In Financial Statement and Valuation Modeling training course, you will input historical data and assumptions to project out financial statements by selecting, locating, and developing appropriate projection drivers while using various supporting schedules, modeling best practices, and dynamic sensitivity analysis.
By attending Financial Statement and Valuation Modeling workshop, delegates will learn to:
- Understand financial model architecture, set up, and best practices
- Format and structure financial models to limit errors and simplify auditing
- Build a fully integrated three statement model using established conventions for forecasting and schedule design
- Discover what makes good assumptions and how to integrate them into financial models
- Understand the interconnectivity of the core financial statements and learn how the cash flow statement, income statement, and balance sheet are linked
- Apply automatic “balance checks”
- Understand treatment of non-recurring charges and their tax implications on financial models
- Intrinsic valuation, including DCF and LBO (floor) valuation
- Grasp market-based valuation, including comparable company analysis and comparable transaction analysis
- Identify and analyze the elements of the financial statements that are key to the value of an enterprise
- Derive WACC by deriving the cost of debt and the cost of equity
- Various competing terminal value approaches
- Analyze key input assumptions at various sensitivities
- Financial Accounting
- Excel, Beginner level
This Financial Statement and Valuation Modeling class is intended for Finance professionals working across all levels in treasury, accounting, financial planning & analysis (FP&A), corporate development, business development, budgeting and forecasting, and controllers who would like to gain new/sharpen their existing financial and valuation modeling skill set.
