Ensure your Excel® pro forma financial model is correctly structured and formatted.
Executives and investors rely on Excel® pro forma financial models to make critical business decisions, so the models must be correct. This means the model must be correctly structured and formatted in Excel®, and the model must properly represent a company's business operations. How can you analyze an Excel® pro forma financial model to ensure it meets these criteria? In this topic you will learn how to audit any Excel® spreadsheet for proper structure or critical errors. We will also review basic credit analysis techniques, so you can determine if the Excel® pro forma financial model accurately represents a company's future business activities. This information is essential for anyone who works with critical Excel® financial models daily, so they can ensure their spreadsheets are reliable and error-free.
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Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Course Overview
Audit for Spreadsheet Errors
- Formula Errors
- Formula Consistency
- Hardcoded Formulas
- Error Messages
- Structural Errors
- Formatting
- Variables Worksheet
Spreadsheet Numbers vs. Business Reality
- Does the Spreadsheet Accurately Reflect Business Operations?
- Are the Spreadsheet Calculations Correct?
Analyzing the Financial Statement
- The Essential Financial Ratios
- Using Ratios to Analyze a Business
Cash Flow
- The Accounting Cash Flow Statement
- The Operational Cash Flow Statement
- Working Capital
Tips for Working in Excel®
- Named Ranges
- Customizing the Ribbon
- Paste Special
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Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Webinar
This course was last revised on November 20, 2018.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Audio & Reference Manual
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
More Program Information
Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Bruce Kaufmann
Emergent Partners, LLC
- Senior Consultant, Excel and Data Specialist – Emergent Partners, LLC
- Owner of the Spreadsheet Diagnostics.com website
- Financial and business consultant since 1992
- 14 years of commercial banking experience as a Lender and Loan Review Manager
- Creator of custom Excel application to create financial pro forma statements
- Can be contacted at mobile – 281-734-9823 or [email protected]
More Program Information
Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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