SIB’s workshop on financial modeling is a 2 day intensive and in class training program

  • Participants will build a financial model for a “real” company from scratch keeping in mind best practices on Wall Street

Financial Modeling – Crucial to Breaking In & Daily Survival

Across the buy side and sell side, financial models are widely used

  • To value target companies for M&A
  • To evaluate entry and exit multiples and IRR returns for private equity investors and
  • To give stock recommendations of buy, sell and hold

In addition, financial modeling is widely used across the business world for capital budgeting, scenario planning and project finance among others.

As a result, mastering financial modeling is a must have fundamental skill set for all aspiring Analysts, Associates and other professionals.

Job interviews to enter any of these fields are intense, highly technical in nature and questions related to financial modeling tend to come up frequently.

Keep in mind that it is financial modeling skills that distinguish a “star” analyst from the rest of the pack.

Who do you want to be?

Learning Objectives

Big Picture
  • Overview of financial modeling
  • Understand links between financial statements
Excel
  • Best practices and shortcuts
Getting Familiar
  • Understanding the company & industry
Financial Model Development
  • Identifying drivers
  • Revenue build up, KPIs
Financial Statements
  • Preparing & forecasting the P&L
  • Preparing & forecasting balance sheet
  • Cash flow statement build up
Supporting Schedules
  • Working capital schedule
  • Fixed assets, capex build up
  • Depreciation & amortization schedule
  • Equity schedule
  • Debt & interest schedule
Format, Structure & Sanity Checks
  • Dealing with circular references
  • Checks & balances
  • Tools for checking formula
  • Balancing the balance sheet
Presenting Outputs
  • Summary ratios and key metrics
  • Calculating implied price per share
  • Sensitivity tables

Target Audience

  • Sell side analysts and associates
  • Aspiring analysts and associates
  • Students and other working professionals
  • Anyone keen to brush up skills

Prerequisites

  • Basic knowledge of Excel
  • Basic understanding of financial statements
  • Laptop with a Windows operating system
  • USB key (for sharing files)

Other Details

  • There is a 10% group discount available for 3 or more
  • Participants will receive a completion certificate
  • Participants will also receive complementary access to a selection of our online training videos

INSTRUCTOR

Chaitanya Kumar

Chaitanya founded SIB after working with Lehman Brothers in London and Mumbai. Chaitanya helped Lehman Brothers to establish their Investment Banking outsourcing business in India. His role revolved around training Lehman Brothers' analysts and provided him valuable insight into both project management and business development. In London, Chaitanya worked in the Telecoms M&A team where key transactions included :

  • The €1.2bn sale of Bivideon's stake in Ceske Radiokomunikace and T-Mobile Czech Republic to a consortium comprising Mid Europa Partners, Lehman Brothers Private Equity and Al Bateen Investments
  • The €1.6bn sale of TIM Hellas to Apax & Texas Pacific Group
  • The $4.5bn disposal of Telesystem International Wireless (TIW) to Vodafone
  • Sale of 51% stake in Intracom Telecom to Sistema Group for €440m
  • £80m convertible bond issue for Pipex Communications Plc

Prior to Lehman Brothers, Chaitanya worked with Arthur Andersen in London providing Assurance Advisory services to leading financial institutions. Chaitanya completed his MSc. in Banking and International Finance from the Sir John Cass Business School, London. He graduated from the University of Leeds with a first class honors degree in Accounting & Finance.

Why SIB

SIB-School of Investment Banking is a unique and one of a kind Investment Banking training institute.

  • What sets us apart is the fact that in addition to providing cutting edge “job oriented” training, we leverage our deep contacts with recruiters to secure world class placement opportunities for candidates
  • That’s why SIB alumni are pursuing their career ambitions with top tier firms spread across the major financial centres in the world
  • This is possible only because our trainers have a proven track record of delivering industry relevant cutting edge training
  • Team SIB comprises of former bankers at Lehman Brothers, Nomura, Citi and UBS

With an average placement record of 90% since inception, we know more than a thing or two about getting your foot in the door!

Details

In order to sign up, please send us an email on admissions@schoolofib.com with your contact details and we will share requisite info so you can do the needful.

Description Location Duration Timing Day 1 Day 2 Fees Venue  
Starts
Thurs, 9 Nov 2017
London 2 Days 10 a.m. - 6 p.m. Thurs, 9 Nov Fri, 10 Nov GBP 700 Zone 1 Sign Up
Starts
Thurs, 16 Nov 2017
London 2 Days 9 am - 5 pm Thurs, 16 Nov Fri, 17 Nov GBP 700 Zone 1 Sign Up
Starts
Mon, 18 Dec 2017
London 2 Days 10 am - 6 pm Mon, 18 Dec Tue, 19 Dec GBP 700 Zone 1 Sign Up

“The best part of the training was the way it was structured. The course, unlike normal courses in finance was very practical”

David Murry

Warwick

“I believe the practical approach towards training at SIB holds its own in real investment banking/ equity research jobs”

Rohan Sura

HEC Paris

“SIB’s training is very well structured and intensive. It equipped me with essential analyst skills which cannot be gained from universities. And these hands-on skills have given me a better understanding of financial theories from a practical perspective. Great experience”

Fei Du

UCL





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