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Model driver with accelerators
I am building a financial model and need help with how to accelerate revenue drivers without doing it manually. What I am trying to do is build a revenue schedule where a piece of equipment is added on a start date and then based on the accelerator an additional piece is added every Nth month. What...
Why the ending balance of debt under LBO Model is negative? Am I supposed to adjust it?
I'm now working on the simple lbo model for uni competition. But I tried several times that the ending balance of the debt still be negative. Should I adjust it, if so, how?
RWA for banks: how to model them
just curious, to those of you that are covering banks, do you happen to model directly the RWA for banks? if so, how do you go at it (on a general basis)? I am presenting the question in light of a recent discussion I had with a colleague of mine who (covering banks) told me that even if they are...
Create Dynamic IRR in Excel - modeling
I'm trying to figure out how to create a dynamic IRR syntax in Excel . If I change my disposition date, my cash flows and all other projections adjust automatically. I can't seem to come up with a proper way to have my IRR calculate only certain years cash flows as I change my sale date. I'm sure...
reconciliation of historical cash flow statement required for financial modeling?
Hi all - just a quick question about the statement of cash flows. Is it necessary to reconcile the historical cash flow statements for financial modeling ? (By reconcile, I mean making sure the change in cash equals the change in cash that is found on the balance sheet .) Is this required or is it...
Model question - equity, CFs
Pre-Summer Internship Skill Grinding Help
Hello. I apologize in advance for the length of this post. I'm a junior economics major at a top-60 nationally ranked college in New York City. I am interested in the JP Morgan Corporate Analyst summer internship and I'm thinking about applying before the deadline in March. I have a 3.5+ GPA and...
New to WSO - Intra-Day Momentum Trading Research / Equity Trader
WSO , I have developed a model for determining Intra-Day Direction for many stocks and ETFs . I am currently seeking opportunities with Proprietary Trading Firms, Broker / Dealers, Hedge Funds, and other interested parties. Two articles were published regarding the research at Trading Markets. At...
Modeling & Valuation in a new space
In one of my recent interviews, the MD asked me "how would you do the valuation and modeling of a company/start-up where there are no reports, study, comparables or transactions? - it's a new space/area identified altogether. The entrepreneur will say many things, but being a banker, how would you...
Best sources for free financial models online?
What are everybody's favorite sources for leaning to build financial models free online?
What is something productive to learn while in high school? (Financial modeling)
I am bored, and I would like to play around with financial modeling. I found some great powerpoints and videos on DCF and DCF analysis, but I would like to know what else I could be learning in my free time. Links or suggested resources would be greatly appreciated. Many thanks and best regards,
Financial Modeling: Projecting sales growth
I'm working on a model for a client who showed a sales growth rate of 15% Y-o-Y since last 3 years. From the 5 comparable companies, the mean of the sales growth is 8.5%. Now, to complete the fiscal year ending December 31, 2015, what rate do I choose for the remaining two quarters? (1) Should I...
Asking for financial modeling help. Any help would be appreciated.
WSOers, I could use someone's help if they could spare the time. I have been practicing my modeling techniques. My latest attempt is a step up in difficulty, and I cannot find the source of my imbalance. I've highlighted where I feel I'm going wrong. However, any constructive comments about the...
Loan Expense and tying it into the entire model
Basic excel question but I am stumped - I'm not sure if I am having a brain fart (plus i've been in the office for 14 hours at this point) Assuming a 65% LTC how do I tie in the expense of the loan when it is based on the overall expense of the project without receiving a circular reference? Thanks
financial modeling project
I have a relatively small project that I need some help with and I was hoping regulars here could recommend a way to find an analyst (be they unemployed or just looking to make a couple extra bucks) to help me out, but not sure where to actually find someone like this, whether on this site or...
Anyone willing to review a model briefly?
Looking to just make sure the lbo model I created for recruiting practice makes sense and have all the information someone would want for a modeling test. I dont know what to include (i.e. how detailed to get for the test).
Modeling Assistance
Working on a model and onlny going off the CIM but need to adjust the Balance Sheet yet the cash-free/debt-free Balance Sheet only has a plug for Net Investment instead of Equity....how would I go about adjusting this given the new equity investment? Is Net Investment a proxy for Shareholder Equity?
