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Hands-On Financial Modeling with Excel for Microsoft 365
Hands-On Financial Modeling with Excel for Microsoft 365

Hands-On Financial Modeling with Excel for Microsoft 365: Build your own practical financial models for effective forecasting, valuation, trading, and growth analysis , Second Edition

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Hands-On Financial Modeling with Excel for Microsoft 365

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Key benefits

  • Explore Excel's financial functions and pivot tables with this updated second edition
  • Build an integrated financial model with Excel for Microsoft 365 from scratch
  • Perform financial analysis with the help of real-world use cases

Description

Financial modeling is a core skill required by anyone who wants to build a career in finance. Hands-On Financial Modeling with Excel for Microsoft 365 explores financial modeling terminologies with the help of Excel. Starting with the key concepts of Excel, such as formulas and functions, this updated second edition will help you to learn all about referencing frameworks and other advanced components for building financial models. As you proceed, you'll explore the advantages of Power Query, learn how to prepare a 3-statement model, inspect your financial projects, build assumptions, and analyze historical data to develop data-driven models and functional growth drivers. Next, you'll learn how to deal with iterations and provide graphical representations of ratios, before covering best practices for effective model testing. Later, you'll discover how to build a model to extract a statement of comprehensive income and financial position, and understand capital budgeting with the help of end-to-end case studies. By the end of this financial modeling Excel book, you'll have examined data from various use cases and have developed 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 develop and implement in-demand financial modeling skills in their finance, analysis, trading, and valuation work. Even if you don't have any experience in data and statistics, this book will help you get started with building financial models. Working knowledge of Excel is a prerequisite.

What you will learn

  • Identify the growth drivers derived from processing historical data in Excel
  • Use discounted cash flow (DCF) for efficient investment analysis
  • Prepare detailed asset and debt schedule models in Excel
  • Calculate profitability ratios using various profit parameters
  • Obtain and transform data using Power Query
  • Dive into capital budgeting techniques
  • Apply a Monte Carlo simulation to derive key assumptions for your financial model
  • Build a financial model by projecting balance sheets and profit and loss

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Jun 17, 2022
Length: 346 pages
Edition : 2nd
Language : English
ISBN-13 : 9781803248936
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Product Details

Publication date : Jun 17, 2022
Length: 346 pages
Edition : 2nd
Language : English
ISBN-13 : 9781803248936
Category :

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Table of Contents

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

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
(5 Ratings)
5 star 60%
4 star 20%
3 star 0%
2 star 0%
1 star 20%
MarkD Jun 17, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I really liked this book. The author explains things in a clear and concise way. There's no fluff. This is a book that would be great for a beginner or intermediate financial modeler that is looking to up their skills. I particularly like the case studies at the end of the book. I really think this is a great book for the early to early mid career analyst who is looking to improve their skills. Trust me, this book will get you there if you follow it through.
Amazon Verified review Amazon
Judy Umlas Jun 20, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I am an excel expert and MVP, but have not felt skilled in the area of financial modeling. Until I read this book. Aside from the financial skew, it also details many "basic" functions one could use in financial modeling, like VLOOKUP, CHOOSE, IF, and more, plus the very latest functions like XLOOKUP, FILTER, SORT, UNIQUE. Writing about things like Asset & Debt Schedules, or Ratio analysis, Valuation, and more opened my eyes to topics I never heard of! Using Case studies also enhances the reader's understanding of this feature-filled book. Highly recommended!
Amazon Verified review Amazon
Orokunle Jun 17, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The case study of the book provides an excellent example of how to extract BS, PNL and other relevant Financial data. This is helpful when applying it to other case studies in my class! Another interesting point is that the materials are so easy to learn and serves as a go to resource for Financial modelling.what I'll like to see, perhaps on future editions could be more examples at the summary section of each chapter. In the overall, I would recommend this book other students.
Amazon Verified review Amazon
Rachy Jun 20, 2022
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
This book has helped me regain my interest and build confidence in financial analysis. Easy to follow and non-complicated learning tools. Good examples to work through.
Amazon Verified review Amazon
Rami Chehab Nov 22, 2022
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
The book seems to lack resources in providing excel files and questions/solutions to support students learning. I wish the authors consider creating questions and also provides the excel files.
Amazon Verified review Amazon
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