Course Code: 25BP03MJB1

Financial Modeling

Master the art of building professional financial models using Excel, Python, and AI-enhanced tools. Prepare for careers in investment banking, private equity, and corporate finance.

📅 MBA Term 3
⏱️ 45 Contact Hours
🎓 3 Credits
📊 30 Sessions
30
Sessions
3
CILOs
5
Assessments
100
Total Marks

Course Modules

30 sessions covering everything from Excel basics to advanced AI-enhanced modeling

Session 1 Introduction to Financial Modeling
  • What is financial modeling?
  • Applications in finance
  • Core principles & best practices
  • Excel basics review
📚 Pignataro, Ch. 1–2 🎯 CILO 1
Start Learning →
Session 2 Excel Functions for Financial Modeling
  • VLOOKUP, XLOOKUP, INDEX-MATCH
  • Logical functions (IF, AND, OR, IFERROR)
  • Date and text functions
  • Excel Lab: Hands-on practice
📚 Excel Bible, Ch. 5–7 🎯 CILO 1
Start Learning →
Session 3 Financial Statement Mechanics
  • Income statement
  • Balance sheet
  • Cash flow statement
  • Common-size analysis
📚 Pignataro, Ch. 3–4 🎯 CILO 1
Start Learning →
Session 4 Building a Historical Model
  • Inputting historical financials
  • Calculating key ratios
  • Trend analysis
  • Quality checks
📚 Pignataro, Ch. 3–5 🎯 CILO 1
Start Learning →
Session 5 Revenue & Expense Forecasting
  • Top-down vs. bottom-up
  • Driver-based assumptions
  • Seasonality
  • Growth rate estimation
📚 Damodaran, Ch. 4 🎯 CILO 1, 2
Session 6 Working Capital & Capex
  • Net working capital cycles
  • CAPEX depreciation
  • PP&E roll-forward
  • Three-statement integration
📚 Rosenbaum, Ch. 3 🎯 CILO 1
Start Learning →
Sessions 7-30 Advanced Topics
  • Three-Statement Integration
  • DCF Valuation
  • M&A and LBO Modeling
  • Python & AI-Enhanced Modeling
📚 Multiple references 🎯 All CILOs

Course Resources

Textbooks, tools, and platforms you'll need for this course

📖

Core Textbooks

Pignataro's Financial Modeling, Rosenbaum & Pearl's Investment Banking, Damodaran on Valuation

📊

Microsoft Excel

Advanced functions, Power Query, Power Pivot for building professional models

🐍

Python

Pandas, NumPy, Scikit-learn for automated modeling and ML forecasting

💹

Bloomberg Terminal

Real-time data, company analysis, and professional modeling templates

🎓

Online Platforms

Corporate Finance Institute, Wall Street Prep, Investopedia for supplementary learning

🤖

AI Tools

Modern AI-assisted modeling approaches and automation techniques

Course Intended Learning Outcomes

What you'll achieve by the end of this course

1

Build Financial Models

Understand, design, and build integrated financial models (three-statement, DCF, M&A, LBO) following industry best practices.

2

Use Tools & Technology

Use Excel, Python, and AI/ML tools to automate data collection, perform analysis, and generate forecasts.

3

Interpret & Recommend

Interpret model outputs and formulate actionable financial recommendations considering ethical and risk dimensions.