FINANCIAL ANALYST

Evaluating businesses, modeling futures, and advising on capital allocation.

Accounting Foundations

The language of business

Income Statement Analysis
Balance Sheet Mechanics
Cash Flow Statement
Working Capital Dynamics

Financial Modeling

Projecting the future

Three-Statement Modeling
DCF (Discounted Cash Flow)
LBO & M&A Basics
Excel Best Practices

Corporate Finance

Capital and value

WACC & Cost of Capital
Capital Structure Theory
Dividend Policy
Return on Invested Capital (ROIC)

Market Analysis

The broader context

Macroeconomics Baseline
Industry Benchmarking
Equity Research Fundamentals
Risk Assessment

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