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Financial Modeling for Business Analysts and Consultants

Asen Gyczew

What is the aim of this course?

Read more

What is the aim of this course?

As a business analyst or a consultant, you will have to from time to time create financial models. They are a bit different than business models. In business models, you go into details of operations and you focus on getting the links on the KPIs. Those models are usually done for internal purposes, to manage in the right direction the business. Financial models on the other hand are more for external users. You concentrate on creating a picture of the business in a standardized, understood by everybody way. You also want to create financial statements: profit & loss statement, balance sheet statement, and cash flow statement.   

On top of that, you use financial statements for valuation purposes.   

The most typical situation when, as a business analyst or a consultant, you will have to prepare such a model is connected with selling or purchasing a company. You may be doing it on the sell side or on the buy side.  Financial modeling is done as a part of strategy projects, turnaround projects, and due diligence.   

I will NOT teach you everything on financial modeling because it is simply not efficient (and frankly you don’t need it). This course is organized around the 80/20 rule and I want to teach you the most useful (from a business analyst/consultant perspective) ways to go as fast as possible from rough description to working model in Excel that you can make more and more complicated.   

The aim of this course is that you are able to do a financial model of the business as fast as possible.   

If done properly, this course will transform you in a few days into a pretty good business analyst who knows how to create fast and efficiently financial models.

This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail I have carried out or supervised over 90 different performance improvement projects in different industries that generated a total of 2 billion in additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors On top of that my courses on Udemy were already taken by more than 224 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.

I teach step by step on the basis of Excel files that will be attached to the course.  We will go through a real-life example of a business and create the financial model for it. To make the best out of the course you should follow my steps and repeat what I do with the data after every lecture. Don’t move to the next lecture if you have not done what I show in the lecture that you have gone through.   

 I assume that you know basic Excel so the basic features (i.e. how to write formulas in Excel) are not explained in this course. I concentrate on intermediate and advanced solutions and purposefully get rid of some things that are advanced yet later become very inflexible and useless (i.e. naming the variables).     

To every lecture, you will find attached  (in additional resources) the Excel shown in the Lecture so as a part of this course you will also get a library of ready-made analyses that can, with certain modifications, be applied by you in your work.   

Why have I decided to create this course?   

This course is a part of my attempt to help business analysts and consultants gain fast useful knowledge that will help them excel at their work. I have done 10 other courses that will help you become a great business analyst or consultant. I have covered already: hacks and tricks in Excel, business modeling, market research, management productivity hacks, and others. Now you have the opportunity to learn financial modeling in Excel   

In what way will you benefit from this course?   

The course is a practical, step-by-step guide loaded with tons of analyses, tricks, and hints that will significantly improve the speed with which you do the analyses as well as the quality of the conclusions coming out of available in your company data. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will know:   

  • What is the difference between business models and financial models?   

  • How to model cost positions and balance sheet positions?   

  • How to create on the basis of these financial statements: profit and loss statement, balance sheet statement, and cash flow statements   

  • How to make sure that there is integrity in the model?   

  • What analyses and conclusions you can draw from the financial model?   

You can also ask me any question either through the discussion mode or by messaging me directly. 

How the course is organized?   

The course is divided currently into 10 sections and will be adding new sections to address other important issues. Currently, you will find the following sections:   

  • Introduction. We begin with a little intro to the course     

  • Modeling of Profit & Loss account. In this section, we start by showing how to model cost positions (except for Depreciation)and how to create on the      basis of this a profit & loss statement   

  • Capex and Depreciation.  Capex and Depreciation are some of the most difficult elements that you will model in Excel. Therefore, we have created a separate section devoted just to this subject. In this section, you will learn how to follow specific groups of assets, track their gross and net value, and calculate depreciation.   

  • Working Capital. Working capital is crucial to the business as it defines how much money you have to have engaged in the business. I will show you how to model      specific positions of Working Capital   

  • Debt.  You may need external sources of financing for the company. I will show you how to model loans and get the necessary info to create a balance sheet later.   

  • Equity. In this section, I will show you how to model equity and all relations with shareholders   

  • Balance sheet modeling. Here we get everything together to model the balance sheet statement.     

  • Cash flow modeling.  Here we get everything together to model the cash flow statement.  Here we will check the integrity of the model as well.   

