45 Days
BEGINNER BUSINESS & MANAGEMENT INTERNSHIP
Financial Modeling & Spreadsheet Analytics
Financial Modeling & Spreadsheet Analytics is a Beginner internship track focused on Foundational skills, syntax, basic tools, and core industry workflows.
2 Months
Beginner
Choose portfolio projects from your selected level
Beginner internship certificate and mentor-guided learning
Real-world assignments in Financial Data Cleansing (DataOps)
Enrollment Form
Secure your seat
Connect With Our Team
Fill your details and our team will contact you shortly.
Outcomes
What this program helps you build by the end
Outcome-focused highlights designed to make the value of the program easy to understand at a glance.
3 Portfolio Projects Required
Project requirement for this tier
Business & Management
Career domain
Curriculum
Build practical skills through structured module work
Every module is sequenced to help learners move from guided basics to stronger, portfolio-worthy execution.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for General Ledger (GL) Text-to-Columns in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break General Ledger (GL) Text-to-Columns into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using string manipulation formulas (LEFT, RIGHT, MID) to separate a messy "AccountName_AccountCode" string into two distinct columns
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test General Ledger (GL) Text-to-Columns against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Chart of Accounts (COA) Mapping in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Chart of Accounts (COA) Mapping into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using VLOOKUP or INDEX/MATCH to automatically map a raw CSV of 500 transactions to their correct Master Account Categories
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Chart of Accounts (COA) Mapping against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Date Standardization Engine in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Date Standardization Engine into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Writing a formula that converts a messy export of European dates (DD/MM/YYYY) into strict US accounting standard dates (MM/DD/YYYY
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Date Standardization Engine against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Duplicate Invoice Flagging in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Duplicate Invoice Flagging into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using COUNTIF logic to scan a 10,000-row Accounts Payable log and flag any invoice number that was paid twice
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Duplicate Invoice Flagging against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Dynamic Currency Exchange (FX) in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Dynamic Currency Exchange (FX) into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Applying a lookup table to automatically convert a list of multi-currency international sales into a single USD base column
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Dynamic Currency Exchange (FX) against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Trailing Space Truncation in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Trailing Space Truncation into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using the TRIM and CLEAN functions to fix a broken database export where extra spaces are causing financial lookup formulas to fail
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Trailing Space Truncation against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Negative Number Formatting Standardization in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Negative Number Formatting Standardization into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Creating logic that converts text-based negatives (e.g., (5,000) or 5000 CR) into actual mathematical negative numbers (-5000
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Negative Number Formatting Standardization against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Dynamic Loan Amortization Schedule in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Dynamic Loan Amortization Schedule into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Building a schedule using the PMT, IPMT, and PPMT functions to separate a monthly loan payment into exact Principal and Interest amounts
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Dynamic Loan Amortization Schedule against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Net Present Value (NPV) Calculator in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Net Present Value (NPV) Calculator into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Evaluating two competing equipment purchases by discounting their 5-year cash flows to today's dollars using a 10% discount rate
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Net Present Value (NPV) Calculator against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Internal Rate of Return (IRR) Threshold in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Internal Rate of Return (IRR) Threshold into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating the exact IRR of a real estate investment and using an IF statement to output "REJECT" if the IRR is below the 15% hurdle rate
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Internal Rate of Return (IRR) Threshold against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Compound Annual Growth Rate (CAGR) in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Compound Annual Growth Rate (CAGR) into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Writing the mathematical formula ((End Value/Begin Value)^(1/Years))-1 to calculate the true 5-year revenue growth rate of a company
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Compound Annual Growth Rate (CAGR) against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Lease vs. Buy PV Analysis in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Lease vs. Buy PV Analysis into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating the Present Value of 60 monthly lease payments vs. the upfront cash cost of buying a server rack
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Lease vs. Buy PV Analysis against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Discounted Cash Flow (DCF) Terminal Value in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Discounted Cash Flow (DCF) Terminal Value into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using the Gordon Growth Model formula to calculate the terminal value of a company at Year 5, assuming a 2.5% perpetual growth rate
