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

Finance Essentials in Excel


Jun 25: 9:00am–5:00pm$350Full185 Madison Avenue, NYC
Aug 14: 9:00am–5:00pm$35012185 Madison Avenue, NYC
Oct 16: 9:00am–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 and Applications of Excel in Finance

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.

See other Finance Courses at NYIM

Financial Modeling in Excel: Learn Excel, finance, accounting, and corporate valuations skills in our recently-launched Financial Modeling class in New York City. In day one of this two-day intensive bootcamp, you will learn finance principles including enterprise value, comparable companies analysis, and DCF modeling; accounting concepts and financial statements; and Excel tricks and techniques used in Finance. In the second day, you will build a comprehensive valuation model on a publicly-traded restaurant company using real financial data. We will research the company to determine the model drivers, and derive a value per share using the Discounted Cash flow method of valuation. You'll walk away with crucial skills and knowledge for a position as a financial analyst.

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. 

For more Finance training options, including corporate finance, and financial accounting, see our Finance courses

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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