Introduction:

In today’s data-driven and results-focused business landscape, the ability to model complex financial and business scenarios is a critical skill for managers, analysts, and decision-makers. The "Business and Financial Modeling" training program, designed by Global Horizon Training Center, equips participants with the practical tools and analytical skills required to build reliable and dynamic business models that support effective decision-making and strategic planning.

Objectives:

By the end of this training program, participants will be able to:

• Understand the principles and best practices of financial modeling.

• Develop dynamic, flexible, and error-free financial models in Excel.

• Perform scenario analysis, sensitivity analysis, and forecasting.

• Analyze business performance and valuation using financial models.

• Make informed strategic decisions based on quantitative data.

• Communicate financial insights effectively to stakeholders.

Course Methodology:

This course uses a highly interactive and practical methodology. It includes:

• Real-life case studies and simulation exercises.

• Step-by-step model-building using Microsoft Excel.

• Group workshops and peer collaboration.

• Instructor-led demonstrations and feedback.

• Pre-designed templates and take-home tools for post-course application.

Organizational Impact:

Organizations that invest in this training will benefit by:

• Improving the analytical and decision-making capabilities of their staff.

• Gaining deeper insights into financial implications of strategic initiatives.

• Enhancing budgeting, forecasting, and performance measurement.

• Increasing accuracy and transparency in financial reporting and planning.

• Creating a data-informed culture that supports risk-aware decision-making.

Target Audience:

This program is ideal for:

• Financial analysts and business analysts

• Corporate finance professionals

• Investment and portfolio managers

• Accountants and controllers

• Project managers

• Strategy and planning professionals

• Anyone involved in building or interpreting business and financial models

Outlines:

Day 1: Foundations of Business and Financial Modeling

• Introduction to modeling and its business applications

• Types and purposes of financial models

• Modeling standards and best practices

• Excel functions essential for modeling

• Building a basic financial model: Step-by-step

Day 2: Building Financial Statements in Excel

• Designing dynamic income statement, balance sheet, and cash flow models

• Linking statements for automatic updates

• Incorporating historical data and forecasting assumptions

• Validating and testing financial models

Day 3: Forecasting, Scenario, and Sensitivity Analysis

• Time series forecasting techniques

• Scenario planning and what-if analysis

• Creating input sheets and dynamic dashboards

• Sensitivity analysis using data tables and goal seek

• Excel tools for risk modeling and probabilistic thinking

Day 4: Valuation Modeling and Investment Analysis

• Valuation approaches: DCF, NPV, IRR, multiples

• Building a Discounted Cash Flow (DCF) model

• Capital budgeting and ROI modeling

• Evaluating project feasibility and financial sustainability

• Case study: Valuing a business or investment project

Day 5: Advanced Techniques and Final Model Presentation

• Advanced Excel techniques (index-match, arrays, dynamic charts)

• Model auditing and error-proofing techniques

• Visualizing outputs for management reporting

• Presenting models to stakeholders: clarity and impact