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Discounted Cash Flow (DCF) Terminal Value against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Weighted Average Cost of Capital (WACC) in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Weighted Average Cost of Capital (WACC) into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Building a formula that dynamically blends the Cost of Equity (CAPM) and the after-tax Cost of Debt based on the company's capital structure
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Weighted Average Cost of Capital (WACC) against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Income Statement Vertical Analysis in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Income Statement Vertical Analysis into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Building a "Common-Size" Income Statement where every single line item is formulated as an exact percentage of Total Revenue
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Income Statement Vertical Analysis against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Balance Sheet Balancing Logic in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Balance Sheet Balancing Logic into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Setting up the core formula Assets - (Liabilities + Equity) = 0, with conditional formatting that turns the cell red if it is off by even $0.01
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Balance Sheet Balancing Logic against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Operating Cash Flow (Indirect Method) in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Operating Cash Flow (Indirect Method) into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Starting with Net Income and correctly adding back non-cash expenses (Depreciation) to calculate the true cash generated by operations
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Operating Cash Flow (Indirect Method) against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Working Capital Delta Schedule in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Working Capital Delta Schedule into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating the exact period-over-period change in Current Assets (Accounts Receivable) and Current Liabilities (Accounts Payable) to determine cash flow impact
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Working Capital Delta Schedule against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Retained Earnings Roll-Forward in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Retained Earnings Roll-Forward into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Building the schedule: Beginning Retained Earnings + Net Income - Dividends Paid = Ending Retained Earnings
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Retained Earnings Roll-Forward against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for EBITDA Bridge in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break EBITDA Bridge into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using raw financial data to walk up from Net Income to EBITDA by systematically adding back Interest, Taxes, Depreciation, and Amortization
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test EBITDA Bridge against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Gross Margin vs. Operating Margin Alerts in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Gross Margin vs. Operating Margin Alerts into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Writing logic that calculates both margins and triggers a "WARNING" string if Operating Margin drops below 10% while Gross Margin remains stable
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Gross Margin vs. Operating Margin Alerts against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Straight-Line Depreciation Waterfall in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Straight-Line Depreciation Waterfall into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Building a multi-year schedule that depreciates a $100k machine evenly over 7 years down to a $5k salvage value
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Straight-Line Depreciation Waterfall against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for MACRS (Tax) Depreciation Schedule in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break MACRS (Tax) Depreciation Schedule into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Applying strict IRS accelerated depreciation percentage tables to a fleet of company vehicles
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test MACRS (Tax) Depreciation Schedule against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Capital Expenditure (CapEx) Half-Year Convention in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Capital Expenditure (CapEx) Half-Year Convention into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Building logic that only applies exactly 50% of the normal depreciation expense in the year an asset is purchased
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Capital Expenditure (CapEx) Half-Year Convention against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for FIFO Inventory Valuation in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break FIFO Inventory Valuation into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
First-In, First-Out: Calculating the exact Cost of Goods Sold (COGS) based on a chronological log of inventory purchases at different price points
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test FIFO Inventory Valuation against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Inventory Turnover & DSI in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Inventory Turnover & DSI into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating the Inventory Turnover Ratio and converting it into "Days Sales of Inventory" to see how many days a product sits in the warehouse before selling
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Inventory Turnover & DSI against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Fixed Asset Register (FAR) Reconciliation in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Fixed Asset Register (FAR) Reconciliation into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Comparing the master equipment list against the general ledger to find "ghost assets" that are on the books but mathematically shouldn't be
