Basic Financial Modeling Using Excel

Model and build a five-year income statement projection model from scratch for standalone projections, cash flow generation, valuation purposes or for analyzing mergers and acquisitions. Focus on incorporating accounting knowledge into the mechanics of Excel, inputting publicly available information and learning various shortcuts to construct a five-year income statement projection model from revenue down to earnings per share. Combine the basics of corporate finance and valuation to translate the model into a discounted cash flow analysis as applied in the real world. Build and analyze current market valuation and multiples analysis at various prices including how to treat and account for dilutive options. Return to the office with a model that can be immediately applied to other companies.

Prerequisite: Basic grasp of fundamental accounting and finance concepts and an intermediate proficiency using Excel.

Note: Bring your PC laptop with Microsoft Excel installed and a CD-ROM drive. Mac applications may not be as effective.