Financial Analysis for Management Consultants & Analysts

所在平台: Udemy

课程主页: https://www.udemy.com/course/financial-analysis-for-management-consultants-analysts/

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课程名称:管理顾问与分析师的财务分析 课程概述:本课程旨在帮助管理顾问和分析师在咨询项目中进行高效的财务分析,以便对特定公司或行业做出有效的结论。课程特别适合于尽职调查、战略项目和企业转型等场景,学员将掌握如何快速有效地进行财务分析,帮助决策、评估潜在投资及预计改进的财务影响。 课程内容包括: - 快速高效的Excel财务分析技巧 - 如何从财务分析中得出结论 - 财务报表的分析方法 - 财务指标的使用 - 企业建模技巧 - 企业各业务单元分析 - 并购相关的财务分析 - 投资评估及公司价值估算 讲师结合了15年的咨询经验,分享了超过90个行业的绩效改善项目成果,帮助学生理解现实案例,并配备丰富的Excel资料和附加资源,帮助学员应用所学知识于实际工作中。 希望通过这个课程,能够帮助那些未完成商科学位的管理顾问和分析师、或有一定财务学习背景但有遗忘问题的专业人士,提升其财务分析技能,实现职业生涯的提升。课程特别推荐给管理顾问、业务分析师、经理以及需要增强财务理解的小型和中型企业的负责人。 学习者将获得大量的实际分析案例和工具,课程分为八个部分,内容从财务报表的基本分析开始,到进阶的投资和并购分析,强调实践经验与应用,预计将大幅提升学员的分析能力。 适合对象包括: - 管理顾问和业务分析师 - 经理 - 财务控制人员 - 初创企业创始人 - 小型和中型企业的拥有者 - 投资董事等 要求学员具备基本的Excel技能及经济或财务的基础知识,欢迎所有希望提升财务分析能力的专业人士参与。

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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 themIn the course you will learn the following things:How to do financial analyses in Excel fast and efficientlyHow to draw conclusions from the analysesHow to analyze financial statements in ExcelHow to use financial indicatorsHow to model a business in ExcelHow to analyze business units of the firmHow to carry out analyses related to M & AHow to evaluate a potential investment in ExcelHow to estimate the value of the firm using simple methodsThis 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:How to do financial analyses in Excel fast and efficientlyHow to draw conclusions from the analysesHow to analyze financial statements in ExcelHow to use financial indicatorsHow to model a business in ExcelHow to analyze business units of the firmHow to carry out analyses related to M & AHow to evaluate a potential investment in ExcelHow to estimate the value of the firm using simple methodsYou 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 organizedGeneral 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 purposesBusiness 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 analysesValuation. 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 notInvestment 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 resourcesUseful frameworks and techniquesSelected analyses presented in the courseLinks to additional presentations, articles, and moviesLinks to books worth readingAt the end of my course, students will be able to…How to conduct fast and efficiently financial analyses during a consulting project in ExcelHow to draw conclusions from financial analysesAnalyze financial indicators, ratiosDo essential firm valuationAnalyze investments in ExcelEstimate the impact of the M & A activityCreate a business model of the firm in ExcelAnalyze business unitsWho should take this course? Who should not?Management Consultants and Business AnalystsManagersFinancial ControllersStartup FoundersOwners of small and mid-sized businessesInvestment DirectorsWhat will students need to know or do before starting this course?Basic or intermediate ExcelBasic knowledge of economics or financeBasic or intermediate knowledge of finance & accounting

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