Advanced Financial Modeling for Finance Professionals
For experienced finance professionals, corporate analysts, and investment teams who want deeper skills in professional financial modeling, valuation, and transaction analysis.
Curriculum Focus Areas
Core disciplines built for institutional analysts, corporate controllers, and valuation desks.
Three-Statement Modeling
Integrated income statement, balance sheet, and cash flow statement with dynamic working capital and debt switches.
Valuation
Discounted Cash Flow (DCF), trading comparables, precedent transaction analysis, and football field valuation outputs.
M&A Modeling
Transaction assumptions, purchase price allocation, accretion / dilution modeling, and revenue/cost synergy analysis.
LBO Modeling
Sources & uses of funds, debt tranches, cash flow sweeps, IRR and MoIC returns waterfall schedules, and sensitivity tables.
Debt Modeling
Tranche debt schedules, interest calculation cascades, mandatory repayment amortization, and debt service coverage ratios (DSCR).
FAST Modeling Standard
Structured financial modeling principles emphasizing clear separation of inputs, calculations, and management outputs for audit transparency.
Advanced and professional finance programs are designed for learners with existing fundamentals in Excel and financial accounting. If you are new to spreadsheets, we recommend starting with our Excel Fundamentals or Workplace Skills paths first.