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Fixed Asset Register (FAR) Reconciliation against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Asset Impairment Write-Down in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Asset Impairment Write-Down into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Writing an IF statement that checks if an asset's carrying value exceeds its recoverable amount, automatically calculating the required write-down loss
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Asset Impairment Write-Down against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Customer Lifetime Value (LTV) in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Customer Lifetime Value (LTV) into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating LTV by dividing the Average Revenue Per User (ARPU) by the monthly churn rate percentage
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Customer Lifetime Value (LTV) against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for MRR to ARR Annualization in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break MRR to ARR Annualization into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Taking a messy CSV of monthly subscriptions, isolating the Monthly Recurring Revenue (MRR), and multiplying by 12 to find the Annualized Run Rate
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test MRR to ARR Annualization against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for CAC Payback Period in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break CAC Payback Period into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating exactly how many months it takes for the gross margin of a new software customer to pay back the $500 it cost to acquire them
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test CAC Payback Period against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Fixed vs. Variable Break-Even Point in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Fixed vs. Variable Break-Even Point into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using algebra in a spreadsheet to find the exact number of units a factory must sell to cover its $50,000 monthly fixed rent
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Fixed vs. Variable Break-Even Point against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Consulting Billable Utilization Rate in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Consulting Billable Utilization Rate into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Parsing a time-tracking CSV to calculate the percentage of an employee's 40-hour week that was billed to a client vs. spent on internal admin
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Consulting Billable Utilization Rate against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for The "Rule of 40" Calculator in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break The "Rule of 40" Calculator into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Adding a company's YoY Revenue Growth % to its EBITDA Margin % to see if the sum exceeds the 40% benchmark demanded by venture capitalists
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test The "Rule of 40" Calculator against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Blended Customer Churn Rate in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Blended Customer Churn Rate into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating the net logo churn by factoring in starting customers, new sales, and canceled contracts in a given month
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Blended Customer Churn Rate against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Three-Statement Scenario Toggle in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Three-Statement Scenario Toggle into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using Data Validation drop-downs to create a single cell that switches the entire financial model between "Base Case", "Bull Case", and "Bear Case" growth rates
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Three-Statement Scenario Toggle against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Linear Regression Trendline Forecast in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Linear Regression Trendline Forecast into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using Excel's FORECAST.LINEAR or statistical slope functions to predict Q4 revenue based on the previous 12 quarters of historical data
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Linear Regression Trendline Forecast against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Seasonality Adjustment Multiplier in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Seasonality Adjustment Multiplier into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating historical monthly weightings (e.g., December does 25% of annual sales) and applying those multipliers to a flat annual forecast
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Seasonality Adjustment Multiplier against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Headcount & Payroll Burden Model in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Headcount & Payroll Burden Model into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Forecasting salary expenses by applying a 3% annual raise, plus dynamically calculating the 20% "burden" (taxes, healthcare) on top of the base salary
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Headcount & Payroll Burden Model against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Price Elasticity Revenue Model in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Price Elasticity Revenue Model into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Building a grid that calculates total revenue if prices are raised by 5%, assuming volume drops by 2% (testing the elasticity limits
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Price Elasticity Revenue Model against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Variance Analysis (Actuals vs. Budget) in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Variance Analysis (Actuals vs. Budget) into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Creating a strict reporting template that calculates both the absolute dollar variance and the percentage variance between what was budgeted and what was actually spent
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Variance Analysis (Actuals vs. Budget) against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Data Table Sensitivity Analysis in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Data Table Sensitivity Analysis into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using the Data Table function to create a 2D grid showing exactly how Net Income changes across 5 different interest rates and 5 different tax rates simultaneously
