and investment tool. In this program, participants will create from the ground-up a sophisticated and complex LBO model that can be used across a wide range of industries. The program will provide an overview of how LBO transactions are structured and then begin a step-by-step process of building an LBO model covering the most frequent and complex issues encountered along the way. The course will also include important topics such as purchase price allocation, asset write-ups and deferred taxes.

Duration:  Two days

Program Level:  Intermediate

Prerequisites:  Prior to attending, participants should have completed a basic excel course as well as an introductory financial statement analysis program.