Financial Modeling
Course Overview:
This course equips finance professionals with advanced skills in financial modelling using Excel, Power BI, and AI-powered tools. Participants will learn to build structured financial models, perform scenario and sensitivity analysis, design interactive dashboards, and apply AI for forecasting and automation. Through hands-on exercises and real-world case studies, learners will gain practical experience in integrating technology for smarter, faster, and more strategic financial decision-making.
Course Objectives:
By the end of this course, learners will be able to:
- Create structured financial models using advanced Excel functions
- Perform scenario planning and sensitivity analysis
- Build dynamic financial statements and automate workflows with VBA
- Design interactive dashboards and reports in Power BI
- Use DAX for financial KPIs and time intelligence
- Apply AI tools for forecasting, anomaly detection, and decision support
- Integrate Excel, Power BI, and AI for predictive financial modelling
- Automate financial alerts and reporting using Power Automate
No outline available.
Curriculum
- 12 Sections
- 35 Lessons
- 6 Weeks
- Advanced Excel for Financial ModellingLearn best practices for building structured financial models using advanced Excel functions.3
- Sensitivity and Scenario AnalysisExplore tools for risk assessment and scenario planning in Excel.3
- Financial Statement ModellingBuild dynamic and linked financial statements in Excel.3
- Excel Automation for Financial ModellingAutomate repetitive tasks using VBA and macros.2
- Introduction to Power BI for FinanceLearn how Power BI complements Excel for financial analysis.4
- Data Modelling and DAX for FinanceUse DAX to build financial KPIs and perform time-based analysis.4
- Interactive Financial Dashboards in Power BIDesign dashboards for executives and decision-makers.3
- Forecasting and AI in Power BIUse built-in AI tools for financial forecasting.4
- Introduction to AI in Financial ModellingUnderstand how AI is transforming financial analysis.4
- AI-Powered Forecasting and Predictive ModellingUse Python and machine learning for financial forecasting.4
- Automation and AI-Driven Decision MakingAutomate workflows and integrate AI for smarter decisions.4
- Capstone Project and Course Wrap-UpApply all skills in a group project and present insights.4
Mohamed Yahia
Professional Summary
Mohamed Yahia is a Certified Management Accountant (CMA) and Microsoft/IBM-certified Data Analyst with 15+ years of corporate expertise in financial analysis, budgeting, and data-driven decision-making. As a Budget & Financial Analysis Manager at Telecom Egypt, he oversees multi-million-dollar budgets, designs executive dashboards, and transforms raw data into strategic insights using Power BI, Excel, and SQL.
A dedicated educator, Mohamed has 5+ years of training experience, teaching professionals to master financial modeling, Power BI visualization, and advanced Excel techniques. His unique blend of CMA expertise (Master’s in Accounting) and cutting-edge data certifications (Nanodegree, IBM, Microsoft) bridges the gap between finance and analytics.
Key Qualifications
• Power BI & Excel: 15+ years building dynamic reports, KPIs, and forecasting models.
• Certifications: Microsoft Certified: Power BI Data Analyst Associate | IBM Data Analyst Professional Certificate | Udacity Nanodegree.
• Taught 100+ professionals to pass CMA exams and deploy Power BI/Excel solutions.
• Winner of Telecom Egypt’s Leadership Award for data-driven presentations.
Education & Certifications
• Certified Management Accountant (CMA)
• Master’s in Accounting (Damanhour University)
• Microsoft Certified: Power BI Data Analyst Associate
• IBM Data Analyst Professional Certificate | Udacity Data Analyst Nanodegree
• IBM Data Analyst Professional Certificate
• Data Analyst Nano Degree.
- Integrated Learning Across Excel, Power BI, and AI
- Hands-On Exercises with Real-World Financial Data
- Advanced Excel Techniques for Financial Modelling
- Interactive Dashboards and Visual Reports in Power BI
- AI-Powered Forecasting and Predictive Analytics
- Automation with VBA and Power Automate
- Capstone Project for Real-World Application
- Expert Instruction from a Global Finance Consultant
- Finance Managers & CFOs
- Financial Analysts and FP&A Professionals
- Management Accountants
- Business Intelligence Analysts
- Investment Analysts
- Data Analysts in Finance
- Working knowledge of Excel and basic financial modelling
- Familiarity with financial statements and budgeting concepts
- Laptop with Excel and Power BI installed (Optional)
- Interest in automation, analytics, and AI tools
Round 1
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