· Interactive course
Source data, cleanup and reconciliation
Reconcile sources, restated history and LTM through nine lessons and 27 exercises. Six exercises are free; source judgement and the exception handoff are self-reviewed.
- 27 exercises
- 49 graded cells
- 237 minutes of practice
- 2 free lessons
What you’ll learn to do
- Sources, periods and LTM
- Normalization, restatements and cleanup
- Mapping, reconciliation and the source pack
Course syllabus
Sources, periods and LTM
Choose a source that answers the questionFree
Select authoritative financial sources and preserve their versions.
Align periods before comparing numbersFree
Separate flow and stock measures and align fiscal and interim periods.
Build a trailing twelve-month periodFull access
Calculate comparable LTM flows without overlap.
Normalization, restatements and cleanup
Normalize units, signs and currencies separatelyFull access
Normalize units, currency direction and signs with explicit rules.
Keep a restatement bridgeFull access
Bridge original and restated years without double counting.
Preserve missing values and resolve duplicatesFull access
Preserve missing data and distinguish exact from conflicting duplicates.
Mapping, reconciliation and the source pack
Map accounts without hiding exceptionsFull access
Use unique account mappings and retain unresolved amounts.
Reconcile totals and preserve the path backFull access
Reconcile independent controls and trace outputs to source rows.
Case: turn the imperfect source pack into a reconciled datasetFull access
Deliver a reconciled dataset with a restated year and an unmapped account.
Guides for this course
Review a concept before your next exercise.
Keep practicing
Check your skills with the free financial modeling test, or explore a related course.
Included in full access
This course and every other on FinX, plus every course added later.
$99.99 USD · paid once
One-time payment. No recurring subscription. 30-day money-back guarantee. Review the final total at checkout.
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Read the refund policyBefore you start
Be comfortable working with formulas and reading financial statements. Review a foundation course if you need a refresher.
Use a laptop or desktop browser for the workbook. No Excel installation is needed.