Your cart is empty.
Keep shoppingFinancial Analysis & Modeling: Excel, Forecasting & FP&A
Highest Rated
12,888 students
Financial Analysis & Modeling: Excel, Forecasting & FP&A
Financial analysis, Excel modeling, forecasting, unit economics & KPIs to support business and investment decisions
Last updated 4/2026
English
English [Auto],
What you'll learn
- Fundamentals of Financial Analysis
- Leveraging Excel for Financial Insights
- Core Financial Analysis Techniques
- Valuation & Forecasting
- Advanced Analysis Techniques
- Extra Section: How to Write Professional Financial Reports
Explore related topics
Course content
5 sections • 51 lectures • 2h 59m total length
Requirements
- For a better learning experience, we suggest you to use a laptop / mobile phone / pen and paper for taking notes, highlighting important points, and making summaries to reinforce your learning.
Description
Learn Financial Analysis for Real Business Decisions
Financial analysis is not just about numbers — it is about understanding performance, forecasting outcomes, and supporting decisions.
This course gives you a practical foundation in financial analysis and modeling, focusing on how finance is used in real business environments.
You will learn how to analyse data, build models, and interpret financial information to support strategic and operational decisions.
What Makes This Course Different
This is not a purely theoretical finance course.
You will learn:
how financial analysis is applied in real scenarios
how to use Excel for practical modeling
how to connect financial data with business decisions
The focus is on:
from financial data → to insight → to decision
What You Will Learn
Core Financial Analysis Techniques
Horizontal and vertical analysis
Sensitivity and scenario analysis
Detecting financial trends and issues
Excel-Based Financial Modeling
Build models to analyse performance
Apply structured financial logic
Use Excel for practical decision support
Unit Economics & Profitability
Understand revenue and cost drivers
Analyse product and business profitability
Apply unit economics in real scenarios
Forecasting & Valuation
Build financial forecasts
Understand valuation basics
Use rolling projections for planning
Risk & Scenario Analysis
Stress testing and scenario planning
Monte Carlo simulation fundamentals
Identify financial risks and uncertainties
Profit & Loss (P&L) Analysis
Understand financial statements
Analyse revenue streams and cost structures
Use KPIs to evaluate performance
Who This Course Is For
Business professionals working with financial data
Analysts who want to strengthen financial skills
Managers making budget and investment decisions
Beginners who want practical finance knowledge
Why This Course Matters
Companies need professionals who:
understand financial performance
forecast future outcomes
make better decisions based on data
This course helps you build those capabilities.
Important Note
This course is designed as a practical introduction to financial analysis and modeling.
It helps you:
understand key finance concepts
apply them using Excel
build a strong foundation for advanced finance roles
Enrol Now
Start building the skills to analyse financial data, forecast performance, and support better business decisions.
Course Author
Dr. Alex Amoroso, PhD
Lead UX & Product Researcher | Head of School (MTF)
Dr. Alex Amoroso is a Senior UX and Product Researcher with over 10 years of experience helping organisations turn research and data into better product decisions.
Her work sits at the intersection of research, product strategy, and decision-making. She has conducted large-scale studies with over 6,000 users across B2B and B2C environments, producing 30+ research reports that have directly informed product direction, user experience design, and innovation initiatives.
She has worked with organisations across Europe on data-driven products, analytics platforms, and IoT systems—partnering with cross-functional teams to translate complex insights into clear, actionable decisions.
Alongside her industry work, Dr. Amoroso teaches Advanced Research Design and Methodologies to doctoral students and serves as Head of the School of Business and Management at the Institute of Management, Technology and Finance.
She holds a PhD in Health Anthropology, with research focused on human behaviour, environmental stress, and quantitative data analysis. Her academic work has been published in multiple peer-reviewed journals.
In her courses, she combines:
Academic rigour
Real-world product case studies
Practical frameworks you can apply immediately
Her focus is simple:
help professionals move from insights → decisions → impact.
Course provided by MTF Institute of Management, Technology and Finance
MTF Institute is a global educational and research institute headquartered in Lisbon, Portugal. We offer hybrid business and professional education in the areas of Business and Management, Science and Technology, and Banking and Finance.
