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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

Discussions with management

This is where you determine or confirm the scope and target of your model. Management is also the primary source of information about future plans and trends.

Usually, it's not possible to get all of the details at the first time of asking. You should, therefore, be prepared to go back to the section heads and ask the same or similar questions from a position of better understanding.

Gauging management expectations

While discussing with management, you need to get a clear understanding of their expectations from the assignment and what they hope will be achieved.

If all that is required is a projected cash flow, then a full-blown valuation model would be a waste of time and resources and you...

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