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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

This course is designed to equip learners with the essential skills and knowledge needed to build accurate financial models for any business scenario. By taking this course, participants will gain a strong foundation in financial modeling and be able to analyze sales volume and revenue projections, financial statements projections, build and refine models, use advanced Excel functions, create macros, and manage financial planning and analysis projects. These practical skills can be applied in a variety of settings.


For More Inquiries

Jihad Hassan

Senior Business Development Specialist

 +201278655721

 g.hassan@beaconfintrain.com

Jihad Hassan

Senior Business Development Specialist

 +201278655721

 g.hassan@beaconfintrain.com

Course Outcome

Analyze the sales volume and revenue projections using time series analyses, smoothing techniques, regression techniques, and seasonality.

Evaluate the financial statements projections, including income statements, balance sheets, statement of cash flows, and projections, and analyze how to use them.

Create financial models and refine them to accurately represent the financial data.

Select or build appropriate models and test and validate them.

Apply basic worksheet functions, including value lookups, MATCH, OFFSET, INDEX, and list validation.

Course Outline

Topic 1 :Sales Volume & Revenue Projections

Time Series Analyses

Smoothing Techniques

Regression Techniques

Seasonality

Topic 2 :Financial Statements Projections

Income Statement

Balance Sheet

Statement of Cash Flows

Projections Analyzing and Using Projections

Topic 3 :Building & refining Models

Select or Build Models

Test and Validate Models

Topic 4 :Using Worksheets & Worksheet Functions

Review Basic Worksheet Functions

Create Documentation within a Worksheet

Perform Worksheet Validation and Error Prevention/Checking

Create Charts

Use Value Lookups, MATCH, OFFSET, INDEX, and List Validate

Use Pivot Tables

Perform Financial Functions and Create Financial Models

Create Macros and User Forms

Share/Link Workbooks and Import/ Export Data

Topic 5 :Managing FP&A Projects

Initiate Project

Plan Project

Implement Project

Monitor Project

Close Project


Who Should Attend

Financial Analysts, Investment Bankers, Equity Researchers, Portfolio Managers, Corporate Finance Professionals, Business Consultants, Entrepreneurial Startups, Accounting Professionals, Business Students, Anyone interested in building a career in financial modeling.

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