Financial Modeling and Budgeting in Excel - Must Have Skills for Startups and Entrepreneurs

Chris Benjamin, Instructor, MBA and CFO

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42 Videos (5h 21m)
    • Introduction Intro to Course

      4:51
    • Introduction Intro to Excel Model

      2:26
    • Excel Introduction

      2:18
    • Excel Excel Functions and Features

      13:42
    • Assumptions Introduction

      2:36
    • Assumptions Revenue 1

      7:42
    • Assumptions Revenue 2

      6:14
    • Assumptions COGS

      4:48
    • Assumptions Salaries HD

      14:18
    • Assumptions Gen and Admin

      5:54
    • Assumptions Sales and Marketing

      6:49
    • Assumptions Balance Sheet

      9:25
    • Profit and Loss Introduction

      1:28
    • Profit and Loss Setup and Formatting

      11:48
    • Profit and Loss Totals Formulas

      6:39
    • Profit and Loss Revenue

      10:04
    • Profit and Loss Cogs and Op Ex

      10:10
    • Balance Sheet Introduction

      0:49
    • Balance Sheet Setup and Formatting

      11:03
    • Balance Sheet Formulas 1

      13:48
    • Balance Sheet Formulas 2

      21:32
    • Balance Sheet Inventory

      2:52
    • Cash Flows Introduction

      0:46
    • Cash Flow Setup and Formulas

      9:10
    • Cash Flow Totals Formulas

      7:12
    • Cash Flow Formulas 1

      7:12
    • Cash Flow Formulas 2

      12:51
    • Cash Flow Formulas 3

      3:38
    • Inventory Introduction

      1:08
    • Inventory Setup and Formatting

      15:30
    • Inventory Formulas 1

      9:40
    • Inventory Formulas 2

      8:07
    • Financial Tie Out Introduction

      1:33
    • Financial Tie Out Error Check

      11:20
    • Financial Tie Out Model Review

      15:20
    • Variance Analysis Introduction

      1:02
    • Variance Analysis Setup and Formatting

      10:31
    • Variance Analysis Formulas

      10:11
    • Financial Summary Introduction

      1:04
    • Financial Summary Setup and Formatting

      5:22
    • Financial Summary Formulas

      13:38
    • Course Conclusion

      4:31

About This Class

As an entrepreneur, you will have many uses for a budget/financial model. If you are looking for investors, one of the first things someone will ask for is your projections. As well for your own peace of mind, don't you want to be able to forecast forward and see how the business will perform given a set of assumptions? All of this can be accomplished with a solid financial model.

Robert M says "Financial modeling made simple.  Being a CFO I've built my fair share of financials models as well, but I can say I never quite felt comfortable with them. They seemed too big, too cumbersome, and it just seemed like there should be a better way. Chris definitely knows what he is doing and couldn't be a better instructor. Finally I feel empowered to build a solid financial model, in less time, and with much better quality. 

Jim G says  “A master in Excel, and an amazing instructor”

Let me teach you how to wow investors or impress your boss with a financial model that stand out above everyone else.  

By the end of this course, you will have a financial model that is detailed, complete, rock solid and follows ALL of the best business practices for financial modeling! 

 

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting and finance.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

 

If you aren't excited yet, let me tell you more about what we are going to do:

This course will be taught primarily by following along in Excel as we build a financial model for a fictional company. We will start with a completely blank Excel workbook, and by the end of the course have a fully functioning financial model.

Students are encouraged to take the course twice. The first time, just follow along, understand not only the formulas, but also the "why" of what we are doing. See the financial model grow and become "alive" as we work through the various tabs. The second time, follow along and work on your own personal financial model.

The time of the course in video content is 5.5 hours, although expect to spend 10 - 20 hours taking this course. In that time we will build a basic financial model which is fully functioning. The additional time is so you can work on your own financial model in between the lectures.

The course is structured in a very step by step methodology. As we work through each section, we'll progress towards the final financial model.

I encourage all entrepreneurs and financially minded people alike to take the course.

I will help you!

At any point during the course if you are confused or need clarification, send me a message! I'm here to help YOU the student, and I love interacting with you.  I've been in accounting & finance over 20 years and can most likely answer your question. 

If you are ready to roll up your sleeves, ditch all the fill in the blank software and build a quality, custom built financial model  that will actually get attention, then lets get started today! 

Thank you for signing up for this course. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

3 of 3 students recommendSee All

5 stars, great content!