Role capstone5-7 focused daysAdvanced
Corporate development acquisition model
Corporate Finance portfolio artifact 4 of 5
Build
Model, memo, dashboard, notebook, or deck.
Explain
Clear assumptions, insight, and recommendation.
Show
Resume bullet and interview story.
What you are doing
Act as a junior Corporate Finance analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Show that you can apply FP&A, Treasury management, Financial modeling, Power BI, Investor relations in a practical analyst workflow, not only explain the theory.
What to make
Corporate Finance portfolio artifact 4 of 5
Deliverables
- Professional brief
- Financial model or analytical workbook
- Presentation deck
- Source log
- Interview talking points
- Source and assumption log
- One-page executive summary
- Final output file
How to start
- Define the business model and key operating drivers.
- Create clean input, historicals, forecast, output, and checks tabs.
- Separate assumptions from formulas.
- Decide base, upside, and downside scenarios before modeling.
Step-by-step execution
- Build historical P&L, balance sheet, and cash flow lines.
- Create drivers for revenue, cost, margin, capex, working capital, and debt.
- Link the statements and add balance checks.
- Create scenario and sensitivity outputs.
- Write a finance-manager style summary with the main movement, risk, and decision required.
Data and sources
- Public filings, official regulatory material, public datasets, company career/domain research, and a documented source log.
- Company annual report
- Quarterly filings
- Investor presentation
- Public industry data
- Synthetic operating dataset if company data is unavailable
Tools to use
- Excel or Google Sheets
- Docs
- Slides
- Public filings
- PowerPoint / Google Slides
Quality rubric
- Clear problem statement and role context
- Source-backed assumptions
- Clean model, memo, notebook, or dashboard
- Decision recommendation with risks
- Resume bullet and interview talk track
Resume bullet
Built a Corporate Finance capstone on corporate development acquisition model using public sources, structured analysis, and a decision-ready output.
Interview talk track
- Problem: explain the business question and why it matters for Corporate Finance.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Linked skills
Financial modelingCreate a three-statement model with scenarios and sensitivity tablesPower BIBuild an FP&A dashboard with variance analysis and drilldownsTreasury managementCreate a 13-week cash forecast and working capital dashboardFP&ABuild a budget vs actual pack with variance commentaryInvestor relationsPrepare a quarterly earnings presentation and Q&A brief
Related projects
Create a three-statement model with scenarios and sensitivity tablesIndustry-ready proof for financial modelingBuild an FP&A dashboard with variance analysis and drilldownsIndustry-ready proof for power biCreate a 13-week cash forecast and working capital dashboardIndustry-ready proof for treasury managementBuild a budget vs actual pack with variance commentaryIndustry-ready proof for fp&a