  • Analyses of the Financial Model.  In the end, on the basis of a ready model, I will try to draw conclusions that will show us whether the business we have been analyzing is interesting or not   

  • Valuation. In this section, I will show you the main valuation methods. We will look at DCF and the Multiplier method

  • Business modeling. In many cases, you will have no time to do a full financial model. In such situations, you may resort to creating a business model. A business model will usually have only a P&L statement. In some cases also simplified the Cash Flow statement. In this section, we will see how you can create such models. You can also get access to more than 30 models. You will see how to model e-commerce, marketplace, real estate, subscription businesses, and many more.    

You will also be able to download many additional resources   

  • Excels with analyses shown in the course

  • Links to additional presentations and movies

  • Links to books worth reading  

At the end of my course, students will be able to…   

  • You will master financial modeling in Excel at the needed for a business analyst and consultant level

  • Understand the main challenges in financial modeling

  • Perform the analyses of the financial model

  • You will get a ready model that you can utilize for your purposes

Who should take this course? Who should not?   

  • Business analysts

  • Researchers

  • Controllers

  • Consultants

  • Small and medium business owners

  • Startups founders

What will students need to know or do before starting this course?   

  • Basic Excel

  • Basic knowledge of economics or finance

Enroll now

What's inside

Learning objectives

  • You will master financial modeling in excel at the needed for business analysts and consultants level
  • Understand the main challenges in financial modelling
  • Perform the analyses of financial models
  • You will get access to +30 ready-made models that you can utilize for your purposes
  • Model your business in excel
  • Estimate the value of your business

Syllabus

We begin with little intro into the course

Here I will explain you what the course will be about and how you can make the best out of it.

Read more

Here I will talk a little bit about me and my company

Here I will explain what to do if the image becomes blurry

Here I will explain how to find additional resources

As a business analysts or a consultant you will have to from time to time create financial models. There are a bit different than business models. In business models you go into details of operations and you focus on getting the links on the KPIs. Those models are usually done for internal purposes, to manage in the right direction the business. Financial models on the other hand are more for external users. You concentrate in them on creating the picture of the business in a standardized, understood by everybody way. You also want to create the financial statements: profit & loss statement, balance sheet statement, cash flow statement

I assume that you have sufficient knowledge of finance and accounting but just in case I also attach a presentation that will cover this topic extensivelly

In the whole course to model most of the cost position we will extensively use bottom-up approach. Understanding the approach will help you be great at financial modeling

We will have a few lectures on bottom-up approach. You can skip the if you want and move on to the building the financial model

  • What is a bottom-up approach

  • Estimate wedding cost using bottom-up approach

In this lecture you will get to know our favorite method for first rough estimation – the bottom-up method. We give you also 2 examples with Excel calculation how to use it.

Imagine that you have to estimate the costs of the wedding to help Tomasz plan his wedding. Use for that the bottom-up approach. We will use this case study to see how bottom-up approach works in practice

In this lecture I will show you the solution to previously introduced case study

In this section I will show you how to model the equity and all relations with shareholders

In the first few sections we will cover an interesting model of a producer of hand-made clay products. Here I will briefly introduce this case study

In this section we start by showing how to model cost positions (except for Depreciation)and how to create on the basis of this a profit & loss statement

Here I will show you how you can benefit to the fullest extent from this course

We start by showing how we will get from cost position to profit & loss statemen

Sales are driving the whole financial model. Therefore, we start from sales and show you how to model it.

In terms of cost quite often materials and energy are the main cost position. We will show you how to model it.

You will be buying a lot of services from third parties. Some companies have a lot of contractors instead of workers. We will show you how to model it in this lecture

I will show you in this lecture how to model Taxes & Payments

Salaries and wages are very important in any business. I will show you how to model it taking into account base salaries, FTE (full time equivalents) and assumed growth in salaries and wages

I will show you in this lecture how to model Other Costs

Capex and Depreciation are one of the most difficult elements that you will model in Excel. Therefore, we have created a separate section devoted just to this subject .

Capex and Depreciation are one of the most difficult elements that you will model in Excel. Therefore, we have created a separate section devoted just to this subject . In this section you will learn how to follow specific group of assets, truck their gross and net value and calculate depreciation.

