Basic Financial Modeling Using Excel

Learn how to model and project a top-down financial statement for valuation purposes or for analyzing mergers and acquisitions. During this experiential program, you will receive a 10k (Annual Report) and a list of advanced Excel shortcuts. With a focus on incorporating your accounting knowledge into the mechanics of Excel, you will input publicly available information and learn various shortcuts to construct a five-year income statement projection model from revenue down to earnings per share (EPS). Model discounted cash flow analysis, current market valuation, dilutive options, and a detailed depreciation build-up schedule. Leave the classroom with a model that you can immediately apply to other companies. 

Prerequisite: This is a technical workshop, and intermediate proficiency using Excel is required. NYSSA’s “Excel Fundamentals for the Finance Professional” and “Corporate Valuation Methodologies” are recommended.

Level: Intermediate