# Financial Modeling Bootcamp

Canonical URL: <https://www.nobledesktop.com/classes/financial-modeling-bootcamp>

## Overview

This three-day Financial Modeling Bootcamp pairs advanced Excel training with real-world finance and accounting principles to give you a well-rounded, practical skill set. On the Excel side, you'll dig into advanced tools like CHOOSE, Data Tables, Goal Seek, data validation, and auditing techniques, all applied in the context of building dynamic, accurate financial models. You'll also explore foundational financial concepts like enterprise value, accrual accounting, market capitalization, and financial statement analysis, giving you the theoretical grounding to structure your models effectively.

The heart of the bootcamp is the hands-on modeling work. You'll build an integrated 3-statement model and a discounted cash flow valuation using real company data, complete with detailed projections, terminal value calculations, and sensitivity testing. From there, you'll practice conducting valuation analysis and deriving share prices from your model outputs, then learn how to test your work for reasonability and adapt it for use in professional corporate settings. By the end, you'll have the kind of practical financial modeling experience that's directly applicable to high-stakes financial analysis.

## What you'll learn

- Financial concepts, market capitalization, and enterprise value
- Financial accounting, including accrual versus cash accounting
- Discounted cash flow (DCF) modeling: assumptions, projecting cash flows, sensitivities, auditing
- Excel techniques, including Data Validation, CHOOSE, Data Tables, and Goal Seek
- Leveraged buyout (LBO) modeling
- Real company analysis
- Setting up the financial model and model projections
- Corporate valuation and how to derive a value per share
- How to analyze the model output

## Prerequisites

Prior financial experience is helpful, but not required. Those without a finance or accounting background will receive a short guide prior to the course (available in the online student portal) to acclimate themselves to terminology.

Excel proficiency equivalent to [Intermediate Excel for Business](/classes/intermediate-excel-classes) is required, including VLOOKUP, Pivot Tables, and IF statements. Our [Financial Analyst Training Program](/classes/financial-analyst-training-program) includes beginner and intermediate Excel along with this 3-day bootcamp.

## Curriculum

### Day I: Advanced Excel for Financial Modeling

#### Advanced techniques to Expedite Workflow

- Efficient formula writing
- Formula & model auditing
- Advanced cell locking
- Hot Keys to work without the mouse
- Windows & work with multiple applications
- Go To Special
- Paste Special
- Project #1: Revenue build-up by store count and same store sales growth

#### Advanced Analytical Tools & Sensitivity Analysis

- Goal Seek
- Data Tables
- Scenario Manager
- Project #2: Cash flow modeling & sensitivity analysis

#### Database Functions for Finance

- Advanced SUMIFS
- VLOOKUP-MATCH
- INDEX-MATCH

#### Functions for Financial Modeling

- Financial functions
- Date functions
- Nested IF statements
- IF Statements with AND/OR
- CHOOSE function
- Weighted average calculations
- IFERROR
- Projects #3: Loan amortization model

### Day II: Intro to Corporate Finance, Accounting, & Modeling

#### Intro to Corporate Finance

- Net Present Value (NPV) and Internal Rate of Return (IRR)
- How are PV and IRR used in financial modeling?
- How companies raise capital through debt and equity issuances

#### Enterprise value

- Stocks, dividend yields, trading terminologoy, and valuation metrics
- Market Capitalization: Calculate the market cap for public companies
- Shares outstanding: How does share count change over time?
- Enterprise Value: Calculate the enterprise value for public companies

#### Financial Accounting & Statement Analysis

- Cash vs. accrual accounting
- Assets = Liabilities + Shareholder's Equity
- Annual and quarterly filings, and press releases
- Income Statement: Analyze line items on an income statement; calculate growth rates, and TTM
- Balance Sheet: Review assets, liabilities and shareholder's equity
- Cash Flow Statement: Analyze a public company cash flow statement
- Working Capital: Calculate and understand working capital

#### Integrated Financial Modeling

- Calculate historical ratios for revenue growth, margins, and working capital
- Project cash flows based on historical metrics
- Create debt, equity, and working capital supporting schedules
- Review how financial statements tie together and balance the model
- Integrate the income statement, balance sheet, and cash flow statement in Excel

