Advanced Financial Modeling

Introduction

This course is designed to take your financial modeling skills to an advance level, through the evaluation and analysis of real-life case studies. It will also develop your knowledge and understanding of finance enabling you to make financial decisions which will, reduce costs, increase profit and minimize risk. The course will examine the latest tools and techniques estimating sales, costs, risk and economic variables leading to advanced financial optimization models using Excel, best international practice, tools and techniques.This course will feature:·         Practical application of advanced financial modeling skills to real life case studies in other sector and your company·         Development of advanced financial knowledge and its application to business problems and decision making·         The development of Advanced Financial Models which will be of practical use to you and your organization·         Training using Excel and the latest financial analysis tools and techniques·         Supporting material in both hard and soft copy explaining key Financial and Modeling techniques and applications   Course Objectives The course will develop the best practice approaches to structuring and presenting fully flexible and auditable models whilst cultivating the most efficient data analysis tools and solve other common modeling problems. The course is trainer-led, but necessarily hands-on at all points with the participants solving modeling problems throughout.Key Learning Outcomes:·         Harness Excel’s tools within a best practice framework·         Add flexibility to their models through the use of switches and flexible lookups·         Work efficiently with large data volumes·         Model debt effectively·         Approach modeling for tax, debt, pensions and disposals with confidence·         Build flexible charts and sensitivity analysis to aid the presentation of resultsTarget AudienceThis course is aimed at those analysts and associates with significant financial modeling experience who have identified problems adapting their own models, and also wish to take their skills to the next level.

Target Competencies

• Using advanced Excel
• Performing capital budgeting analysis
• Forecasting cash flow
• Calculating cost of capital
• Practicing financial modeling
• Understanding scenario analysis
• Calculating free cash flow

Course Outline

Day 1

Advanced Modeling Skills with Excel

• From Basic Modeling to Advanced Modeling
• Identifying Financial Applications for Modeling
• Advanced Financial Applications of Excel
• Advanced Financial Analysis Tools in Excel
• Graphs & Charts to aid Financial Analysis

Estimation Models - Income, Costs, Risks & Economic Variables

Cost Estimation – Incremental; Inflation, PERT, Supply & Demand factors

• Forecasting using Statistical Methods in Excel – Time Series Analysis, Exponential Smoothing, Correlation & Regression Analysis
• Risk Measurement using – Probability Analysis, Correlation & Beta
• Forecasting using statistical models
• Measuring & Managing Investment Risk
• Forecasting Interest Rates & Exchange Rates using historical data, Interest Rate Parity
• Theory and Purchasing Power Parity Theory 

Day 2

Developing an Advanced Financial Optimization Model

• Developing the Financial Model using Costs and Economic Variables estimated on Day 2
• Simulating changes to Costs & Accounts Payable
• Simulating changes to Sales Volume & Accounts Receivables
• Financial Derivatives – Forwards, Options Futures & Swaps
• Using Derivatives to Managing Volatility, Interest Rates & Exchange Rates
• Implementing Policies to manage change

 

Models to Assess Growth Strategies

• Evaluating growth strategies
• Models to simulate growth strategies
• The dangers of Overtrading
• Examining the impact on Working Capital
• Examining the impact on Leverage
• Mergers & Acquisitions – Modeling the impact on Share Price, Market Value, Earnings & EPS

Day 3

Implementation and Uses of Financial Model:

• Risk Management
• Valuation of a Company
• Valuation of Assets
• Mergers and Acquisitions
• Option Pricing
• Budgeting and Forecasting
• Capital Allocation
• Raising Capital

Modeling Best Practices

• Case Study incorporating Advanced Finance Modeling skills
• Developing an Advanced Financial Optimization Model
• Presentation of the Model
• Testing the Model
• Improving the Model
• Decision Making & Reporting
• Rebuilding an inherited model

Scenarios and sensitivity analysis

• Using the Scenario Manager
• Manual scenario building
• In-cell drop-down boxes
• Combo-box drop down boxes
• Excel auditing shortcuts
• Formula auditing roads
• Error tracing

AKINJIDE OLUREMI AJEWOLE (B. Sc, Ch.FM, MNIM, CIPSCM, CIPCM, CIPMC)

Profession:   International Management Consultant and Corporate Trainer     

Nationality: Nigerian

Professional Qualification & Societies:

• Consultant International Institute of Purchasing and Supply Chain Management Institute, U.S.A
• International Partner Oxford Academic Union, Oxford, U.K
• Industrial and Production Engineering (B.Sc)

