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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

This course is designed to equip learners with the essential skills and knowledge needed to build accurate financial models for any business scenario. By taking this course, participants will gain a strong foundation in financial modeling and be able to analyze sales volume and revenue projections, financial statements projections, build and refine models, use advanced Excel functions, create macros, and manage financial planning and analysis projects. These practical skills can be applied in a variety of settings.

Dalia AnwarSenior Manager, Sales, MEA
Customized Corporate Training
We are the 'go-to' experts when it comes to customizing financial training programs. While adhering to the set rules and regulations, we do not interrupt your day-to-day business activities and work with cooperative flexibility to fit the immersing workflow.

Learning Outcome

Analyze the sales volume and revenue projections using time series analyses, smoothing techniques, regression techniques, and seasonality.

Evaluate the financial statements projections, including income statements, balance sheets, statement of cash flows, and projections, and analyze how to use them.

Create financial models and refine them to accurately represent the financial data.

Select or build appropriate models and test and validate them.

Apply basic worksheet functions, including value lookups, MATCH, OFFSET, INDEX, and list validation.

Create documentation within a worksheet, perform worksheet validation, and error prevention/checking.

Create charts and pivot tables to visualize financial data effectively.

Use financial functions to perform complex calculations and create financial models.

Create macros and user forms to automate tasks and increase efficiency.

Manage FP&A projects, including initiating, planning, implementing, monitoring, and closing projects.

Course Outline

Time Series Analyses

Smoothing Techniques

Regression Techniques

Seasonality


Income Statement

Balance Sheet

Statement of Cash Flows

Projections Analyzing and Using Projections


Select or Build Models

Test and Validate Models


Review Basic Worksheet Functions

Create Documentation within a Worksheet

Perform Worksheet Validation and Error Prevention/Checking

Create Charts

Use Value Lookups, MATCH, OFFSET, INDEX, and List Validate

Use Pivot Tables

Perform Financial Functions and Create Financial Models

Create Macros and User Forms

Share/Link Workbooks and Import/ Export Data


Initiate Project

Plan Project

Implement Project

Monitor Project

Close Project


Who Should Attend

Financial Analysts, Investment Bankers, Equity Researchers, Portfolio Managers, Corporate Finance Professionals, Business Consultants, Entrepreneurial Startups, Accounting Professionals, Business Students, Anyone interested in building a career in financial modeling.

Jihad Hassan

Financial Learning Advisor TL