Financial Statements Modeling 2020 Learn With A Professional

Learn financial statements modeling with a professional analyst

What you'll learn
The essentials of financial statements modeling using Excel
How to read and analyze SEC filings, 10K's & 10Q's reports
Excel functions and shortcuts
Financial statement analysis
How to forecast an income statement
How to forecast a balance sheet
How to forecast a cash flow statement
How to error-proof your financial model
How to build scenarios
How to forecast depreciation & amortization
How to model a debt schedule
Requirements
Business Fundamentals Course (1 of 4)
You should have a strong commitment to learn
You'll also need Excel 2007, 2010, 2013 or 2016
If you're working on a laptop, you'll need a simplistic external keyboard
Description
Shorten the learning curve. Learn the skills and gain the hands-on experience needed to become a professional analyst in weeks.Financial statements modeling is essential and is the fundamental building block of analyzing a company through valuation methods. Students will learn how to build a dynamic financial statements projection model from scratch using real case studies, applying accounting, finance and Excel skills.This course was carefully designed to teach students all the technical skills needed for a career in finance as a financial analyst. These skills are applied by finance professionals each day on the job. Our curriculum and content are grounded with best industry practices giving you a full immersion into the world of a professional analyst. By the end of the course, you will have a strong understanding of the financial modeling process. You will master the skills applied by professionals on Wall Street each day.Topics Covered· Performing due diligence· Assumptions and model drivers· Cash flow statements· Financial models· Debt schedule· Equity analysis or equity research· Error-proofing your financial modelImportant: How to take this course: This course is part 2 of 4 video courses in our Analyst program series designed to teach you the soft and technical skills professionals apply on-the-job each day. With each of the first 3 courses, students learn principles, concepts and the practical application in the real world. You’ll compound your knowledge every step of the way in preparing for the 4th course, our full investment case analysis. Take this course serious, make a commitment to yourself to complete all 4 courses. By the end of all 4 courses, you’ll be proud of your effort and you’ll be ready to preform like a professional first day on the job or internship.

Overview

Section 1: Financial Statements Modeling Course Preview

Lecture 1 What You'll Need For This Course

Lecture 2 Welcome to Romero Mentoring

Lecture 3 How to Take This Course

Lecture 4 Meet Your Instructor

Section 2: Training Module 1. Financial Statements Modeling

Lecture 5 Welcome to Financial Statements Modeling

Lecture 6 Financial Modeling Module Introduction

Lecture 7 Financial Statements Modeling Introduction

Lecture 8 Different Types of Financial Models

Lecture 9 Steps to Completing the Financial Model

Lecture 10 Model Steps, Income Statement, Balance Sheet and Cash Flow Statement

Lecture 11 Modeling: Income Statement Historical Setup.

Lecture 12 Modeling: Forecasting the Income Statement

Lecture 13 Depreciation & Amortization Schedules

Lecture 14 Modeling: Forecasting Depreciation & Amortization

Lecture 15 Working Capital

Lecture 16 Modeling: Forecasting Working Capital

Lecture 17 The Balance Sheet

Lecture 18 Modeling: Forecasting the Balance Sheet

Lecture 19 Cash Flow Statement

Lecture 20 Reconciling the Cash Flow Statement with the Balance Sheet

Lecture 21 Modeling: Balancing the Balance Sheet

Lecture 22 Modeling: Forecasting the Cash Flow Statement & Balance Sheet

Lecture 23 Stockholders' Equity Schedule

Lecture 24 Modeling: Setting Up the Stockholders' Equity Schedule

Lecture 25 Modeling: Shares Issuances & Share Repurchases

Lecture 26 Modeling: Forecasting Dividend Payout

Lecture 27 Debt Schedule

Lecture 28 Modeling: Setting Up the Debt Schedule

Lecture 29 Modeling: Forecasting the Debt Schedule

Lecture 30 Modeling: Forecasting Interest Expense & Interest Income

Lecture 31 Forecasting Cash Flow Finance Activity Section Debt Pay Down Activity

Lecture 32 Making Your Model Circular and Linking Interest Items

Lecture 33 Modeling: Linking Interest Items to the Income Statement

Lecture 34 Building Scenarios

Lecture 35 Making Your Model Dynamic with Scenarios

Lecture 36 Building a Circ-Breaker/Buster

Lecture 37 Sanity Check / Double Checking Your Model Assumptions

Lecture 38 Conclusion

Section 3: Training Module 2. Chipotle Financial Model Exercise

Lecture 39 Welcome to Chipotle Financial Statements

Lecture 40 Chipotle Model Introduction

Lecture 41 Chipotle Case Breakdown

Lecture 42 Chipotle Core Financial Model Overview

Lecture 43 Performing Due Diligence Chart Analysis

Lecture 44 Company Website Review

Lecture 45 Chipotle SEC Filing

Lecture 46 Due Diligence Summary

Lecture 47 Chipotle Income Statement Review

Lecture 48 Modeling: Income Statement Historical Setup

Lecture 49 Modeling: Forecasting Income Statement Revenue

Lecture 50 Modeling: Forecasting the Income Statement

Lecture 51 Depreciation & Amortization Schedules

Lecture 52 Modeling: Forecasting Working Capital

Lecture 53 Modeling: Setting up the Balance Sheet

Lecture 54 Reconciling the Cash Flow Statement with the Balance Sheet

Lecture 55 Modeling: Forecasting Working Capital

Lecture 56 Modeling: Forecasting Capital Expenditures

Lecture 57 Modeling: Forecasting the Cash Flow Statement & Balance Sheet

Lecture 58 Modeling: ShareS Issuances & Share Repurchases

Lecture 59 Modeling: Updating Chipotle’s Shares Outstanding

Lecture 60 Dividend Payout

Lecture 61 Modeling: Setting Up the Debt Schedule

Lecture 62 Modeling: Adding Revolver Line of Credit Debt

Lecture 63 Modeling: Forecasting the Debt Schedule

Lecture 64 Modeling: Forecasting Interest Income

Lecture 65 Modeling: Forecasting Cash Flow Finance Activity and Debt Pay Down Activity

Lecture 66 Modeling: Linking Interest Items to the Income Statement

Section 4: Training Module 3. Sanity and Conclusion

Lecture 67 Building a Circ-Breaker/Buster

Lecture 68 Sanity Check / Double Checking your Model Assumptions

Lecture 69 Sanity Check with Equity Research Reports

Lecture 70 Conclusion

Anyone pursuing a career in investment banking, accounting, private equity, hedge funds, corporate development, and business development,Anyone looking to acquire the core technical and soft skills professionals on Wall Street implement on the job,Anyone who wants a career transition into finance,Entrepreneurs who want to develop their professional skills and grow a business,Anyone looking to learn financial modeling, company valuation and stock analysis skills,Any student looking to learn advance financial analyst skills