Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Learning Hub

Conferences

Free Learning

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

What do you get with a Packt Subscription?

Free for first 7 days. $19.99 p/m after that. Cancel any time!

Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!

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

Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.

Thousands of reference materials covering every tech concept you need to stay up to date.

Subscribe now

View plans & pricing

View table of contents

Preview Book

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.

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

What do you get with a Packt Subscription?

Free for first 7 days. $19.99 p/m after that. Cancel any time!

Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!

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

Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.

Thousands of reference materials covering every tech concept you need to stay up to date.

Subscribe now

View plans & pricing

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

Frequently bought together

Learn Algorithmic Trading

Nov 2019 394 pages

3.8 (10)

eBook

€8.99 ~~€29.99~~

Hands-On Financial Modeling with Microsoft Excel 2019

Jul 2019 292 pages

2.9 (8)

eBook

€8.99 ~~€23.99~~

Hands-On Machine Learning with Microsoft Excel 2019

Apr 2019 254 pages

5 (3)

eBook

€8.99 ~~€26.99~~

Total € 99.97

€36.99

€29.99

€32.99

Total € 99.97

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

Another Book You May Enjoy

Leave a review - let other readers know what you think

Recommendations for you

Python Machine Learning By Example

Jul 2024 518 pages

4.9 (8)

eBook

€8.99 ~~€27.99~~

Unlocking Data with Generative AI and RAG

Sep 2024 346 pages

eBook

€8.99 ~~€23.99~~

Building LLM Powered Applications

May 2024 342 pages

4.2 (22)

eBook

€8.99 ~~€29.99~~

Python for Algorithmic Trading Cookbook

Aug 2024 404 pages

4.6 (15)

eBook

€8.99 ~~€35.99~~

Machine Learning with PyTorch and Scikit-Learn

Feb 2022 774 pages

4.4 (95)

eBook

€8.99 ~~€32.99~~

Artificial Intelligence Engines

Nov 2024 217 pages

eBook

€4.99 ~~€7.99~~

AI Product Manager's Handbook

Nov 2024 484 pages

eBook

€8.99 ~~€29.99~~

RAG-Driven Generative AI

Sep 2024 334 pages

4.5 (13)

eBook

€8.99 ~~€32.99~~

Hands-On Reinforcement Learning with Python

Jun 2018 318 pages

2.6 (18)

eBook

€8.99 ~~€23.99~~

LLM Engineer's Handbook

Oct 2024 522 pages

4.8 (16)

eBook

€8.99 ~~€43.99~~

People who bought this also bought

Machine Learning Engineering with Python

Aug 2023 462 pages

4.6 (36)

eBook

€8.99 ~~€29.99~~

Deep Learning with TensorFlow and Keras – 3rd edition

Oct 2022 698 pages

4.6 (45)

eBook

€8.99 ~~€29.99~~

Modern Generative AI with ChatGPT and OpenAI Models

May 2023 286 pages

4.2 (34)

eBook

€8.99 ~~€29.99~~

Generative AI with LangChain

Dec 2023 368 pages

4 (34)

eBook

€8.99 ~~€29.99~~

Causal Inference and Discovery in Python

May 2023 456 pages

4.5 (49)

eBook

€8.99 ~~€23.99~~

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

FAQs

What is included in a Packt subscription?

A subscription provides you with full access to view all Packt and licnesed content online, this includes exclusive access to Early Access titles. Depending on the tier chosen you can also earn credits and discounts to use for owning content

How can I cancel my subscription?

To cancel your subscription with us simply go to the account page - found in the top right of the page or at https://subscription.packtpub.com/my-account/subscription - From here you will see the ‘cancel subscription’ button in the grey box with your subscription information in.

What are credits?

Credits can be earned from reading 40 section of any title within the payment cycle - a month starting from the day of subscription payment. You also earn a Credit every month if you subscribe to our annual or 18 month plans. Credits can be used to buy books DRM free, the same way that you would pay for a book. Your credits can be found in the subscription homepage - subscription.packtpub.com - clicking on ‘the my’ library dropdown and selecting ‘credits’.

What happens if an Early Access Course is cancelled?

Projects are rarely cancelled, but sometimes it's unavoidable. If an Early Access course is cancelled or excessively delayed, you can exchange your purchase for another course. For further details, please contact us here.

Where can I send feedback about an Early Access title?

If you have any feedback about the product you're reading, or Early Access in general, then please fill out a contact form here and we'll make sure the feedback gets to the right team.

Can I download the code files for Early Access titles?

We try to ensure that all books in Early Access have code available to use, download, and fork on GitHub. This helps us be more agile in the development of the book, and helps keep the often changing code base of new versions and new technologies as up to date as possible. Unfortunately, however, there will be rare cases when it is not possible for us to have downloadable code samples available until publication.

When we publish the book, the code files will also be available to download from the Packt website.

How accurate is the publication date?

The publication date is as accurate as we can be at any point in the project. Unfortunately, delays can happen. Often those delays are out of our control, such as changes to the technology code base or delays in the tech release. We do our best to give you an accurate estimate of the publication date at any given time, and as more chapters are delivered, the more accurate the delivery date will become.

How will I know when new chapters are ready?

We'll let you know every time there has been an update to a course that you've bought in Early Access. You'll get an email to let you know there has been a new chapter, or a change to a previous chapter. The new chapters are automatically added to your account, so you can also check back there any time you're ready and download or read them online.

I am a Packt subscriber, do I get Early Access?

Yes, all Early Access content is fully available through your subscription. You will need to have a paid for or active trial subscription in order to access all titles.

How is Early Access delivered?

Early Access is currently only available as a PDF or through our online reader. As we make changes or add new chapters, the files in your Packt account will be updated so you can download them again or view them online immediately.

How do I buy Early Access content?

Early Access is a way of us getting our content to you quicker, but the method of buying the Early Access course is still the same. Just find the course you want to buy, go through the check-out steps, and you’ll get a confirmation email from us with information and a link to the relevant Early Access courses.

What is Early Access?

Keeping up to date with the latest technology is difficult; new versions, new frameworks, new techniques. This feature gives you a head-start to our content, as it's being created. With Early Access you'll receive each chapter as it's written, and get regular updates throughout the product's development, as well as the final course as soon as it's ready.We created Early Access as a means of giving you the information you need, as soon as it's available. As we go through the process of developing a course, 99% of it can be ready but we can't publish until that last 1% falls in to place. Early Access helps to unlock the potential of our content early, to help you start your learning when you need it most. You not only get access to every chapter as it's delivered, edited, and updated, but you'll also get the finalized, DRM-free product to download in any format you want when it's published. As a member of Packt, you'll also be eligible for our exclusive offers, including a free course every day, and discounts on new and popular titles.

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

What do you get with a Packt Subscription?