Financial Analysis for Management Consultants Analysts

Financial Analysis for Management Consultants & Analysts, available at $69.99, has an average rating of 4.53, with 138 lectures, based on 379 reviews, and has 3746 subscribers.

You will learn about 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 This course is ideal for individuals who are Management Consultants and Business Analysts or Managers or Financial Controllers or Startup Founders or Owners of small and mid-sized businesses It is particularly useful for Management Consultants and Business Analysts or Managers or Financial Controllers or Startup Founders or Owners of small and mid-sized businesses.

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Summary

Title: Financial Analysis for Management Consultants & Analysts

Price: $69.99

Average Rating: 4.53

Number of Lectures: 138

Number of Published Lectures: 138

Number of Curriculum Items: 138

Number of Published Curriculum Objects: 138

Original Price: $89.99

Quality Status: approved

Status: Live

What You Will 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

Who Should Attend

Management Consultants and Business Analysts

Managers

Financial Controllers

Startup Founders

Owners of small and mid-sized businesses

Target Audiences

Management Consultants and Business Analysts

Managers

Financial Controllers

Startup Founders

Owners of small and mid-sized businesses

What is the aim of this course?

During many consulting projects, you will have to do a lot of financial analysis and draw conclusions about a 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:

1. How to do financial analyses in Excel fast and efficiently

2. How to draw conclusions from the analyses

3. How to analyze financial statements in Excel

4. How to use financial indicators

5. How to model a business in Excel

6. How to analyze business unitsof the firm

7. How to carry out analyses related to M&A

8. How to evaluate a potential investment in Excel

9. How to estimate the value of the firmusing 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 the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried out or supervised over 90 different performance improvement projects in different industries that generated a total of 2 billion in 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 224 000 students including people working in EY, McKinsey, 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, and tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, and 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 modifications, be applied by you or your team in your work.

Why have 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 School and sometimes struggled 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 who did study finance at university/college have forgotten some things.

Therefore, I have decided to create this course that will help students understand or refresh 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 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 who did not finish business school or Economics. The course will help you become an 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, and 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 tons of analyses, tricks, and hints that will significantly improve the speed with which you understand, and analyze 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:

1. How to do financial analyses in Excel fast and efficiently

2. How to draw conclusions from the analyses

3. How to analyze financial statements in Excel

4. How to use financial indicators

5. How to model a business in Excel

6. How to analyze business unitsof the firm

7. How to carry out analyses related to M&A

8. How to evaluate a potential investment in Excel

9. How to estimate the value of the firmusing 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 into 8 sections. Currently, you will find the following sections:

Introduction.We begin with a little intro to the course as well as some general info on 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 statements, and balance sheets.

Financial Analysis of Indicators.In this section, I will show you how to use financial indicators, and 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 to 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 the analysis of Business Units. Many firms are running more complicated businesses 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 of how to do it in practice.

Financial Analyses related to M&A.In this section, I will show you how to analyze the different aspects 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, investments that are supposed to generate savings, and investments in bottlenecks. Different types of investments require different approaches.

You will also be able to download many additional resources

1. Useful frameworks and techniques

2. Selected analyses presented in the course

3. Links to additional presentations, articles, and movies

4. 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 a 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

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: A little bit about me

Lecture 3: How this course will be organized?

Lecture 4: How to deal with Blurry image

Lecture 5: How to reach additional resources

Chapter 2: General Analysis of Financial Statements

Lecture 1: General Analysis of Financial Statements – Introduction

Lecture 2: Essential Excel Formulas

Lecture 3: Essential Accounting & Finance

Lecture 4: 3 financial statements

Lecture 5: P&L example – Amazon

Lecture 6: Balance Sheet example – Amazon

Lecture 7: Cash Flow statement example – Amazon

Lecture 8: Amazon – Overivew of P&L

Lecture 9: Amazon – Analysis in Excel of P&L

Lecture 10: Amazon – Analysis in Excel of BS

Lecture 11: Amazon – Analysis in Excel of CF

Chapter 3: Financial Analysis of Indicators.

