Advanced Financial Modeling and Dashboards with Excel Skills Training
Introduction
When it comes to advanced financial modeling (AFM) there are several important techniques that world-class financial analysts practice. This guide outlines the best, most advanced techniques financial modeler should use or considering using to perform industry-leading financial analysis.
Course Objectives
This course will develop the best practice approaches to structuring fully flexible and auditable models whilst cultivating the most efficient data analysis tools and solve other common modeling problems.
Key Learning Outcomes:
- Harness Excels tools within a best practice framework
- Add flexibility to their models through the use of switches and flexible lookups
- Work efficiently with large data volumes
- Model debt effectively
- Approach modeling for tax, debt, pensions and disposals with confidence
- Build flexible charts and sensitivity analysis to aid the presentation of results
PROGRAM OUTLINE..
| Ice breaker
House Rules |
| Introduction
Data management and Analysis Big Data Management Tech Calculations validating
|
| Filters & Auto Filters
V & H Look ups
|
| Data Modeling Techniques–
Pivot Tables Power Query
|
| Data Model
Visualization |
| Dashboards Development:
Design Principles
|
| Developing simple dynamic Interactive Dashboard |
| Logical Functions–
IF, IFNESTED, IFNA & IFERROR AND & OR ISBLANK Text Manipulative Concatenate |
| Chart Formatting–
Chart Types 3D Formatting Review of Charts |
| Introduction to interactive charts
Pivot Charts Usage & Limitation |
| Advanced Visualization
Power Map |
| Power View
Dynamic Charts Using Filters & Sparklines |
| Excel Reports–
Budget Preparation Financial Management Reports Growth Drivers Financial Gearing
|
| Developing Working Sheet–
Working Capital |
| Fixed Assets
Modeling Taxes & Equity Creating Inputs Reviewing Model
|
| Team Building Activities
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| Setting Up Model:
Layout for Scalable Financial Model, Growth Drivers, Asset & Debt Schedule
|
| Forecasting & Predictive Modeling–
Projecting P& L, Balance Sheet & Cash flow Statement.
|
| Forecasting & Predictive Modeling–
Building & Analyzing Financial Ratios
|
| Forecasting & Predictive Modeling–
Building & Analyzing Financial Ratios
|
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