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

by Shmuel Oluwa

Overview

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.

Product Details

ISBN-13:	9781803248936
Publisher:	Packt Publishing
Publication date:	06/17/2022
Sold by:	Barnes & Noble
Format:	eBook
Pages:	346
Sales rank:	755,795
File size:	34 MB
Note:	This product may take a few minutes to download.

About the Author

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.

Table of Contents

Table of Contents

1. An Introduction to Financial Modeling and Excel
2. Steps for Building a Financial Model
3. Formulas and Functions - Completing Modeling Tasks with a Single Formula
4. The Referencing Framework in Excel
5. An Introduction to Power Query
6. Understanding Project and Building Assumptions
7. Asset and Debt Schedules
8. Preparing a Cash Flow Statement
9. Ratio Analysis
10. Valuation
11. Model Testing for Reasonableness and Accuracy
12. Case Study 1 – Building a Model to Extract a Balance Sheet and Profit and Loss from a Trial Balance
13. Case Study 2 – Creating a Model for Capital Budgeting