Lecture 1: Financial analysis of indicators – Introduction

Lecture 2: Profitability ratios – Overview

Lecture 3: Profitability ratios – Case Study – Data Available

Lecture 4: Profitability ratios – Case Study – Solution

Lecture 5: ROE Decomposition

Lecture 6: Liquidity ratios – Overview

Lecture 7: Liquidity ratios – Case Study – Solution

Lecture 8: Activity ratios – Overview

Lecture 9: Activity ratios – Case Study – Solution

Lecture 10: Debt ratios – Overview

Lecture 11: Debt ratios – Case Study – Solution

Lecture 12: More on KPIs

Chapter 4: Modeling of Profit & Loss statement in practice

Lecture 1: Modeling of Profit & Loss statement in practice – Introduction

Lecture 2: Introduction to retailer business model

Lecture 3: Main challenges in Retail

Lecture 4: Business model of Retailer in Excel – transaction version – 1 store

Lecture 5: Business model of Retailer in Excel – transaction version – retail chain

Lecture 6: Business model of Retailer in Excel – sq m version

Lecture 7: Introduction to the SMCG Business Model

Lecture 8: Things that matter in SMCG Business Model

Lecture 9: Drivers for SMG business model

Lecture 10: SMCG business model in Excel – Basic assumptions

Lecture 11: SMCG business model in Excel – Sales

Lecture 12: SMCG business model in Excel – Fixed and Variable Production Costs

Lecture 13: SMCG business model in Excel – Gross Margin

Lecture 14: SMCG business model in Excel – Selling & Marketing costs

Lecture 15: SMCG business model in Excel – Net Margin

Lecture 16: SMCG business model in Excel – Head Office costs

Lecture 17: SMCG business model in Excel – P&L

Lecture 18: SMCG business model in Excel – Working Capital

Lecture 19: Modeling SMCG business model as a service business – Introduction

Lecture 20: From SMCG to service – Introduction – Part 1

Lecture 21: From SMCG to service – Introduction – Part 2

Lecture 22: From SMCG to service – Case Introduction

Lecture 23: From SMCG to service – If sold as a product

Lecture 24: From SMCG to service – If sold as a service – Part 1

Lecture 25: From SMCG to service – If sold as a service – Part 2

Lecture 26: From SMCG to service – Comparison

Lecture 27: From SMCG to service – Solution in Power Point

Lecture 28: Modeling SMCG business model as a service business – General Remarks

Lecture 29: Modeling SMCG business model as a service business – Head Office costs

Lecture 30: Modeling SMCG business model as a service business – Profit & Loss

Lecture 31: Other financial models

Chapter 5: Business Units Analyses

Lecture 1: Business Units Analysis – Introduction

Lecture 2: Why analysis of Business Units makes sense

Lecture 3: Overview of Business models

Lecture 4: Analysis of Business Units – Disney – Overall Segment results

Lecture 5: Analysis of Business Units – Disney – Analysis of structure

Lecture 6: Analysis of Business Units – Disney – Media Networks

Lecture 7: Analysis of Business Units – Disney – Parks & Resorts

Lecture 8: Analysis of Business Units – Disney – Studio Entertainment

Lecture 9: Analysis of Business Units – Disney – Consumer Products & Interactive Media

Lecture 10: Analysis of Business Units – Groceries Discounter – Case Introduction

Lecture 11: Analysis of Business Units – Groceries Discounter – Data Available

Lecture 12: Analysis of Business Units – Groceries Discounter – Formats Results Analysis

Lecture 13: Analysis of Business Units – Groceries Discounter – Formats Structure Analysis

Lecture 14: Analysis of Business Units – Groceries Discounter – Region Results Analysis

Lecture 15: Analysis of Business Units – Groceries Discounter – Region Structure Analysis

Lecture 16: Analysis of Business Units – Groceries Discounter – How we did the analyses

Chapter 6: Valuation

Lecture 1: Valuation Case study – Introduction

Lecture 2: Introduction to Valuation

Lecture 3: Introduction to DCF method

Lecture 4: Difference between FCFF and FCFE

Lecture 5: DCF method of valuation applied to FCFF

Lecture 6: DCF method of valuation applied to FCFE

Lecture 7: Introduction to using multipliers for valuation

Lecture 8: Enterprise to EBIT or EBITDA

Lecture 9: Price per Earning multiplier

Lecture 10: More on Valuation

Lecture 11: How to increase the value of the business

Chapter 7: Financial analysis related to M&A

Lecture 1: Financial analysis related to M&A – Introduction

Lecture 2: What kind of financial analysis consultants do when it comes to M&A

Lecture 3: Expand via M&A – Plywood – Introduction

Lecture 4: Expand via M&A – Plywood – Solution

Lecture 5: Expand via M&A – Plywood – Calculation in Excel

Lecture 6: Expand via M&A – Plywood – Power Point

Lecture 7: Vertical Consolidation via M&As – Case Introduction

Instructors

Asen Gyczew
Expert in performance improvement, turnaround and startups

Rating Distribution

1 stars: 6 votes

2 stars: 9 votes

3 stars: 51 votes

4 stars: 100 votes

5 stars: 213 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!