Trading Comps question
Hi all, have some difficulties understanding the adjustments required of these two statements in building a trading comps model. Statement 1) The 20XX results included a one - time credit to income of $49 million, which was principally attributable to eliminating the remaining state tax net...
Modeling downstream oil company
Few questions about modeling a downstream oil & gas company. 1. what are the key elements (ratios etc) i should be looking into when modeling within this space? 2. does anyone have a template or reference material i can take a look at that is specific to this sector? Thanks a lot!
Incoming FT analyst - how to improve financial modeling skills ASAP
I'll be starting FT at a BB in the summer. Honestly, I feel that I suck at financial modeling and would like to work on improving it before I start. Any advice on what would be the best way to do this in the next 1-2 months?
Financial Modeling: Rosenbaum or Benninga
Which is good and basic for IB / PE for Analyst? Which one do you suggest to start with?
Christian Bou Khalil Introduction.
I am a Financial engineering Graduate from Notre Dame University in Lebanon. I am also a CFA Level one candidate registered for the December 2014 Exam. I am passionate about financial modeling and look forward to improving my knowledge. I am grateful for the financial modeling program you can...
Income statement modeling
Hi there, I am creating an income statement model for the very first time on Microsoft. I am stuck on making two years of projections. What kind of assumptions should I be making to explain the future growth in revenues, costs, and such? How do you determine the value of such growth or decline,...
Analyzing Financial Statements using Excel - converting Thousands to Millions
Hello, Sometimes, for ease of understanding, it's required to convert reporting in 000's to 000,000's. For example, after getting the income statement to Excel , want to report Revenues 1,778,655 as Revenues 1,779 Is there an elegant way to do it in Excel ? Of course, I can manually create a similar...
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...
Finance Modeler in a dead-end job
Hi, first post to this forum. I am looking for a bit of job search/career advice. I have a degree in Econ and have been working for about 10 years post college. I've worked in a bunch of industries but for the last 7 or so it has been progressive finance experience. I started out doing ad hoc...
Best Real Estate Modeling course? REFM? BIWS? WSP?
This is my first post to WSO so I hope I'm doing this correctly. Here's a little about myself... Job : 1 year doing corporate finance at Top 3 Bulge Bracket bank Undergrad : (Mid-Atlantic) Non-Target - Penn State, Maryland, UNC Major GPA: 3.7+ Internships: 1 year at Elite RE development firm that...
REFM Certification
Has anyone taken the courses and gotten the certification? I was told by a few senior people that taking this would look great on the resume and would help me lateral into an underwriting analyst role, since I am in an entirely different industry at the moment. Any thoughts or comments on this? Any...
10q/k question
How does one go about rectifying discrepancies on the q/ks when the values from year to year change? Ie if i pull a 2008 2q 10q the cogs for 2007 2q cogs is different than reported on the 2007 2q 10q. Thanks in advance
Best Excel Plug-In?
I'm finishing up my senior year of undergrad and will be beginning an MSF program this summer. As I work on a project for my final undergraduate modeling class, I realize I have no idea what kind of excel plug-ins (if any) everyone uses on the Street. I had a boutique internship where I experimented...
Panel interview in 10 days. Financial Modeling Skills?
Hey guys, I have a phone interview with a managing director for a credit research analyst position next Tuesday as well as a three person panel interview for a performance analyst the following Tuesday for the same company. First off, what do you think would be the best position to take in terms of...
Complicated sources and uses (?) - many moving parts
This is an asset purchase. The purchase price is 4. 5 x EBITDA of $5mm = $22.5mm. The Buyer is assuming $7mm of long term debt related to the assets being acquired. The Seller is responsible for paying off the $5mm line of credit. There is no other debt. Transaction fees are estimated to be $1mm....
Financial Modeling for Corporate Position
I have a phone interview coming up with a marketing company for a financial analyst position. I do not think the interview will get too technical but I want to be prepared for a face to face interview. One of the the requirements lists financial modeling skills. I have never done financial modeling...
