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financial-modeling-bootcamp-syllabus

The Financial Modeling Bootcamp teaches advanced Excel, financial modeling, corporate finance, and accounting skills essential for financial analysts. The course includes hands-on projects and covers topics such as cash flow modeling, corporate valuation, and sensitivity analysis over three days of instruction. Group classes are available in NYC, and further information can be obtained via email or their website.

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Ramanujan Srinivas
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16 views

financial-modeling-bootcamp-syllabus

The Financial Modeling Bootcamp teaches advanced Excel, financial modeling, corporate finance, and accounting skills essential for financial analysts. The course includes hands-on projects and covers topics such as cash flow modeling, corporate valuation, and sensitivity analysis over three days of instruction. Group classes are available in NYC, and further information can be obtained via email or their website.

Uploaded by

Ramanujan Srinivas
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Financial Modeling Bootcamp

Learn the skills you need to become a top financial analyst: advanced Excel, financial
modeling, corporate finance, and accounting. Build a financial model to value a public
COURSE SYLLABUS

company, and learn industry best practices from experienced investment bankers and
analysts.

Group classes in NYC and onsite training is available for this course.
For more information, email [email protected] or visit:
https://training-nyc.com/courses/financial-modeling-bootcamp

[email protected] • (212) 658-1918

Course Outline

Day I: Advanced Excel for Financial Modeling


Advanced techniques to Expedite Workflow
Efficient formula writing
Formula & model auditing
Advanced cell locking
Hot Keys to work without the mouse
Windows & work with multiple applications
Go To Special
Paste Special
Project #1: Revenue build-up by store count and same store sales growth

Advanced Analytical Tools & Sensitivity Analysis


Goal Seek
Data Tables
Scenario Manager
Project #2: Cash flow modeling & sensitivity analysis

Database Functions for Finance


Advanced SUMIFS
VLOOKUP-MATCH
INDEX-MATCH

Functions for Financial Modeling


Financial functions
Date functions

Course Syllabus | Financial Modeling Bootcamp 1


Nested IF statements
IF Statements with AND/OR
CHOOSE function
Weighted average calculations
IFERROR
Projects #3: Loan amortization model

Day II: Intro to Corporate Finance, Accounting, & Modeling


Intro to Corporate Finance
Net Present Value (NPV) and Internal Rate of Return (IRR)
How are PV and IRR used in financial modeling?
How companies raise capital through debt and equity issuances

Enterprise value
Stocks, dividend yields, trading terminologoy, and valuation metrics
Market Capitalization: Calculate the market cap for public companies
Shares outstanding: How does share count change over time?
Enterprise Value: Calculate the enterprise value for public companies

Financial Accounting & Statement Analysis


Cash vs. accrual accounting
Assets = Liabilities + Shareholder's Equity
Annual and quarterly filings, and press releases
Income Statement: Analyze line items on an income statement; calculate growth rates, and TTM
Balance Sheet: Review assets, liabilities and shareholder's equity
Cash Flow Statement: Analyze a public company cash flow statement
Working Capital: Calculate and understand working capital

Integrated Financial Modeling


Calculate historical ratios for revenue growth, margins, and working capital
Project cash flows based on historical metrics
Create debt, equity, and working capital supporting schedules
Review how financial statements tie together and balance the model
Integrate the income statement, balance sheet, and cash flow statement in Excel

Intro to DCF Modeling


Calculate unlevered free cash flow from the integrated model
Discount cash flows using the WACC
Derive a share price from total company value

Sensitivity Analysis
Use Data Tables to sensitize the model's key inputs
Conditional Format with formulas to highlight cells that meet certain criteria
Calculate the revenue growth required to hit a certain share price

Intro to LBO Modeling


Review Leveraged Buyouts (LBOs) basics

Course Syllabus | Financial Modeling Bootcamp 2


Create a simple LBO model
Calculate the IRR and Equity Multiple

Day III: In-depth Financial Modeling & Valuation


Company Analysis
Discuss the business model and value drivers of a public restaurant company
Capital Structure: Calculate the total enterprise value and build a capital structure table
Historical Financials: Populate the historical financials
Ratios: Calculate the financial ratios

Financial projections
Create financial projections for revenues
Create financial projections for expenses
Create projections for the working capital items

Terminal Value
Estimate the company's terminal value using the Gordon Growth Model

Discounting Cash Flows


Use CAPM to estimate the company's cost of equity
Calculate the weighted average cost of capital (WACC)
Discount future cash flows with the midpoint convention

Corporate Valuation
Calculate the diluted shares outstanding using the treasury stock method
Derive a value per share from total enterprise value

Final Analysis & Reasonability Testing


Where does our model need additional analysis?
How does our value per share compare to the current price?
How do our financial projections compare to management's and the analyst community
Analyze the output and determine reasonability of the model and assumptions
What areas or assumptions require additional research?
What assumptions drive the valuation and how would changes impact our thesis
Should we invest in the stock at current prices?

Course Syllabus | Financial Modeling Bootcamp 3

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