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  • Book Overview & Buying Hands-On Financial Modeling with Microsoft Excel 2019
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Hands-On Financial Modeling with Microsoft Excel 2019

Hands-On Financial Modeling with Microsoft Excel 2019

By : Shmuel Oluwa
2.9 (8)
Buy this Book
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Hands-On Financial Modeling with Microsoft Excel 2019

Hands-On Financial Modeling with Microsoft Excel 2019

2.9 (8)
By: Shmuel Oluwa
Buy this Book

Overview of this book

Financial modeling is a core skill required by anyone who wants to build a career in finance. Hands-On Financial Modeling with Microsoft Excel 2019 explores terminologies of financial modeling with the help of Excel. This book will provides you with an overview of the steps you should follow to build an integrated financial model. You will explore the design principles, functions, and techniques of building models in a practical manner. Starting with the key concepts of Excel, such as formulas and functions, you will learn about referencing frameworks and other advanced components for building financial models. Later chapters will help you understand your financial projects, build assumptions, and analyze historical data to develop data-driven models and functional growth drivers. The book takes an intuitive approach to model testing and covers best practices and practical use cases. By the end of this book, you will have examined the data from various use cases, and have the skills you need to build financial models to extract the information required to make informed business decisions.
Table of Contents (15 chapters)
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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Free Chapter
1
Section 1: Financial Modeling - Overview
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Section 1: Financial Modeling - Overview
2
Introduction to Financial Modeling and Excel
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Introduction to Financial Modeling and Excel
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The main ingredients of a financial model
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Understanding mathematical models
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Definitions of financial models
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Types of financial models
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Alternative tools for financial modeling
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Excel – the ideal tool
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Summary
3
Steps for Building a Financial Model
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Steps for Building a Financial Model
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Discussions with management
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Building assumptions
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Building a template for your model
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Historical financial data
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Projecting the balance sheet and profit and loss account
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Additional schedules and projections
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Cash flow statement
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Preparing ratio analysis
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Valuation
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Summary
4
Section 2: The Use of Excel - Features and Functions for Financial Modeling
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Section 2: The Use of Excel - Features and Functions for Financial Modeling
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Formulas and Functions - Completing Modeling Tasks with a Single Formula
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Formulas and Functions - Completing Modeling Tasks with a Single Formula
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Understanding functions and formulas
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Working with lookup functions
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Utility functions
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Pivot tables and charts
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Pitfalls to avoid
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Summary
6
Applying the Referencing Framework in Excel
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Applying the Referencing Framework in Excel
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Introduction to the framework
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Relative referencing
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Absolute referencing
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Mixed referencing
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Implementing the referencing framework
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Summary
7
Section 3: Building an Integrated Financial Model
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Section 3: Building an Integrated Financial Model
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Understanding Project and Building Assumptions
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Understanding Project and Building Assumptions
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Understanding the nature and purpose of a project
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Conducting interviews
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Building assumptions
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Summary
9
Asset and Debt Schedules
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Asset and Debt Schedules
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Understanding the BASE and corkscrew concepts
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Asset schedule
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Approaches to modeling assets
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Debt schedule
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Creating a loan amortization schedule
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Summary
10
Cash Flow Statement
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Cash Flow Statement
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Introduction to the cash flow statement
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Items not involving the movement of cash
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Net change in working capital
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Balancing the balance sheet
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Creating a quick cash flow statement
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Summary
11
Valuation
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Valuation
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Absolute valuation
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Relative valuation – comparative company analysis
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Summary
12
Ratio Analysis
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Ratio Analysis
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Understanding the meaning and benefits of ratio analysis
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Learning about the various kinds of ratios
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Interpreting ratios
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Understanding the limitations of ratio analysis
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Using ratios to find financially stable companies
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Summary
13
Model Testing for Reasonableness and Accuracy
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Model Testing for Reasonableness and Accuracy
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Incorporating built-in tests and procedures
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Troubleshooting
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Understanding sensitivity analysis
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Using direct and indirect methods
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Understanding scenario analysis
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Creating a simple Monte Carlo simulation model
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Summary
14
Another Book You May Enjoy
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Another Book You May Enjoy

If you enjoyed this book, you may be interested in these other books by Packt:

Hands-On Machine Learning with Microsoft Excel 2019
Julio Cesar Rodriguez Martino

ISBN: 978-1-78934-537-7

  • Use Excel to preview and cleanse datasets
  • Understand correlations between variables and optimize the input to machine learning models
  • Use and evaluate different machine learning models from Excel
  • Understand the use of different visualizations
  • Learn the basic concepts and calculations to understand how artificial neural networks work
  • Learn how to connect Excel to the Microsoft Azure cloud
  • Get beyond proof of concepts and build fully functional data analysis flows

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