New! Advanced Segment Build-up and Sensitivity Financial Modeling

Integrate detailed revenue and segment build-ups into your larger financial model. Examine various approaches to true, bottoms-up, fundamental analysis, from both an “account-by-account” and “business segment” basis. Delve into detailed business segment build-ups and operating and division segment build-ups. Analyze and break down growth and incorporate its effect from non-core items such as foreign exchange rate fluctuations. Calculate and analyze different operating segments as reported in public filings to roll-up into the income statement. Extract, utilize and incorporate volume and pricing increases into operating segment performance. Estimate and forecast future revenue and segment income and allocate for corporate overhead. Project sources of segment revenue based on growth in accounts and customers. Model revenue per account and associated commissions and expenses and incorporate rate increases as well as sensitivity and scenario analysis into the model.

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

Recommended: Basic Financial Modeling Using Excel and Advanced Financial Modeling—Core Model.

“Hamilton was very effective and efficient. Impressive mastery of the material.”
—Samuel Bulow, Princeton University Investment Company