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    Assignment 2 - Mahindra & Mahindra

    Uploaded by

    Mack K
    This document provides instructions for Assignment 2 on financial modeling. Students are asked to create a financial model projecting the income statement, balance sheet, and cash flows for a company over the next 5 years. The assignment is worth 30 marks and projections should follow the methodology demonstrated in a sample company model. Key steps include forecasting revenue and expenses, balancing the balance sheet, and addressing common modeling issues like circular references. The goals are to learn skills used in financial institutions for comprehensive model building and analysis.

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    Assignment 2 - Mahindra & Mahindra

    Uploaded by

    Mack K
    148 views4 pages
    This document provides instructions for Assignment 2 on financial modeling. Students are asked to create a financial model projecting the income statement, balance sheet, and cash flows for a company over the next 5 years. The assignment is worth 30 marks and projections should follow the methodology demonstrated in a sample company model. Key steps include forecasting revenue and expenses, balancing the balance sheet, and addressing common modeling issues like circular references. The goals are to learn skills used in financial institutions for comprehensive model building and analysis.

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    Assignment 2 - Mahindra & Mahindra

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    This document provides instructions for Assignment 2 on financial modeling. Students are asked to create a financial model projecting the income statement, balance sheet, and cash flows for a company over the next 5 years. The assignment is worth 30 marks and projections should follow the methodology demonstrated in a sample company model. Key steps include forecasting revenue and expenses, balancing the balance sheet, and addressing common modeling issues like circular references. The goals are to learn skills used in financial institutions for comprehensive model building and analysis.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    148 views4 pages

    Assignment 2 - Mahindra & Mahindra

    Uploaded by

    Mack K
    This document provides instructions for Assignment 2 on financial modeling. Students are asked to create a financial model projecting the income statement, balance sheet, and cash flows for a company over the next 5 years. The assignment is worth 30 marks and projections should follow the methodology demonstrated in a sample company model. Key steps include forecasting revenue and expenses, balancing the balance sheet, and addressing common modeling issues like circular references. The goals are to learn skills used in financial institutions for comprehensive model building and analysis.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    Financial Modeling - Assignment 2

    Financial Projections using Excel

    www.educorporatebridge.com

    www.educorporatebridge.com
    Financial Modeling - Assignment 2
    Foundation Applications
    Trainings
    Financial Modeling includes professionally forecasting future financial
     Master Excel statements like Income Statements, Balance Sheets & Cash Flows.
     Excel based Accounting First, you need to learn financial modeling forecasting techniques on a
    and calculation of Ratios
    hypothetically built-up case as given in the video library. Thereafter
     Introduction to DCF
    you need to apply the same methodology on your given company.
     Relative Valuations
     Basic Financial
    Modeling Online Library References

    This Course material will help you to make the full fledged Financial
    Model of your company

    www.educorporatebridge.com
    Financial Modeling - Assignment 2

    Below is the methodology that should be followed -

    FINANCIAL MODELING (to do in Assignment 2)

    a) This assignment carries 30 marks


    b) For late submission 1 mark will be deducted
    c) Projection needs to be done for next 5 years.

    d) Forecasting of Income Statement (P&L) is most important for


    analysts. Hence, much of our time should be devoted on this.
    Please read through the annual report and other documents to get a
    solid understanding of how the forecast should be done. It is
    advisable that one should read through other brokerage house
    research reports to understand how they have modeled sales
    numbers.

    e) Please download your company annual reports

    f) Forecast the financial model as discussed in XYZ Company. Please


    use simple assumptions at this stage since this will be your first
    Important Formula ever model on any live company. The idea here should be to get
    the approach correct.
    Example g) Balance the balance Sheet

    Your financial model may contain the following excel tabs –


    Online Excel Download
     Setting up the core financial statements
    Corporate
    Bridge
     Working capital, Depreciation & amortization (PP&E), and
    Online Video Tutorial Available
    Other balance sheet items.
     Shareholders’ equity.
    Online Quiz
     Debt & Interest.
     Controlling circular references using automated circuit
    breakers.
     Balancing the model.
     Scenario analysis.
     Understanding the financials projections.

    www.educorporatebridge.com
    Financial Modeling - Assignment 2

    Key Learning Outcomes

     Building comprehensive financial models from scratch the way


    it is done at major financial institutions.
     Standard formatting best practices
     Excel best practices, efficient formula construction, and
    appropriate driver selections.
     Learn to use data tables to present various sensitivities to
    projected financial metrics.
     Balancing the balance sheet accounts, including excess cash and
    revolver.
     Fixing circularity problems, iteration, and other common
    modeling troubleshooting.
     Balance sheet / cash flow statement crosschecks.

    Queries
    Before you drop your queries, please go through the Assignment Guidelines
    and understand its full structure and implications

    For any technical queries, academics@cbacademy.in

    For non-technical queries, support@cbacademy.in

    www.educorporatebridge.com

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