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Can't do a 3 statement model with a real company's financials
Hello, I'm in the process of self studying IB, started ~ a month ago. I'm having difficulties creating a 3 statement model when it comes to a real company. I'm able to complete easy ones (i.e. from YouTube videos case study templates), but find difficulty once I do it on my own. The challenge comes...
Tutor needed - 3 statement linking and debt schedule
Hello, I'm looking for an experienced 3 statement/LBO tutor to have a quick session to help complete my model! I'm stuck on the debt schedule on how to properly link/draw on revolver. It's tailored for a specific case study so not all google resources have helped and that is why I am not reaching...
Fastest way to fill in 3SM historicals
What is the fastest way to fill in historicals for a 3SM instead of copy and pasting from filings? Is there a way to leverage FactSet / Bloomberg to do this fast?
BS Forecasting for software companies
Hi everyone, Few weeks ago I posted a question about LBO modeling for SaaS companies and I appreciated the responses. As I am digging into forecasting financials some questions are surfacing: * When you are forecasting key BS items (AR, AP , Deferred revenue), do you use the traditional methods (%...
Help Balancing a Model
Hey all, I have just started learning basic financial modeling and I'm having trouble balancing a simple three statement model. I'd be thankful if someone could tell me where to start looking for errors. Thanks! Update: I'm really close now, still missing a small amount though.
Best pracitces when auditing models?
Hi everyone: I was wondering if you have any best practices/priority checks when it comes to auditing models that others have built please? Was curious about the shocks you will introduce to the numbers to make sure it's well-proofed in all situation, espcially in a limited time frame. Thanks!
3 statement model balancing help!
Hey guys - I'm learning about three statement modelling and DCFs, but am having trouble with the balancing. I think I've got the basics down, but it's off balance by a bit. Would really appreciate if one of you talented folks could give this a look! Edit:.
Does anyone have a 3 statement model with advance rate assumptions from a debt provider?
We are working with debt lenders, and need to see if we can sustain 70 or 80% advance rates from our lenders (which would require 20-30% cash used by us. I am in the specialty finance industry, and cash is our inventory, so we need to make sure these advance rates are sustainable.
3 Statement Model Sponsor Investor 1hour
Hi I have an interview coming up and have to do a 1 hour 3 statement model with two scenarios. One is standalone and one is with a sponsor investor. No DCF or LBO involved. I am pretty clear on the standalone one but not too sure what they want for the sponsor. I guess I have to do a sources and...
3 statement modeling test - can anyone share an example model please?
Hi Everyone! I have a final round interview coming up at a boutique IB where I will have to complete a 4-hour modeling test. I was told that it's going to be three statement modeling test with DCF and possibly WACC calculations. Can anyone share an example of the model they had to complete or used...
ER Modeling questions
I'm in my second year of IB , but I am looking to switch to equity research . I was hoping someone could give me some advice and ideas on how modeling is different between the two. For some of our startup clients, I've had to really dig into revenue drivers and other precise detail, but I usually...
Residential Solar Model?
Does anyone have a template model for a residential rooftop solar company? Looking to get a good feel for costs, drivers, capex etc. Thanks!
3 statement dynamic model with projections template
Hi Guys, I am in third round equity research interviews and have to put together a 3 statement, dynamic, financial model that is capable of doing not only historicals obviously but projections. Problem is, my group never uses these type of models. Does anyone have a template they could pm me (or...
Financial Modeling for FP&A
Hey Guys, I'm a staff accountant looking to transition into FP&A Role. I have limited financial modeling experience, so i'm looking for materials/crash courses that would help develop my financial modeling skills for FP&A role. Your input is much appreciated! Thanks,
DCF Question -- Should Acquisitions be Included In Capex?
Hey Guys, Quick question on the DCF . After I have NOPAT and I add back D&A and changes to NWC, I was wondering if I need to subtract out just mtx. capex or growth capex as well including acquisitions? The firm that is being valued is very acquisitive and so my thinking is that if I assume its top...
