Financial Analysis for Management Consultants & Analysts
Duration: 5h47m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 2.25 GB
Genre: eLearning | Language: English
Practical guide with case studies and examples of analyses done during consulting projects
What you'll learn
How to conduct fast and efficiently financial analyses during consulting project in Excel
How to draw conclusions from financial analyses
Analyze financial indicators, ratios
Do essential firm valuation
Analyze different types of investments in Excel
Estimate the impact of the M&A activity
Estimate the impact of proposed improvements on profit and balance sheet
Create a business model of the firm in Excel
Analyze business units
Requirements
Basic or intermediate Excel
Basic knowledge of economics or finance
Basic or intermediate knowledge of finance & accounting
Description
What is the aim of this course?
During many consulting projects you will have to do a lot of financial analysis and draw conclusion about specific company or industry. This is especially true during due diligence projects, strategic projects and turn-arounds. Financial analyses will help you decide which option is better, what investments you should take, estimate potential improvements or estimate the impact on the profit and the balance sheet. On top of that, during consulting projects you have to do everything 3x faster and with little data. Therefore, I will teach you in this course how to do fast and efficiently financial analyses and how to draw conclusions from them
In the course you will learn the following things:
How to do financial analyses in Excel fast and efficiently
How to draw conclusions from the analyses
How to analyze financial statements in Excel
How to use financial indicators
How to model a business in Excel
How to analyze business units of the firm
How to carry out analyses related to M&A
How to evaluate potential investment in Excel
How to estimate the value of the firm using simple methods
This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement and turn-arounds in biggest firms from Retail, FMCG, SMG, B2B and services sectors that I worked for. I have carried or supervised over 90 different performance improvement projects in different industries that generated in total 2 billion of additional EBITDA. On the basis of what you will find in this course I have trained in person over 100 consultants, business analysts and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members etc. On top of that my courses on Udemy were already taken by more than 60 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange and many others.
I teach through case studies, so you will have a lot of lectures showing examples of analyses, tools that we use. To every lecture you will find attached (in additional resources) the Excels as well as additional presentations, materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses that can, with certain modification, be applied by you or your team in your work.
Why I decided to create this course?
Analyzing the financial situation of the firm is a fundamental skill in consulting. It helps you understand the current situation of the firm, identify problems and estimate potential savings. Many Management Consultants and Business Analysts did not finish Business Schools and sometimes struggle with some financial analyses. This sometimes puts them at a disadvantage and makes it difficult for them to get promoted. On top of that, many consultants and analysts that did study finance at university / collage have forgotten some things.
Therefore, I have decided to create this course that will help students understand or refresh the how to do financial analyses in Excel. The course will give you the knowledge and insight into real life case studies that will make your life during a consulting project much easier. Thanks to this course, you will know how to understand the financial data, analyze them and draw conclusions from them. You will also master the essential information related to valuation.
To sum it up, I believe that if you want to become a world-class Management Consultant or Business Analyst you have to have a pretty decent understanding of financial analyses. That is why, I highly recommend this course to Management Consultants or Business Analysts, especially those that did not finish business schools or Economics. The course will help you become expert in financial analyses on the level of McKinsey, BCG, Bain and other top consulting firms. That is why, I highly recommend this course to Managers, Management Consultants, owners / founders of businesses that need better to have a good understanding of the business.
In what way will you benefit from this course?
The course is a practical, step by step guide loaded with tones of analyses, tricks, hints that will significantly improve the speed with which you understand, analyze the businesses. There is little theory - mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:
How to do financial analyses in Excel fast and efficiently
How to draw conclusions from the analyses
How to analyze financial statements in Excel
How to use financial indicators
How to model a business in Excel
How to analyze business units of the firm
How to carry out analyses related to M&A
How to evaluate potential investment in Excel
How to estimate the value of the firm using simple methods
You can also ask me any question either through the discussion field or by messaging me directly.
How the course is organized?
The course is divided currently in 8 sections. Currently you will find the following sections:
Introduction. We begin with little intro into the course as well as some general info how the course is organized
General Analysis of Financial Statements. In the second section I will show you how to analyze 3 main financial statements: cash flows, profit and loss statement, and balance sheet.
Financial Analysis of Indicators. In this section I will show you how to use financial indicators, ratios to analyze the situation of the firm especially in comparison with other firms. We will look at profitability, efficiency, liquidity and debt ratios.
Modeling of Profit & Loss statement in practice. In the 4th section I show you how model the profit and loss statement of a company in Excel. A business model of the firm you can use to understand the business, forecast future growth or for valuation purposes
Business Units Analyses. In the 5th section we will discuss analysis of Business Units. Many firms are running more complicated business with plenty of business units that you should analyze separately. We will have a look at 2 examples of such analyses
Valuation. During consulting projects, especially devoted to M&A or due diligence you will have to evaluate a specific business. In this section I will show you examples how to do it in practice.
Financial Analyses related to M&A. In this section I will show you how to analyze different aspect of M&A. Here we will see what is better: organic growth or M&A, how to estimate the impact of M&A on the firm and how to decide whether to sell a business unit or not
Investment Analyses. In the last section I will show you how to analyze different investments in the firm. We will look at investments demanded by customers, investment that are supposed to generate savings and investment in bottlenecks. Different types of investment require a different approach.
You will be able also to download many additional resources
Useful frameworks and techniques
Selected analyses shown in the course
Links to additional presentations, articles and movies
Links to books worth reading
At the end of my course, students will be able to...
How to conduct fast and efficiently financial analyses during consulting project in Excel
How to draw conclusions from financial analyses
Analyze financial indicators, ratios
Do essential firm valuation
Analyze investments in Excel
Estimate the impact of the M&A activity
Create a business model of the firm in Excel
Analyze business units
Who should take this course? Who should not?
Management Consultants and Business Analysts
Managers
Financial Controllers
Startup Founders
Owners of small and mid-sized businesses
Investment Directors
What will students need to know or do before starting this course?
Basic or intermediate Excel
Basic knowledge of economics or finance
Basic or intermediate knowledge of finance & accounting
Who this course is for:
Management Consultants and Business Analysts
Managers
Financial Controllers
Startup Founders
Owners of small and mid-sized businesses
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