AceBridgeEDU财务模型培训.ppt

ICE-BREAKINGFINANCIAL MODELINGCAREER ADVICE,ICE-BREAKING,PKU GoodBuy,SJTU Time Machine,Fudan Give Me Five,SUFE SAVVY,Tsinghua LEVEAGE,Tsinghua AA To Buy,SJTU Team of Dream,Tsinghua SkyRocket,Fudan 刚好三加一,PKU 1%,ICE-BREAKING,FIND YOURSELF-Props:A4 paper/Pen/Sellotape-Process:Write down your self-assessment first 1minHelp each other to post it on your backMusic!Invite more and more people to write down their comments for you,please keep objective 5minVolunteer to do self-introduction on the stage to share the REAL YOU,Please think about-WHY different?-WHAT is the consequences?-HOW to adjust to keep the consistence?,ICE-BREAKING,ICE-BREAKINGFINANCIAL MODELINGCAREER ADVICE,FINANCIAL MODELING,Financial Modeling,Scenario:working on a financial model to capture all the financial changes and valuation Excel BasicsFinancial Statement AnalysisFinancial ModelingPrepare an Integrated Financial Statement ForecastIntegrity CheckingEditingModeling with speed and styleTrading comparablesDCF valuation method,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Building A Model,Prepare an Integrated Financial Statement Forecast,Prepare an Integrated Financial Statement Forecast,Prepare an Integrated Financial Statement 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Forecast,Prepare an Integrated Financial Statement Forecast,Prepare an Integrated Financial Statement Forecast,Prepare an Integrated Financial Statement Forecast,Prepare an Integrated Financial Statement Forecast,Prepare an Integrated Financial Statement Forecast,Prepare an Integrated Financial Statement Forecast,VALUATION,Valuation is key to many areas of Finance,How much should you pay for a business in an M&A transaction(investment banking)Is the value fair?(fairness opinion)Acquisition divestiture adviceBreak-up value of the business versus combined valueDo you think the price of a stock is reasonable(equity research)How much can you sell a companys shares for(equity capital market)How much can a private equity house pay for a business(financial sponsors and leverage finance),Valuation Roadmap,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,DCF Valuation,ICE-BREAKINGFINANCIAL MODELING CAREER ADVICE,CAREERWALKTHROUGH,A KILLER RESUME,Initial ReviewOnly 30 secondsGeneral Scannerquick scan/matching the criteriaSpike Seekerlove highlights/1-2 strong unique traitsIdealistan ideal in mind already/looking for some elements,A KILLER RESUME,CriticalBig 4:BankingQuantitative/analytical abilityDrive for resultsCommunication skillsTeam player mentalityOthers:Relevant industry or functional experienceLeadership capability or potentialKnowledge of financial servicesAbility to balance multiple responsibilitiesClient orientedTop schoolsInteresting activities,A KILLER RESUME,The Role of Cover LetterInsiders overwhelmingly indicate that little,if any,attention is paid to cover letters.Sometimes theyre read,sometimes not.Because of this,a cover letter is almost more of a courtesy than a necessity(though we would not advise submitting a resume through the mail or e-mail without including a cover letter).One insider says,“We do look at them,but we skim rather than read them.”,A KILLER RESUME,AnatomyFocus:Customize Sequence:Education/Experience/Others DONT include Career Objective,Summary or other general overviewContentGPA:%Short on description&Long on results,Examples,A KILLER RESUME,Examples,A KILLER RESUME,Formatting1 page onlyStandard fontReadable type sizeNeutral paper colorStandard layoutClear resume organizationClear cover letter organization,A KILLER RESUME,A KILLER RESUME,STAR MODEL,To Deliver a STARSITUATIONTASKACTIONRESULT,Presentation,Maximize how you lookEye contactPosture,Stance&GesturesDressMaximize how you soundVoice projectionInflectionFluency and volumeStructure your talkOrganizationAnalyze your audienceVisualizationCreating VisualsUsing VisualsLook-Lock-TalkEffective transition,Presentation,Formatting:Main deck shall not exceed certain amount of slides(24 slides recommended,others go into appendix)Make sure that the readability is tiptop Contrasts between font color and background,and distinction between different lines in graphs,etc.Where possible,presenters should think in terms of how to instill information in the most easily digestible and most easily understood form and format,as the purpose of presentation is to help gain insights for better decision making-not to obfuscate.All presenters and presentation material preparation must achieve the purpose is to enlighten and help readers gain insights,