Financial Modelling For Forecasting, Budgeting & Financial Statements In Excel

Financial modeling is creating a complete program/ structure, which helps you strategically make the right decision regarding investment in a project. You can simply scribble them on a piece of paper or put them all in Excel. The advantage with excel is that, you can have speedy, accurate calculations can come to the right conclusion very fast!

This 2-day training session is targeted audience whose work function involves crunching forecasts and budgets. Participants will learn qualitative & quantitative techniques, sensitivity analysis, file consolidation, dynamic version control, form controls and visualization. Quantitative methods include multiple regression analysis and exponential smoothing.

Being an Excel-intensive class, participants are expected to possess a mid-level working knowledge baseline of MS-Excel. The session deep-dives into certain useful Excel functions & tools and breaking them to show their application and null-application.

The class also welcomes persons who would like to understand the forecasting and forecasting process, understand quantitative and qualitative forecasting and acquire the know-how in building robust financial models.

Financial Models covered are the Budgeting Model, Forecasting Model and the 3-Statement Model. The use of MS-Excel is extensive and laptops affixed with Excel 2013 (or higher) with Power Query are required. This program is conducted with practical exercises and case studies.

Learning Outcomes:

• Learn to apply statistical and judgmental forecasting techniques.
• Reduce turnaround-time in managing your forecast structure and worksheet process.
• Learn how to version-control multiple forecast worksets.
• Build your own dynamic scenarios with form controls.