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MS Excel for Finance and Accounting

MS Excel for Finance and Accounting

MS Excel for Finance and Accounting – Learn to use Excel to run your books and professionally organize your data.

If you want to learn Excel for finance, you’ve come to the right spot.  At Strategic Axis, we’re on a mission to help you advance your career as a financial analyst… and being an expert at Excel is a big part of that.

Financial modeling is crucial for taking investment decisions that can have a huge financial impact on companies.

By attending this course, you will be able to adequately prepare and build financial models that cater to different types of investments alternatives, understand and analyze time value of money, present value, future value and weighted average cost of capital (WACC), in addition to conducting a proper analysis of financial information.

The objective of the program is to educate participants with knowledge of advanced Excel tools using hands-on exercises that are relevant for accounting and finance professionals.

The program will enable the participants to apply those tools in their day to day work to prepare final accounts,  projecting financials, prepare budget reports and perform financial analysis to increase efficiency and productivity.

We will start with essential functions and go on to more advanced tasks throughout the course. The functions and setups you will learn will prepare you for any accounting project.

Learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel, power user.  This course is designed specifically for Excel users who are performing professional financial analysis and financial modeling. We cover all levels – from beginner to advanced users.

This course is based on first-hand investment banking training programs at global banks.  The quality of instruction you receive in this course will have you just as sharp as if you took an expensive, live Wall Street course.

This is the official Microsoft course.

You might be interested in other Finance and Accounting programs as a next step.

 

YOU WILL LEARN HOW TO

By the end of the course, participants will be able to:

Apply time value of money concepts

Perform and interpret the financial analysis

Apply cost of capital calculation techniques

Construct forecasted financial statement models and perform sensitivity analysis

Use the free cash flow technique in determining the value of a project or a company

Develop economic models using different Excel modeling techniques

Learning objectives:

Learn using advanced Excel tools

Prepare Final Accounts using Pivot Tables

Project financial statements including critical schedules

Perform financial statement analysis

Perform sensitivity and scenario analysis for Budget

Learn to record macros

IMPORTANT COURSE INFORMATION

Participants who fully attend this course and complete the test on the last day will receive a Strategic Axis Professional Certificate (SAPC).

Participants will receive official Microsoft certificate as well.

COURSE OUTLINE

Modules

Module 1: Financial calculations: Applications

The basic structure of functions

Time value of money functions

Present value and net current value

The internal rate of return and Multiple IRR (MIRR)

Using  NVP, XNPV, and XIRR

Amortization of loan schedule

Effective yields and returns

SUMIFs, COUNTIFs, and SUMPRODUCTs

IF and nested IFs

Conditional formatting

VLookup and HLookup

Data table & sensitivity analysis

Module 2: Corporate financial analysis

Profit and loss versus balance sheet analysis

Comparable company analysis

Building block analysis

Vertical, trend, and horizontal analysis

Liquidity

Current, quick, and cash ratios

Asset management and activity

AR and AP Turnover

Cash conversion cycle

Asset turnover

Solvency, leverage, and gearing

Debt, equity, and times interest earned rates

Assessing profitability management

Profit margin, gross margin, return on assets, return on investment

Market and valuation

Price-earnings and earnings per share ratios

Modeling the DuPont identity

The three-step models

Using keyboard shortcuts

Absolute and relative cell referencing

Module 3: Financial Modeling and Valuation

Overview of Financial Modeling

FAST standards for financial modeling

Structuring the input sheet and structuring time sheet using timing flags

Modeling for assumptions & inputs

Business Structure & revenue modeling

Modeling for & projecting operating expenses

Projecting key schedules including debt/interest, depreciation, working capital and equity

Stepwise projection of income statement, balance sheet, and cash flows

Ratio analysis and common size analysis

Computing cost of equity and WACC

Estimating Terminal Value, DCF Valuation

Trading Comps Valuation (P/E, P/B, EV/EBITDA, etc.)

Scenario analysis

Macros and VBA

Summarization & presentation of the final model

Form controls for scenario analysis

Module 4: Calculating cost of capital and capital structure

The Gordon, dividend model

Supernormal growth

Calculating the cost of equity and value of debt

Computing the expected return on the market

Computing weighted average cost of capital

Module 5: Financial statement modeling

How financial models work

Modeling income statement

Modeling balance sheet

Free Cash Flow measurement (FCF)

Using FCF to value the firm and its equity

Sensitivity analysis

Discounted cash flow analysis

Developing an integrated financial model

Module 6: Model construction techniques

Data tables design

Assumptions and input variable rules

Array functions and formulas

Spinner data modeling

List box data modeling

Option box data modeling

Acquiring and updating data from the text, access database, SQL, and the web

Module 7: Advanced Functions

Working with large datasets (Sorting, Subtotals, Filtering)

Analyzing Data using Pivot Tables

Goal Seek

Charting using Excel

Preparing Final accounts from Trial Balance using Pivot Tables

Financial Forecasting

Income Statement (Revenue, Expenses, etc.)

Balance Sheet (Working Capital, Fixed Asset Schedule, etc.)

Cash Flow Statement

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