Hands-On Financial Modeling with Excel for Microsoft 365

person icon Packt Publishing

Hands-On Financial Modeling with Excel for Microsoft 365

Hands-On Financial Modeling with Excel for Microsoft 365

person icon Shmuel Oluwa

ebook icon Packt Publishing

language icon Language - English

updated on icon Updated on Jan, 2023

architecture icon Excel,Finance,Microsoft


This eBook includes

Formats : PDF (Read Only)

Pages : 346

ISBN : 9781803248936

Edition : Second Edition

Language : English

About the Book

Book description

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.

Hands-On Financial Modeling with Excel for Microsoft 365

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Author Details

Packt Publishing

Packt Publishing

Founded in 2004 in Birmingham, UK, Packt's mission is to help the world put software to work in new ways, through the delivery of effective learning and information services to IT professionals.

Working towards that vision, we have published over 6,500 books and videos so far, providing IT professionals with the actionable knowledge they need to get the job done - whether that's specific learning on an emerging technology or optimizing key skills in more established tools.

As part of our mission, we have also awarded over $1,000,000 through our Open Source Project Royalty scheme, helping numerous projects become household names along the way.

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