Excel Tips for Future-Focused Financial Models

Envision the Future: Financial Modeling Using Excel

Learn to develop a financial projection/forecast including an income statement, balance sheet, and cash flow statement

Created by : Rated :4.7 73181 views

Last Updated: 2024-11-14 08:11:31 English Course Type: Self Learning

Use a disciplined approach for using Excel to develop financial analysis
Prepare financial projections of the income statement, balance sheet, and statement of cash flows

In this course we are going learn how to financially model a business using Excel. Financial models underpin strategic and business planning, solicitations for financing, budgeting and forecasting, business valuations, cash budgeting, capital budgeting, and so many other corporate finance purposes. In this course, we are going to concentrate on the preparation of a financial projection of the income statement, balance sheet and statement of cash flow. We will use an approach that keeps model integrity and credibility top of mind throughout development.

You should have a basic level of proficiency with Excel.
You should be familiar with accounting principles and financial ratios

Finance Students
Financial Analysts
Finance Managers
Financial Professionals
Accountants

Section 1 : Introduction to the Course 1 Lectures 00:04:07
Lecture 1 :
Welcome to the Course! Preview
Iâ€™ll go over the broad topics weâ€™ll cover in the course, as well as review the supplemental material and assignments. Iâ€™ll also touch on why the course will help you and what youâ€™ll get out of it once youâ€™ve completed it.
Section 2 : Planning your financial model 1 Lectures 00:09:18
Lecture 1 :
Planning your financial model
In this lesson, Iâ€™m going to emphasize the importance of planning your financial model before you begin. Excel is a wonderful tool, but without a little upfront planning discipline, it can quickly spiral out-of-control and create a nightmare for you to maintain and anyone else to review.
Section 3 : Building your model template 1 Lectures 00:13:03
Lecture 1 :
Building your model template
In this lesson, Iâ€™m going to talk about how you set up your model template for each of the financial statements. Youâ€™ll follow along with your own version of the template.
Section 4 : Projecting the income statement 1 Lectures 00:13:03
Lecture 1 :
Projecting the income statement
In this lesson, you and I will walk through preparing a projected income statement by documenting our assumptions and calculations and referencing them into our income statement template.
Section 5 : Projecting the balance sheet 1 Lectures 00:16:37
Lecture 1 :
Projecting the balance sheet
In this lesson, you and I will walk through preparing a projected balance sheet by documenting our assumptions and calculations and referencing them into our income statement template.
Section 6 : Projecting cash flows 1 Lectures 00:14:21
Lecture 1 :
Projecting cash flows
In this lesson, you and I will walk through preparing a projected cash flow statement by documenting our assumptions and calculations and referencing them into our income statement template. We will discuss the importance of setting up reconciliations and integrity checks throughout your financial model.
Section 7 : Advanced financial modeling 1 Lectures 00:13:58
Lecture 1 :
Advanced financial modeling
In this lesson, we will look at some advanced modelling tips, for instance, what do you do when you have multiple divisions or subsidiaries to model.
Section 8 : Excel feature for financial modellers 1 Lectures 00:07:48
Lecture 1 :
Excel feature for financial modellers
In this lesson, Iâ€™m going to show you 5 Excel features you may never heard of that I find helpful when Iâ€™m building a financial model.

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Blair Cook,

476804 Course Views

16 Courses

Blair is a many-time corporate director, CFO, author, speaker, educator, innovator, and thought leader. His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canadaâ€™s podcast series â€œCPA Success Podcast.â€ He works with real businesses to experiment with theories and practices developed both in the academic and real world. He then shares these experiences and stories with others of what works, what doesnâ€™t, and what was learned. He is the author of The Illiterate Executive: An Executiveâ€™s Handbook for Mastering Financial Acumen.