Financial Models

Introduction and Downloads

This page is intended to provide fellow analysts with an overview and examples of financial models. It also shares some insights on how to structure financial models built in Excel.


Step 1: Open the NCproformaExample.pdf

Step 2: Read the White Paper, referring to the Example as a visual

Step 3: Watch the video

Step 4: Answer the practice questions in the White Paper

Step 5: Check your answers in PracticeAnswers.docx

Step 6: Incorporate your newfound or solidified understanding anywhere


Financial Models - White Paper

Practice Answers

NC Proforma Example

Rehab Proforma Example

Video, presented by William Leach

Future Topics

Creating report pages


Grouping calculations


Segregating inputs, calcs, and reports


Reading proformas for executives


Reading proformas for admin staff