I will show you in this lecture how to model Intangibles especially I will show you in this lecture how to

I will show you in this lecture how to model Machinery especially I will show you in this lecture how to

At the end we add the depreciation to P&L

Working capital is crucial to the business as it defines how much money you have to have engaged in the business. I will show you how to model specific positions of Working Capital

Working capital is crucial to the business as it defines how much money you have to have engaged in the business. I will show you how to model specific positions of Working Capital

I will show you in this lecture how to model inventory of materials, WIP and finished goods

I will show you in this lecture how to model receivables

I will show you in this lecture how to model liabilities

I will show you in this lecture how to model Corporate tax and final working capital estimation

You may need external sources of financing for the company. I will show you how to model loans and get the necessary info to create balance sheet later.

You may need external sources of financing for the company. I will show you how to model loans and get the necessary info to create balance sheet later.

I will show you in this lecture how to model old loans

I will show you in this lecture how to model new loan

I will show you in this lecture how to model interest paid and interest earned

In this section I will show you how to model the equity and all relations with shareholders

I will show you in this lecture how to model Equity

Here we get everything together to model the balance sheet statement.

I will show you in this lecture how to model balance sheet

I will show you in this lecture how to model fixed assets

I will show you in this lecture how to model current assets

I will show you in this lecture how to model own capital

I will show you in this lecture how to model current liabilities

In this lecture we summarize the balance sheet and check the integrity of the model

Here we get everything together to model the cash flow statement. Here we will check integrity of the model as well

Here we get everything together to model the cash flow statement. Here we will check integrity of the model as well

I will show you in this lecture how to model operational cash flows

I will show you in this lecture how to model investment cash flows

I will show you in this lecture how to model cash flow from financial activities

I will show you in this lecture how to model shareholders influence on Cash Flow

I will show you in this lecture how to model Final Cash Flow

. At the end, on the basis of ready model I will try to draw the conclusions that will show us whether the business we have been analyzing is interesting or not

At the end, on the basis of ready model I will try to draw the conclusions that will show us whether the business we have been analyzing is interesting or not

I will show you in this lecture how to model Profit & Loss analyses

I will show you in this lecture how to model Cash Flow analyses

In this section I will show you where you can look for improvements on the basis of financial model

In the first part of the course we have estimated sales using: sales from previous year, assumed change in price and assumed change in quantity. There is an alternative way to achieve this effect and we will discuss it in this lecture

In the first part of the course we have estimated variable costs using: sales from previous year, assumed change in cost and other additional one-offs. There is an alternative way to achieve this effect and we will discuss it in this lecture

More on Financial Analyses
Here I will show you how you can valuate the company that we have created the financial modeling

In this section, I will show you how to do the valuation of the company that we have created the financial model for. We will use the 2 set of methods DCF and multipliers.

In this lecture, I will show you the basic assumptions behind the DCF methods

There are 2 main DCF methods: FCFF and FCFE. Here I will show you the difference between them before we go into details.

In this lecture, we will apply the DCF using the FCFF model to the financial model we have created.

In this lecture, we will apply the DCF using the FCFE model to the financial model we have created.

Now, we move on to the multiplier methods of valuation.

We will start with the EBIT and EBITDA multipliers.

In this lecture, I will use the P/E to do the valuation.

More on Valuation
How to increase the value of the business
Here I will show you 3 examples of different business models

Here I will show you examples of business model that differ from financial models

We will start with reminder about the difference between financial and business models

Before I show you the model in Excel I want to present you in this lecture the overall logic

I show you in the lecture the model of the consulting firm in Excel. After modifying it you can use it for your purposes (we attach the Excel files to the lecture). This model will let you check whether your business idea makes sense.

In this lecture we will explain you how e-commerce business model works and what you should concentrate on

In this lecture I will show you how you can build the model in Excel and what conclusions can you draw from it.

Excel gives you great opportunities to calculate whether your idea makes sense or not. For this you will use the knowledge you have gathered in the previous lectures on your concept, location and your customers. Excel is obviously less emotion than you and the model you will create here can be used as a cornerstone of your business plans. It shows also to banks and potential investors what is your cash flow. We start with a simple model so you can understand it and learn how to use it.

