Beginner Free

Mastering Financial Modeling with Excel: Costing, Breakeven, and Cash Flow

Today, education is not just about earning certificates; organizations are seeking individuals who will help them accomplish their goals. Even financial professionals, entrepreneurs, and managers…

Kelechi Agomuo
45 lessons
1245
Certificate included

Course content

1 sections · 45 lessons · 1245 total length
The Unit Cost Formula
Video
Understanding the breakeven point and its importance
Video
Pricing strategies in Excel (Markup, Margin, and Target Profit Pricing)
Video
Cash Flow Forecasting Explained | What is Cash Flow Forecasting
Video
Mastering Financial Modeling with Excel | A Complete Beginner’s Introduction
Video
Course Summary
Video
Introduction to Financial Modeling in Excel
Reading
Categorizing business costs (Fixed vs. Variable)
Video
Building a unit cost calculator template
Video
Collecting and Organizing Financial Data
Reading
Conclusion
Video
Components of a cash flow statement (inflows, outflows, net flow)
Video
Calculating gross profit, net profit, and profit margin
Video
Breakeven in units, revenue, and multi-product scenarios
Video
Setting up clean input tables for cost, sales, and pricing
Video
What is financial modeling and why it matters for businesses
Video
Prospects & Career Application
Video
Calculating Product Unit Cost
Reading
Breakeven Calculator for Multiple Products
Video
Building a monthly cash flow tracker
Video
Handling multiple products/product lines
Video
Using data validation & dropdowns for error-free inputs
Video
Key Excel functions for finance
Video
Excel Profit Analysis for Beginners | Gross vs. Net Profit Explained
Video
Formatting for readability and professionalism
Video
Using Named Ranges and structured references
Video
Using Goal Seek and Data Tables for breakeven scenarios
Video
Build Your First Profit & Loss Statement Template
Video
Forecasting Cash inflows and outflows with assumptions
Video
Create a Monthly Production Volume Table
Video
Capstone Project: 3-Year Cash Flow Model Expansion
Reading
Breakeven Analysis
Reading
Common mistakes in financial modeling and how to avoid them
Video
Profitability Analysis
Reading
Refine Your Excel Cost Model: Add Direct Materials, Labor & Overhead Inputs
Video
Profit Calculation in Excel: Unit Profit + Total Profit Explained
Video
Visualizing breakeven with Excel charts
Video
Project 2: Building a Professional Input Sheet
Video
Scenario Analysis in Excel — Adjust Price, Cost & Quantity
Video
Cash Flow Forecasting
Reading
Project 3: Build a Dynamic Multi-Product Cost Calculator
Video
Project 1: Build Your First Financial Model Workbook in Excel (Step-by-Step)
Video
Project 4: Build a Dynamic Breakeven Dashboard in Excel
Video
Conclusion
Reading
Project 5: Create a Profitability Dashboard in Excel
Video

About this course

Today, education is not just about earning certificates; organizations are seeking individuals who will help them accomplish their goals. Even financial professionals, entrepreneurs, and managers need more than just intuition; they need practical Excel skills that drive clarity and profitability. Thanks to technology, which has made acquiring such skills easy.

Do you want to confidently build financial models that actually work in the real world? If you are ready to take your skills higher by gaining financial knowledge that is highly sought after in today’s business world, then this course is for you.

This course is designed to help you master Excel for real-world business finance applications, with a strong focus on costing analysis, breakeven calculations, and dynamic cash flow modeling. By the end of this course, you’ll be able to build accurate financial models that inform smarter decisions, enhance business strategy, and improve profitability.

What You’ll Learn

✅ How to use Excel formulas, functions, and tools to analyze business costs and profitability

✅ How to categorize fixed vs. variable costs and calculate accurate unit costs.
✅ Build accurate breakeven analysis models that guide pricing and sales decisions
✅ Design professional cash flow models to forecast liquidity and sustainability
✅ Apply scenario analysis and sensitivity testing to prepare for uncertainties
✅ Create dynamic financial dashboards that make data-driven insights easy to communicate

Why This Course?

  • Hands-On Learning: Work with guided exercises, real-world case studies, and practical assignments.
  • Business-Centric Approach: Learn Excel techniques specifically tailored for finance and management decisions.
  • Professional Standards: Gain industry-relevant skills that employers value in today’s competitive market.
  • Future-Ready Knowledge: Equip yourself with transferable modeling skills for accounting, finance, consulting, and entrepreneurship.

Who Should Enroll?

This course is perfect for:

  • Students and job applicants who need practical skills that will make them job-ready
  • Business professionals and entrepreneurs looking to make data-backed financial decisions
  • Finance and accounting students eager to strengthen Excel modeling skills
  • Analysts and managers seeking to boost efficiency and profitability
  • Anyone who wants to bridge the gap between financial theory and practical Excel application

Course Outcomes

By the end of this course, you’ll walk away with:

  • A portfolio of Excel-based financial models you can apply immediately
  • Confidence in analyzing and presenting business finance data
  • An in-demand skill set that improves career prospects and business performance

What are you waiting for? Click that enroll button now and be one step ahead of your competitors.

Your instructor

Kelechi Agomuo

Kmacims EAT Instructor

Kelechi Agomuo is a trained data analyst with a background in Statistics and Economics, My mission is to help create communicative dashboards and reports to help improve Lifetime Values (LTV) and business processes. I have worked for different organizations in…

Mastering Financial Modeling with Excel
Free
Log in to enrol
  • 45 lessons
  • 1245
  • Full lifetime access
  • Mobile & desktop access
  • Certificate on completion