The objective of the course is to provide comprehensive overview of the tools and methods used by financial consultants in developing project finance models, while applying globally accepted financial modeling best practices.

• Industry professionals involved in the construction and use of financial models, including budgets, projections, evaluations, cash flows, etc.
• Industry professionals aspiring to pursue a career in financial advisory
• Senior executives looking for opportunities to rejuvenate their financial modeling skills

Saad Usman

Saad Usman is a fellow member of Institute of Chartered Accountants of Pakistan (ICAP) and a member of Chartered Institute of Management Accountants, CIMA (UK) currently working as Head of Accounts & Company Secretary at Sanofi Aventis Pakistan Limited. Saad has been associated with Bayer Pakistan and Abbott Pakistan in the past, before joining Sanofi Aventis. Saad is a financial modeling consultant to a management consultancy firm. He has been involved in preparation and presentation of financial models to global management in his respective organizations. He is also a visiting faculty in IBA teaching courses such as Advanced Corporate Finance and Financial Modeling.

Module 1

• Financial Model Basics
• Recap of key Excel formulas (if, sumif, vlookup etc.)
• Designing financial model template
• Use of timelines, flags and switches
• Use of range names & data validation
• Income Statement and Capital Expenditures and D&A Schedules
• Debt financing and interest calculations
• Working Capital Schedule
• Tax calculations within the model
• Setting up projected balance sheet
• Model review and testing

Module 2

• Overview of Advanced Financial Modeling
• Introduction to FAST financial modeling standards
• Complex formulas for lookup and referencing
• Dealing with circular references using macros
• What if analysis, using Scenario Manager
• Auditing the model and error handling
• Presentation of key performance indicators using macros
• Model security

• Construct a financial model, real-time, under the guidance of a seasoned finance professional and modeling expert
• Identify and incorporate Globally Accepted Best Practices pertaining to financial modelling
• Introduction to FAST financial modeling standards
• Learn the necessary tool-kit required to prepare decision making dashboards
• Discuss business cases with a focus on identifying Key Value Drivers required to understand business mechanics

PKR 36,000/participant each module

• Inclusive of Course material, IBA Workshop Certificate, Lunch, Refreshments & Business networking