In this lecture we make more advanced model. We introduce the traffic parameter and show how it is converted first into people that are engaged (stop and enter your restaurant) and later into customers (they buy something from you). Here we will be operating on 2 customer groups: first one eats at the restaurant; second one comes for take-aways. For both customer groups we calculate separate conversion rates and Average ticket (ATV). We still here show you a business model for a 1 restaurant

Other Business models
Conclusions
Bonus Lecture

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Provides a practical, step-by-step guide with analyses, tricks, and hints to improve the speed and quality of financial analysis, which is highly relevant for business analysts and consultants
Focuses on creating financial models for external users, emphasizing standardized and universally understood representations of a business, which is essential for consultants working on strategy and due diligence projects
Assumes a basic knowledge of Excel, concentrating on intermediate and advanced solutions, which may require business analysts and consultants to brush up on their Excel skills beforehand
Includes a section on business modeling with P&L statements and simplified cash flow statements, offering access to over 30 models for e-commerce, marketplace, real estate, and subscription businesses
Covers the modeling of profit and loss accounts, capex and depreciation, working capital, debt, equity, balance sheets, and cash flow statements, which are all core components of financial modeling
Teaches valuation methods, including discounted cash flow (DCF) and multiplier methods, which are essential for business analysts and consultants involved in selling or purchasing companies

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Financial Modeling for Business Analysts and Consultants with these activities:
Review Basic Accounting Principles
Solidify your understanding of fundamental accounting principles to better grasp the construction and interpretation of financial statements.
Browse courses on Accounting Principles
Show steps
  • Review key accounting concepts like assets, liabilities, and equity.
  • Practice creating basic journal entries and T-accounts.
  • Familiarize yourself with the accounting equation.
Read 'Financial Intelligence for IT Professionals'
Gain a practical understanding of financial statements and key performance indicators to enhance your financial modeling skills.
View Financial Intelligence for IT Professionals:... on Amazon
Show steps
  • Read the book, focusing on chapters related to financial statements.
  • Take notes on key concepts and definitions.
  • Relate the concepts to real-world business scenarios.
Excel Formula Practice
Sharpen your Excel skills by practicing common financial formulas and functions used in financial modeling.
Show steps
  • Practice using functions like NPV, IRR, and XIRR.
  • Create spreadsheets to calculate loan payments and amortization schedules.
  • Work through practice problems involving discounted cash flow analysis.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Model a Simple Business
Apply the concepts learned in the course by building a financial model for a simple business, such as a coffee shop or a small retail store.
Show steps
  • Choose a business to model and gather relevant data.
  • Create a basic income statement, balance sheet, and cash flow statement.
  • Analyze the model and identify key drivers of profitability.
  • Refine the model based on your analysis and assumptions.
Create a Financial Modeling Blog Post
Reinforce your understanding by writing a blog post explaining a specific financial modeling technique or concept.
Show steps
  • Choose a topic related to financial modeling.
  • Research the topic and gather relevant information.
  • Write a clear and concise blog post explaining the concept.
  • Include examples and visuals to illustrate your points.
Read 'Investment Valuation'
Deepen your understanding of valuation techniques by studying a comprehensive guide on investment valuation.
View Investment Valuation, University Edition: Tools... on Amazon
Show steps
  • Read the book, focusing on chapters related to valuation methods.
  • Work through the examples and exercises provided in the book.
  • Apply the valuation techniques to real-world companies.
Tutor a Beginner in Financial Modeling
Solidify your knowledge by mentoring someone new to financial modeling, explaining concepts and guiding them through exercises.
Show steps
  • Find someone interested in learning financial modeling.
  • Explain basic concepts and techniques.
  • Help them build a simple financial model.
  • Answer their questions and provide feedback.

