Courses

Create a Dynamic 5-Year Financial Model in Excel

Learn how to create assumptions-driven financial models in Excel from scratch!

Suppose you currently work in an FP&A role or anywhere between accounting and finance. In that case, there’s a high chance you’ll probably face the challenge of preparing a 3 or 5-year financial model to plan ahead of time and ensure the business is ready to face any challenges.

This course will teach you how to create dynamic assumptions-driven financial models confidently!

You will start with an empty Excel spreadsheet and build a complete dynamic 5-year financial model you can use for strategic planning and investor purposes!

What you’ll get out of this course?

The Create a 5-year Financial Model in Excel course will guide you through the practical process of creating a 5-year financial model in Excel, step by step. We will define a clear structure and build a robust dynamic model, which you can reuse repeatedly. I will help you understand the flow of information between different parts of the model and how to optimize these relationships. You will learn how to forecast, define assumptions and perform sensitivity analysis. We will define a consistent formatting framework for our model to make it easier to read and understand, even after time has passed.

I will show you some tips and tricks to tremendously improve the value of your model by adding versatility, dynamic scenarios, and sensitivity analysis. We will take it to the end and prepare summary sheets to share with investors and other stakeholders.

In this course, I follow the exact approach that I use when working for clients so that you see a real-life example.

After taking the Create a 5-year Financial Model in Excel course, you will be confident to prepare your complex models and bring value to any company you work in.

What should you know to take the course?

This course is aimed at an intermediate level of students. We will go over the main shortcuts and formulas we use in the model, and you will have to become familiar with those to follow along. I expect you to have a solid fundamental knowledge of Excel, be able to use formulas, link to cells in other sheets, and know how the standard formatting tools and the ribbon work. This course will be hard to take if you are entirely new to Excel. Please look at some of the excellent introductory courses here on Udemy, and come back after you’ve mastered the fundamentals of Excel.

To fully understand the model, you will need some basic accounting knowledge. I explain everything whenever we go into specifics. Still, I expect you to be familiar with an Income Statement, Balance Sheet, and Cash Flow Statement and have a general idea of how these are linked together. I would also expect you to understand words like Depreciation and Amortization, Interest, Cash Flows, and other similar terms.

It would be possible to follow along and learn much from the course, even without basic accounting knowledge. Still, I would suggest you familiarize yourself with that and then take the Create a 5-year Financial Model in Excel course.

Who is this course for?

I made the Create a 5-year Financial Model in Excel course as a practical guide on building high-quality models in actual companies. The course is most suitable for:

  • Junior to Mid-Senior finance and accounting professionals who work in FP&A

  • Analysts working in M&A and Debt & Equity Raising

  • Business owners and entrepreneurs who want to understand how financial modeling works in practice

  • Managers in start-ups where no finance professionals are available

  • Students in Finance and Economics majors who wish to get a head start

I hope you are ready to up your game, learn how to build investor-ready financial models in Excel, and propel your career!

Are you excited to start?

Then enroll in the course, and I’ll see you in class!

Create a 3-Statement Budget Model in Excel

Learn how to build professional 3-statement budget models in Excel

If you are currently working in an FP&A role, or anywhere between accounting and finance, there’s a high chance you’ll probably face the challenge of preparing a company’s budget statement. It would be great if you are ready to tackle such a challenge with confidence and promptly.

And this is the course to prepare you for that!

You will start with an empty Excel spreadsheet and build a complete dynamic model for a 3-statement budget in Excel!

What you’ll get out of this course?

Create a 3-statement Budget Model in Excel course will guide you through the actual practical process of creating a budget model in Excel, step by step. We will define a clear structure and build a robust dynamic model, which you can reuse over and over again. I will help you understand the flow of information between different parts of a budget model. You will gain knowledge on how to forecast sales, production cost and other expenses. We will define a consistent framework of formatting our model, to make it easier to read and understand, even after time has passed.

I will show you some ways to tremendously improve the value of your budget by adding validation checks, dynamic scenarios, and sensitivity analysis. We will take it to the end and prepare a summary sheet that is ready to print and share with stakeholders.

For this course, I anonymized a real set of company data so that you will see a real-life example.

After you take the Create a 3-statement Budget Model in Excel course, you will have the confidence to prepare your complex models and bring value to any budget you have to work on.

What should you know to take the course?

This course is aimed at an intermediate level of students. We will go over the main shortcuts and formulas that we use in the model, and you will have to become familiar with those, to be able to follow along. I expect you to have solid fundamental knowledge on Excel, be able to use formulas, link to cells in other sheets, know how the standard formatting tools and the ribbons work. If you are entirely new to Excel, this course will be hard to take. Please, take a look at some of the excellent introductory courses here on Udemy, and come back after you’ve mastered the fundamentals of Excel.

