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#Financial Modeling: Growing needs of financial modeling skills in financial industry

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About EduPristine

Trusted by Fortune 500 Companies and 10,000 Students from 40+ countries across the globe, EduPristine is one of the leading Training providers for Finance Certifications like CFA, PRM, FRM, Financial Modeling, Business Analytics etc. EduPristine holds a profound history in training Risk Professionals across the globe. It has been an International Authorized Training provider for FRM & PRM trainings since past 4 years and has helped 250+ FRM aspirants clear the Exam. It is Registered with GARP & CFA Institute as an Approved Provider of Continuing Professional Education (CPE) credits.
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  • 1. Financial  Modelling   Johann  Odou  and  Chris  Dunwill   ©  EduPris*ne  –  www.edupris*ne.com  
  • 2. Overview  of  this  Webinar   •  The  Importance  of  Financial  Modeling  (Johann  and  Chris  –  2  different  perspec(ves  on  Modeling)   •  How  to  think  about  Financial  Modeling  in  your  career   •  Different  Types  of  Finanical  Modeling   •  What  is  ModelOff  –  The  Financial  Modeling  World  Champ(onships     •  Modeling  Tips  and  Tricks   •  Q&A   ©  EduPris*ne  |  (Confiden(al)   2
  • 3. Presenter:  Johann  Odou   •  Mid-­‐Market  Investment  Banking  (Aus  /  Asia  Pac)   –  Capital  Raisings   –  M&A   –  Divestments     •  My  Background  to  Financial  Modeling:  Self  Taught     How  did  I  use  Models?   •  In  IMs   •  Work  with  models  from  the  Client  or  Sell-­‐Side   •  Build  models  from  scratch   •  Help  clients  understand  and  build  their  own  Models   ©  EduPris*ne  |  (Confiden(al)   3
  • 4. Presenter:  Chris  Dunwill   •  Corporate  Advisory  and  Financial  Modeling     –  Turnaround  and  Restructuring   –  Opera(onal  analysis  and  improvement   –  Custom  Financial  Scenario  modeling   •  My  Background  to  Financial  Modeling:  Self  Taught     How  did  I  use  Models?   •  Forecas(ng   •  Decision  Making     •  Big  Data   •  Improved  accuracy   •  Ongoing  efficiency   ©  EduPris*ne  |  (Confiden(al)   4
  • 5. How  to  Approach  Financial  Modeling   Development     •  You  may  or  may  not  be  taught  directly  –  Drive  your  own  learning     •  Don’t  shy  away  from  complex  models     •  It’s  OK  not  to  understand  everything  –  You  will  oXen  feel  like  you  don’t  know  enough   •  Break  models  down  and  reverse  engineer  them       •  The  more  you  learn,  the  more  you  can  understand.  The  more  you  understand,  the  more  enjoyable  it  becomes.   The  more  enjoyable  it  becomes,  the  more  you  do.  The  more  you  do,  more  you  learn.  Etc  etc  etc     ©  EduPris*ne  |  (Confiden(al)   5
  • 6. How  to  Approach  Financial  Modeling   Applica(on     •  Apply  strong  standards  and  conven(ons       –  –  –  –  –  Robust   Accurate   Easily  controlled     Easily  reviewed   Professionally  presented     •  Build  for  your  audience     –  Communicate  clearly  and  with  purpose   –  An(cipate  the  next  ques(on.   –  Expect  a  handover   ©  EduPris*ne  |  (Confiden(al)   6
  • 7. Financial  Modeling  in  Prac*ce     •  3  Way  Financial  Modeling     -­‐  Dynamic  Balance  Sheet,  Profit  and  Loss  and  Cash  flow  Repor(ng   -­‐  Normaliza(on     •  Opera*onal  Performance  analysis   -­‐  Variance  analysis   -­‐  Ra(o  Analysis   •  Forecas*ng   -­‐  Cash  flow,    Profit  and  Loss  modeling   -­‐  Scenario  Analysis   -­‐  Sensi(vity  Analysis   •  M&A  Transac*ons   -­‐  -­‐  -­‐  -­‐  Vendor  Due  Diligence   Valua(ons   Post  Sale  adjustments     NPV  analysis   •  Divestment  Transac*ons   -­‐  Asset,  Market  Value  or  Income  Valua(ons   ©  EduPris*ne  |  (Confiden(al)   7
  • 8. Financial  Modeling  in  Prac*ce     •  3  Way  Financial  Modeling     -­‐  Dynamic  Balance  Sheet,  Profit  and  Loss  and  Cash  flow  Repor(ng   -­‐  Normaliza(on       ©  EduPris*ne  |  (Confiden(al)   8
  • 9. Financial  Modeling  in  Prac*ce     •  Forecas*ng   -­‐  Cash  flow,    Profit  and  Loss  modeling   -­‐  Scenario  Analysis   -­‐  Sensi(vity  Analysis     ©  EduPris*ne  |  (Confiden(al)   9
  • 10. Financial  Modeling  in  Prac*ce     •  Opera*onal  Performance  analysis   -­‐  -­‐  -­‐  -­‐  Variance  analysis   Ra(o  Analysis   Performance     Dashboards     ©  EduPris*ne  |  (Confiden(al)   10
  • 11. Financial  Modeling  in  Prac*ce   •  M&A  Transac*ons   -­‐  -­‐  -­‐  -­‐  -­‐  Vendor  Due  Diligence   Valua(ons   Post  Sale  adjustments     NPV  analysis   Synergies       ©  EduPris*ne  |  (Confiden(al)   11
  • 12. What  is  ModelOff     •  2  Hour  Online  Contest     •  October  26   •  2  Online  Rounds   •  Live  Finals  in  NY     Why  Get  Involved   •  Develop  your  skills   •  Get  exposure  to  new  Models   •  Compete  against  friends   •  Have  fun     50%  Discount  on  Entry   “EDUWEB13”   www.modeloff.com     ©  EduPris*ne  |  (Confiden(al)   12
  • 13. Modeling  Tips  and  Tricks       Learn  how  to  use  the  keyboard   •  Shortcut  allow  you  to  move  significantly  quicker,  and  oXen  with  more  accuracy  eg  “ShiX  End”   •  Keep  your  formulas  consistent.    Learn  to  use  tools  like  INDEX(MATCH)  or  the  OFFSET  tool  when  crea(ng  tables   –  Avoid  tools  like  the  Vlookup  or  Hlookup  that  require  absolute  numbers  as  arguments   •  Things  that  slow  down  Excel:    -­‐  Arrays        -­‐    User  defined  formulas    -­‐    Data  Tables    -­‐    Condi(onal  formakng      -­‐    Hyperlinks           ©  EduPris*ne  |  (Confiden(al)   13    
  • 14. Q  &  A     ?   ©  EduPris*ne  |  (Confiden(al)   14
  • 15. Thank  You  !   Visit  Us  On:   hmp://www.edupris(ne.com/ca   Contacts  Us:   help@edupris(ne.com     ©  EduPris*ne  –  www.edupris(ne.com  

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