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Hands-On Financial Modeling with Microsoft Excel 2019

Hands-On Financial Modeling with Microsoft Excel 2019: Build practical models for forecasting, valuation, trading, and growth analysis using Excel 2019

By Shmuel Oluwa
$26.99 $17.99
Book Jul 2019 292 pages 1st Edition
eBook
$26.99 $17.99
Print
$38.99
Subscription
$15.99 Monthly
eBook
$26.99 $17.99
Print
$38.99
Subscription
$15.99 Monthly

What do you get with eBook?

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Product Details

Publication date : Jul 11, 2019
Length 292 pages
Edition : 1st Edition
Language : English
ISBN-13 : 9781789534627
Vendor :
Microsoft
Category :
Data
Concepts :
Financial Technology
Tools :
Excel (Beginner)
toc View table of contents toc Preview Book toc Download Code

Key benefits

  • A non-data professional's guide to exploring Excel's financial functions and pivot tables
  • Prepare various models for income and cash flow statements, and balance sheets
  • Perform valuations and identify growth drivers with real-world case studies

Description

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.

What you will learn

Identify the growth drivers derived from processing historical data in Excel Use discounted cash flow (DCF) for efficient investment analysis Build a financial model by projecting balance sheets and profit and loss Apply a Monte Carlo simulation to derive key assumptions for your financial model Prepare detailed asset and debt schedule models in Excel Discover the latest and advanced features of Excel 2019 Calculate profitability ratios using various profit parameters

What do you get with eBook?

Feature icon Instant access to your Digital eBook purchase
Feature icon Download this book in EPUB and PDF formats
Feature icon Access this title in our online reader with advanced features
Feature icon DRM FREE - Read whenever, wherever and however you want
Buy Now

Product Details

Publication date : Jul 11, 2019
Length 292 pages
Edition : 1st Edition
Language : English
ISBN-13 : 9781789534627
Vendor :
Microsoft
Category :
Data
Concepts :
Financial Technology
Tools :
Excel (Beginner)

Table of Contents

15 Chapters
Preface Packt Packt
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Section 1: Financial Modeling - Overview Packt Packt
Section 1: Financial Modeling - Overview
Introduction to Financial Modeling and Excel Packt Packt
Introduction to Financial Modeling and Excel
The main ingredients of a financial model
Understanding mathematical models
Definitions of financial models
Types of financial models
Alternative tools for financial modeling
Excel – the ideal tool
Summary
Steps for Building a Financial Model Packt Packt
Steps for Building a Financial Model
Discussions with management
Building assumptions
Building a template for your model
Historical financial data
Projecting the balance sheet and profit and loss account
Additional schedules and projections
Cash flow statement
Preparing ratio analysis
Valuation
Summary
Section 2: The Use of Excel - Features and Functions for Financial Modeling Packt Packt
Section 2: The Use of Excel - Features and Functions for Financial Modeling
Formulas and Functions - Completing Modeling Tasks with a Single Formula Packt Packt
Formulas and Functions - Completing Modeling Tasks with a Single Formula
Understanding functions and formulas
Working with lookup functions
Utility functions
Pivot tables and charts
Pitfalls to avoid
Summary
Applying the Referencing Framework in Excel Packt Packt
Applying the Referencing Framework in Excel
Introduction to the framework
Relative referencing
Absolute referencing
Mixed referencing
Implementing the referencing framework
Summary
Section 3: Building an Integrated Financial Model Packt Packt
Section 3: Building an Integrated Financial Model
Understanding Project and Building Assumptions Packt Packt
Understanding Project and Building Assumptions
Understanding the nature and purpose of a project
Conducting interviews
Building assumptions
Summary
Asset and Debt Schedules Packt Packt
Asset and Debt Schedules
Understanding the BASE and corkscrew concepts
Asset schedule
Approaches to modeling assets
Debt schedule
Creating a loan amortization schedule
Summary
Cash Flow Statement Packt Packt
Cash Flow Statement
Introduction to the cash flow statement
Items not involving the movement of cash
Net change in working capital
Balancing the balance sheet
Creating a quick cash flow statement
Summary
Valuation Packt Packt
Valuation
Absolute valuation
Relative valuation – comparative company analysis
Summary
Ratio Analysis Packt Packt
Ratio Analysis
Understanding the meaning and benefits of ratio analysis
Learning about the various kinds of ratios
Interpreting ratios
Understanding the limitations of ratio analysis
Using ratios to find financially stable companies
Summary
Model Testing for Reasonableness and Accuracy Packt Packt
Model Testing for Reasonableness and Accuracy
Incorporating built-in tests and procedures
Troubleshooting
Understanding sensitivity analysis
Using direct and indirect methods
Understanding scenario analysis
Creating a simple Monte Carlo simulation model
Summary
Another Book You May Enjoy Packt Packt
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Authors (1)

Profile Mr. Mojibola O Oluwa
Linkedin
Shmuel Oluwa is a financial executive and seasoned instructor, of over 25 years, in a number of finance related fields, with a passion for imparting knowledge. He has developed considerable skill in the use of Microsoft Excel and has organised training courses in Business Excel, Financial Modeling with Excel, Forensics and Fraud Detection with Excel, Excel as an Investigative Tool, Accounting for Non-Accountants, Credit Analysis with Excel amongst others. He has given classes in Nigeria, Angola, Kenya and Tanzania but his online community of students covers several continents. Shmuel divides his time between London and Lagos with his pharmacist wife. He is fluent in 3 languages. English, Yoruba and Hebrew.
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