IBM

Financial Analysis and Modeling

IBM

Financial Analysis and Modeling

Starweaver

Instructor: Starweaver

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Develop financial analysis expertise by integrating statement analysis, forecasting, valuation, and communication for data-driven decisions.

  • Analyze financial statements using ratios, benchmarking, and cash flow analysis to assess performance and identify improvement opportunities.

  • Build integrated financial models with three-statement modeling, scenario analysis, and sensitivity testing to evaluate strategic options.

  • Apply valuation methods and synthesize insights into models, reports, and presentations to support investment and strategic decisions.

Details to know

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Assessments

12 assignments¹

AI Graded see disclaimer
Taught in English

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This course is part of the IBM Management Consultant Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from IBM

There are 4 modules in this course

In this module, you will build strong foundations in financial statement analysis essential for business decision-making. You will learn to read and interpret financial statements like a forensic accountant, identifying hidden risks and opportunities. The module covers comprehensive ratio analysis, benchmarking techniques, and cash flow analysis. Through hands-on work with real company financials, you will develop the analytical skills needed to diagnose financial health and performance issues accurately.

What's included

12 videos13 readings3 assignments2 plugins

In this module, you will develop essential financial modeling skills required for business analysis. You will learn to build dynamic, assumption-driven models that support decision-making. The module covers forecasting techniques, scenario analysis, and sensitivity testing. Through practical exercises, you will create models that are both technically sound and user-friendly, following industry best practices for structure, documentation, and error-checking.

What's included

14 videos9 readings4 assignments1 discussion prompt3 plugins

In this module, you will advance to sophisticated financial analysis techniques including business valuation and investment analysis. You will master DCF modeling, comparable company analysis, and other valuation methods. The module also covers financial dashboard design and executive reporting. Through hands-on projects, you will learn to build models that support major strategic decisions including M&A, investments, and business cases.

What's included

11 videos11 readings4 assignments3 plugins

In this final module, you will demonstrate mastery of financial analysis and modeling through a comprehensive consulting project. You will conduct financial due diligence for a private equity acquisition in the renewable energy sector. This capstone project showcases your ability to analyze financials, build valuation models, and communicate findings professionally. The module concludes with resources for continued skill development.

What's included

2 videos7 readings1 assignment1 peer review1 plugin

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Instructor

Starweaver
563 Courses1,128,143 learners

Offered by

IBM

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.