Financial modeling is one of the most highly valued, but thinly understood, skills in financial analysis.
Creating a summary of the expenses and revenues incurred in the functioning of a business enterprise, Financial Modeling as a process aims to assess the company’s present financial expenses and profits to predict the impact of any future event and thus helps in facilitating better finance-related decisions.
With a good understanding of the key steps involved in financial modeling, participants will be able to build a well-structured and robust model and use it to solve important business problems. Participants will able to appreciate the use of the financial model as a powerful tool to communicate complex financial analyses and simulation results to stakeholders.
This workshop will cover the basic financial modeling principles, best practices in financial modelling and excel functions frequently used in models. Participants will also learn how to use model auditing tools to check for model errors. Learning is achieved via practical examples and which reinforce the theory; case studies and Excel-based exercises which allows participants to have hands-on experience with financial models.
Key Takeaways
Target Audience
Trainer: Vibhor Nayar, Vice President, Duff & Phelps
Trainer: Nilesh Lonare, Associate Director, Growth, Grant Thornton
Trainer: Kunal Shah, Partner, Price Waterhouse & Co LLP.
Kunal Shah has over 14 years’ experience in the field of Indian tax and regulations.
He advises clients in the private equity and venture capital space (domestic and foreign), including real estate, infrastructure and debt funds, onshore and offshore fund structures, distribution waterfall, structuring of earned interest and tax due diligence. He has wide experience in the area of laws including Income tax, Corporate law, Foreign Exchange laws, FDI Policy, SEBI regulations, NBFC regulations, etc.
Kunal helps clients obtain regulatory approvals and tax certificates for investments or exits, and advises them on tax due diligence, and restructuring of their Indian businesses, profit repatriation strategies and capital structures, including waterfall sharing and transaction-related tax negotiation, at the time of exits, etc. He also advises NBFCs, portfolio managers, stock broking organisations, mutual funds, merchant banks, asset management companies, etc., on tax and regulatory matters. In addition, he works closely with leading financial services players and industry bodies in their representations to policy-makers and tax authorities.
Kunal has a postgraduate degree in Law and is also a Chartered Accountant.
Nilesh is the Associate Director for Strategy Consulting with the Growth Advisory practice at Grant Thornton Bharat.
Nilesh is an experienced management consultant with over 14 years of experience. He has advised MNCs, Global banks, corporate houses, Family Offices, Private investors and Private Equity firms on a variety of strategic and business planning topics. He often advises clients across India, the Middle-east and the US geographies, advising them on corporate strategy, investment strategy, business planning and diligence exercises.
Nilesh is a PGDM from IIM Ahmedabad and a B.E. in Information Technology.
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