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Finance skills, applied

Practice the work.
Explain the decision.

From a bank reconciliation to an acquisition case: work with original data, check your reasoning and compare your answer.

18 case packages6 learning paths73 files to work with

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18 cases

Accounting / ACC-01

Bank Reconciliation: Explain Every Difference

Match the records, justify the corrections and show what still needs follow-up.

Foundation · 30-45 minutes

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Accounting / ACC-02

Accruals, Prepayments and Month-End Cutoff

Put expense in the service period, even when the invoice and payment dates disagree.

Intermediate · 60 minutes

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Accounting / ACC-03

Close the Books: From Trial Balance to Review Pack

Complete a bounded month-end close, then explain the unresolved work.

Advanced · 90-120 minutes

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Cash Flow & Treasury / CFT-01

Turn Receivables into a Cash Collection Plan

Turn aging into a collection plan without treating disputed invoices as cash.

Foundation · 45 minutes

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Cash Flow & Treasury / CFT-02

Build a 13-Week Cash Forecast

Find the cash trough before deciding which actions matter.

Intermediate · 75-90 minutes

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Cash Flow & Treasury / CFT-03

Stress-Test Liquidity Before the Shortfall

Stress customer timing and FX while respecting funding limits.

Advanced · 90 minutes

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Controlling & Management Accounting / CON-01

Which Product Actually Contributes to Profit?

Separate avoidable economics from allocated overhead.

Foundation · 45 minutes

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Controlling & Management Accounting / CON-02

Material and Labour Variances: Find the Operational Cause

Reconcile production cost variances and investigate their causes.

Intermediate · 60-75 minutes

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Controlling & Management Accounting / CON-03

A Profitable Division with Weak Controls

Correct segment profit and separate control failures from allocation choices.

Advanced · 90 minutes

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FP&A / FPA-01

Revenue Is Up. Why Is Profit Down?

Explain a profit shortfall with a bridge that ties out - and questions that lead to a decision.

Foundation · 45-60 minutes

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FP&A / FPA-02

Build a Driver-Based Quarterly Forecast

Turn operational drivers into an explicit base and downside forecast.

Intermediate · 75-90 minutes

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FP&A / FPA-03

Hire Now or Wait? A Headcount Investment Decision

Evaluate capacity, ramp-up and cash before approving a hire.

Advanced · 90-120 minutes

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Investment Banking & M&A / IBA-01

From Enterprise Value to Equity Value

Turn a valuation multiple into an equity purchase-price range.

Foundation · 45-60 minutes

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Investment Banking & M&A / IBA-02

Value a Business with DCF and Trading Comps

Compare two valuation lenses and expose sensitivity instead of hiding it.

Intermediate · 90 minutes

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Investment Banking & M&A / IBA-03

Should We Buy It? An Acquisition Investment Case

Separate earnings accretion, financing effects and value creation.

Advanced · 120 minutes

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Excel & Financial Modeling / XFM-01

Clean, Map and Reconcile a Finance Dataset

Clean a small ledger export while preserving every exception.

Foundation · 45 minutes

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Excel & Financial Modeling / XFM-02

Build an Integrated Three-Statement Model

Link profit, working capital and cash without a hidden plug.

Intermediate · 90-120 minutes

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Excel & Financial Modeling / XFM-03

Audit a Broken Financial Model

Find planted errors, correct the model and challenge an AI explanation.

Advanced · 90 minutes

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These beta resources use synthetic data and explicit teaching assumptions. Read the methodology and review status.

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