Career center

Learners who complete Financial Modeling for Business Analysts and Consultants will develop knowledge and skills that may be useful to these careers:
Consultant
Consultants often develop financial models as part of their engagements. This course helps a consultant build a financial model efficiently, as described by the 80/20 principle, which is to focus on the most important elements to get the job done. The financial modeling course provides guidance on building profit and loss statements, balance sheets, and cash flow statements, which are integral to the work of many consultants. The course also covers company valuation methods such as discounted cash flow and multiple analysis. Those looking to be consultants will find this course helpful because it provides practical knowledge of financial modeling and will allow them to create and analyze financial statements.
See salaries and explore the career path for Consultant
Business Analyst
Business analysts often use financial models to evaluate business performance and financial opportunities. This course gives business analysts the ability to create financial models rapidly and effectively using Excel. In particular, it covers the creation of profit and loss statements, balance sheets, and cash flow statements. Also, it shows how a financial model can be used for company valuation purposes using discounted cash flow analysis and comparable company multiples. For those looking to become business analysts, this course provides a practical basis for creating financial models.
See salaries and explore the career path for Business Analyst
Financial Analyst
A financial analyst uses financial models to analyze past performance and to forecast future results for a company, or a portion thereof. This course provides a strong foundation for creating profit and loss statements, balance sheets, cash flow statements, and for performing company valuation, all of which are used by financial analysts on a daily basis. The course also teaches modeling techniques using Excel, a tool commonly used in financial analysis. This course can help a financial analyst better understand the business implications of financial data. It would also be helpful for a financial analyst who wants to learn more about company valuation.
See salaries and explore the career path for Financial Analyst
Mergers and Acquisitions Analyst
A mergers and acquisitions analyst uses financial models to assess the value of a company for sale. This course aligns with the work of a mergers and acquisitions analyst as it teaches how to construct profit and loss statements, balance sheets, and cash flow statements. In addition, it gives a practical approach to valuation through discounted cash flow and multiple analyses. Using the knowledge from this course, a mergers and acquisitions analyst can quickly build a model in Excel, a technique used in this field. Anyone wanting to work in M&A will find that this course builds a foundation in financial analysis, which is imperative in their daily work.
See salaries and explore the career path for Mergers and Acquisitions Analyst
Management Consultant
Management consultants often use financial models to support their recommendations to clients. This course can be helpful to management consultants because it covers the creation of profit and loss statements, balance sheets, and cash flow statements. It also covers valuation methods such as discounted cash flow and multiple analysis. The course emphasizes the practical application of financial modeling in excel. Those wanting to become management consultants may find this course useful in building their financial modeling skill set.
See salaries and explore the career path for Management Consultant
Venture Capital Analyst
Venture capital analysts rely on financial models to assess the potential of startups and young companies. This course can help a venture capital analyst by teaching them how to quickly create financial models in excel, as well as covering the creation of integrated financial statements. The course also delves into valuation, using discounted cash flow analysis as well as comparable multiples analysis. For those who wish to become venture capital analysts, this course may help build the fundamental financial modeling skills that they will need.
See salaries and explore the career path for Venture Capital Analyst
Investment Banking Analyst
Investment banking analysts frequently build financial models when advising companies on mergers, acquisitions, and capital raises. This course can help an investment banking analyst learn how to efficiently construct detailed financial models in Excel as well as understand the most important aspects of the three financial statements. The course will give the investment banking analyst an understanding of valuation methodology, both discounted cash flow and comparable transaction analysis. This course may be useful for prospective investment banking analysts that seek to build a foundation in financial modeling.
See salaries and explore the career path for Investment Banking Analyst
Private Equity Analyst
Private equity analysts often use financial models to evaluate the potential for an investment, or to estimate the value of a company in their portfolio. This course may be useful to a private equity analyst due to its focus on building financial statements as well as its coverage of valuation techniques such as discounted cash flow and the use of comparable company multiples. The course also emphasizes the use of excel modeling, a key skill for any private equity analyst. Anyone hoping to become a private equity analyst may find that this course helps develop the skills to forecast financial performance and valuation.
See salaries and explore the career path for Private Equity Analyst
Strategy Analyst
Strategy analysts often use financial models to assess the impact of different strategies on a company's financial performance. This course can be helpful to a strategy analyst as it gives them practical experience in financial modeling using excel, building integrated financial statements, and understanding company valuation techniques. The course's emphasis on moving quickly from a rough description to a working financial model will be helpful for a strategy analyst. This course may be useful for those looking to become strategy analysts and also hope to develop practical skills in financial modeling.
See salaries and explore the career path for Strategy Analyst
Corporate Development Analyst
A corporate development analyst uses financial modeling to evaluate acquisitions, divestitures, and other strategic transactions. This course can be of use to a corporate development analyst by teaching them how to develop financial models in excel, and how to construct financial statements. Also, this course gives instruction on valuation methods useful in mergers and acquisitions, which include discounted cash flow and comparable company analysis. This course may be helpful to a corporate development analyst who seeks to hone their financial modeling skills.
See salaries and explore the career path for Corporate Development Analyst
Equity Research Analyst
Equity research analysts build financial models to forecast company performance and to value a company's stock. This course helps an equity research analyst develop the ability to create integrated financial statements. It also provides a clear path to valuation using both discounted cash flow and comparable company analysis. The course focuses on using Excel as a tool which is helpful to an equity research analyst. This course may be useful for equity research analysts looking to enhance their modeling skills and gain a deeper understanding of valuation techniques.
See salaries and explore the career path for Equity Research Analyst
Project Finance Analyst
Project finance analysts use financial models to assess the viability of large-scale projects. This course gives a project finance analyst the basic tools to build models of a business and to project its financial results. The course provides a foundation in creating financial statements including a profit and loss statement, balance sheet, and cash flow statement. It also illustrates how to analyze the financial model and draw conclusions about a business' performance. This course may be useful for those working in project finance looking to develop their modeling skills.
See salaries and explore the career path for Project Finance Analyst
Financial Controller
A financial controller is responsible for the integrity of financial statements. This course can be useful for a financial controller as it emphasizes the creation of profit and loss statements, balance sheets, and cash flow statements. It also describes how to ensure integrity in a model, and how to derive business conclusions from it. This course may be helpful to a financial controller who wants to learn more about financial modeling, and develop skills using excel.
See salaries and explore the career path for Financial Controller
Business Owner
Business owners can benefit from financial models to manage their companies and also to assess business opportunities. This course can help a business owner by teaching how to develop a financial model quickly and efficiently in Excel. It also gives hands-on instruction on building profit and loss statements, balance sheets, and cash flow statements. The course also teaches how to value a business, which may be helpful for a business owner. While this course was designed for consultants and business analysts, it may also be helpful for a business owner who's trying to gain a deeper understanding of business financials.
See salaries and explore the career path for Business Owner
Real Estate Analyst
Real estate analysts build financial models to evaluate the financial feasibility of real estate investments. This course will help a real estate analyst by teaching them how to develop financial models in excel, and how to construct financial statements. While this is a general modeling course, and not specific to real estate, it is nonetheless useful as it covers the creation of profit and loss statements, balance sheets, and cash flow statements, each of which are applicable to real estate modeling. Also, this course will discuss valuation methods which are used in real estate acquisitions. This course may be helpful for aspiring real estate analysts.
See salaries and explore the career path for Real Estate Analyst

