Xero 3-way Modelling with Modern Excel

Description
Do you need to build a 3 Statement Financial Model and have Xero as your accounting system?

Can you help your company raise capital and manage cash flow with scenarios?

Do you want to start your own business as a finance professional and offer fractional or virtual CFO services to SME?

Do you consider yourself a data-driven finance professional but need to beef up your modelling skills? 

There are many financial modelling courses out there, but none of these will show the amount of value we are offering you today.
We embrace cutting-edge technology and you will get to experience the best of Financial Modelling with Modern Excel with Dynamic Arrays and LAMBDAs (which supercharge your models and reduce error failure points).

The course includes the following, which you will get access to as part of the training:

Excel Financial model with three financial statements (Income Statement, Balance Sheet and Cash Flow) built using Excel connected to Xero and a scenario manager

We will also provide you with detailed training materials including slides of the training sessions, recording available and a detailed instruction manual in the event you get lost along the way.

Starting workbooks, Excel solutions, Excel formulas and functions and also fully developed models with an instruction manual.

What do you get?
We will learn how to build a 3-way model using Income Statement and Balance Sheet data from Xero. 

All data, working models and training materials will be provided, including the recording.

Key topics include:

• Power Query for ingesting actual Income Statement and Balance Sheet data
  
• Mapping the accounting data chart of accounts to the model chart of accounts and adjusting them to fit nicely together
  
• Understand the core fundamentals of Dynamic Arrays and LAMBDAs and how they are applied in the 3-way model
  
• Walk through all the logic structures and calculation areas so you grasp how to model all aspects of a business and its related drivers
  
• Setting up user-friendly scenario management and Monte Carlo simulation (should you need it)
  
• Preparing the Excel workbook outputs for Power BI ingestion using Dynamic Arrays and LAMBDA for easy transformation into a financial model start schema.
  
• We will also showcase the automation of this process and a final completed model with an instruction manual and videos to follow.
  
  Enjoy the training and take time to go through all the steps. We have covered a lot and arguably all the secrets you need to build robust and highly automated financial models in Excel.