Advanced Excel for Financial Modeling

Finance Excel Classes NYC

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

Prerequisites

Excel proficiency equivalent to Intermediate Excel for Business is required. For Excel training, see our full offering of Excel courses.

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

Related Courses

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.

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Register for a Class 

$350 7 Hours 185 Madison Avenue, NYC In-person classroom training

Corporate training available

Email us for information

Jun 24 Mon, 10am–5pm
Jul 17–18 Wed–Thu, 6–9pm
Jul 22 Mon, 10am–5pm
Aug 4 Sun, 10am–5pm
Aug 19 Mon, 10am–5pm

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

Full Course Syllabus

Download 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

Paste 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

Goal Seek

Data Tables

Scenario Manager

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

Advanced SUMIFS

VLOOKUP-MATCH

INDEX-MATCH

Functions for Financial Modeling

Financial functions

Date functions

Nested IF statements

IF Statements with AND/OR

CHOOSE function

Weighted average calculations

IFERROR

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.