Financial Analysis & Modeling with Excel

This course provides a complete and practical introduction to financial analysis, modeling, and business decision-making.

You will learn how to read and interpret financial statements, analyse company performance using key financial ratios, and apply valuation techniques such as discounted cash flow (DCF). The course also covers forecasting, budgeting, and unit economics to help you understand how businesses operate and grow.

Throughout the course, you will develop the ability to evaluate financial health, identify risks, and make informed decisions based on financial data. The content is designed to bridge the gap between theory and real-world application, making it relevant for professionals, students, and entrepreneurs alike.

Whether you are looking to start a career in finance, improve your analytical skills, or better understand business performance, this course will give you a strong foundation in modern financial analysis.

Course Authors:

1. Dr. Alex Amoroso is a seasoned professional with a rich background in academia and industry, specializing in research methodologies, strategy formulation, and product development. With a Doctorate Degree from the School of Social Sciences and Politics in Lisbon, Portugal, where she was awarded distinction and honour for her exemplary research, Alex Amoroso brings a wealth of knowledge and expertise to the table.

In addition to her doctoral studies, Ms. Amoroso has served as an invited teacher, delivering courses on to wide range of students from undergraduate level to business students of professional and executives courses. Currently, at EIMT in Zurich, Switzerland, she lectures for doctoral students, offering advanced instruction in research design and methodologies, and in MTF Institute Ms. Amoroso is leading Product Development academical domain.

In synergy between academical and business experience, Ms. Amoroso achieved high results in business career, leading R&D activities, product development, strategic development, market analysis activities in wide range of companies. She implemented the best market practices in industries from Banking and Finance, to PropTech, Consulting and Research, and Innovative Startups.

Alex Amoroso's extensive scientific production includes numerous published articles in reputable journals, as well as oral presentations and posters at international conferences. Her research findings have been presented at esteemed institutions such as the School of Political and Social Sciences and the Stressed Out Conference at UCL, among others.

With a passion for interdisciplinary collaboration and a commitment to driving positive change, Alex Amoroso is dedicated to empowering learners and professionals for usage of cutting edge methodologies for achieving of excellence in global business world.

2. Dr. Joao Martins is seasoned manager and entrepreneur, with over 30 years’ experience in top management positions in the telecommunications and IT sectors. Starting in an academic environment, where he obtained his PhD in Engineering and an MBA at Universidade Nova de Lisboa, quickly evolved to C-suite positions in the corporate environment, both in large corporations and in start-ups.

He is currently a director and start-up shareholder in an IT integrator in Lisbon, focused on cybersecurity. With a passion for education, he also an invited Professor at Nova Information Management School, teaching Knowledge Management and Financial Analysis to graduate and undergraduate students.

3. Industrial Expert: Max Kalyuzhnyi, experienced entrepreneur and CFO

With over 10 years of experience in finance, investing, and entrepreneurship, I am the founder of Domicile0, a self-service platform that enables tax compliance in a borderless world. I am also an ACCA member, a CFA level III candidate, fellow of Antler entrepreneurship program and a resident of Startup Lisboa, a leading incubator for early-stage startups in Portugal.

In addition to Domicile0, I am a co-owner and former CFO/B2B of Yasno live, one of the largest online therapy marketplaces in the world, with over 30,000 active clients and 300 B2B partners. I helped Yasno grow its revenue, expand its market, and secure funding from reputable investors. I am passionate about building solutions that improve the well-being and mobility of people across the globe.

Course provided by MTF Institute of Management, Technology and Finance

MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on business & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance.

MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things.

MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry.

MTF is present in 215 countries and has been chosen by more than 698 000 students.