Help with a financial model
Excerpt from Prospectus (below) Operating Profit +Depreciation and amortization +Exceptional impairment charges +Exceptional administrative expenses +Share of profit/(loss) of associates and jointly controlled entities =EBITDAbefore Exceptionals All, Having trouble setting up the income statement in...
Reconciling Cash Flow Statement & Balance Sheet in Model
Just a quick question regarding accounting/modeling. I have been learning to model with BIWS and recently tried to model two companies on my own from scratch. The place I'm having problems with is reconciling the current year BS and cash flow statement. For example, my formula for current year...
DCF and owner's earnings help
My fellow monkeys, I have recently submitted an article on Fabrinet (FN), for which I see near to mid term upside of between 37% and 67%, and a long term upside in excess of 100%. I've been doing a lot of reading on valuation, mainly through a Bear Stearn's PDF, along with Aswath Damodaron, McKinsey...
How to model a product combination?
Hey all, new here so not sure where to post this but I recently joined a corporate development team and ran into a project where we are partnering with another company in offering a product. So our product is capable of providing services A and B and our potential partner's product is capable of...
Wall Street Prep: Student Passport Access
http://www.wallstreetprep.com/programs/moduleII_sp.php Anyone know if access to all their models is worth $39 per month or is this mostly shit I can google and watch youtube videos on?
Financial Modeling for Corporate Finance?
Hey guys, looking into breaking into corporate finance and was wondering what the best self study financial modeling program out there? I have solid excel skills but am a novice when it comes to financial modeling. Also, am a novice when it comes to VBA/macros. I want to learn how to do financial...
Best Self-Study Financial Modeling Course
Hey guys, I'm starting FT at a boutique PE shop at the end of July. The firm is really new so I'll be the only analyst in the office. Needless to say, there is no formal training program so the partners have asked me to find a self-study financial modeling course. I have listed the three courses...
3 Statement Model - Having Some Problems
I am working on my modeling skills and while I have learned a lot from Macabacus and the two Josh’s ibanking book and some guides, I am still struggling with constructing a fully integrated 3-statement model. My main sources of confusion stem from three areas. 1) The first is in constructing the...
Free Model-Formatting Course
Summary This is not a financial modeling course like the one that is offered at Wall Street Prep , Investment Banking Institute or Analyst Exchange. Mod Note Not WSO competing products. Rather this is a series of free tutorials that help modelers on best practices on how to do modeling (formatting,...
Learn restructuring & bankruptcy modeling
I am pleased to announce that Wall Street Prep 's Restructuring & Bankruptcy Modeling Training is now available as a $399 self study program. This program is an adaptation of our live training at investment banks and business schools. I think it's a great program for anyone looking to understand how...
Financial modeling course for fundamental long term investing
I'm looking for a financial modeling course to do at home in the evenings, and I have noticed that most of what's available out there tends to lay on the lbo /merger side of things. So wondering if anyone knows a good one to prepare for roles in fundamental long term investing (value-style). Many...
How to predict future security prices
I am tasked with predicting the likelihood that a security (variable annuity) will reach a certain value within a certain amount of time. I would like to be able to say that I am 90 percent certain that the value will at least be x in 2 years, 3 years etc. I am a new consultant for a securities...
model calibration
guys, i was hoping you could give me a few insights on calibrating my financial model , whats the best way to go about it? How do you guys on the street go about it?
Project vs. Corporate Financial Modeling
I'm looking into a position that is based off financial modeling for a project. I'm familiar with corporate financial modeling/valuation, however I'm wondering if someone here has experience in project financial modeling. How does project and corporate financial modeling differ? I've heard that...
Creating financial projections
Recently i got an internship in a consulting firm dedicate to get loans to small business. My responsability will be principal prepare financial projections. What can i do to learn an little more before i start on the internship.
Revenue / Revenue Forecast Modeling for Revenue Planning
Hi everyone, Kind of desperate here and couldn't find this in the search option, does anyone here know where I can find sample revenue models use for revenue planning, or any material related to it? thanks!
3 statement financial model template
Dear all, I got past my second round interview for equity research associate position, and they have sent me an assignment to do. I was wondering if anyone had a dynamic 3 statement financial model that they would be so kind as to let me see. I want to make sure that I am doing everything right, and...
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