About this event
Financial Planning teams develop and present a comprehensive financial plan for a business scenario released each year. Judges are typically real finance professionals who expect realistic assumptions, correct financial mechanics, and the ability to defend every number. The plan must cover pro forma financials, break-even analysis, funding sources, and key ratios. The scenarios change annually, but the financial modeling skills required are constant.
What's on the test
Pro forma income statement (3-year projection)Pro forma balance sheet constructionCash flow statement (direct and indirect methods)Break-even analysis (fixed costs, variable costs, contribution margin)Startup and operating cost estimationFunding sources (bootstrapping, debt financing, equity, grants)Financial ratios (current ratio, debt-to-equity, ROE, gross margin)Sensitivity analysis and best/base/worst case scenariosValuation basics (revenue multiples, DCF overview)Presenting financial models to finance-literate judges
Study resources
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