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 Excel
- Master Excel shortcuts and techniques for financial modeling, including navigation, formula writing, and working without the mouse
- Audit financial models and write efficient, flexible formulas
- Learn advanced analytical tools for sensitivity analysis
- Learn financial functions for NPV, IRR, Bond Yields, & Mortgage Payments
- Conquer advanced functions financial analysts need: Nested functions, VLOOKUP-MATCH, INDEX-MATCH
This 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.
Learn Advanced Excel & Financial Modeling: Take this course with our or Financial Analyst Training Program to achieve the skills you need to become a top financial analyst.
- Small classes
- Computer provided
- Book included
- Free retake
We provide computers to use during class. This course is available on PC only.
Corporate training available
What You'll Learn
- Financial functions: NPV, IRR, XNPV, and XIRR
- Advanced database functions: VLOOKUP-MATCH, & INDEX-MATCH
- Create Data Tables to show outputs based on various scenarios
- Use Goal Seek's powerful calculation tools
- Create financial projections based on historical data
- Learn Hot Keys to work in Excel without the mouse
- Master Excel with a variety of shortcuts finance professionals need
“I took a private Excel class at NYIM, and it was excellent. The trainer, Mourad, prepared a very good class outline that taught me many useful tools. During our time together, Mourad was patient and changed the direction as he determined what my greatest needs were. I will be taking more classes with NYIM and highly recommend them.”
— Kevin D.
Full Course SyllabusDownload PDF Outline
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
Project #1: Revenue build-up by store count and same store sales growth
Learn different methods for projecting company revenues
Apply advanced Excel techiques to quickly build out projections
Advanced Analytical Tools & Sensitivity Analysis
Project #2: Cash flow modeling & sensitivity analysis
Project revenues and expenses
Discount cash flows to the present value
Run a sensitivity analysis for valuation based on revenue growth and gross margin
Database Functions for Finance
Functions for Financial Modeling
Nested IF statements
IF Statements with AND/OR
Weighted average calculations
Projects #3: Loan amortization model
Model cash flows from an amortizing loan
Use advanced functions to aggregate the data
Excel for Finance & Financial Modeling Classes in NYC
Excel Classes: Excel is perhaps the top skill required for finance professionals today. At NYIM, you can get started with the basics or learn comprehensively in the Excel for Business Bootcamp.
Financial Modeling Bootcamp: Learn Excel, finance, accounting, and corporate valuations skills in our Financial Modeling Bootcamp in New York City. The first day of the course is this Advanced Excel for Finance training. On day two, you will learn finance principles including enterprise value, comparable companies analysis, corporate valuation principles, and financial accounting concepts. On the last day, you will build a comprehensive valuation model on a publicly-traded restaurant company using real financial data. You will research the company to determine the model drivers, and derive a value per share using a DCF model.
Corporate Finance: In our corporate finance training, you will learn the core finance concepts every finance professional should know, including stocks, bonds, options, NPV, IRR, M&A, LBO transactions, DCF modeling, and more.
Financial Accounting: In our Financial Accounting courses, you will learn to analyze financial statements, including the income statement, balance sheet, cash flow statement, and financial statement footnotes. We'll cover the basics of dual entry accounting and other accounting principles.