Advanced Financial and Business Modeling
4.9 (27)
5 Weeks
·Cohort-based Course
📈 Build sophisticated financial models that enable you to make strategic business decisions and optimize business outcomes.
Advanced Financial and Business Modeling
4.9 (27)
5 Weeks
·Cohort-based Course
📈 Build sophisticated financial models that enable you to make strategic business decisions and optimize business outcomes.
Partial List of Current & Former Clients
Course overview
What this course is all about...
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 & apply the principles that experienced management consultants and FP&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&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&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&A advisors, CFOs, private equity analysts, and accountants.
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📆 2025 COHORTS:
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10 Sessions, 2 hours each
Tuesdays and Fridays, 9am - 11am CDT
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Total Live Commitment: 20.0 hours
Total CPE: 20.0 credits
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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.
Who is this course for
01
Aspiring financial analysts seeking to develop advanced modeling skills for career growth in finance, investments, and banking.
02
Corporate finance professionals seeking to build robust financial models to support strategic planning, capital raises and allocations.
03
CFOs and finance leaders looking to elevate their team's capabilities in financial modeling for strategic planning and value creation.
04
Financial managers aiming to optimize business performance through data-driven decision-making using advanced financial models.
05
Private equity analysts seeking expertise in advanced financial modeling to assess potential acquisitions and improve portfolio performance.
06
Accountants looking to expand their skillset by mastering advanced financial modeling techniques beyond core accounting and Controllership.
What you’ll get out of this course
Develop exceptional technical expertise in financial modeling
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.
Position for the benefit of your audience, not just yourself
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.
Understand how the 3 financial statements -- the P&L, balance sheet, and statement of cash flows -- connect and influence each other
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.
Master Excel functionality
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.
Gain a thorough understanding of the drivers of financial performance
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.
Improve problem-solving skills
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.
Increased confidence in decision support and building defensible assumptions
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.
Effective communication and presentation abilities
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.
Grow your professional network
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.
This course includes
11 interactive live sessions
Lifetime access to course materials
64 in-depth lessons
Direct access to instructor
18 projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Advanced Financial and Business Modeling
Course syllabus
Week 1
Jul
8
✨ Advanced Financial and Business Modeling - Session 1 (LIVE) ✨
Module 1: Introduction to Integrated Financial Statements and Business Modeling
Jul
11
✨ Advanced Financial and Business Modeling - Session 2 (LIVE) ✨
Module 2: Understanding Modeling Objectives and Initiating Document Requests
Week 2
Jul
15
✨ Advanced Financial and Business Modeling - Session 3 (LIVE) ✨
Module 3: Financial Model Structuring and Best Practices
Jul
18
✨ Advanced Financial and Business Modeling - Session 4 (LIVE) ✨
Module 4: Preparing to Build the 3-Statement Financial Model
Week 3
Jul
22
✨ Advanced Financial and Business Modeling - Session 5 (LIVE) ✨
Module 5: Building the Income Statement | Profit & Loss (P&L)
Jul
25
✨ Advanced Financial and Business Modeling - Session 6 (LIVE) ✨
Module 6: Building the Balance Sheet (BS)
Week 4
Jul
29
✨ Advanced Financial and Business Modeling - Session 7 (LIVE) ✨
Module 7: The Statement of Cash Flows
Aug
1
✨ Advanced Financial and Business Modeling - Session 8 (LIVE) ✨
Module 8: Completing the 3-Statement Financial Model
Week 5
Aug
5
✨ Advanced Financial and Business Modeling - Session 9 (LIVE) ✨
Module 9: Bringing it All Together and Making it Live
Aug
8
✨ Advanced Financial and Business Modeling - Session 10 (LIVE) ✨
Module 10: Advanced Concepts in Integrated Financial and Business Modeling
✍️ Capstone Business Case: Advanced Financial and Business Modeling
Post-course
Aug
12
🏫 Optional: Advanced Financial and Business Modeling: Open Office Hours (LIVE) 🏫
Post-Course Learning & Development
4.9 (27 ratings)
What students are saying
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
Carl Seidman CPA | Microsoft MVP
Principal, Seidman Financial | Microsoft MVP
Carl serves as a Fractional CFO, FP&A advisor, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization.
He is a Microsoft MVP and one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his financial training programs, seminars, workshops, and masterminds. Notable clients include:
ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, Healthpeak, Heartland Financial, Hewlett Packard Enterprise, Hostess, IGT, KPMG, Marsh & McLennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies (RTX), UBT, Verizon, Walmart, and Workday.
Carl is masterful at making the complex amazingly simple, engaging his audiences, building confidence, and facilitating a welcoming and transformative group experience. His content is rich and relatable, used in financial leadership development programs (FLDPs) at Fortune 500 companies, and is utilized or licensed by 7 of the top global financial training companies.
Carl serves as an Adjunct Professor in data analytics at the Jones School of Business at Rice University. He is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree. He holds a BA in finance and economics and an MS in managerial accounting.
He's been where you want to be and does the work you want to do.
Contact: info@seidmanfinancial.com
John Christian
Rachael Kuehn
Harry Bramson
Conor Flynn
Christy Roper
Raphael Di Napoli
Course schedule
4 hours per week for 5 weeks
Fridays: October 18, 25 and November 1, 8, 15
9am - 1pm CST
Join an upcoming cohort
Advanced Financial and Business Modeling
MQ2
$1,999
Dates
Payment Deadline
Students receive a certificate and 20.0 continuing professional education (CPE) credits for completing the course.
Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA)
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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Join an upcoming cohort
Advanced Financial and Business Modeling
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Dates
Payment Deadline
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