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Advanced Financial Modeling

Cohort-based Course

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

Hosted by

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

The person Fortune 500s use for their financial leadership development programs

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, capable of building complex and dynamic integrated Excel models that capture the intricacies of business operations.

This training will walk you through, step-by-step, how to build an integrated 3-statement financial model. It will be focused on modeling for performing and underperforming businesses, not exclusively for investment banking transactions.

While other financial modeling training mostly focuses on model-building and how financial statements connect, this program will walk you through the strategic financial considerations you'll be making as a financial analyst, Controller, Director of FP&A, or CFO.

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.

This program is CPE- accredited by the National Association of State Boards of Accountancy (NASBA).

Next Cohort: July 2023

(Seidman Financial is a division of Seidman Global LLC)

Who is this course for


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.

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.

What people are saying

        Unparalleled instructor and attention.
Brad Carville

Brad Carville


Meet your instructor

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

Principal, Seidman Financial

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's 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 Financial Services, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, HCP, Inc., Heartland Financial, Hewlett Packard Enterprise, IGT, KPMG, Marsh & McClennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies, Universal Business Team, Verizon, and Walmart. 

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 6 of the top global financial training companies.

Carl 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.

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Advanced Financial Modeling

What We Cover


Managing the data

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.


Introduction to 3-Statement Modeling

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.


Building the Income Statement (P&L)

The most well-understood financial statement is the income statement (P&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 Balance Sheet (B/S)

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&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 Statement of Cash Flows

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.


Completing the 3-Statement Financial Model

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.


Putting it All Together

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.

Course schedule

4-6 hours per week
  • Tuesdays & Thursdays

    1:00pm - 2:00pm EST

    If your events are recurring and at the same time, it might be easiest to use a single line item to communicate your course schedule to students

  • July 2023

    Feel free to type out dates as your title as a way to communicate information about specific live sessions or other events.

  • Weekly projects

    2 hours per week

    Schedule items can also be used to convey commitments outside of specific time slots (like weekly projects or daily office hours).

Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
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