What
You’ll Learn
You’ll Learn
- Gain proficiency in the modeling rules followed by investment bankers
- private equity professionals
- and transaction services consultants
- Build a clear
- comprehensive
- and well-organized financial model in Excel
- Acquire a solid foundation in financial modeling fundamentals
- Create a complete business plan in Excel
- Review the essential and fundamental accounting and corporate finance concepts for financial modeling
- Construct a cash flow statement and calculate free cash flows (FCF)
- Model financial debt and simulate principal and interest repayments.
- “Determine the companys Enterprise Value using the comparable method and deduct the Equity Value”
- Establish a normative EBITDA
- Using Excel
- calculate the investment multiple and the internal rate of return (IRR) for a transaction
Requirements
- Access to Microsoft Excel
Description
If you are interested in finance careers, such as Private Equity, M&A, financial controling or financial management, you’ve likely realized that one key skill is indispensable across all these finance fields: it’s financial modeling.
Financial modeling is the cornerstone of finance, underpinning essential tasks such as developing Business Plans, generating reports in Excel, and valuing companies. The ability to create reliable and well-structured financial models is therefore crucial if you aim to pursue a career in corporate finance.
This is why many job interviews include technical cases on Excel. Within 30 minutes to an hour, employers can assess candidates by providing them with a computer and specific instructions, effectively identifying the top 10% who excel in financial modeling.
This comprehensive finance course on Excel will provide you with the knowledge, techniques, and best practices to create clear, well-structured models that meet the high standards of investment banks, Private Equity firms and financial management teams.
In this training, you will learn the standards and rules of financial modeling to produce professional, rigorous, optimized, and error-free outputs. You will be guided through designing a complete financial model with various investment and development scenarios for a company, including a debt schedule with multiple financing tranches, a Sources and Uses table, a clear Business Plan, and valuation using the transaction comparables method based on a normative EBITDA. Finally, we will calculate the IRR and analyze it according to investment exit parameters.
If these concepts are unfamiliar to you, we will cover them before diving into financial modeling in Excel. This course revisits essential finance fundamentals and the necessary knowledge you must master if you are interested in financial controlling, financial analysis, or transactional careers (PE, M&A, TS).
Instructor Introduction:
My name is Yassine, and I am the founder of a corporate finance training organization that has helped thousands of students and recent graduates prepare for interviews in Private Equity, investment banking, and consulting firms in Transaction Services, Valuation, and Financial Restructuring.
I am also a former Associate in Private Equity, having worked for two years in two different investment funds in Paris on small-cap operations across various sectors, including hospitality and real estate, tech and media, and renewable energy.
Additionally, I was a senior consultant in Valuation and Financial Modeling at EY, where I worked on multiple financial models in transactional contexts and investment projects.
Who this course is for:
- Finance students who are interested in highly competitive areas of corporate finance such as Private Equity
- Venture Capital
- M&A
- Leveraged Finance
- ECM
- Transaction Services
- Restructuring
- Valuation
- and
- of course
- financial modeling
- Candidates for an interview in finance who want to practice and prepare for Excel-based financial modeling cases
- Corporate finance interns seeking to enhance their skills in finance
- financial modeling and Excel
- Junior analysts in corporate finance
- Senior finance analysts who aim to enhance their proficiency in financial modeling using Excel