Master the advanced Excel, financial modeling, corporate finance, and accounting skills you need to succeed as a financial analyst. Build a financial model to value a public company, and learn industry best practices from experienced investment bankers and hedge fund analysts.
- Advanced Excel for Financial Modeling: Master advanced techniques including sensitivity analysis, financial functions, modeling shortcuts, and cash flow projection tools.
- Crash Course in Finance & Accounting: Review corporate finance and accounting concepts, including enterprise value, financial statements, investments, and corporate valuation.
- Real-World Financial Modeling Project: Create a valuation model for a public restaurant company using current financial data. Review company presentations, earnings releases, and financial reports to determine the model drivers and assumptions. Derive a share value using corporate valuation principles and evaluate the stock for a potential investment.
Register today to reserve your seat. This course has very limited availability.
This course assumes intermediate knowledge of Excel equivalent to our Intermediate Excel for Business course. Finance, accounting, or financial modeling knowledge is helpful but not required. Students without any background in corporate finance or financial accounting should review our free online prep materials before the course (request the free materials after registration).
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We provide computers to use during class. This course is available on PC only.
Corporate training available
What You'll Learn
- Advanced Excel for Finance: Financial functions, advanced formulas, Data Tables, & Excel tricks
- Corporate Finance: Market Capitalization, Enterprise Value, Stocks & Bonds, NPV, IRR
- Financial Accounting: Financial statements, financial ratios, and working capital
- Company Analysis: Analyze companies through financial statements, presentations, & recent news
- Discount Cash Flow Modeling: Project and discount future cash flows
- Corporate Valuation: Corporate valuation principles to value companies
- Financial Analyst Best Practices: Tips and tricks financial analysts need to know
- Investment Banking Interviews: Review concepts typically asked in investment banking interviews
“I can honestly say I learned more useful modeling and excel skills from the Financial Modeling Bootcamp then I have through one and a half years of business school. The course effectively conveys key finance, corporate finance, and financial accounting concepts while also offering students the opportunity to build real financial models with real-time data. The 7:1 student to teacher ratio along with the experience and modeling expertise of Mourad offers a unique opportunity for a personalized learning experience. Whether you are a student looking to pursue a career in finance or a current professional simply looking to brush up on your Excel skills, I would highly recommend this course.”
— Noam L.
Full Course SyllabusDownload PDF 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
Functions for Financial Modeling
- Financial functions
- Date functions
- Nested IF statements
- IF Statements with AND/OR
- CHOOSE function
- Weighted average calculations
- 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
- 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
- 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
- Create a simple LBO model
- Calculate the IRR and Equity Multiple
Day III: In-depth Financial Modeling & Valuation
- 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
- Create financial projections for revenues
- Create financial projections for expenses
- Create projections for the working capital items
- 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
- 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?
NYC's Top Finacial Modeling Course
What separates this financial modeling program from others?
At NYIM, we've created a comprehensive and affordable program that provides financial analysts with the essentials tools they need. You'll review the advanced Excel skills you need to efficiently build models and perform day-to-day tasks required at an investment bank or financial firm. Prior financial accounting and corporate finance are not required, so the course is open to non-finance professionals looking starting a career or switching over, or those currently in finance seeking a refresher. To ensure that your time is well-spent, a variety of pre-work materials and assignments are provided throughout the course, with additional practice projects afterward.
Our curriculum is 100% proprietary and hands-on. The materials were developed by seasoned professionals and are constantly updated to reflects new tools and tricks available for the new generation of analysts. Throughout the course, you will on real-world case studies and projects. While financial theory is discussed throughout, the central focus is on how that theory is applied to the job. At no point in the bootcamp will you sit through more than a few minutes of lecture without working on a project.
Finally, you will learn tricks and tools other programs don't emphasize, including shortcuts to quickly input financial data and build and format models quickly. Instead of memorizing formulas and processes, you will learn to think like an analyst by reading company presentations, earnings reports, news releases, and earnings transcripts.
Who should attend this course?
This course is perfect for incoming or current financial analysts seeking to learn or review finance, accounting, valuation, and Excel. This bootcamp will be particularly helpful for analysts working in investment banking, private equity, hedge funds, real estate, and venture capital, as well as professionals working in finance departments of non-financial companies. Additionally, the course covers many concepts covered in investment banking interviews.
Comprehensive & Affordable Training for Financial Analysts
"Took the two-day Financial Modeling Bootcamp. Extremely informative and useful. Smaller class size allows for one on one help and enables you to really understand the material you are working through. Additionally, you build out a model on an actual company during the course, allowing you to perform the same kind of analysis you would use in a real office setting, as opposed to looking at generic accounting problems. The office itself is very nice, and the professors are extremely well informed. 10/10 would recommend to anyone looking to develop, sharpen, or reestablish their financial modeling skills."
- Robert F. attended the Financial Modeling Bootcamp