Financial Modeling

Free Guides, Tutorials, and Training Resources

Learn corporate finance, financial accounting, and financial modeling concepts for free with NYIM's training resources and guides.

Intro to Financial Accounting

Financial accounting includes the preparation of financial statements used by managers, investors, lenders, and other stakeholders to understand the company’s financial position.

What is a DCF Model?

A discounted cash flow (DCF) model is a financial model used to value companies by discounting their future cash flow to today’s present value.

4 Tips to Landing a Position as a Financial Analyst

Securing a position as a financial analyst can be challenging. In this post, we'll cover the top four tips to help you break into finance, including networking, resume writing, interview prep, and casting a wide net.

What is Financial Modeling?

Financial modeling is the creation of a projection, usually in Excel, of company's future performance. Various types of financial models exist, including a discounted cash flow (DCF) model, leveraged buyout (LBO) model, and a merger and acquisition (M&A) model, with each type of model serving its own purpose.

Financial models are used to value businesses for purposes of raising capital or evaluating investments or to evaluate a financial transaction, such as a leveraged buyout or acquisition.

This financial modeling resource hub will provide you with guides and short tutorials to get you started learning corporate finance, accounting, and financial modeling essentials. These guides are the ideal free preparation for our financial modeling courses in NYC, where we teach analysts how to build comprehensive models to forecast company performance and value companies.

More Financial Modeling Resources

Dividend Yield

A stock’s dividend yield measures how much investors receive in annual dividends as a percentage of the stock price. While dividends are widely followed, investors should take caution when using them to evaluate stock investments.

Cash Flow Statement

The cash flow statement breaks down a company's change in cash over a period of time and consists of three sections: Operating, Investments, and Financing. In this post, we review why a cash flow statement is necessary and how to comprehend its components.

Introduction to the Balance Sheet

In this post, we'll dive into the three sections of the balance sheet: assets, liabilities, and shareholder's equity.

Top Excel Shortcuts You Need for Financial Modeling

Financial modeling can be a tedious process with multitudes of rows and columns of data. Excel shortcuts are crucial to any financial analyst's success. In this guide, we'll review the key shortcuts you need to speed up your modeling.

Types of Financial Models

Various types of financial models exist, including discounted cash flow (DCF) valuation models, leveraged buyout (LBO) models, credit models, and a merger and acquisition (M&A) models, with each type of model serving its own purpose.

Financial Modeling: Revenue Projections

Revenue drives enterprise value as well as many other line items in the model. Therefore, financial analysts must spend time planning and devising the best strategy to approach modeling future revenue streams.

Income Statement

An income statement (also referred to as a profit and loss statement), is one of the financial statements of a company and shows the company’s revenues and expenses during a particular period.

Core Finance Concepts

The concepts of present value and internal rate of return are essential to evaluating investment opportunities and serve as the cornerstone for corporate finance. In this guide, we'll review what NPV and IRR are and how they are used in finance.

Intro to Capital Markets

In this free finance guide, we'll review the basics of how and why companies raise cash, or capital.

Enterprise Value

In this guide, we will look at true measures of company value: market capitalization and enterprise value. We'll review how to calculate market cap and enterprise value and why these measures should be used over stock prices.