Introduction to Financial Modelling and Analysis with Excel

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The aim of the course is to provide a general introduction to spreadsheet modelling and related analysis. The central part of the course focuses on the creation of a model ‘from scratch’. This will entail the use of relevant Excel tools (Lookups, macros, range names etc.) and the use of this model for various outputs, production of summary reports, KPIs etc. It will also involve comparison with history requiring the extensive use of advanced functions in Pivot tables and other relevant techniques.
This course is aimed at those who have an intermediate level of Excel and are now interested in developing their skills further to enable them to create, develop and effectively use financial modelling skills and analysis to add more value in their roles. The course will be of particular relevance to those working in or seeking to move into the area of financial planning and analysis, business partnering and related areas.
Course Objectives:
Provide you with an introduction to financial modelling and related tools and analysis
Learn how to create a model from near scratch
Develop skills in the area of pivot table analysis
Develop your level of Excel to enable you to build, develop and manipulate financial models
Learning Outcomes:
Participants will:
• Gain an overview of the modelling process
• Know how to build a model from scratch and then use it for analysis purposes
• Obtain insights into using Analysis data
• Learn about using capital budgeting measures and integrating these into the financial model
Model Fundamentals:
Model Design and Pitfalls
Key variables and rules
End result of the model
The layout in designing an error-free financial models
Building the Model:
Cost of Sales
Fixed Assets
Working Capital
Model Outputs:
Full master model available for download
Key report generation ( P & L, balance sheet, cash flow) from linked sheets.
Compilation of operational KPIs including graphical representation where appropriate.
Key reporting dashboard.
Scenario Testing:
The use of Scenario Manager
Scenario reporting from model built per above.
Adding, editing and deleting scenarios 
Scenario reporting via Pivot Tables and worksheets.