MTF Institute R&D Center conducts research in Artificial Intelligence, Machine Learning, Data Science, Big Data, Web3, Blockchain, Cryptocurrency and Digital Assets, Digital Transformation, Fin-tech, E-commerce, and the Internet of Things.
MTF Institute is an official partner of Deloitte, IBM, Intel, and Microsoft, and is a member of the Portuguese Chamber of Commerce and Industry and the Union of Trade and Services Associations of Lisbon.
MTF Institute has a global presence across 216 countries and territories and has been chosen by more than 1 mln. students.
Exclusive: The Career Accelerator Edition
Why is this course unique?
By enrolling in this special edition, you unlock three strategic career advantages:
1. Dual Certification & Direct Verification Go beyond the standard. Upon completion, you will receive not only the Udemy certificate but also the Official MTF Institute Certificate and Student ID.
· Direct Validation: You will gain access to our automated system to issue your credentials instantly directly from the Institute.
· Credibility: This independent verification adds a layer of professional authority to your CV, recognized by our global partners.
2. Portfolio Building & LinkedIn Visibility In job market, visibility is everything. We don't just teach you skills; we help you showcase them.
· Show, Don't Just Tell: We encourage you to post your course projects and case studies directly to your professional profiles.
· Career Boost: Follow our guidelines to add your new certification to your LinkedIn profile correctly. This simple step significantly improves your visibility to recruiters and demonstrates your commitment to continuous professional development.
3. Access to a Global Professional Community Education is more powerful when shared. You are not learning alone.
· Network: Join thousands of professionals worldwide who trust MTF Institute.
· Stay Informed: Gain the opportunity to subscribe to our industry insights and newsletters, keeping you ahead of trends in management and technology.
Start your transformation from a student to a recognized professional today.
Who this course is for:
- No special requirements. Course for any who want to build a career at business or improve their knowledge.
- Financial analysis is the process of evaluating businesses, projects, budgets, and other finance-related entities to determine their performance and suitability. It involves using various tools and techniques to assess the financial health of an organization, forecast future trends, and support decision-making.
- Key aspects of financial analysis include: Assessing profitability: Evaluating a company's ability to generate profits over time, considering revenues, costs, and expenses. Analyzing liquidity: Determining an organization's capacity to meet its short-term financial obligations and maintain sufficient cash flow. Examining solvency: Assessing a company's long-term financial stability and ability to repay its debts. Evaluating efficiency: Measuring how effectively a company utilizes its resources to generate revenues and manage expenses. Forecasting future performance: Projecting financial outcomes based on historical data, market trends, and other relevant factors.
- Importance of financial analysis skills for your career: Improved decision-making: Financial analysis skills enable you to make informed decisions based on solid financial data, rather than relying on intuition or guesswork. This is crucial for choosing investments, managing budgets, and identifying growth opportunities. Enhanced problem-solving: By understanding financial statements and analyzing trends, you can pinpoint areas of weakness or inefficiency within an organization and develop strategies to address them. Increased career opportunities: Financial analysis skills are in high demand across various industries, opening doors to roles such as financial analyst, investment banker, portfolio manager, or management consultant. Competitive advantage: Possessing strong financial analysis skills can differentiate you from other candidates in the job market and increase your earning potential.
- Importance of financial analysis skills for building your own business: Effective financial management: Understanding your company's financial performance is essential for making strategic decisions about pricing, marketing, product development, and resource allocation. Securing funding: Investors and lenders rely on financial analysis to assess the viability and potential return on investment of your business. A strong financial track record and well-prepared financial projections can significantly increase your chances of securing funding. Sustainable growth: By monitoring key financial metrics and identifying potential risks, you can make proactive adjustments to ensure the long-term sustainability and growth of your business. Improved profitability: Financial analysis can help you identify areas where you can cut costs, increase revenues, and optimize your pricing strategy, ultimately leading to improved profitability.
- In conclusion, financial analysis is a critical skill set that can significantly impact your career trajectory and your ability to build a successful business. Whether you're working for a large corporation or starting your own venture, honing your financial analysis skills can empower you to make informed decisions, solve complex problems, and achieve your financial goals.