Overview

During this course participants build a fully integrated three statement 13-week cash flow model. Best modeling practices are covered while also addressing the practicalities of building this model during a distressed situation. Cash is reconciled via both an indirect and direct cash flow statement and weekly, quarterly and annual financial statement statements are produced.

  • Structural issues with 13-week cash flow modeling
  • DIP financing
  • Detailed forecast assumptions for sales and cost components (COGS and SG&A)
  • Accrual vs. cash forecasting methodologies
  • Forecasting and rolling forward key working capital accounts including:
    • Accounts receivable
    • Accounts payable
    • Inventory
    • Payroll
    • Taxes
  • Issues with forecasting cash receipts and disbursements
  • Direct and indirect cash flow statements
  • Weekly, quarterly and annual outputs
  • Updating the model for actual performance

Variance analysis between historicals and actuals

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