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Financial Modeling Bootcamp

Build skill in financial modeling, corporate finance, and accounting principles through this intensive course. Create a complete Discounted Cash Flow (DCF) model and develop advanced Excel skills for building accurate financial models quickly. Prepare for investment banking and financial analyst interviews with a portfolio-ready model.

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  • 18 and older
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  • 185 Madison Ave, New York, NY & Virtually Online
  • 21 hours over 3 sessions

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Class Description

Description

Build a comprehensive financial model while mastering corporate finance and accounting principles. Upon completion, you will have created a detailed Discounted Cash Flow (DCF) model to showcase in your professional portfolio, gained fundamental knowledge of corporate finance and accounting concepts, and developed advanced Microsoft Excel skills for rapid and accurate financial model construction.

Mastering Financial Modeling and Valuation:

This comprehensive program guides you through building a complete DCF model while learning essential finance and accounting concepts. You will start by exploring advanced Excel functions critical for finance professionals, including VLOOKUP and IF statements. Next, you will review corporate finance and accounting fundamentals before constructing a sophisticated valuation model based on a real public company.

The Financial Modeling Bootcamp covers topics frequently discussed in investment banking and financial analyst interviews. After completing this course, you will have a polished financial model to include in your portfolio during the interview process. This program equips you with all the essential skills needed to succeed as a professional specializing in financial model development and corporate valuation analysis.

  • Master advanced Excel techniques; learn essential financial functions, including cash flow projection tools, formulas, and shortcuts for building financial models efficiently in Excel
  • Learn corporate finance and accounting fundamentals; understand enterprise value calculations, corporate valuation methods, and how to analyze financial statements comprehensively
  • Create a complete DCF financial model; analyze financial information, derive share valuation, and build a sophisticated model for evaluating investment opportunities

Comprehensive Benefits and Course Materials:

In addition to receiving extensive financial training and building a financial model for your professional portfolio, you receive the following advantages:

  • Free course retake: retake the entire course at no charge within six months of your initial enrollment
  • Free access to computers and software; no need to bring your own computer or purchase software for the training
  • Custom course workbook: keep your detailed workbook complete with comprehensive instructions and practice exercises for ongoing reference and skill development after the course

Course Prerequisites:

  • Students without a corporate finance or accounting background should request access to and review our free online preparatory materials after registration to ensure a foundational understanding.
  • Excel proficiency is required at the intermediate level equivalent to Intermediate Excel for Business, including proficiency with VLOOKUP, Pivot Tables, and IF statements.

Detailed Course Overview:

  • Advanced Excel for Finance: financial functions, advanced formulas, Data Tables, and Excel optimization techniques
  • Corporate Finance: market capitalization, enterprise value, stocks and bonds, net present value (NPV), and internal rate of return (IRR)
  • Financial Accounting; financial statements analysis, financial ratios calculation, and working capital management
  • Company Analysis: comprehensive company evaluation through financial statements, presentations, and recent news
  • Discounted Cash Flow Modeling: projecting future cash flows and discounting them to present value
  • Corporate Valuation: applying valuation principles to determine company worth
  • Financial Analyst Best Practices: professional tips and strategies that financial analysts apply in their daily work
  • Investment Banking Interviews: review and understand concepts typically asked in investment banking interviews

Complete Course Syllabus:

Day 1: Advanced Excel for Financial Modeling

  • Advanced techniques to accelerate workflow and increase efficiency
  • Advanced analytical tools and sensitivity analysis methods
  • Database functions specifically for finance professionals
  • Key functions for financial modeling and forecasting

Day 2: Introduction to Corporate Finance, Accounting, and Modeling

  • Introduction to corporate finance principles and concepts
  • Enterprise value calculation and analysis
  • Financial accounting fundamentals and statement analysis
  • Integrated financial modeling practices
  • Introduction to DCF modeling methodology
  • Sensitivity analysis for scenario testing
  • Introduction to LBO (leveraged buyout) modeling

Day 3: In-Depth Financial Modeling and Valuation

  • Company analysis and financial assessment
  • Financial projections and forecasting
  • Terminal value calculation and assumptions
  • Discounting cash flows to present value
  • Corporate valuation principles and applications
  • Final analysis and reasonability testing of results

Learn more about the Financial Modeling Bootcamp at NYC Career Centers

Syllabus

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?

Refund Policy

  • Students may cancel up to 11 business days before the class/program start date and receive a refund, less the registration fee (10% of the undiscounted course price).
  • Cancellations within 11 business days are not permitted, but students may reschedule up to 4 business days before the class start date.

For cancellations and reschedules, please email us at [email protected]

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NYC Career Centers

Career Centers is a premier provider of software training courses for individuals and businesses. With a wide range of offerings and a state-of-the-art training facility in NYC, they offer instructor-led classes, corporate training, and room rentals.

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