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Christopher D. Ittner, Richard Lambert, Michael R Roberts, Don Huesman, and Richard Waterman

The role of an Analyst is dynamic, complex, and driven by a variety of skills. These skills range from a basic understanding of financial statement data and non-financial metrics that can be linked to financial performance, to a deeper dive into business and financial modeling. Analysts also utilize spreadsheet models, modeling techniques, and common investment analysis application as part of their toolkit to make informed financial decisions and investments.

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The role of an Analyst is dynamic, complex, and driven by a variety of skills. These skills range from a basic understanding of financial statement data and non-financial metrics that can be linked to financial performance, to a deeper dive into business and financial modeling. Analysts also utilize spreadsheet models, modeling techniques, and common investment analysis application as part of their toolkit to make informed financial decisions and investments.

This multifaceted specialization will equip a learner who might be interested in entering the dynamic world of data and business analysis, and/or is interested gaining deeper technical knowledge in Finance and Quantitative Modeling. Starting from the fundamentals of quantitative modeling, you will learn how to put data to work by using spreadsheets and leverage spreadsheets as a powerful, accessible data analysis tool. You will also be introduced to the world of corporate finance, and gain a better understanding of finance fundamentals, including a variety of real-world situations spanning personal finance, corporate decision-making and financial intermediation.

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What's inside

Four courses

Fundamentals of Quantitative Modeling

(0 hours)
How can you put data to work for you? Specifically, how can numbers in a spreadsheet tell us about present and past business activities, and how can we use them to forecast the future? The answer is in building quantitative models, and this course is designed to help you understand the fundamentals of this critical business skill.

Introduction to Spreadsheets and Models

(0 hours)
The simple spreadsheet is one of the most powerful data analysis tools available. Major corporations and small businesses use spreadsheet models to map data and predict future outcomes. This course introduces basic spreadsheet tools and formulas, enabling you to build models and decision trees in future courses.

Financial Acumen for Non-Financial Managers

In this course, you'll explore how financial statement data and non-financial metrics link to financial performance. You'll learn about frameworks of financial reporting, income statements, and cash reporting, and apply different approaches to analyzing financial performance using real-life examples.

Introduction to Corporate Finance

(0 hours)
This course introduces the basics of finance, focusing on real-world applications in personal finance, corporate decision-making, and financial intermediation. Key concepts include time value of money, risk-return tradeoff, cost of capital, interest rates, retirement savings, mortgage financing, auto leasing, capital budgeting, asset valuation, and discounted cash flow analysis.

Learning objectives

  • Harness the power of spreadsheets to map and predict data
  • Create your own quantitative models
  • Read income and cash flow statements

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