Join this comprehensive virtual masterclass designed specifically for financial analysts looking to elevate their modeling skills to a professional, enterprise-grade level. This interactive session dives deep into the core components of robust financial modeling, starting with advanced Excel functionalities such as dynamic formulas, data validation, pivot automation, and structured referencing.
Participants will explore best practices in scenario and sensitivity analysis, including the use of data tables, switch-driven assumptions, and real-time model toggles to compare financial outcomes under different conditions. You'll also gain hands-on experience with building scalable models that can withstand stress testing and stakeholder scrutiny.
A key component of this training focuses on model auditing and error-checking, equipping analysts with tools and techniques to identify inconsistencies, ensure accuracy, and maintain version control. Whether you're supporting investment decisions, strategic planning, or forecasting, this session provides the technical rigor and practical frameworks to build models that are transparent, efficient, and decision-ready.
Key Topics Covered:
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Advanced Excel formulas (INDEX-MATCH, XLOOKUP, INDIRECT, array formulas)
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Dynamic assumptions and scenario toggles
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Building multi-scenario financial projections
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Auditing techniques and error tracing
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Version control, model documentation, and presentation formatting
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Best practices in model standardization and logic flow
Who Should Attend:
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Mid to senior-level financial analysts
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Corporate finance and FP&A professionals
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Investment banking and private equity analysts
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Professionals preparing for CFA or FMVA certifications
Format:
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Live virtual instruction with downloadable templates
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Real-time exercises and breakout group activities
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15-minute Q&A session with expert modelers
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Certificate of Completion provided