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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)
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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

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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1
Section 1: Financial Modeling - Overview
4
Section 2: The Use of Excel - Features and Functions for Financial Modeling
7
Section 3: Building an Integrated Financial Model

The main ingredients of a financial model

First of all, there needs to be a situation or problem that requires you to make a financial decision. Your decision will depend on the outcome of two or more options. Let's look at the various aspects of a financial model:

Financial decisions: Financial decisions can be divided into three main types:

  • Investment
  • Financing
  • Distributions or dividends

Investment

We will now look at some reasons for investment decisions:

  1. Purchasing new equipment: You may already have the capacity and know how to make or build in-house. There may also be similar equipment already in place. Considerations will thus be whether to make or buy, sell, keep, or trade-in the existing equipment.
  2. Business...
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