Anita Borkowska, Employer Relations Manager, talks to the Finance Careers Club Presidents about their recent event….
One of the great things about my job is that I get to work closely with the Presidents of the Finance Careers Club and assist them in organising various events and activities in the Finance space.
The Finance Careers Club is one of the largest professional student-led clubs at the Business School, hosting fantastic events throughout the year – and through a Q&A with Yifan Li and Madhav Mahendra, I would like to share their recent event.
What were your thoughts on deciding to run an event focused on a financial modelling?
Earlier this year, we received an overwhelming demand for a financial modelling workshop from our members. Therefore, the Finance Club recently partnered with AMT Training to provide our members with an intensive training session on fundamentals of financial modelling and M&A analysis. AMT Training is one of the world’s leading financial training organisations, whose clients include the top ten investment banks and some of the biggest private equity firms in the world.
What were the benefits for students to take part in this workshop?
This was a perfect opportunity for students interested in developing core modelling skills required in banking and related sectors. Students learned from an industry leader that trains analysts and associates at leading investment banks. Peter Mazzarese, CFA, who previously worked at Barclays Investment Bank, was the trainer for this workshop. Participants also received a certificate after the successful completion of the workshop.
There were 217 participants joining this event on January 30th. The workshop was divided into two parts: a 3.5-hour Financial modelling Fundamentals and a 3.5-hour M&A analysis. During this one-day workshop, students learned various financial modelling knowledge and skills, including (but not limited to):
- Building a three-statement integrated financial model
- Learning best practice modelling techniques
- Learning how to stress-test assumptions
- Analysing an acquisition and impact of deal on financial statements (focusing on EPS, PE and contribution analysis)
- Building an accretion/dilution model using EPS forecasts and acquisition assumptions, proforma leverage ratios and a proforma balance sheet
What did our students think about this event?
I really appreciated the opportunity to join the Financial Modelling Workshop from AMT Training. It was a great chance to learn integrated three statement forecast model for a corporate in practice. Actually, this was my first time learning financial modelling systematically and AMT Training really helped me a lot!
One of the best decisions I have made was to attend the financial modelling training conduct by AMT organised by Imperial College Business School Finance Club. With limited financial knowledge, I attended this workshop to gain extensive knowledge on building financial forecasts. I learned to build a detailed, fully integrated three statement forecast model for a corporate. I learned the best practice in formula construction and how to use keyboard shortcuts to eliminate the use of the mouse. Throughout the training, I learned techniques to minimise errors, and make models easy to interpret, adapt, and audit.
The workshop offered by Finance Club has helped me grasp essential concepts of financial modelling and M&A analysis. 7 hours of intense and practical training developed my better understanding of forecasting three statements and accounting impacts arising from business investments. I am grateful that I attended this event to be more prepared for valuation and modelling tasks in the real world.
To find out more about the Finance Career Club click here
Anita Borkowska, Employer Relations Manager, Finance Sector
Madhav Mahendra, President, Finance Careers Club
Yifan Li, Vice President, Finance Careers Club