Financial Modelling in Excel: VBA, Power Query & 3-Statement Mastery
Go from Excel user to financial modelling pro — build investor-ready 3-statement models with VBA automation, Power Query, macros, and advanced formulas, complete with sensitivity analysis and scenario planning.
Perfect for: Finance students, junior analysts, accountants, and business professionals who know basic Excel and want to build professional-grade financial models for investment analysis, FP&A, corporate finance, or consulting roles.
Build Financial Models That Get You Noticed
Knowing Excel is one thing. Being able to open a blank spreadsheet and build a fully integrated Income Statement, Balance Sheet, and Cash Flow model — with dynamic scenarios, sensitivity tables, and automated data pipelines — is what separates analysts who get promoted from those who get stuck.
This school teaches you exactly that. You'll start with the Excel power tools that most finance professionals never properly learn: VBA scripting to automate repetitive tasks, Power Query to clean and transform raw data in seconds, and macro-driven workflows that make your models fast and error-resistant. From there, you'll layer in advanced formula techniques — dynamic arrays, OFFSET-driven ranges, named ranges, and error-handling logic — so every cell in your model is intentional and auditable.
The centrepiece of the programme is a full 3-statement financial model built from scratch. You'll wire together the P&L, balance sheet, and cash flow statement so they balance and update automatically, then extend the model with professional-grade enclosures: a sensitivity analysis matrix that stress-tests your key assumptions, and a scenario planning engine that lets stakeholders toggle between base, bull, and bear cases with a single click.
By the time you finish, you won't just know how to build a financial model — you'll know why every structural decision was made, so you can adapt the framework to any company, any industry, and any audience.
What you'll be able to do
- Build a fully integrated, dynamic 3-statement financial model (Income Statement, Balance Sheet, Cash Flow) from a blank spreadsheet
- Write VBA scripts and record macros to automate repetitive modelling tasks and reduce human error
- Use Power Query to import, clean, and transform raw financial data without manual copy-pasting
- Apply advanced Excel formulas — including dynamic arrays, OFFSET, INDEX/MATCH, and IFERROR logic — to create robust, auditable models
- Design a sensitivity analysis matrix to stress-test key drivers such as revenue growth, margins, and discount rates
- Build a scenario planning engine that allows instant toggling between base, bull, and bear case assumptions
- Structure and format models to a professional, investor-ready standard that is easy to audit and present
- Diagnose and fix common financial model errors, circular references, and broken links with confidence
Curriculum
6 modules · 19 lessons
Your teacher
VIKASH KUMAR JAIN
I've spent years working in finance and financial planning roles where Excel wasn't just a tool — it was the difference between a decision that got made and one that got stalled. Early in my career I built models the slow, fragile way: manual inputs, no automation, and formulas that broke the moment someone changed an assumption. Learning VBA, Power Query, and proper 3-statement modelling structure changed everything for me, and I want to give you that same shortcut. I designed this school so that every technique you learn is immediately applied inside a real model — no abstract exercises, no toy datasets. You'll finish with a professional-grade workbook and the confidence to build the next one entirely on your own.
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