• (Member Chartered )Nigerian Institute of Management
• Chartered International Procurement and Contracts Manager, CIPCM
• Chartered International Enterprise Lead Risk Auditor
• Certified International Project Financial Management Consultant
•  

 

 

 

 

 

 

Relevant Facilitation Experience  

Experienced and accomplished International Finance Management Consultant, a Chartered International Industrial and Production Management Consultant (CIIPMC) with more than 15 years of success in program and project management in commercial and government contracting environments. Highly adept at defining and implementing best practices, standards, processes and tools to achieve objectives and goals. Proven track record of crafting and executing strategies that reduce costs, improve production, and increase profitability. Identify, prioritize, and resolve issues to optimize resources and time. Keen sense of business needs with exceptional aptitude for managing large-scale projects from inception to completion. Leverage strong analytical, collaborative and decisive leadership to capitalize on market opportunities and propel organizational growth.

 

• Facilitated Vendor, Procurement and Contracts negotiation training for NNPC Subsidiaries in Nigeria for effective contract flow down requirements for subcontractors and suppliers and developed compliance policies, documentation and standard operating procedures. Coordinated logistics and operations by through accurate and effective communication.
• Successfully trained PZ Cussons in Negotiation and Supplier Relationship management to improve productivity for over 500 brands
• Developed Federal Inland Revenue Service’s Maintenance , Repairs and operations contracts for maintenance department via technical professional facilities management training
• Consulted for Multi Choice Nigeria and achieved improvement in Fixed Asset Management efficiency (Nationwide)
• Trained members of staff of PPPRA on logistics and distribution/Supply Chain management in the Oil and Gas downstream sector for Oil and Gas depot.

 

SOME OF THE TRAINING COMPANIES AKINJIDE HAS FACILITATED COURSES FOR INCLUDES;

• Oxford Academic Union, Oxford, U.K
• Pebble Hills University, U.S.A
• American Certification Institute, Delaware, U.S.A
• International Purchasing and Supply Chain Management Institute, Delaware, U.S.A
• Kimberly Ryan
• Nigerian Institute of Management

 

Akinjide’s skill set includes but is not limited to:

■        Advanced Project Management cost control

■        Advanced Procurement contracts negotiation

■        Supply Chain Management

■        Strategic Pricing and Contracts Management

■        Advanced Budgeting and business risk analysis

■        Demand and Supply Forecasting management

■        Operations and process Improvement Management

■        Advanced Strategic Business and Systems Analysis Management

■        Basic and Advanced Financial Management and Accounting

■        Health, Safety, Environment, Security and Quality Management

■        Business Development and Marketing Management

■        Six Sigma Green and Black Belt

■        ISO 31000 Enterprise Risk Management

■        Logistics and Supply Chain Management

■        Advanced and Basic Warehouse and Stores Management (Stock planning and Stock Control)

■        Effective Time Management

■        Facilities and Maintenance Management

■        Procurement and Strategic Negotiation Skills

■        Procurement and Purchasing Management

General Consulting Experience

• Facilitated the setting up of the first Nigerian Computer Technical and Installation centre for secondary schools, Borno State. 650 participants were trained in the process
• Facilitated the Risk Management training of NNPC/NAPIMS and NIPEX senior members of staff on Contracts, Procurement and Supply Chain Management course.

Past Employers and Work Experience

• Facilicare Services Limited
• Sahara Group Limited
• Charms plc (JCCC/GTE)
• Emjay Nigeria

Educational Qualifications

• Industrial and Production Engineering (B.Sc)             
•  Certified Maintenance Manager (CMM)
• Chartered Facilities Manager (CH.FM)
• International Purchasing and Supply Chain Management Institute, Delaware, U.S.A (International Procurement Consultant) ( 2012)
• American Certification   Institute, Delaware, U.S.A (Country Consultant)2012
• Chartered Institute of Purchasing and Supply (UK)(Member) 2010
• International Association of Safety Professionals(Advanced Certificate in Occupational Health and Safety Management)2010
• International Association Of Safety Professionals (Professional Certificate in Occupational Health and Safety Management) 2010
• International Facility Management Association(Council Member)2010
• Nigerian Institute of Management(CHARTERED)(Certificate in Management) 2006
• University of Ibadan, Oyo State (Industrial and Production Engineering)(B.SC)(1999-2005)
•  Methodist Boys’ High School, Victoria Island, Lagos (WAEC) (1991-1996)

When you register 4 days before the actual date of this course you get to pay N150,000 instead of N180,000