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What's New at CFI: Mastering Financial Statement Aggregation and Analysis with CFI

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Manage episode 418221227 series 3571364
Indhold leveret af Anna Talerico and Corporate Finance Institute. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Anna Talerico and Corporate Finance Institute eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements using advanced Excel functions.

Discover the significance of breaking down current and deferred taxes, balancing income statements, and mastering cash flow projections. Learn the benefits of monthly modeling for a comprehensive 24-month forecast period and how to effectively aggregate data by quarter and year. Join Duncan and Asim as they explore common modeling challenges while offering insights on building robust models with features like alerts and up-to-date functionalities.

  continue reading

37 episoder

Artwork
iconDel
 
Manage episode 418221227 series 3571364
Indhold leveret af Anna Talerico and Corporate Finance Institute. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Anna Talerico and Corporate Finance Institute eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements using advanced Excel functions.

Discover the significance of breaking down current and deferred taxes, balancing income statements, and mastering cash flow projections. Learn the benefits of monthly modeling for a comprehensive 24-month forecast period and how to effectively aggregate data by quarter and year. Join Duncan and Asim as they explore common modeling challenges while offering insights on building robust models with features like alerts and up-to-date functionalities.

  continue reading

37 episoder

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