Build a three-statement model from a blank sheet, structured so someone else can review it. Scenario design, checks, and the habits that stop models breaking.
Most models fail not because the maths is wrong but because nobody else can follow them. Starting from an empty workbook, you build a linked three-statement model to review standard, then add scenarios, checks and the structural habits that keep it from breaking the first time someone changes an assumption.
Establishes layout, conventions, and the discipline of a maintainable model.
Constructs and links income statement, balance sheet, and cash flow.
Separates inputs from calculations to keep the model flexible.
Adds switches and data tables to test alternative outcomes.
Builds balance checks and flags to catch mistakes early.
Turns model results into clear summaries and charts for decision-makers.
Financial analysts, controllers, and finance business partners who build or review models.
Confident Excel use. You should know your way around formulas and referencing before you arrive.
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