Oluwa Hands-On Financial Modeling with Microsoft Excel 2019

Build practical models for forecasting, valuation, trading, and growth analysis using Excel 2019
1. Auflage 2024
ISBN: 978-1-78953-163-3
Verlag: De Gruyter
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 292 Seiten

Explore the aspects of financial modeling with the help of clear and easy-to-follow instructions and a variety of Excel features, functions, and productivity tipsKey Features - 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
Book DescriptionFinancial 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.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
Who this book is forThis 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.

Autoren/Hrsg.

Oluwa, Shmuel

Fachgebiete

• Mathematik | Informatik EDV | Informatik Digital Lifestyle Online Banking & Finance
• Mathematik | Informatik EDV | Informatik Business Application Tabellenkalkulation
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware

Inhaltsverzeichnis

Table of Contents - Introduction to Financial Modeling and Excel
- Steps for Building a Financial Model
- Formulas and Functions - Completing Modeling Tasks with a Single Formula
- Applying the Referencing Framework In Excel
- Understanding Project and Building Assumptions
- Asset and Debt Schedules
- Cash Flow Statement
- Ratio Analysis
- Valuation
- Model Testing for Reasonableness and Accuracy

Über Autor(innen)

Oluwa Shmuel :

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.