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Financial Modeling for Business Analysts and Consultants.
Cover image
Investment Valuation, University Edition
Save
Comprehensive guide to valuation techniques, covering discounted cash flow, relative valuation, and contingent claim valuation. It provides a detailed framework for valuing different types of assets, including stocks, bonds, and real estate. This book is more valuable as additional reading, as it expands on the valuation methods introduced in the course and provides a deeper understanding of the underlying principles. It is commonly used as a textbook at academic institutions.
Investment Valuation, University Edition: Tools and...
Kindle Edition
$$$
Cover image
Financial Intelligence for IT Professionals
Save
Provides a practical introduction to financial concepts, tailored for those without a finance background. It explains how financial statements are created and interpreted, focusing on the key metrics that drive business performance. This book is particularly useful for understanding the 'why' behind the numbers, which is essential for effective financial modeling. It bridges the gap between technical expertise and financial understanding.
Financial Intelligence for IT Professionals: What...
Paperback
$$

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Effort
3.5 total hours
Via
Udemy
Instructor
Asen Gyczew
Language
English
Good to know
Provides a practical, step-by-step guide with analyses, tricks, and hints to improve the speed and quality of financial analysis, which is highly relevant for business analysts and consultants
Focuses on creating financial models for external users, emphasizing standardized and universally understood representations of a business, which is essential for consultants working on strategy and due diligence projects
Assumes a basic knowledge of Excel, concentrating on intermediate and advanced solutions, which may require business analysts and consultants to brush up on their Excel skills beforehand
Includes a section on business modeling with P&L statements and simplified cash flow statements, offering access to over 30 models for e-commerce, marketplace, real estate, and subscription businesses
Covers the modeling of profit and loss accounts, capex and depreciation, working capital, debt, equity, balance sheets, and cash flow statements, which are all core components of financial modeling
Teaches valuation methods, including discounted cash flow (DCF) and multiplier methods, which are essential for business analysts and consultants involved in selling or purchasing companies
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