Skill project3-7 daysStarter
Build a clean three-statement bridge for a listed Indian company
A linked model or operating dashboard with assumptions, scenarios, variance commentary, and management summary.
Steps
5
Outputs
7
Annual reportExcel or Google SheetsGoogle DocsPublic sources
Open project workspaceOpen full project briefWhat to do
Scenario
You are working as a Investment Banking. Your manager asks you to use Accounting Fluency to answer a real business or investment question and present a decision-ready output.
Objective
Show that you can apply Accounting Fluency in a practical analyst workflow, not only explain the theory.
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.
What to submit
- Brief
- Model or notebook
- Charts or dashboard
- Resume bullet
- Source and assumption log
- One-page executive summary
- Final output file
Data and sources
- Company annual report
- Quarterly filings
- Investor presentation
- Public industry data
- Synthetic operating dataset if company data is unavailable
Quality checklist
- Statements link without hardcoded balancing plugs.
- Checks clearly flag model errors.
- Drivers explain the business rather than only formulas.
- Scenario outputs are easy to compare.
- Summary tells a decision-maker what changed and why.
Interview talk track
- Problem: explain the business question and why it matters for Investment Banking.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Resume bullet
Built a a linked model or operating dashboard with assumptions, scenarios, variance commentary, and management summary. for Accounting Fluency, using Annual report, Excel or Google Sheets to convert raw information into a decision-ready finance output.