Cohort 4

📈 Build sophisticated financial models that enable you to make strategic business decisions and optimize business outcomes.


Carl Seidman CPA | Microsoft MVP

Principal, Seidman Financial | Microsoft MVP

Advanced Financial and Business Modeling

Walmart

OutSystems

Genentech

Erie Insurance

In this exceptionally interactive, roll-up-your-sleeves program, you will transition from a traditional financial analyst to a strategic financial modeler and advisor, capable of building complex and dynamic integrated Excel models that capture the intricacies of business operations. WHY THIS COURSE:In this practical, examples- and discussion-heavy course, you will learn &amp; apply the principles&nbsp;that experienced management consultants and FP&amp;A leaders use in financial and operational business modeling. This experience will walk you through the step-by-step methods for data acquisition, model structuring, and building integrated 3-statement financial and operating models. It focuses on modeling for performing and underperforming businesses, not investment banking transactions. SHOULD I JOIN THIS COURSE:Whether you are a financial analyst, Controller, Director of FP&amp;A, or CFO, you will build greater confidence and critical thinking skills. While other financial modeling training mostly focuses on model-building, how financial statements connect, and plugging in numbers from super-clean data, this program will walk you through real-life scenarios and the strategic financial considerations you'll be making in your work. This is not a foundational course. And despite the title, it does not require advanced skills -- it requires advanced, higher-level thinking. The people who enroll tend to have a decent amount of professional experience. Despite this, there is no specific level cutoff and anyone, from any background, will get a ton out of it. Because the program is live and cohort-based, it provides a hands-on and immersive experience with a 20-year finance practitioner and a group of smart, driven professionals just like you. The modeling techniques learned are the same techniques and methods employed in small entrepreneurial businesses, mid-market companies, and Fortune 1000s. The ability to build powerful financial models is no longer just for investment bankers and Excel gurus. It's a necessity for corporate finance and FP&amp;A professionals too. WHY LEARN FROM CARL:Carl was originally engaged by one of the leading management consulting firms in the U.S. to design and develop a business modeling curriculum for experienced advisors. He understood that the program would be invaluable for financial professionals of all types, including turnaround and restructuring consultants, FP&amp;A advisors, CFOs, private equity analysts, and accountants. -------------------------------------------------------📆 2025 COHORTS:------------------------------------------------------- 10 Sessions, 2 hours eachTuesdays and Fridays, 9am - 11am CDT -------------------------------------------------------Total Live Commitment: 20.0 hoursTotal CPE: 20.0 credits------------------------------------------------------- -----------------------------------------------------------Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Seidman Financial is a division of Seidman Global LLC.

What this course is all about...

Aspiring financial analysts seeking to develop advanced modeling skills for career growth in finance, investments, and banking.

Corporate finance professionals seeking to build robust financial models to support strategic planning, capital raises and allocations.

CFOs and finance leaders looking to elevate their team's capabilities in financial modeling for strategic planning and value creation.

Financial managers aiming to optimize business performance through data-driven decision-making using advanced financial models.

Private equity analysts seeking expertise in advanced financial modeling to assess potential acquisitions and improve portfolio performance.

Accountants looking to expand their skillset by mastering advanced financial modeling techniques beyond core accounting and Controllership.

Who is this course for

What you’ll get out of this course

A key obstacle for financial modelers is evolving models without adding unnecessary complexity. You'll gain a deep understanding of key financial concepts and model-building principles that will allow your financial models to grow seamlessly without breaking or getting clunky.

Develop exceptional technical expertise in financial modeling

You will learn how to incorporate various aspects of finance -- including accounting, corporate finance, and investment analysis -- into your financial models. This comprehensive approach will allow you to analyze and interpret financial data from multiple end-user perspectives.

Position for the benefit of your audience, not just yourself

You'll learn the foundations of finance and accounting that you need to understand the connections across the 3 core financial statements. You'll get comfortable with how the changes in certain business drivers hit the financials and what the company can do to manage them.

Understand how the 3 financial statements -- the P&L, balance sheet, and statement of cash flows -- connect and influence each other

Microsoft Excel continues to be the gold standard for most financial modeling. While it's not always the perfect tool, learning how to perform in Excel will allow you to leverage your model for use in other platforms.

Master Excel functionality

The goal of financial modeling isn't to build a financial model. The goal is to develop financial intelligence to support business decisions. The development of your financial models will allow you to better understand the drivers and nuances of the business and what can be done.

