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Advanced Financial Modeling Projects Workbook

The workbook contains advanced financial modeling projects aimed at enhancing Excel and finance skills through practical applications. It includes projects such as building sensitivity dashboards, M&A models, LBO models, public company valuations, startup scenario analyses, real estate investment models, and portfolio return forecasting. Each project has specific goals, required skills, and deliverables to reinforce learning and real-world application.

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37 views2 pages

Advanced Financial Modeling Projects Workbook

The workbook contains advanced financial modeling projects aimed at enhancing Excel and finance skills through practical applications. It includes projects such as building sensitivity dashboards, M&A models, LBO models, public company valuations, startup scenario analyses, real estate investment models, and portfolio return forecasting. Each project has specific goals, required skills, and deliverables to reinforce learning and real-world application.

Uploaded by

skhalthang4
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Advanced Financial Modeling Projects Workbook

This workbook provides structured, real-world financial modeling projects designed to reinforce
advanced Excel and finance skills.

Stage 4: Advanced Practice Projects

Project 1: Sensitivity Dashboard


Goal: Build an Excel dashboard that visualizes how changes in key inputs affect valuation results.
Skills Used: Data Tables, Scenario Manager, XLOOKUP, Conditional Formatting, Dynamic Charts
Deliverable: A dashboard with base, upside, and downside cases plus sensitivity charts for WACC
and growth rate.

Project 2: M&A; Model


Goal: Build an Accretion/Dilution M&A; model combining two companies’ financials.
Skills Used: Purchase price allocation, synergies, pro forma EPS, and financing assumptions.
Deliverable: Model showing deal structure, synergies, and EPS accretion/dilution results.

Project 3: LBO Model (Advanced)


Goal: Build a leveraged buyout model analyzing private equity returns.
Skills Used: Debt tranches, interest schedules, IRR calculation, exit multiples, and cash sweep
logic.
Deliverable: An Excel file calculating IRR under different leverage levels and exit assumptions.
Stage 5: Real-World Application Projects

Project 4: Public Company Valuation (e.g., Netflix DCF)


Goal: Perform a full discounted cash flow (DCF) valuation of a public company.
Steps:
1. Gather 5 years of financials (Yahoo Finance or SEC filings).
2. Build and forecast a 3-statement model.
3. Calculate WACC, terminal value, and implied share price.
4. Run sensitivity analysis for growth and discount rates.
Deliverable: Excel model and short summary explaining valuation conclusions.

Project 5: Startup Scenario Analysis


Goal: Model startup performance across various business scenarios.
Steps:
1. Forecast revenue (units × price).
2. Model cost structure and capital requirements.
3. Add Base, Optimistic, and Conservative scenarios.
4. Show cash runway and funding needs.
Deliverable: Excel model with dynamic assumptions and visual output charts.

Project 6: Real Estate Investment Model


Goal: Evaluate a property investment using financial returns analysis.
Steps:
1. Input purchase price, rent, costs, and loan terms.
2. Build monthly or annual cash flows.
3. Add sale at exit period.
4. Calculate IRR, NPV, and equity multiple.
Deliverable: Real estate model showing investor cash flows and return metrics.

Project 7: Portfolio Return Forecasting


Goal: Build a model to forecast and stress-test portfolio returns.
Steps:
1. Input weights, returns, and volatility for each asset.
2. Calculate expected portfolio return and standard deviation.
3. Add stress-testing or Monte Carlo simulation.
4. Create charts for potential portfolio outcomes.
Deliverable: Dynamic Excel tool for portfolio performance analysis.

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