Financial Statement Analysis using Excel + Using Financial Modelling for Analysis and Valuation

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Basic Info : Financial Statement Analysis using Excel + Using Financial Modelling for Analysis and Valuation
Level : Advanced
Commitment  : 6 Days + 8 days
Language : English
Schedule Date : 26th July


What will I learn?

At the end of this course you will: 

  • Enter and Format data in Excel
  • Use Formulas and Conditionals in Excel
  • Create Charts in Excel
  •   Use Excel to perform Time Value of Money calculations
  •   Analyse the three Financial Statements using Excel: the income statement, balance sheet, statement of cash flows

  • Understand Income Statement, Balance Sheet, Cash Flow Statement
  • Learn scheduling & techniques
  • Learn to put it all together and determining clusters from where to extract value
  • Learn important concepts required in valuation
  • Understand how to work with balance sheet components



Curriculum - Financial Statement Analysis Using Excel

  • Navigation, Arrow Keys, SHIFT & CTRL
  • Inserting & Editing Cells, Rows and Columns
  • Deleting Cells & Commenting
  • Freezing Rows & Splitting the Screen
  • Special Paste: Your New Best Friend
  • Sorting
  • Filtering

  • Introduction to Formatting & Style
  • Formatting Walkthrough
  • The Five Rules for Financial Modeling
  • Cell Dimensions
  • Styling Fundamentals
  • Styling Practice
  • Special Paste Review
  • Applying Special Paste to the Model
  • Best Practices for Number Formatting
  • Forward Multiples
  • Negative Numbers & Percentages
  • Go To Special
  • Grouping Data

  • Introduction to Formulas & Conditionals
  • Best Practices for Formulas and Conditionals
  • Relative and Absolute Values Part 1
  • Relative and Absolute Values Part 2
  • Sum, Max, Min, Average
  • Median, Rank, Percentile, Bonus
  • Concatenation Part 1
  • Concatenation Part 2
  • IF
  • Asking IF Twice
  • Formula Error
  • AND
  • OR
  • SMALL
  • SUMIF
  • SUMPRODUCT
  • COUNT, COUNTA, COUNTIF
  • COUNTIFS
  • INDIRECT
  • INDEX
  • MATCH
  • INDEX and MATCH
  • Cell Color
  • Custom Formulas
  • Hidden Values
  • Test

  • Introduction to Charts
  • Best Practices for Charts
  • The Basics
  • Selecting Data In Column Charts
  • Customize Your Chart Part 1
  • Customize Your Chart Part 2
  • Line
  • Columns

  • Understand and be able to apply the concepts of the time value of money.
  • Recognize the sensitivity of financial payoffs to changes in interest rates and other conditions that business managers must cope with.
  • Tailor a series of future cash inflows or outflows necessary to satisfy present or future business objectives.
  • Use Excel’s financial commands to convert future values to their equivalent present values, and vice versa.
  • Use Excel’s financial commands to determine the net present value of a series of future cash flows.
  • Calculate periodic payments for mortgages and other loans to identify how much of each payment goes to paying off the principal and how much goes to paying interest.
  • Use Excel’s Goal Seek and Solver tools to achieve an objective
  • Create one- and two-variable input tables to do sensitivity analysis

  • Create spreadsheets for financial statements
  • Identify the three key financial statements of corporations (i.e., the income statement, balance sheet, and statement of cash flows) and describe their contents and purposes
  • Follow the standard formats for organizing items on financial statements.
  • Interpret the items on financial statements and recognize how they’re related.
  • Recognize when errors have been made in financial statements
  • Use Excel’s Chart Wizard to create a scatter plot of a set of data values.
  • Select non-contiguous cell ranges for plotting.
  • Insert different types of trend lines on a scatter plot to see which best fits a set of data values.
  • Use Excel commands (e.g., INTERCEPT, SLOPE, and CORREL) and tools (e.g., LINEST and LOGEST) to create a statistical model that follows the trend of historical data for annual revenues.



      Curriculum - Using Financial Modelling for Analysis and Valuation

      • Formatting the data, summarizing, and creating a presentable format.
      • Manipulating Text and Numerical Data
      • Using Pivot Tables to Sumerize Data

      • Converting data into tabular format
      • Identify high profit sales using conditional formatting
      • Excel Best Practices

      • Inputs/Assumptions Worksheet
      • Preparing the 3 Financial Statements

      • Preparing Depreciation & Amortization Schedule
      • Preparing Debt Schedule
      • Other Working Notes

      • Understand the Business Model and Operating Model
      • Modeling the Historical Statement
      • Modeling Assumptions for Future Action

      • Modeling Revenue Build-up – projecting the future revenues
      • Modeling Cost Build-up – projecting the future cost
      • Modeling the Asset Schedule
      • Modeling the Depreciation Schedule – Book and Income Tax Depreciation
      • Working Capital and Term Loan Modelling – Debt Infusion
      • Equity Modelling – Equity Infusion

      • WACC and Cost of Equity Analysis
      • Performing Valuation using DCF

      • Performing Sensitivity/Scenario Analysis
      • Comparing the Valuation Summary using Different Parameters

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