Financial Modeling for Analysts
Build working models that analyze actual business scenarios. This program focuses on the techniques analysts use to evaluate financial performance, forecast outcomes, and support decision-making with structured data.
What You'll Work Through
Six modules that cover core modeling skills. Each one builds on previous concepts and adds new techniques you can apply immediately.
Module 1
Statement Analysis
Start with the fundamentals. How to read financial statements and extract the data that matters for modeling work.
- Income statement structure
- Balance sheet relationships
- Cash flow components
- Common size analysis
Module 2
Forecasting Methods
Projection techniques for revenue, expenses, and working capital. Using historical patterns to build forward-looking estimates.
- Revenue drivers and growth rates
- Expense forecasting approaches
- Working capital assumptions
- Scenario planning basics
Module 3
Valuation Framework
Discounted cash flow and relative valuation methods. Building models that estimate company value based on financial projections.
- DCF model construction
- WACC calculation
- Terminal value approaches
- Multiple-based valuation
Module 4
Sensitivity Testing
How assumptions affect outcomes. Building sensitivity tables and scenario analyses to understand model behavior.
- Data tables for key variables
- Scenario comparison structures
- Risk assessment methods
- Assumption documentation
Module 5
LBO Mechanics
Leveraged buyout model structure. How debt, equity returns, and exit multiples connect in acquisition scenarios.
- Transaction structure basics
- Debt schedule building
- Cash flow allocation
- Return calculations
Module 6
Model Audit Process
Checking your work systematically. Error detection techniques and documentation practices that make models reliable.
- Formula auditing methods
- Balance checks and flags
- Documentation standards
- Version control practices
Dr. Henrik Lindgren
Lead Instructor
Henrik spent twelve years as an equity analyst covering technology and industrial sectors before transitioning to teaching. He built hundreds of models during that time and now focuses on showing others how to do the same work efficiently.
His approach emphasizes practical technique over theory. Students work through actual case studies and build models that replicate real analysis situations.
Education
PhD Finance, Stockholm School
Certification
CFA Charterholder
Industry Experience
12 years equity research
Teaching Since
2025
Program Structure
Ten weeks of structured instruction. Live sessions twice weekly where you work through modeling exercises with direct feedback.
Schedule Format
Sessions run Tuesday and Thursday evenings. Each class includes lecture segments followed by hands-on modeling work. Recordings available if you need to miss a session.
What's Required
Excel proficiency and understanding of basic accounting concepts. You should be comfortable with formulas, data tables, and financial statement structure before starting.
