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Hands-On Financial Modeling with Excel for Microsoft 365

You're reading from   Hands-On Financial Modeling with Excel for Microsoft 365 Build your own practical financial models for effective forecasting, valuation, trading, and growth analysis

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Product type Paperback
Published in Jun 2022
Publisher Packt
ISBN-13 9781803231143
Length 346 pages
Edition 2nd Edition
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Author (1):
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Shmuel Oluwa Shmuel Oluwa
Author Profile Icon Shmuel Oluwa
Shmuel Oluwa
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Table of Contents (19) Chapters Close

Preface 1. Part 1 – Financial Modeling Overview
2. Chapter 1: An Introduction to Financial Modeling and Excel FREE CHAPTER 3. Chapter 2: Steps for Building a Financial Model 4. Part 2 – The Use of Excel Features and Functions for Financial Modeling
5. Chapter 3: Formulas and Functions – Completing Modeling Tasks with a Single Formula 6. Chapter 4: Referencing Framework in Excel 7. Chapter 5: An Introduction to Power Query 8. Part 3 – Building an Integrated 3-Statement Financial Model with Valuation by DCF
9. Chapter 6: Understanding Project and Building Assumptions 10. Chapter 7: Asset and Debt Schedules 11. Chapter 8: Preparing a Cash Flow Statement 12. Chapter 9: Ratio Analysis 13. Chapter 10: Valuation 14. Chapter 11: Model Testing for Reasonableness and Accuracy 15. Part 4 – Case Study
16. Chapter 12: Case Study 1 – Building a Model to Extract a Balance Sheet and Profit and Loss from a Trial Balance 17. Chapter 13: Case Study 2 – Creating a Model for Capital Budgeting 18. Other Books You May Enjoy

Preface

Financial modeling is an essential tool for financial decision-making. Today, as professional disciplines continue to overlap, the discipline of financial modeling continues to take center stage. Anyone who works with data needs a structured way to capture, analyze, and display information in order to assist the decision-making process.

Financial modeling meets these requirements by creating integrated mathematical models that can be modified and updated with just a few keystrokes.

Virtually all decisions converge to monetary considerations that will ultimately benefit from mathematical representation in a financial model. This is why financial modeling is so popular with students and seasoned professionals alike.

In this book, with the benefit of years of feedback from students across the globe, I have tried to present concepts and methods in a clear and uncluttered fashion using several illustrations that will take you step by step through various procedures. I have also introduced different case studies and examples of financial models to illustrate the diversity of the subject.

After reading this book, you will be able to approach any financial decision-making situation with confidence. You will understand the importance of preparing a template, isolating assumptions, growth drivers, and integrating your model to facilitate modification and analysis.

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