M&A Science Academy’s
Introduction to Financial Modeling
Sign up for our M&A Science Academy live course session in partnership with:
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Join us!
Join us on December 3 - 4 for Introduction to Financial Modeling! The two-day course will be taught live, virtually by Utkarsh Bhagat.
COURSE OUTLINE
The course will be beneficial for new and experienced practitioners.
Participants will enhance their ability to navigate Microsoft Excel, refresh / enhance their accounting and finance knowledge and gain an understanding of key drivers for the construction of financial models.
The financial modeling course allows participants to construct a circular 3‐statement financial model of a public company. Participants will gain exposure to shortcuts and efficiencies to enhance their ability to navigate in Microsoft Excel. Further, participants will learn how to leverage an annual report of a publicly traded company to construct a financial model and discounted cash flows analysis.
Construction of a 3‐Statement Financial Model including the following topics and schedules: Excel shortcuts, efficiencies and best practices
Reinvent the M&A training experience
Participants will be provided with Excel files to interact with alongside the live teaching.
The live course recording will be available for all participants afterwards.
For questions regarding the course content, please email bhagat@gmail.com.
For questions regarding the course content, please email bhagat@gmail.com.
Date:
December 3 - 4
Time:
9 AM - 4 PM CT, includes morning break, lunch break, mid afternoon break
Location:
Virtual
Cost:
Early Bird Special until Nov 27 - $2,200, after Nov 27 $2,500
INSTRUCTOR
Meet the Instructor
Utkarsh began his investment banking career with A.G. Edwards’ Healthcare group in Saint Louis, MO. After two years, he joined BMO Capital Markets where he worked in the Food & Consumer and Mergers & Acquisitions groups in Chicago, focusing primarily on M&A transactions in the Food industry. From there, he joined the Mergers & Acquisitions Tax group at PricewaterhouseCoopers. Afterwards, Utkarsha spent 8 years leading excel, financial modeling and valuation trainings across investment banks, consulting firms and academic institutions. In 2020, he joined Archer Daniels Midland’s Corporate Development and M&A team.
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M&A Science Academy Certification
Upon course completion participants will receive an Introduction to Financial Modeling M&A Science Academy Certification and one month complimentary access to the Academy.