Self-Study: Operational Modeling

Overview

Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.

Highlights

• Operational Modeling Template, comprising of the following schedules:
• Revenue Schedule
• Cost Schedule
• Income Statement
• Working Capital Schedule
• Depreciation Schedule
• Asset Schedule
• Income Tax Schedule
• Discussions on financial modeling best practices, a framework for effective modeling, model review, and building out your own library schedule.

Objectives

• Explore a framework and guidelines for effective financial modeling.
• Analyze a company's operations and organize a financial model into several schedules.
• Approach each schedule with a consistent workflow.

Preparation

Attendees should have a basic understanding of accounting fundamentals, reading financial statements, and Excel.