Partner in building a model
Hope everyone is well. Was wondering if anyone is interested in building a model with me? I am a novice and this would be my second model (the first being a retail model). If you're experienced you can take the lead and I'll work under your guidance and if you're at the same level as me, it would be...
Isn't "updating the models" just copying and pasting and dragging formulas across columns?
I'm interning in equity research this summer and am repeatedly told I will have to update models. Sounds like that just means I am simply inputting the numbers that the company releases, and then dragging across excel formulas from past quarters in the model where applicable, right? Am I missing...
Looking to trade for a model
Hi all, I am looking for a full operating model (three statements) from a BB or EB(any). I'll trade for the model with training materials for ER and IBD from various BBs . If you're interested, please PM me.
Easy companies to practice modeling with?
Hey guys, so I've been trying to get better at modeling and I want to start practicing building DCF / lbo models from scratch. I'll be applying to FT IBD next year but have had zero internships in the field so I would like to have some experience under my belt to compete with those who have had...
Modeling the IS - in what order do you list the line items?
Started a new job at a bank, and love it, but I don't have too much experience in building an operating model. Would appreciate to hear from those with more experience. Question: I'd like to know a good logical order to use to present the line items of the income statement. - Do you usually put...
Help with basic operating model: Spot check
Hi all, Would any of you experienced monkeys out there be willing to spot check this operating model? I've built it from scratch, consolidating items etc. to make the model work and of course, the balance sheet doesn't balance! Overall I think it makes sense and I kept my notes in tact if it helps...
I have Equity Research and IR/Business Dev transfer opportunities: Both require modeling aptitude
Long story short: I am building from scratch an operational model/equity valuation model for both an integrated energy company and a power company (non-regulated, non-utility). I have no prior experience, and have hit a number of road blocks (standardizing historical financials | assumptions behind...
IBD model projections
Hi, I am creating a 3 statement operating model and wanted some advice with regards to making projections. The company I am modelling has mostly long term contracts and for the next 2 years, a significant part of the operating assets have already been chartered out for contracted revenue. The...
Bringing a basic model to an interview?
Before I start I want to make it clear that I did in fact search the boards on the topic and found it there wasn't any established answer. My rationale for thinking about bringing one in is that I have limited/non-existent finance experience. I am trying to do everything I can possibly do on my end...
Models/materials to trade?
Does anyone have any models, decks, or training materials (from a bank, not academic) that they'd be willing to trade? I have an older training manual from a bulge bracket , a gmat prep book and the Rosenbaum IB book (both digital), a prep course (BIWS, Wall St. Training, etc.), a couple industry...
Why a 3 statement model?
Could someone explain why we need to built a fully fleshed out 3 statement model instead of a DCF model with working capital, capex, d&a and some revenue projections? I'm trying to understand what the three statement model serves and why it is preferred over a partial model. I appreciate the help.
Carolina Panthers Leaked Financials
Afternoon Monkeys, I saw something late last week on Deadspin that caught my eye, someone leaked the Carolina Panther's financial statements. Deadspin, upon receiving the leaked statements, contacted Dennis Howard, a business professor at the University of Oregon, to review the financials and report...
Ratios
Hey, I am working on a pitch for a project. I have done valuations before and my issue here is that I have a model with way too much information. What is the best parts of a valuation model to pull and insert in a ppt in hopes of advocating for a stock
Merger Model Exercise
Hello All, I'm very new to this site and financial modeling in general. I've just finished reading a few accounting books. I'm now trying to build a merger model myself to learn the ins and outs. I'm looking at AMZN and NFLX merger scenario. Given the dynamics, I understand that it probably makes...
Modeling Test for SA Interview
Was interviewing for a top REPE group and the guy joked about having a modeling test at the end of the interview. I've got a few interviews coming up at places known to be very technical with their interviews (HLHZ restr., BX RR etc). Curious to see if there is even the remote possibility of coming...
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