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Data Table Sensitivity Analysis against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Accounts Receivable Aging Report in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Accounts Receivable Aging Report into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using nested IF statements to automatically bucket 500 unpaid invoices into "0-30 Days", "31-60 Days", and "90+ Days Past Due" columns
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Accounts Receivable Aging Report against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Accounts Payable DPO (Days Payable Outstanding) in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Accounts Payable DPO (Days Payable Outstanding) into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Calculating how long the company takes to pay its vendors, optimizing for cash preservation without triggering late fees
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Accounts Payable DPO (Days Payable Outstanding) against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Tiered Sales Commission Calculator in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Tiered Sales Commission Calculator into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using VLOOKUP with an approximate match (TRUE) to calculate a rep's commission: 5% on the first $100k, 8% on $100k-$200k, 12% on everything above
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Tiered Sales Commission Calculator against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for T&E Expense Pivot Dashboard in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break T&E Expense Pivot Dashboard into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Using formulas to aggregate a massive CSV of employee credit card swipes to show exactly how much the Sales department spent on "Flights" vs "Meals"
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test T&E Expense Pivot Dashboard against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Profitability by SKU Index in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Profitability by SKU Index into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Merging a revenue export with a COGS export to calculate the exact gross margin percentage of 50 different product lines, sorted highest to lowest
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Profitability by SKU Index against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Cash Burn Rate & Runway Calculator in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Cash Burn Rate & Runway Calculator into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Taking the current bank balance and dividing it by the average monthly operating loss to calculate exactly how many months the company has before going bankrupt
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Cash Burn Rate & Runway Calculator against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Automated Bank Reconciliation in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Automated Bank Reconciliation into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
Writing logic to compare a company's internal General Ledger against a downloaded Bank Statement CSV, automatically highlighting any dollar amounts that do not match
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Automated Bank Reconciliation against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Define Project Brief
Write the objective, scope, inputs, constraints, and acceptance criteria for Executive Summary Roll-Up in Financial Modeling & Spreadsheet Analytics.
Submission
Brief document with objective, scope, assumptions, and acceptance criteria.
AI Review Focus
Checks clarity, scope, realism, and alignment with the selected course topic.
Plan Workflow
Break Executive Summary Roll-Up into milestones, required tools, source data, validation rules, and final output format.
Submission
Milestone checklist with tools, data requirements, and review plan.
AI Review Focus
Checks sequencing, tool fit, completeness, and execution readiness.
Build Core Output
The final exam: Using GETPIVOTDATA and SUMIFS to pull specific metrics from 5 different messy raw data tabs into a single, clean, print-ready 1-page financial summary
Submission
Project file, repository, design link, spreadsheet, report, or implementation artifact.
AI Review Focus
Checks whether the artifact is complete, structured, practical, and reviewable.
Document and Review
Explain key decisions, test Executive Summary Roll-Up against the brief, and record fixes or limitations.
Submission
README, decision log, quality checklist, screenshots, or demo notes.
AI Review Focus
Checks reasoning quality, evidence of review, and portfolio presentation readiness.
Why Choose This Course
Strong reasons learners choose this track over passive learning
Clear, high-signal benefits designed to make the decision easier and faster.
Guided Practical Workflow
The track breaks Financial Modeling & Spreadsheet Analytics into clear tasks, checkpoints, and submission expectations.
Career-Relevant Output
You finish with a concrete project artifact that helps show your learning progress.
Structured Internship Path
The program is organized by tier, duration, and portfolio requirements so learners know exactly what to complete.
Social Proof
Real learner signals that build trust before they enroll
Testimonial cards designed to feel credible, clear, and easy to scan.
“
A
Aarav Mehta
Business & Management Learner
Data & Analytics
The structure helped me understand Financial Modeling & Spreadsheet Analytics through practical tasks and clear checkpoints.
“
N
Nisha Kapoor
College Student
Data & Analytics
I liked that every module ended with something concrete to submit, review, and improve.
FAQs
Clear answers for the final questions learners usually ask
Short, direct answers that remove hesitation without slowing down the decision.
No. The beginner tier starts with foundations and then moves into applied tasks.
Yes. The curriculum is organized around structured assignments, submissions, and reviewable portfolio outputs.
This is a 45 Days Beginner tier track with 3 Portfolio Projects Required.
Final Step
Ready to start your journey?
Join a structured learning path built to turn clarity into output and output into confidence.
Limited seats available and the next batch is filling soon.
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