Gain a thorough understanding of the drivers of financial performance

You'll be exposed to real-world financial scenarios and business cases, which will enable you to develop strong problem-solving skills. You'll learn to analyze complex financial data, identify trends and patterns, and derive insights that can inform quicker business decisions.

Improve problem-solving skills

Financial models are only as good as the underlying data and assumptions. Increase your confidence in front of your peers and leadership by development a thorough understanding of the context behind the assumptions.

Increased confidence in decision support and building defensible assumptions

Crafting the financial model is one thing, but being able to manage it and communicate what is say is something entirely different. You'll learn to identify what's most important to leadership, third-parties, and business partners to present your models effectively.

Effective communication and presentation abilities

You'll be in a cohort-based group of smart people just like you. You'll discover their backstories, what they do for work, how they've gotten to where they are today, and what they can bring to the learning community. You'll be expected to share the same.

Grow your professional network

We start by understanding all of the data and information that's necessary to build an integrated financial model. This includes document requests, interviews, historical financials and more. We cover what needs to be done in the absence of information, which is so often the case with companies either just starting out or will poor quality of data.

Managing the data

We'll cover the foundations of what the financial statements do, how they're built, and the ways in which they connect to each other. We'll talk through the differences between small and midsized companies and large corporations and what you'll likely need to think about in your work with companies of all sizes.

Introduction to 3-Statement Modeling

The most well-understood financial statement is the income statement (P&amp;L). We'll walk through this vital part of the model step-by-step. First, we'll examine how sales can be forecast with a high degree of confidence. Second, we'll analyze cost profiles. Finally, we'll forecast overhead expenses and discuss the considerations that need to be made.

Building the Income Statement (P&L)

The balance sheet is perhaps the most misunderstood of the 3 statements. While many company owners feel it's merely a report to be maintained, CFOs and FP&amp;As know the balance sheet is the source of working capital management and optimization, capex planning, and more. We'll walk through every line and forecast it correctly while explaining nuance.

Building the Balance Sheet (B/S)

We won't be drumming "cash is king." No, we'll actually be building a set of indirect and direct cash flows and using them to highlight the financial well-being of the business. We'll highlight the similarities and differences between an indirect and direct cash flow and what advantages each may bring.

Building the Statement of Cash Flows

Once all 3 of the major statements are complete, we'll integrate the entire model together. We'll run tests to ensure all transactions are being tracked and incorporated correctly.

Completing the 3-Statement Financial Model

Remember, the model is just the tool, not the outcome. We'll sensitize the model and introduce various scenarios that the business might encounter. We'll develop schedules and reports for presentation to end users. We'll analyze what the financial model is showing us and use it to provide guidance to the company's leadership.

Putting it All Together

What We Cover

I liked the structure -- a folder full of files with each file having another layer completed. It made it easy to get up to speed if you missed a section. The combination of qualitative information / insight and actual Excel work was great. -- Tim Ahlberg, Restructuring Director

Meet Carl, your instructor and guide

Restructuring Analyst at Conway MacKenzie

Managing Director, Turnaround & Restructuring

Fridays: October 18, 25 and November 1, 8, 15

Course schedule

Students receive a certificate and 20.0 continuing professional education (CPE) credits for completing the course. 

Frequently Asked Questions

This program was much better than the previous modeling course I attended due to the call for thinking critically as well as the granularity covered. I've already recommended this course to others. -- Eric Armenteros, Turnaround and Restructuring Advisor

Critical thinking is what makes this program different

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The Fractional CFO Power Skills Mastermind

<a href="https://maven.com/seidman-financial/excel-finance" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Dynamic Excel for Finance

<a href="https://maven.com/seidman-financial/financial-modeling" rel="noopener noreferrer" target="_blank">Click here for more info</a>

<a href="https://maven.com/seidman-financial/cash-flow-forecasting-and-modeling" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Cash Flow Forecasting and Modeling

<a href="https://maven.com/seidman-financial/managing-data-for-finance-with-power-query" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Managing Data for Finance with Power Query

<a href="https://maven.com/seidman-financial/financial-planning-and-analysis" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Financial Planning & Analysis (FP&A) Technical and Strategic Mastery

<a href="https://maven.com/seidman-financial/delivering-financial-presentations-with-executive-presence" rel="noopener noreferrer" target="_blank">Click here for more info</a>

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Data Visualization and Power BI for Finance

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