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

Shmuel Oluwa

€18.99 per month

2.9 (8 Ratings)

Paperback Jul 2019 292 pages 1st Edition

Shmuel Oluwa

€18.99 per month

2.9 (8 Ratings)

Paperback Jul 2019 292 pages 1st Edition

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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.

Who is this book for?

This book is for data professionals, analysts, traders, business owners, and students, who want to implement and develop a high in-demand skill of financial modeling in their finance, analysis, trading, and valuation work. This book will also help individuals that have and don't have any experience in data and stats, to get started with building financial models. The book assumes working knowledge with Excel.

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

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50+ new titles added per month, including many first-to-market concepts and exclusive early access to books as they are being written.

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Product Details

Publication date : Jul 11, 2019

Length: 292 pages

Edition : 1st

Language : English

ISBN-13 : 9781789534627

Vendor :

Microsoft

Category :

Data

Concepts :

Financial Technology

Tools :

Excel

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14 Chapters

Section 1: Financial Modeling - Overview

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

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

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

Introduction to the framework

Relative referencing

Absolute referencing

Mixed referencing

Implementing the referencing framework

Summary

Section 3: Building an Integrated Financial Model

Understanding Project and Building Assumptions

Understanding the nature and purpose of a project

Conducting interviews

Building assumptions

Summary

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

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

Absolute valuation

Relative valuation – comparative company analysis

Summary

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

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

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About the author

Shmuel Oluwa

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.

See other products by Shmuel Oluwa

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

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