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185 Madison Ave, 11th Floor, New York, NY 10016 212.658.1918

Finance Essentials in Excel


May 1: 10:00am–5:00pm$35012185 Madison Avenue, NYC

Call 212.658.1918 or email us

Excel for Finance Classes New York City

Finance Training Courses in Excel: Core Financial Concepts & Applications of Excel

Finance Essentials in Excel is a unique course that blends core financial concepts and Excel techniques commonly used by finance professionals, including investment banking, private equity, hedge funds, real estate, and asset management. This class relies heavily on real-world examples for its exercises; attendees will pull data from public company financials throughout the day.

  1. Gain an understanding of integral concepts such as financial instruments (stocks, bonds, options), accounting (financial statements and ratios), present value, IRR, DCF modeling, LBOs, and mortgages
  2. Build a DCF model using advanced Excel techniques, including Data Validation, Nested IFs, Data Tables, and more
  3. Project future cash flows and derive a value per share for the company based on the projections. We'll also show you how to utilize crucial Excel tricks such as Paste Special and Go To Special when building and auditing a financial model
  4. Create a Loan Amortization Model for a 30-year mortgage

Prerequisites: Basic to intermediate knowledge of Excel. Basic knowledge of financial concepts below is helpful but not required.

Excel for Finance Course Outline

Download PDF Outline

Core Financial Concepts  
Stocks Calculate returns and build combo charts
Market Capitalization Calculate market cap for public companies using financial statements
Enterprise Value Calculate enterprise value for public companies using financial statements
Bonds Financial functions and calculations
Stock Options Black-Scholes Model in Excel; Goal Seek to calculate implied volatility
Core Accounting Concepts  
Financial Statements Annual and quarterly filings, and press releases
Income Statement Analyze a public company income statement; calculate growth rates, CAGR, and TTM
Balance Sheet Analyze a public company balance sheet
Cash Flow Statement Analyze a public company cash flow statement
Working Capital Calculate and understand working capital
Present Value & IRR  
Financial Functions PV and FV functions
Net Present Value NPV, SQRT, and XPNV functions
Internal Rate of Return IRR, XIRR, and MIRR functions
Discounted Cash Flow Model Build a simple DCF model using the PV concept
DCF Modeling: Assumptions  
Data Validation Use data validation to define the model's scenarios
Nested IFs Show the active scenario with Nested IFs
CHOOSE Function Select the scenario to run through the model
Naming Cells Name cells for future reference in formulas
DCF Modeling: Projecting Cash Flows  
EOMONTH Populate the future dates using EOMONTH
IFERROR Use IFERROR to avoid showing cell errors
Basic Financial Calculations Calculate Net Income and project the future cash flows using the model's assumptions
Calculating the Share Price Use the model to calculate the enterprise value and share price
DCF Modeling: Sensitivities  
Data Tables Use Data Tables to sensitize the model's key inputs
Advanced Conditional Format Conditional Format with formulas to highlight cells that meet certain criteria
Goal Seek Calculate the revenue growth required to hit a certain share price
DCF Modeling: Auditing  
Cell Auditing Review the model for errors and formula consistency
Paste Special Divide Convert the model from thousands to millions
Go To Special Change the color of hardcoded cells only
Formula Tab Calculation options, circular references, error checking
LBO Model  
What is an LBO? Review Leveraged Buyouts (LBOs) basics
LBO Modeling Create a basic LBO model
Loan Amortization Model  
PMT Function Use the Payment function to calculate the monthly payment on a mortgage
Loan Table Use various Excel tricks to quickly populate the loan table
Advanced SUMIFs Extract data from the loan table

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