Financial Analysis & Modeling: Excel, Forecasting & FP&A

Descripción

Learn Financial Analysis for Real Business Decisions Financial analysis is not just about numbers — it is about understanding performance, forecasting outcomes, and supporting decisions. This course gives you a practical foundation in financial analysis and modeling, focusing on how finance is used in real business environments. You will learn how to analyse data, build models, and interpret financial information to support strategic and operational decisions. What Makes This Course Different This is not a purely theoretical finance course. You will learn: • how financial analysis is applied in real scenarios • how to use Excel for practical modeling • how to connect financial data with business decisions The focus is on: from financial data → to insight → to decision What You Will Learn Core Financial Analysis Techniques • Horizontal and vertical analysis • Sensitivity and scenario analysis • Detecting financial trends and issues Excel-Based Financial Modeling • Build models to analyse performance • Apply structured financial logic • Use Excel for practical decision support Unit Economics & Profitability • Understand revenue and cost drivers • Analyse product and business profitability • Apply unit economics in real scenarios Forecasting & Valuation • Build financial forecasts • Understand valuation basics • Use rolling projections for planning Risk & Scenario Analysis • Stress testing and scenario planning • Monte Carlo simulation fundamentals • Identify financial risks and uncertainties Profit & Loss (P&L) Analysis • Understand financial statements • Analyse revenue streams and cost structures • Use KPIs to evaluate performance Who This Course Is For • Business professionals working with financial data • Analysts who want to strengthen financial skills • Managers making budget and investment decisions • Beginners who want practical finance knowledge Why This Course Matters Companies need professionals who: • understand financial performance • forecast future outcomes • make better decisions based on data This course helps you build those capabilities. Important Note This course is designed as a practical introduction to financial analysis and modeling. It helps you: • understand key finance concepts • apply them using Excel • build a strong foundation for advanced finance roles Enrol Now Start building the skills to analyse financial data, forecast performance, and support better business decisions. Course Author Dr. Alex Amoroso, PhD Lead UX & Product Researcher | Head of School (MTF) Dr. Alex Amoroso is a Senior UX and Product Researcher with over 10 years of experience helping organisations turn research and data into better product decisions. Her work sits at the intersection of research, product strategy, and decision-making. She has conducted large-scale studies with over 6,000 users across B2B and B2C environments, producing 30+ research reports that have directly informed product direction, user experience design, and innovation initiatives. She has worked with organisations across Europe on data-driven products, analytics platforms, and IoT systems—partnering with cross-functional teams to translate complex insights into clear, actionable decisions. Alongside her industry work, Dr. Amoroso teaches Advanced Research Design and Methodologies to doctoral students and serves as Head of the School of Business and Management at the Institute of Management, Technology and Finance. She holds a PhD in Health Anthropology, with research focused on human behaviour, environmental stress, and quantitative data analysis. Her academic work has been published in multiple peer-reviewed journals. In her courses, she combines: • Academic rigour • Real-world product case studies • Practical frameworks you can apply immediately Her focus is simple: help professionals move from insights → decisions → impact. Course provided by MTF Institute of Management, Technology and Finance MTF Institute is a global educational and research institute headquartered in Lisbon, Portugal. We offer hybrid business and professional education in the areas of Business and Management, Science and Technology, and Banking and Finance. MTF Institute R&D Center conducts research in Artificial Intelligence, Machine Learning, Data Science, Big Data, Web3, Blockchain, Cryptocurrency and Digital Assets, Digital Transformation, Fin-tech, E-commerce, and the Internet of Things. MTF Institute is an official partner of Deloitte, IBM, Intel, and Microsoft, and is a member of the Portuguese Chamber of Commerce and Industry and the Union of Trade and Services Associations of Lisbon. MTF Institute has a global presence across 216 countries and territories and has been chosen by more than 1 mln. students. Exclusive: The Career Accelerator Edition Why is this course unique? By enrolling in this special edition, you unlock three strategic career advantages: 1. Dual Certification & Direct Verification Go beyond the standard. Upon completion, you will receive not only the Udemy certificate but also the Official MTF Institute Certificate and Student ID. · Direct Validation: You will gain access to our automated system to issue your credentials instantly directly from the Institute. · Credibility: This independent verification adds a layer of professional authority to your CV, recognized by our global partners. 2. Portfolio Building & LinkedIn Visibility In job market, visibility is everything. We don't just teach you skills; we help you showcase them. · Show, Don't Just Tell: We encourage you to post your course projects and case studies directly to your professional profiles. · Career Boost: Follow our guidelines to add your new certification to your LinkedIn profile correctly. This simple step significantly improves your visibility to recruiters and demonstrates your commitment to continuous professional development. 3. Access to a Global Professional Community Education is more powerful when shared. You are not learning alone. · Network: Join thousands of professionals worldwide who trust MTF Institute. · Stay Informed: Gain the opportunity to subscribe to our industry insights and newsletters, keeping you ahead of trends in management and technology. Start your transformation from a student to a recognized professional today.

Lo que aprenderás

• Fundamentals of Financial Analysis
• Leveraging Excel for Financial Insights
• Core Financial Analysis Techniques
• Valuation & Forecasting
• Advanced Analysis Techniques
• Extra Section: How to Write Professional Financial Reports

Requisitos

• For a better learning experience, we suggest you to use a laptop / mobile phone / pen and paper for taking notes, highlighting important points, and making summaries to reinforce your learning.