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

Hands-On Financial Modeling with Excel for Microsoft 365

  1. 346 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Hands-On Financial Modeling with Excel for Microsoft 365

About this book

Explore a variety of Excel features, functions, and productivity tips for various aspects of financial modeling

Key Features

  • 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

Book 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.

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

Who this book is 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.

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Yes, you can access Hands-On Financial Modeling with Excel for Microsoft 365 by Shmuel Oluwa in PDF and/or ePUB format, as well as other popular books in Computer Science & Computer Science General. We have over one million books available in our catalogue for you to explore.

Table of contents

  1. Hands-On Financial Modeling with Excel for Microsoft 365 Second Edition
  2. Contributors
  3. Preface
  4. Part 1 – Financial Modeling Overview
  5. Chapter 1: An Introduction to Financial Modeling and Excel
  6. Chapter 2: Steps for Building a Financial Model
  7. Part 2 – The Use of Excel Features and Functions for Financial Modeling
  8. Chapter 3: Formulas and Functions – Completing Modeling Tasks with a Single Formula
  9. Chapter 4: Referencing Framework in Excel
  10. Chapter 5: An Introduction to Power Query
  11. Part 3 – Building an Integrated 3-Statement Financial Model with Valuation by DCF
  12. Chapter 6: Understanding Project and Building Assumptions
  13. Chapter 7: Asset and Debt Schedules
  14. Chapter 8: Preparing a Cash Flow Statement
  15. Chapter 9: Ratio Analysis
  16. Chapter 10: Valuation
  17. Chapter 11: Model Testing for Reasonableness and Accuracy
  18. Part 4 – Case Study
  19. Chapter 12: Case Study 1 – Building a Model to Extract a Balance Sheet and Profit and Loss from a Trial Balance
  20. Chapter 13: Case Study 2 – Creating a Model for Capital Budgeting
  21. Other Books You May Enjoy