From the Wall Street Prep team, a big thanks to the Bowdoin College Finance Society for hosting and allowing us the opportunity! We hope everyone found it valuable!
-Andrew Federico: Wall Street Prep Senior Instructor
Get the edge you need to land a top investment banking, private equity, or corporate finance internship or job. Be prepared for interviews, internships and hitting the desk full-time by getting a head start with Wall Street’s Financial Modeling Workshop specifically designed for undergraduates. Open to students of all class years. This session will introduce participants to Excel and the fundamentals of 3 statement modeling. Participants will learn how to forecast the 3 financial statements, balance a model, and handle issues related to circularities. Best practices will be incorporated throughout the course.
Workshop participants will gain 12-month access to Wall Street Prep’s Excel & Financial Statement Modeling online courses following the Workshop.
Excel and modeling fundamentals:
- Optimal excel settings
- Key shortcuts
- Formula construction
- Matrix integrity
3 statement modeling:
- Steps to building a model
- Income statement construction
- Supporting calculations and debt schedule
- Balance sheet and cash flow statement construction
- Balancing the model
- Understanding circular references and building a circ breaker
Corporate Valuation
- Valuation Fundamentals
- Trading Comparables Analysis
- Transaction Comparables Analysis
- Discounted Cash Flow Analysis
- LBO Valuation
- Advanced Valuation Methodologies and Analyses
Financial Modeling and Excel
- Introduction to Excel and 3 Statement Forecasting
- Real Company Modeling
- Cash Sweep Modeling
- Modeling from the Ground Up
- Checking and Editing a Model
- Advanced Excel Features I, II
“Our on-campus boot camps and online Student Passport program bridge the gap between academic training and on-the-job expectations to prepare students for life on the desk.”
-Wall Street Prep