Advanced Excel Financial Modeling
Build robust, audit-ready financial models for valuation, forecasting, and investment analysis
Advanced Excel Financial Modeling is a practical Finance course for professionals who want to build robust, audit-ready financial models for valuation, forecasting, and investment analysis. You will learn how to structure workbooks, forecast core financial statements, test assumptions, and present outputs with the discipline expected in corporate Finance, banking, private equity, and investment analysis roles.
Build Advanced Excel Financial Models For Finance Decisions
- Develop professional workbook architecture, formatting standards, formula discipline, and audit controls.
- Forecast revenue, costs, margins, working capital, capital expenditures, depreciation, and debt schedules.
- Integrate the income statement, balance sheet, and cash flow statement into a connected Finance model.
- Apply valuation methods, sensitivity tables, scenario cases, dashboards, and investor-ready outputs.
This Advanced Excel Financial Modeling course teaches the end-to-end skills needed to build robust, audit-ready financial models for valuation, forecasting, and investment analysis.
You will begin with the foundations of professional financial modeling, including clean workbook design, consistent formatting, reliable formulas, and advanced Excel functions used in Finance models. From there, the course moves into operating forecasts, assumption drivers, revenue models, cost structures, margins, operating leverage, and working capital schedules.
As the course progresses, you will build integrated statement models that connect capital expenditures, depreciation, fixed assets, debt schedules, interest expense, revolvers, and cash flow mechanics. You will also learn how to add model checks, error controls, audit techniques, and stability practices so your models are easier to review, maintain, and defend.
The valuation section covers discounted cash flow construction, WACC, terminal value, valuation assumptions, trading comparables, multiples, sensitivity tables, scenarios, and decision ranges. By the capstone, you will be able to create and present a complete Advanced Excel Financial Modeling project with clear assumptions, reliable outputs, and practical insights for Finance decisions.
Full lesson breakdown
Lessons are organized by topic area and each includes descriptive copy for search visibility and student clarity.
Modeling Foundations
3 lessons
Forecasting Core Financials
4 lessons
Integrated Statement Modeling
4 lessons
Valuation and Decision Analysis
4 lessons
Advanced Modeling Controls
2 lessons
Capstone Application
1 lesson
Professor Daniel Martin
Professor Daniel Martin guides this AI-built Virversity course with a clear, practical teaching style.