How to Create a Waterfall Financial Report Using Excel Today

Chris Benjamin, Instructor, MBA and CFO

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16 Videos (1h 16m)
    • Introduction to Waterfall Reports in Excel

    • Introduction

    • Review of a Sample Waterfall

    • Waterfall Framework Video 1

    • Waterfall Framework Video 2

    • Waterfall Framework Video 3

    • Waterfall Framework Video 4

    • Waterfall Framework Video 5

    • Waterfall Formulas Video 1

    • Waterfall Formulas Video 2

    • Waterfall Formulas Video 3

    • Waterfall Formulas Video 4

    • Waterfall Formulas Video 5

    • Waterfall Report Vetting Video 1

    • Waterfall Report Vetting Video 2

    • Course Conclusion


About This Class

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

Pasqual R says "Really glad I took this course.  The waterfall report has been a life saver for me in my company, such useful information and impressive yet simple"

Have you ever been asked to not only track a Budget vs. Actual month by month, but also somehow track changes in the budget... in an easy to use, simple way?  Just thinking about it made my head spin the first time!  

There's still hope!! Let me teach you how to wow investors with a Waterfall Report that does EXACTLY WHAT INVESTORS WANT!

By the end of this course, you will have fully developed waterfall report which is detailed, complete, and most important: 


This course teaches entrepreneurs, startups and small businesses, accountants, CFO's and ANYONE how to write build a waterfall report that is actually effective and usefull, follows the best business practices, and isn't another "fill in the blank" report investors hate to see. 

So what will we learn during this course?

In this course we start with a completely blank Excel workbook.  By the end, we have a fully functioning Waterfall report.  During the course we do everything that takes us from A to Z.  We'll go step by step on building, best business practices, data entry, how to maintain and update the report, and more.

The course is almost all video instruction, a mix of both me talking and instructing, along with screen captures as we work through a waterfall report.

If you are ready to roll up your sleeves, ditch all the fill in the blank software and build a report that is custom tailored to you, your team and your investors needs, then lets get started today! 


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.  

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

2 of 2 students recommendSee All

The lesson is straight to the point. I was mostly interested in the the formulas, and the logic of the report. The importance of the report. I could skip to the sections I was interested in, and it all made sense. Great Job
5 stars, great content!





Chris Benjamin

Instructor, MBA and CFO