Financial Modeling Bootcamp NYC: Master Excel Modeling, Accounting, & Corporate Finance

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.

Still Have Questions?

We're here to help. Email the program director directly and find out if this is the right course for you.

This course has a prerequisite

Prior financial experience is helpful, but not required. Those without a finance or accounting background will receive a short guide prior to the course (request upon registration) to acclimate themselves to terminology.

Excel proficiency equivalent to Intermediate Excel for Business is required, including VLOOKUP, Pivot Tables, and IF statements. Our Financial Analyst Training Program includes beginner and intermediate Excel along with this 3-day bootcamp.

Learn the Skills Guarantee™

Hands-on training in small groups

Work on projects proven to boost retention
Time-tested curriculum and supporting materials

Refined over many cohorts for an optimal learning experience
Learn from industry experts with teaching experience

Experienced educators who are driven to help you succeed
Retake the course for free within one year

Refresh the materials and gain additional practice

Learn the concepts and skills covered in this course or your tuition is on us. See details and terms & conditions.

Excellent classes and excellent venue! It has just the right level of personal attention and class participation. I would highly recommend NYIM and look forward to taking future classes there. – Hazel S.

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

Course Syllabus

Download Syllabus PDF

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
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

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

Enterprise value

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

Sensitivity Analysis

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

Company Analysis

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

Financial projections

Create financial projections for revenues
Create financial projections for expenses
Create projections for the working capital items

Terminal Value

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

Corporate Valuation

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?

Schedule & Enrollment: Financial Modeling Bootcamp

$995
21 Hours
NYC or Live Online
Free retake
Setup assistance
Expert instructors
Small classes

Policies

Course times are listed in Eastern Time.

August 18–20

Tuesday to Friday 10–5pm

Registration closing soon
Enroll

This Course is Available Live Online

You can attend this training live online at the scheduled time the course is offered (New York, Eastern Time) through screen-sharing software Zoom (free for you).
Our live online training is interactive and hands-on, just like our in-person classes. There are no extra fees and we’ll work with you to ensure your setup is perfect

Classes are activity-based and taught by a live instructor.
You can hear the instruction, ask questions, and share your screen—all in real-time.
Retake the course for free (in-person or live online) within one year.

See What Students Are Saying About Live Online

“Overall experience on Zoom was maybe even better than in IRL classroom because the instruction takes place right on your own screen, with less distraction. Great overall experience.”
“Given the fact that we had to do this entire class remotely due to Covid-19, I didn’t have very high expectations it would run so smoothly. However, I don’t think it could’ve gone any better. Not only do I feel very comfortable with the program now, but I’m actually excited to use it!”
“This was the first online class I’ve taken with ND and it was a great experience. Looking forward to the other classes I’ve signed up for!”

Learn more about how our live online training works

Online Training Demo

1-Minute Overview

Frequently Asked Questions

Does this course require any prior knowledge or experience?

Prior financial experience is helpful, but not required. Those without a finance or accounting background will receive a short guide prior to the course (request upon registration) to acclimate themselves to terminology.

Excel proficiency equivalent to Intermediate Excel for Business is required, including VLOOKUP, Pivot Tables, and IF statements. Our Financial Analyst Training Program includes beginner and intermediate Excel along with this 3-day bootcamp.
Do you offer any discounts for this course?
Discounts

We don’t currently offer discounts as we do our best to affordably prices our courses.

Take this course as part of a certificate program and save:
- Financial Analyst Training Program
  
  Price: $1,295 | Hours: 35 Hours
Do you offer payment plans or student financing for this course?

This course does not qualify for payments plans or student financing. See our Payment Plan FAQ to find related programs that qualify.
Can I take this course online (remote learning)?
You may attend this training virtually (online) at the scheduled time the course is offered (New York, Eastern Time).

How does attending “live online” work?
- Students can attend this training remotely through screen sharing software (we use Zoom).
- Participants can hear the instruction, ask questions, and even share their screen with the instructor.
- For audio you can use your computer’s microphone/speakers or call a phone number that we’ll provide.
- Classes are activity-based and taught by a live instructor, so we strongly encourage students who are local to the area to attend in person!
- You will need your own computer and copy of any required software. If you don’t have the software, you can usually do a free trial or purchase your own license. If you need assistance, contact us at contact@nyimtraining.com

Corporate & Onsite Financial Modeling Training

Purchase group class vouchers at a discount for our regularly-scheduled group classes in NYC, or create a custom training program at your offices.

Private Training

Available onsite at your location
Modern computer labs available at our offices
Customize or choose from our existing courses
Free instructor consultations to finalize content

Group Class Vouchers

Send employees to our group classes
Extensive offerings and flexible scheduling
Simple billing and logistics
Computers and training resources provided

Why Learn at NYIM

Highly Reviewed by Our Alumni

From our hands-on training style to world-class instructors and proprietary curriculum, we deliver a learning experience our alumni can be proud of.

8 Students Rated Our Financial Modeling Bootcamp 5 Stars

This was a great refresher course for some of the deeper financial concepts I have not used since undergrad. I think this course is phenomenal for recent college grads starting off their careers in finance or budget. It's a great intro for learning to navigate excel shortcuts. I am 5 years in my career now and have never had the investment banking background but still have been a financial analyst and been involved in raising capital so the concepts covered were a great refresher for me. Additionally the instructor did a great job with playing to the students in the course and our backgrounds and what subjects to go more in-depth with and vice versa.

Alexandria B.

This financial modeling bootcamp helped me round off my excel shortcut skills. All of the excel shortcuts I didn't already know; I learned in this course. This will help me work fast and smarter. I also appreciated the applicability of the financial analysis we conducted. We moved in a very timely fashion and this was a very productive course that will help me as I start off as an investment analyst.

John C.

The financial modeling boot-camp class was a great review for everything I have learned during my undergraduate studies and was also very relevant to my working experience. I also liked that the size of the classes were not too big; this allowed the participants to be actively engaged. As I work in fixed income and while this boot-camp focused on projecting stock price, the research and excel model/setup is very similar so there was very relevant crossover. All in all, I wish I had taken this class earlier this year. Great class.

Nico S.

I took the Financial Modeling Bootcamp. The instructors are very knowledgeable about what they teach and encourage questions throughout the workshop.

Kelvin L.

Great experience, I highly recommend for anyone looking to break into consulting/banking!

Thomas P.

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. 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.

Whether you want a quick refresher or crash course, Financial Modeling in Excel will benefit anyone in the M&A field looking to expand their skills.

Charles K., Element 78 Advisors

Super helpful and affordable. Will be helpful in my career in growth equity.

John A., Owl Ventures

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.

Still Have Questions?

This course has a prerequisite

Learn the Skills Guarantee™

Hands-on training in small groups

Time-tested curriculum and supporting materials

Learn from industry experts with teaching experience

Retake the course for free within one year