Create A 3-Statement Budget Model In Excel
Posted on 29 Jun 01:36 | by huayting | 31 views
Create A 3-Statement Budget Model In Excel
Last updated 1/2021
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 3.44 GB | Duration: 5h 28m
Learn how to build professional 3-statement budget models in Excel
What you'll learn
Know how to organize models in Excel
Be able to budget the business performance
Know how to model financial statements
Understand how the financial statements are linked together
Enhance your current Excel files
Format spreadsheets in a professional way
Know how to forecast sales and expenses
Understand the key assumptions that drive a budget
Requirements
Microsoft Excel 2010 or later
Comfortable with Basic Excel Functionality
Knоwledge on Fundamental Accounting Principles
Description
If you are currently working in an FP&A role, or anywhere between accounting and finance, there's a high chance you'll probably face the challenge of preparing a company's budget statement. It would be great if you are ready to tackle such a challenge with confidence and promptly.And this is the course to prepare you for that!You will start with an empty Excel spreadsheet and build a complete dynamic model for a 3-statement budget in Excel!What you'll get out of this course?Create a 3-statement Budget Model in Excel course will guide you through the actual practical process of creating a budget model in Excel, step by step. We will define a clear structure and build a robust dynamic model, which you can reuse over and over again. I will help you understand the flow of information between different parts of a budget model. You will gain knowledge on how to forecast sales, production cost and other expenses. We will define a consistent framework of formatting our model, to make it easier to read and understand, even after time has passed.I will show you some ways to tremendously improve the value of your budget by adding validation checks, dynamic scenarios, and sensitivity analysis. We will take it to the end and prepare a summary sheet that is ready to print and share with stakeholders.For this course, I anonymized a real set of company data so that you will see a real-life example.After you take the Create a 3-statement Budget Model in Excel course, you will have the confidence to prepare your complex models and bring value to any budget you have to work on.What should you know to take the course?This course is aimed at an intermediate level of students. We will go over the main shortcuts and formulas that we use in the model, and you will have to become familiar with those, to be able to follow along. I expect you to have solid fundamental knowledge on Excel, be able to use formulas, link to cells in other sheets, know how the standard formatting tools and the ribbons work. If you are entirely new to Excel, this course will be hard to take. Please, take a look at some of the excellent introductory courses here on Udemy, and come back after you've mastered the fundamentals of Excel.To fully understand the model, you will need some basic accounting knowledge. I explain everything whenever we go into specifics. Still, I expect you to be familiar with an Income Statement, Balance Sheet, and Cash Flow Statement, have a general idea of how these are linked together. I would also expect you to understand words like Depreciation and Amortization, Interest, Cash Flows, and other similar terms.It would still be possible to follow along and learn a lot from the course, even without basic accounting knowledge, but I would suggest you get yourself familiar with that first, and then take the Create a 3-statement Budget Model in Excel course.Who is this course for?I made the Create a 3-statement Budget Model in Excel course to serve as a practical guide on how to build high-quality budgets in real companies. The course is most suitable for:Junior to Mid-Senior finance and accounting professionals, who are engaged in the budgeting process;Business owners and entrepreneurs who want to understand how budgeting works in practice;Managers in start-ups where no finance professionals are available;Students in Finance and Economics majors who wish to get a head start.I hope you are ready to upgrade yourself, learn how to build a 3-statement budget model in Excel, and propel in your career!Are you excited to start?Then enroll in the course, and I'll see you in class!
Overview
Section 1: Getting Ready
Lecture 1 Introduction to the Course
Lecture 2 About this Course
Lecture 3 Enable the Developer Tab in Excel
Lecture 4 Download Resources
Lecture 5 Install Magnimetrics Tools in Excel
Lecture 6 What is Budgeting?
Lecture 7 Excel Functions Refresher
Lecture 8 Excel Shortcuts
Lecture 9 Discuss Source Files
Section 2: Income Statement
Lecture 10 Let's get started
Lecture 11 Create the Sales Budget
Lecture 12 Forecasting Performance Part 1
Lecture 13 Forecasting Performance Part 2
Lecture 14 Starting the Income Statement
Lecture 15 Direct Material Costs
Lecture 16 Production Staff Cost
Lecture 17 Production Overheads
Lecture 18 Issues with linked files
Lecture 19 Mapping the Expenses Budget
Lecture 20 Administrative Expenses
Lecture 21 Selling Expenses
Lecture 22 Expense on Spare Parts
Lecture 23 Depreciation Expense and PPE Schedule
Lecture 24 Amortization Expense and Intangibles Schedule
Lecture 25 Interest Expense and Investment Loan Schedule
Lecture 26 Interest Expense and Working Capital Loan
Lecture 27 Other Expenses
Section 3: Balance Sheet
Lecture 28 Starting the Balance Sheet
Lecture 29 PPE, Intangibles and Deferred Tax Assets
Lecture 30 Cash Conversion Cycle Historical Review
Lecture 31 Working Capital - Annualized Sales and Cost of Goods Sold
Lecture 32 Working Capital - Inventory
Lecture 33 Working Capital - Receivables
Lecture 34 Working Capital - Payables
Lecture 35 Intercompany Receivables
Lecture 36 Other Receivables
Lecture 37 Investment and Working Capital Loans
Lecture 38 Other Payables
Lecture 39 Retained Earnings & Pre-tax Profit
Lecture 40 Share Capital and Reserves
Section 4: Cash Flow Statement
Lecture 41 Link the Cash Flow Statement
Section 5: Improving Our Model
Lecture 42 Dynamic Validation Checks
Lecture 43 Bank Covenants Check
Section 6: Optimizing Our Model
Lecture 44 Optimizations in Admin and Selling Expenses
Lecture 45 Assumptions and Dynamic Scenarios
Section 7: Sharing Our Model
Lecture 46 Create a Print-ready Summary Statement
Lecture 47 Group Model Sections
Lecture 48 Save Without Links
Section 8: Conclusion
Lecture 49 Congratulations!
Section 9: Additional Lectures and Learning Materials
Lecture 50 Running a Monte Carlo Simulation in Excel
Lecture 51 Mapping a Trial Balance to Create Financial Statements
Lecture 52 Sensitivity Analysis in Excel Models
Lecture 53 Pareto Analysis in Excel (80/20 Rule)
Lecture 54 Create a Dynamic Sales Dashboard to Visualize Data
Junior to Mid-Senior finance and accounting professionals, who are engaged in the budgeting process,Business owners and entrepreneurs who want to understand how budgeting works in practice,Managers in start-ups where no finance professionals are available,Students in Finance and Economics majors
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