#### Intro to DCF Modeling

- Calculate unlevered free cash flow from the integrated model
- Discount cash flows using the WACC
- Derive a share price from total company value

#### Sensitivity Analysis

- Use Data Tables to sensitize the model's key inputs
- Conditional Format with formulas to highlight cells that meet certain criteria
- Calculate the revenue growth required to hit a certain share price

#### Intro to LBO Modeling

- Review Leveraged Buyouts (LBOs) basics
- Create a simple LBO model
- Calculate the IRR and Equity Multiple

### Day III: In-depth Financial Modeling & Valuation

#### Company Analysis

- Discuss the business model and value drivers of a public restaurant company
- Capital Structure: Calculate the total enterprise value and build a capital structure table
- Historical Financials: Populate the historical financials
- Ratios: Calculate the financial ratios

#### Financial projections

- Create financial projections for revenues
- Create financial projections for expenses
- Create projections for the working capital items

#### Terminal Value

- Estimate the company's terminal value using the Gordon Growth Model

#### Discounting Cash Flows

- Use CAPM to estimate the company's cost of equity
- Calculate the weighted average cost of capital (WACC)
- Discount future cash flows with the midpoint convention

#### Corporate Valuation

- Calculate the diluted shares outstanding using the treasury stock method
- Derive a value per share from total enterprise value

#### Final Analysis & Reasonability Testing

- Where does our model need additional analysis?
- How does our value per share compare to the current price?
- How do our financial projections compare to management's and the analyst community
- Analyze the output and determine reasonability of the model and assumptions
- What areas or assumptions require additional research?
- What assumptions drive the valuation and how would changes impact our thesis
- Should we invest in the stock at current prices?

## Schedule
- Jun 24, 2026 – Jun 26, 2026 — NYC
- Aug 26, 2026 – Aug 28, 2026 — NYC

## Instructors

### Brian McClain — Program Director & Senior Instructor

Brian McClain is an experienced instructor, curriculum developer, and web developer. Brian served as Director for a coding bootcamp before joining Noble Desktop in 2022, where he is now a lead instructor and course developer for both JavaScript and Python. He teaches Web Development, JavaScript, Python for Data Science, Machine Learning, and AI. Prior to Noble, he taught Python Data Science and Machine Learning as an Adjunct Professor of Computer Science at Westchester County College.

Brian is also an active industry professional in the field of generative AI app development. His website and iOS app, Artmink, provides appraisals of art and antiques from user-uploaded images.

### Mourad Kattan — Program Director & Instructor

Mourad Kattan is an instructor and Program Director of Business, Finance, & Excel at Noble Desktop, teaching classes and designing courses in Excel, finance, accounting, and financial modeling.

Before Noble Desktop, Mourad worked as a financial analyst at Credit Suisse and H/2 Capital Partners. In those positions, he used advanced analytical and financial skills to evaluate a variety of investments.

Mourad graduated from the University of Pennsylvania summa cum laude and is part of the Beta Gamma Sigma honor society.

Learn more about [Mourad Kattan's](/mourad-kattan) background and expertise.

### Adebayo Norman — Instructor

Adebayo "Ade" Norman is a Senior Software Trainer with over 14 years of experience in the classroom. He is a training professional with vast troubleshooting/help desk experience and thousands of hours of software training & delivery experience. His specialty is in the In-person/Online Hybrid training environment needed in these new & changing times.

### Garfield Stinvil — Senior Instructor

Garfield is an experienced software trainer with over 16 years of real-world professional experience. He started as a data analyst with a Wall Street real estate investment company & continued working in the professional development department at New York Road Runners Organization before working at Noble. He enjoys bringing humor to whatever he teaches and loves conveying ideas in novel ways that help others learn more efficiently.

Since starting his professional training career in 2016, he has worked with several corporate clients including Adobe, HBO, Amazon, Yelp, Mitsubishi, WeWork, Michael Kors, Christian Dior, and Hermès. 

Outside of work, his hobbies include rescuing & archiving at-risk artistic online media using his database management skills.

## Pricing

**Tuition:** $995