Modelling Financial Statements
The key to a business’ future can be found in the past through analysis of financial statements and the practical insights they offer.
Modelling Financial Statements is a hands-on program using Excel-based exercises to build understanding of the structure and interrelation of financial statements and how financial statement models are used for analysis, planning and valuation.
During this two-day bootcamp, you will review the financial statements of companies from diverse industries and learn how those statements reflect underlying business models. You will review different methods of forecasting future outcomes and explore models that capture different scenarios.
By the end of the program, you will be able to use Excel to create your own financial modelling. You will emerge with strategic insights into the benefits of forecasting a business’ financial performance, while acquiring a proven analytical framework.
The two-day program is facilitated by Dr James Hay, an industry expert with more than three decades of experience.
Download the brochure
|13 - 14 November 2018||All day||Macquarie University City Campus||Register|
|3 - 4 June 2019||All day||Macquarie University City Campus||Register|
Who is it for?
This program is designed for:
- business planners
- commercial lawyers
- corporate development staff
- equity analysts
- research analysts
- technical staff moving into managerial roles.
Benefits and Outcomes
When you complete this program you will be able to:
- read an income statement, balance sheet and cash flow statement
- understand how business events, such as sales, purchases and investments are reflected in financial statements
- use Excel to build a financial model with multiple scenarios
- consider different forecasting techniques and their appropriate use in different industries
- create a robust financial model that includes checks and error reconciliation
- consider different techniques for resolving the finance cost circularity inherent in financial statement models
- extract cash flow information from a model to determine enterprise valuation and equity values.
Dr James Hay
BSc (Monash); MBA (Cornell); BLitt, PhD (Melbourne)
James has more than 30 years’ experience as a corporate treasury executive, financial analyst and executive trainer. James has held roles in risk management, corporate finance and project evaluation in the Australian resources sector.
More recently, he has established a corporate advisory and training business providing investment appraisal and financial educational services to a range of corporate and institutional clients. Through his consulting business, he has presented more than 200 seminars and courses on financial skills, economic modelling and value-based management.
Since 2006, he has been an Adjunct Fellow at the Macquarie University Applied Finance Centre in Sydney where he teaches natural resources investment analysis and introductory courses in financial statement analysis and modelling.
James holds a Bachelor of Science in Applied Mathematics and Earth Science from Monash University, a Master of Business Administration in Finance and Accounting from Cornell University (New York), and a Bachelor of Letters (Hons) and a PhD in Political Science from the University of Melbourne.