Learning Objectives

During the course, participants will hone their advanced Modelling skills and experience designing solutions to real-world examples.  Learn to efficiently build an effective and robust model aimed at tracking the performance trend based on real-world Modelling challenges in the field of sales, finance, accounts, inventory and tracking of staff performance using advanced available tools such as scenario managers (for best, base and worst case scenarios. This could feature but not limited to better discount to offer, better loan to acquire, better loan to issue, better investment to opt for, etc.), data pivoting, Vlookups and Hlookups, Escalation modelling, Visual presentation with trendy conditional formatting techniques, data bars, spark lines, water fall charts, etc. Incorporate current economic uncertainties into the model in order to take calculated risks and make more informed business decisions. These uncertainties would among others include inflations, variation in demand and supply, and variation in market price of commodities.

In addition, you will learn how to:                                    

• Streamline model building by applying best practice functions, tools and techniques
• Apply commonly used formulas in new and different ways
• Quantify uncertainty by applying various methods of  scenarios and sensitivity analysis
• Minimize manual labour and automate common tasks by building macros into your models
• Learn how to expedite and enhance the decision-making process
• Maximize your analytical abilities by learning conventional and new approaches of modelling
• Translate business concepts into logically structured models and formats
• Learn to rebuild, audit and validate an inherited model
• This course builds on trainees’ advanced knowledge of Excel tools and functions and incorporates these into a financial model.
• Build “stress-tests”, “what-if” and “sensitivity analysis” into your model by incorporating economic fluctuations
• Measure and interpret the performance of your company using Excel modelling
• To enable the participants to gain acumen, expertise and in-depth knowledge on various methods of valuation and therefore Master key steps to get the most out of Excel functionality to improve your financial modelling and sales performance trending
• Learn how to expedite and enhance the decision-making process
• Maximize your analytical abilities by learning conventional and new approaches of modelling
• Select which advanced formulas are appropriate in different situations

Free take away item!

Each registered delegate will receive a complimentary hardcopy of the Course Facilitator’s book to help you manage your financial models and sales performance trending.

Course Description

During the course, participants will hone their advanced modelling skills and experience designing solutions to real-world examples. Participants will learn to efficiently build an effective and robust financial model based on real-world financial modelling challenges. They will incorporate current economic uncertainties into the model in order to take calculated risks and make more informed business decisions.

Short-cuts and techniques to build a financial model in less time

Become super-efficient in Excel through intensive use of keyboard shortcuts and best practices to efficiently build an effective and robust model.

Experience designing solutions to real-world examples

Create a financial model based on real-world financial modelling challenges.  Incorporate current economic uncertainties into the model in order to take more calculated risks and make more informed business decisions.

Analytical thought on fluctuating economic assumptions in financial modelling

Identify correct economic inputs to model and deal with fluctuations. Quantify uncertainty in forecasting models with stress-testing, what-if analysis and risk analysis techniques.

Knowledge on how to deal with uncertainty and risk in financial modelling

Explore the several different ways to perform scenario and sensitivity analysis in Excel and learn to model in detail the complex but most commonly used methods of showing scenarios using a combination of formulas and drop-down boxes.

Who Should Attend?

This course is designed for analysts and financial practitioners who want to use Excel as a tool to assist with the decision making process and is highly relevant to:

• Marketing and Sales team
• Financial Analysts
• Business Analysts
• Budgeting and Forecasting Managers
• Accountants
• Corporate treasury Finance Managers
• Business and Strategic Planners
• Credit and Risk Managers
• And any professionals that are involved in/interested to use Excel as a tool to assist with the decision making process
• Financial controllers, managers and modellers
• Risk Managers
• Chartered Accountants
• Corporate treasury managers
• Middle office staff
• General Managers
• Fund Managers 

After completing the course participant should be able to demonstrate robust theoretical knowledge and sound practical approach to financial modelling.

Why Learn Financial Modeling And Sales Performance Trending?

Financial Modelling, sales performance trending & Advanced valuation enables professionals to handle finance & sales models by applying advanced level tools and applications of Excel. Financial & sales Modelling is the task of building a model representing financial asset and performance of a business as well as track sales trend. Financial & sales Modelling skills are must for sales, finance and non-finance professionals especially for almost all mid-senior management professionals worldwide. The added skills gained through Excel training helps these professionals to gain an in-depth understanding of sales & financial modelling techniques to succeed in today’s demanding environment.

What Are The Pre-Requisites For This Course?

• Familiarity with Excel – functions and tools
• Understanding basic accounting concepts
• Basic knowledge of valuation, project finance, return concepts