Financial Modeling & Forecasting with AI: Zero to Job-Ready

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Financial Modeling & Forecasting with AI: Zero to Job-Ready
Published 10/2026
Created by ElevateU Academy
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Level: All Levels | Genre: eLearning | Language: English | Duration: 46 Lectures ( 5h 51m ) | Size: 3.3 GB

Build a 3-Statement Financial Model in Excel, Forecast Cash Flow, Value Companies with DCF & Use ChatGPT for Finance

What you'll learn
⚡ Build a complete, linked three-statement financial model in Excel from a blank sheet, using a realistic SaaS startup case
⚡ Forecast revenue like a professional with driver-based models built on customers, churn, pricing and growth
⚡ Read and connect the income statement, balance sheet and cash flow statement, and see why profitable companies run out of cash
⚡ Use AI assistants like ChatGPT, Claude and Copilot to write formulas, audit models and draft reports faster, without losing control
⚡ Master the SaaS metrics investors care about most: ARR, MRR, churn, CAC, LTV and CAC payback
⚡ Run best-case and worst-case scenarios with data tables, scenario switches and Goal Seek
⚡ Calculate burn rate and cash runway, and work out exactly how much money a startup should raise
⚡ Value a company with DCF basics and SaaS revenue multiples, and understand pre-money and post-money valuation
⚡ Set assumptions you can defend in front of investors, using historical data and benchmarks
⚡ Build reliable, professional models using modeling standards, color coding and built-in error checks
⚡ Find and fix the most common model errors, and get any balance sheet to balance with a proven method
⚡ Track performance with budget vs. actual variance analysis, and keep forecasts current with rolling forecasts
⚡ Turn numbers into a clear story with dashboards and presentations that decision-makers actually read
⚡ Use AI responsibly: verify research, avoid made-up data and protect confidential financial information
⚡ Get job-ready with a portfolio model, strategies for employer modeling tests and a clear career roadmap

Requirements
❗ There are no requirements to enroll in this course

Description
This course contains the use of artificial intelligence

Financial Modeling & Forecasting with AI: Zero to Job-Ready
Learn financial modeling and forecasting in Excel from zero, and use AI tools like ChatGPT, Claude and Copilot to work faster and smarter. You'll build a complete three-statement financial model for a realistic startup, step by step, and finish with real work you can show employers.

Companies make their biggest decisions with financial models. That includes hiring plans, budgets, product launches, fundraising and acquisitions. Behind each one is someone who can turn assumptions into forecasts, and forecasts into clear answers. This course teaches you to be that person, even if you've never worked in finance.

One Company, One Model, From Start to Finish
Instead of jumping between disconnected examples, you'll follow one business through the entire course. That business is Kanbia, a fictional subscription software startup preparing to raise investment.

You'll build its financial model yourself, alongside the lectures, starting from a blank Excel sheet. Lecture by lecture, you'll add a driver-based revenue forecast, a headcount and cost plan, working capital, capex and financing schedules, and a fully linked income statement, balance sheet and cash flow statement. Then you'll put the model to work. You'll run scenarios, calculate cash runway, decide how much money the startup should raise, estimate its valuation, and present the results to investors.

Then, just like in a real finance job, things go wrong. A quarter is missed. An executive pushes you to make the numbers look better. You inherit a broken model days before a board meeting. You'll learn exactly how experienced professionals handle each situation.

By the end, you won't just understand financial modeling. You'll have done it, and you'll have a complete startup financial model to prove it.

AI for Finance, Done the Right Way
AI is changing how finance teams work. This course shows you how to use AI assistants to draft Excel formulas, audit and debug your model, research benchmarks, document your work and write clear commentary, often in a fraction of the time.

Just as importantly, you'll learn where AI goes wrong. You'll learn how to spot made-up statistics, how to check every formula it writes, and how to protect confidential financial data. Employers don't just need people who can use AI. They need people who understand the numbers well enough to know when the AI is wrong.

What Makes This Course Different
✨A real build, not a demo. You create your own financial model in Excel as you learn, rather than downloading a finished file you don't fully understand.

✨Thinking, not just formulas. Every concept is explained in plain English. Then you see why it matters, how it works, and how professionals use it.

✨Real-world judgment. You'll practice handling missed forecasts, pushback on assumptions, pressure to inflate numbers and broken models, not just clean textbook cases.

✨"What would you do?" moments. You'll make the call in realistic workplace situations before hearing the professional answer.

✨Practice exercises throughout. Short tasks after most lectures help you build and test your own version of the model.

✨Career-focused from the start. You'll learn how to turn your model into a portfolio piece, and how to approach the modeling tests employers use.

What the Course Covers
The course moves through five clear stages.

Understand. You'll learn what financial analysts actually do and what bad models cost. Then you'll learn the accounting essentials explained simply, plus the SaaS metrics investors care about, such as ARR, churn, CAC and LTV.

Build. You'll learn professional model structure, essential Excel functions, modeling standards and timelines. Then you'll build the full three-statement model and make the balance sheet balance.

Forecast. You'll cover top-down and bottom-up forecasting, defensible assumptions, trends and seasonality, Excel forecasting tools, variance analysis and rolling forecasts. Then you'll learn practical AI techniques for financial modeling.

Decide. You'll run scenario and sensitivity analysis, size a fundraise with cash runway analysis, learn DCF and revenue multiple valuation, build an executive dashboard, and present your model with confidence.

Launch. You'll explore career paths in FP&A, investment banking, private equity, startups and consulting. You'll learn about certifications such as the FMVA, AFM and CFA, build your portfolio model, and plan your next steps.

No Finance Background Needed
You don't need a finance degree or advanced Excel skills. Every topic starts from the basics and builds steadily, so beginners can follow along comfortably. Experienced Excel users will still find plenty of new professional techniques. If you can open a spreadsheet and you're willing to practice, you're ready.

What You'll Walk Away With
You'll finish with practical financial modeling skills that work in any industry, and a complete Excel model you can walk an interviewer through. You'll also gain a way of thinking about numbers and decisions that keeps paying off throughout your career. When you complete the course, you'll receive a certificate of completion to add to your CV and LinkedIn profile.

Open a blank spreadsheet, enroll today, and start building your first professional financial model.

Who this course is for
⭐ Complete beginners who want to learn financial modeling and forecasting from zero, with no finance degree needed
⭐ Aspiring financial analysts and FP&A analysts who want practical, job-ready modeling skills
⭐ Career changers from operations, sales, engineering or other fields who want to move into a finance role
⭐ Startup founders and managers who need to forecast cash, plan budgets and pitch investors with confidence
⭐ Startup founders and managers who need to forecast cash, plan budgets and pitch investors with confidence
⭐ Excel users and analysts who want to work faster and smarter with AI tools like ChatGPT, Claude and Copilot

Code:

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