Domont Consulting – Financial Modeling, Planning & Analysis Toolkit

Financial Modeling, Planning & Analysis Toolkit by Domont Consulting brings together financial modeling resources and a three-phase FP&A system. Developed over more than 4,000 hours by former JP Morgan investment bankers and management consultants, it combines practical Excel models with frameworks for analysis, planning and implementation.

The materials include 400 PowerPoint slides, 62 editable Excel spreadsheets and 65 minutes of video training. The templates can be adapted by entering company data, changing assumptions and modifying formulas.

Financial modeling and FP&A skills

• Build professional DCF models and three-statement financial projections
• Master M&A modeling and valuation techniques used by investment bankers
• Create comparable company and precedent transaction analyses
• Implement complete FP&A processes with forecasting and budgeting
• Design executive dashboards and management reporting systems
• Apply Wall Street financial modeling best practices to any industry

The three-phase financial modeling system

The toolkit organizes its financial modeling and FP&A methodology into analysis, planning, and implementation. The sequence connects financial diagnostics to plans and the systems used to manage them.

Phase I: Financial analysis

Begin with diagnostic frameworks for the income statement, balance sheet and cash flow statement, then bring the statements together in an integrated model. This phase also covers financial ratios, performance benchmarking and advanced diagnostic techniques.

Phase II: Financial planning

Use forecasting, scenario modeling and DCF valuation to turn analysis into financial plans. The phase covers setting strategic objectives, building budgets and business cases, prioritizing initiatives and creating roadmaps aligned with organizational goals.

Phase III: Implementation and management

Put plans into practice using governance structures, dashboards and management reports. The methodology also introduces agile approaches, design thinking and traditional project management as ways to manage execution and continuous improvement.

Professional Excel models

The 62 ready-made spreadsheets cover core financial models, valuation and transactions, and planning and analysis. They are designed for customization across organizational contexts.

Core financial models

• Three-statement model: integrates profit and loss, balance sheet and cash flow projections.
• DCF model: provides a valuation framework with sensitivity analysis.
• Scenario and sensitivity model: tests assumptions across different business scenarios.

Valuation and transaction models

• Comparable company analysis: benchmarks valuations against peer companies.
• Precedent transaction analysis: examines historical M&A transactions for valuation guidance.
• M&A model: supports deal analysis and synergy modeling.
• WACC calculator: calculates weighted average cost of capital for discount rates.

Planning and analysis models

• Project business case model: provides a framework for financially assessing initiatives.
• Business units consolidation model: brings together financial information across entities.
• Cap table model: tracks capitalization for equity management.
• Discounted earnings model: offers an alternative valuation methodology.

Who the toolkit is for

Finance professionals and FP&A analysts can use the materials to develop models and planning processes. Investment bankers and management consultants can work with ready-made templates and financial analysis frameworks, while CFOs and controllers can use them to establish modeling capabilities. MBA students can study practical modeling with real-world templates.

Materials included

The package combines 400 PowerPoint slides of frameworks and methodologies with 62 Excel spreadsheets and 65 minutes of video training from investment banking professionals. It includes an FP&A implementation framework, dashboard and reporting templates, and tools for scenario and sensitivity analysis.

About Domont Consulting

Domont Consulting was founded by former JP Morgan investment bankers and former consultants from McKinsey, Deloitte and BCG. Since 2012, its frameworks have supported more than 200,000 executives, consultants and entrepreneurs across over 180 countries.

Financial models depend on assumptions, and their outputs are not guarantees of financial performance.

Frequently asked questions

What does the Financial Modeling, Planning & Analysis Toolkit cover?

The toolkit follows three phases: financial analysis, financial planning, and implementation and management. Its materials cover financial statements, valuation, forecasting, transaction analysis, governance and reporting.

Who is the toolkit designed for?

It is intended for finance professionals, FP&A analysts, investment bankers, management consultants, CFOs, controllers and MBA students. The models are broadly applicable across industries.

Do I need prior financial modeling experience?

Prior modeling experience is not required, although basic Excel proficiency is recommended. The materials include step-by-step tutorials, video training and progressive frameworks.

What files and templates are included?

The toolkit includes PowerPoint slides, Excel spreadsheets and video training. Its editable spreadsheets include three-statement, DCF, M&A, scenario analysis and other financial models.

Who created the toolkit?

Domont Consulting developed it with former JP Morgan investment bankers and consultants from McKinsey, Deloitte and BCG. The team spent more than 4,000 hours developing the toolkit.