To fully understand the model, you will need some basic accounting knowledge. I explain everything whenever we go into specifics. Still, I expect you to be familiar with an Income Statement, Balance Sheet, and Cash Flow Statement, have a general idea of how these are linked together. I would also expect you to understand words like Depreciation and Amortization, Interest, Cash Flows, and other similar terms.

It would still be possible to follow along and learn a lot from the course, even without basic accounting knowledge, but I would suggest you get yourself familiar with that first, and then take the Create a 3-statement Budget Model in Excel course.

Who is this course for?

I made the Create a 3-statement Budget Model in Excel course to serve as a practical guide on how to build high-quality budgets in real companies. The course is most suitable for:

  • Junior to Mid-Senior finance and accounting professionals, who are engaged in the budgeting process;

  • Business owners and entrepreneurs who want to understand how budgeting works in practice;

  • Managers in start-ups where no finance professionals are available;

  • Students in Finance and Economics majors who wish to get a head start.

I hope you are ready to upgrade yourself, learn how to build a 3-statement budget model in Excel, and propel in your career!

Are you excited to start?

Then enroll in the course, and I’ll see you in class!

Create a Sales Dashboard in Google Data Studio

Learn how to leverage Business Intelligence to Visualize your Data in a more Meaningful Way

There’s an ever-growing demand for financial analysts with a sound understanding of Business Intelligence in today’s world.

This course will teach you the fundamentals of Google Data Studio, one of the best free data visualization platforms!

You will start with an empty report and then learn how to link Data Sources. We will look at essential elements and the interface and build a full Sales Dashboard, much like the ones financial analysts prepare in their daily job!

What you’ll get out of this course?

In the Create a Sales Dashboard in Google Data Studio course, I will guide you through the most common functions and elements of Google Data Studio and show you the practical process of creating your reports and dashboards, step by step. We will define a clear structure and build our project, which you can reuse repeatedly. I will help you understand the main principles of Business Intelligence, which you can then apply in any data visualization software.

After you take the Create a Sales Dashboard in Google Data Studio course, you will have a solid understanding of functions and principles applied within Business Intelligence. This will allow you to add benefit to your workplace by preparing insightful reports for the company’s management. Or, if you have your own business, this knowledge will help you analyze your data in a more meaningful way, supporting your strategy and decision-making.

What should you know to take the course?

As long as you understand that profit is what’s left of sales, after deducting the cost of sales, you are all set to follow along! No prerequisite knowledge is required for this course.

What do you need to follow along?

You need access to Google Sheets and Google Data Studio, which you can get with a free Gmail account.

Who is this course for?

I made the Create a Sales Dashboard in Google Data Studio course to serve as a practical guide on how Business Intelligence concepts are applied in real companies. The course is most suitable for:

  • Junior financial analysts;

  • Business owners and entrepreneurs who want to know more about their company;

  • Students in Finance and Accounting majors who wish to get a head start.

I hope you are ready to upgrade yourself, learn how to create your own Business Intelligence reports, and propel in your career!

Are you excited to start?

Then enroll in the course, and I’ll see you in class!

Introduction to Excel for Finance and Accounting

Learn how professionals use Excel in the fields of Finance and Accounting by completing FOUR mini-projects

If you are about to enter a role anywhere between accounting and finance, there’s a high chance you’ll probably face the challenge of preparing various Excel files. It would be great if you have an idea of how we use Excel in the fields of finance and accounting.

And this is the course to introduce to the main concepts of Excel that are applicable to these fields!

You will start with the main Excel functions, go over the most important shortcuts, and build four mini-projects that accountants and financial analysts prepare in their daily job!

What you’ll get out of this course?

Introduction to Excel for Finance and Accounting course will guide you through the most common functions and shortcuts used by people in the fields of accounting and finance and show you the practical process of creating working files in Excel, step by step. We will define a clear structure and build four mini-projects, which you can reuse over and over again. I will help you understand the main principles that finance and accounting professionals use in their daily work.

I will show you some ways to tremendously improve your productivity by employing shortcuts and standardizing your workflow.

After you take the Introduction to Excel for Finance and Accounting course, you will have a solid understanding of how Excel formulas and principles are applied within the fields of Finance and Accounting.

What should you know to take the course?

It is possible to follow along and learn a lot from the course, even without basic accounting and Excel knowledge, as I will go over the concepts and provide thorough explanations.

Who is this course for?

I made the Introduction to Excel for Finance and Accounting course to serve as a practical guide on how the concepts are applied in the field. The course is most suitable for:

· Junior finance and accounting professionals;

· Business owners and entrepreneurs who want to know more about their figures;

· Students in Finance and Accounting majors who wish to get a head start.

I hope you are ready to upgrade yourself, learn how Excel formulas and principles are used in Finance and Accounting and propel in your career!

Are you excited to start?

Then enroll in the course, and I’ll see you in class!