Hands-On Financial Modeling with Excel for Microsoft 365

Build your own practical financial models for effective forecasting, valuation, trading, and growth analysis, 2nd Edition

By: Shmuel Oluwa

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eText | 17 June 2022 | Edition Number 2

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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 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 Microsoft Excel 365 explores terminologies of financial modeling with the help of Excel.

Starting with the key concepts of Excel, such as formulas and functions, this updated second edition will help you 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 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. As you progress, you'll be able 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. Furthermore, you'll learn how to deal with iterations and provide graphical representations of ratios before covering the best practices for effective model testing.

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 high in-demand financial modeling skills in their finance, analysis, trading, and valuation work. Even if you don't have any experience in data and stats, this book will help you get started with building financial models. Working knowledge of Excel is expected.

An Introduction to Financial Modeling and Excel
Steps for Building a Financial Model
Formulas and Functions - Completing Modeling Tasks with a Single Formula
Referencing Framework in Excel
An Introduction to Power Query
Understanding Project and Building Assumptions
Asset and Debt Schedules
Cash Flow Statement
Ratio Analysis
Valuation
Model Testing for Reasonableness and Accuracy
Build a Model to Extract Balance Sheets and Profit and Loss from a Trial Balance
Case Study: Capital Budgeting