Master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. By the end of this course, you will know how to write efficient and flexible formulas, create sensitivity analysis, and master Excel's features for finance.Get started with cash flow modeling and projections in ExcelMaster Excel shortcuts and techniques for financial modeling, including navigation, formula writing, and working without the mouseAudit financial models and write efficient, flexible formulasLearn advanced analytical tools for sensitivity analysisLearn financial functions for NPV, IRR, Bond Yields, & Mortgage PaymentsConquer advanced functions financial analysts need: Nested functions, VLOOKUP-MATCH, INDEX-MATCHThis course does not require or cover corporate valuation or financial accounting concepts. The goal of this course is to master Excel's features. For in-depth analysis on financial modeling concepts as well as building comprehensive financial models on real-world companies, see our Financial Modeling Bootcamp. This course is included as the first day of our Financial Modeling Bootcamp. In our Bootcamp, you will build a valuation model on a public company while learning how to analyze its financial statements and create meaningful projections. The Bootcamp reviews financial accounting, corporate finance, and corporate valuation concepts, and includes smaller projects in LBO modeling and integrated 3-statement modeling. This course has a prerequisitePrior financial experience is helpful, but not required. Excel proficiency equivalent to Intermediate Excel for Business is required, including VLOOKUP, Pivot Tables, and IF statements.Course OverviewFinancial functions: NPV, IRR, XNPV, and XIRRAdvanced database functions: VLOOKUP-MATCH, & INDEX-MATCHCreate Data Tables to show outputs based on various scenariosUse Goal Seek's powerful calculation toolsCreate financial projections based on historical dataLearn Hot Keys to work in Excel without the mouseMaster Excel with a variety of shortcuts finance professionals needFull Course SyllabusAdvanced techniques to Expedite WorkflowEfficient formula writingFormula & model auditingAdvanced cell lockingHot Keys to work without the mouseWindows & work with multiple applicationsGo To SpecialPaste SpecialProject #1: Revenue build-up by store count and same store sales growthLearn different methods for projecting company revenuesApply advanced Excel techiques to quickly build out projectionsAdvanced Analytical Tools & Sensitivity AnalysisGoal SeekData TablesScenario ManagerProject #2: Cash flow modeling & sensitivity analysisProject revenues and expensesDiscount cash flows to the present valueRun a sensitivity analysis for valuation based on revenue growth and gross marginDatabase Functions for FinanceAdvanced SUMIFSVLOOKUP-MATCHINDEX-MATCHFunctions for Financial ModelingFinancial functionsDate functionsNested IF statementsIF Statements with AND/ORCHOOSE functionWeighted average calculationsIFERRORProjects #3: Loan amortization modelModel cash flows from an amortizing loanUse advanced functions to aggregate the dataLearn more about Advanced Excel for Financial Modeling at NYC Career Centers.
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NYC Career Centers