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Build a Working 5-year Financial Model
Dana Rakhimzhanova
Dana Rakhimzhanova
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Build a Working 5-year Financial Model

Analyze organic growth potential of a publicly traded company.

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Apply now
Mondays
 at
7:00
P.M.
 ET /
4:00
P.M.
PT
8 weeks, 2-3 hours per week
Intermediate
No experience required
No experience required
Some experience required
Degree and experience required

Description

In this Build Project, you will wear the hat of a Corporate Strategy Team Leader and will be asked to analyze the organic growth potential of a publicly traded company. Under the supervision of an experienced Build Fellow, you will learn how to look at a company’s financial statement, how to do an industry analysis and how to come up with reasonable assumptions to project accurate growth. You will become familiar with financial modeling techniques that are widely used across a variety of firms in any industry. This work is very common in the roles of financial analysts, senior financial analysts, corporate finance analysts and many others.

Session timeline

  • Applications open
    May 27, 2024
  • Application deadline
    June 23, 2024
  • Project start date
    Week of July 8, 2024
    Week of
    July 8, 2024
  • Project end date
    Week of

What you will learn

  • Learn how to create work products that are formatted well and presentable in a workplace environment
  • Learn how a to build a 5-year financial model and create financial projections to deliver your analysis and support your insights
  • Become familiar with financial analysis, key financial metrics and various research methodologies that will aid you in your conclusion
Build Projects are 8-week experiences that operate on a rolling basis. Selected participants engage in weekly live workshops with a Build Fellow and 2-15 other students.

Project workshops

1
Introductions and initial setup
2
Data review
3
Assumptions review
4
Model Setup
5
Model Build
6
Discount Rate and Terminal Value
7
Valuation and Market sensitivity
8
Presentations

Prerequisites

  • Basic/intermediate knowledge of Financial Analysis Principles: you should be able to analyze financial statements, understand ratio analysis and business principles. These topics are usually covered within Corporate Finance classes or similar.  
  • Basic knowledge of Excel: you should be able to create Excel formulas (such as “sum” and “total” and understand relational datasets.  
  • Basic knowledge of Power Point Skills
  • Other prerequisites: before the project starts, you'll need to have Excel and PowerPoint installed on your computer.  

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About the expert

Dana is a Finance Build Fellow at Open Avenues, where she works with students leading projects in finance.

Dana has 6 years of finance experience, and is currently a Finance Manager at Audax Group, a middle-market private equity company. Dana has worked across multiple industries, such as banking, wealth management, consumer staples and manufacturing. Dana holds a Bachelor degree from Vanderbilt University and 2 Masters degrees from IE Business School and Babson College.

She speaks 4 languages and is currently studying Spanish quite intensively. She loves to cook, run and travel.

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