Finanacial Analysis of data and statements using excel

Financial Analysis Using Excel

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Financial Analysis Using Excel

22nd May 2018 – The Lalit, Delhi

12th June 2018 – JW Marriott, Mumbai

 

Financial Analysis is crucial for taking investment decisions that can have a huge financial impact on companies. By attending this seminar, you will be able to effectively prepare and build financial models that cater to different types of investments alternatives, understand and analyze time value of money, present value, future value and weighted average cost of capital (WACC), in addition to conducting proper analysis of financial information.

You can perform financial analysis with Excel in an easy way. Excel provides you several financial functions such as PMT, PV, NPV, XNPV, IRR, MIRR, XIRR, and so on that enable you to quickly arrive at the financial analysis results.

 

Training Course Objectives

By the end of the course, participants will be able to:

  • Apply time value of money concepts
  • Perform and interpret financial analysis
  • Apply cost of capital calculation techniques
  • Construct forecasted financial statement models and perform sensitivity analysis
  • Use the free cash flow technique in determining the value of a project or a company

Target Audience

Professionals in corporate finance, financial analysts, investment bankers, financial controllers, finance managers, professionals responsible for project valuation, project finance, portfolio managers, and professionals in the private investment industry.

 

Course Outline:

 

Corporate financial analysis

  • Financial Statement Analysis
  • Profit and loss versus balance sheet analysis
  • Comparable company analysis
  • Building block analysis
  • Liquidity
    • Current, quick, and cash ratios
  • Asset management and activity
  • Solvency, leverage and gearing
    • Debt, equity, and times interest earned ratios
  • Assessing profitability management
    • Profit margin, gross margin, return on assets, return on equity
  • Market and valuation
    • Price-earnings and earnings per share ratios
  • Modeling the DuPont identity

 

Financial calculations: Applications

  • Time value of money:
    • Present value and net present value
    • Internal rate of return and Multiple IRR (MIRR)
    • Using XNPV and XIRR
  • Amortization of loan schedule
  • Effective yields and returns

 

Calculating cost of capital and capital structure

  • Calculating cost of equity and cost of debt
  • Computing the expected return on the market
  • Computing weighted average cost of capital

Managers of any discipline taking financial decisions, corporate finance professionals, financial analysts,  financial controllers, finance managers, professionals responsible for project valuation, project finance and professionals in the private investment industry.

Dr. Anil Menon

Anil R. Menon is a Production Engineer and a Post Graduate in Management Studies from the Jamnalal Bajaj Institute of Management Studies. He has completed his doctoral studies in Mergers and Acquisitions from the prestigious Indian Institute of Engineering Science and Technology, Shibpur which is designated an institute of national importance by Govt. of India

He has more than twenty five years experience in the field of financial services, Investment Banking & Project finance. He began his corporate career with SBI Capital Markets Ltd, a leading investment bank in India and is currently a finance & strategy consultant.

Timings: 9:30 am – 5:00 pm , Registration begins at 9:00 am

 How to Register:

  • Fees: Rs. 8,650/- +18% GST per person.
  • Please write to register@princetonacademy.co.in/ Call -022 67256200
  • Provide Below Details for Registration :
  • Name of the participants:
  • Company Name and address:
  • Contact details of Participants (Email ID & Number):
  • Cheque favoring Princeton Academy Mumbai II Pvt. Ltd. payable at Mumbai.
  • Fees includes lunch, tea, course material etc.
  • Fees: Rs. 8,950/- + 18% GST per person.
  • Please write to register@princetonacademy.co.in / Call -022 67256200
  • Mention the name of participant, company, contact details .
  • Cheque favoring Princeton Academy Mumbai II Pvt. Ltd. payable at Mumbai.
  • Fees includes lunch, tea, course material etc.