Financial Modelling Masterclass
Overview
This one day course is designed to provide you with a toolbox of techniques and structures that you will instantly be able to apply to your work. You will be guided through the functions, formulas and techniques in the realms of Excel, Python in Excel and in Power BI: collectively a combination fit for any serious financial modeller.
The topics chosen for today’s course reflect not only the kind of work that you do but also the rapid pace at which Excel, Python and Power BI are developing.
The day is divided into four discrete sessions, each with its own objectives and outcomes. As far as possible, all examples, cases and models will be developed using data from the real world, including data taken live from the web during the presentations. In that way, you will be able to appreciate the vagaries of raw and real data that are often missing from textbook and simulated data.
The course is aimed at anyone, whether they work in finance, accounting, marketing, sales, production services, procurement or HR … in fact, from anywhere in the organisation for which the preparation or development of some or all of a financial model is important.
A deep and detailed knowledge of finance and accounting is not necessary for this course and in the same light, while you will face mathematical and statistical examples during the course, no deep and detailed knowledge of the subjects is required.
Learning Objectives
By then end of this training day, you will be able to
- Generate dynamic solutions to a wide variety of tasks that you complete under the general heading of financial modelling
- Identify and complete functional and related budgets in a meaningful and realistic way
- Apply advanced visualisation techniques to your financial modelling work that will enable you to present your work in the most meaningful ways
- Set up a working template to illustrate your financial modelling ratio analysis output as well as providing insights into your benchmarking and KPI analyses
- Analysing the data or a single organisation and multiple organisations all at the same time.
- Explore the more advanced aspects of visualisation techniques.
- Turning relatively complex modelling elements into single cell solutions.
- Open up a demonstration of the major elements of functional and support budgets that will conclude with a fully worked solution to a recognisable set of budgets.
Who should attend?
Professionals in corporates and financial institutions who need to create useful and robust financial models.
- Bookkeepers
- Accountants
- Financial managers
- Marketing managers
- Sales Managers
- Production managers and engineers
- Procurement professionals
- HR staff
- All staff with financial modelling needs
Topics Covered
- Training Methodology
- The Financial Modelling Dynamo
- How do we really Create a Budget?
- Advanced Visualisation Techniques
- Natural Language Ratio Analysis
Our Speakers
