Financial Modeling Basics Syllabus
90 minutes of instruction + financial model template + offered office hours
Program Overview
By taking this course, you will develop a strong foundation in financial modeling and gain practical skills in forecasting, risk management, and performance analysis. At the end of this course, you will be better equipped to communicate financial insights effectively and build a strong financial strategy.
This course is designed for anybody who needs to design and build a basic financial model and is suitable for early-stage companies. Basic accounting concepts and terminology will be beneficial.
Each company will leave with a basic financial modeling template. There are 1:1 office hours offered as an add-on to further customize and review their company’s financial model.
This course includes instruction hours and time for Q&A using real life examples.
Instructor
Candice is a Finance Director with a passion for helping VC and PE backed companies enhance their knowledge of financial information to drive growth. Her experience includes Finance Director and CFO roles for various private equity-backed businesses in both London and Europe. Candice served as Director of Finance at Lyft and is a seasoned mentor with 500 Global. Candice is a UK qualified Accountant, holds an MSc in Strategic Business Management, and is currently completing her Ph.D. in Corporate Finance through Auckland University.
Schedule
Day 1
Introduction to Financial Modeling
Importance of a financial model
Structure of a basic financial model
Modeling do’s and don’ts
Best practice for ensuring accuracy and input validation
Identifying company drivers
Developing assumptions
Unit economics
Forecasting methods