The Handbook of Financial Modeling

A Practical Approach to Creating and Implementing Valuation Projection Models
Author: Jack Avon
Publisher: Apress
ISBN: 1430262052
Category: Business & Economics
Page: 504
View: 488
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The ability to create and understand financial models that assess the valuation of a company, the projects it undertakes, and its future earnings/profit projections is one of the most valued skills in corporate finance. However, while many business professionals are familiar with financial statements and accounting reports, few are truly proficient at building an accurate and effective financial model from the ground up. That's why, in The Financial Modeling Handbook, Jack Avon equips financial professionals with all the tools they need to precisely and effectively monitor a company's assets and project its future performance. Based on the author's extensive experience building models in business and finance—and teaching others to do the same—The Handbook of Financial Modeling takes readers step by step through the financial modeling process, starting with a general overview of the history and evolution of financial modeling. It then moves on to more technical topics, such as the principles of financial modeling and the proper way to approach a financial modeling assignment, before covering key application areas for modeling in Microsoft Excel. Designed for intermediate and advanced modelers who wish to expand and enhance their knowledge, The Handbook of Financial Modeling also covers: The accounting and finance concepts that underpin working financial models; How to approach financial issues and solutions from a modeler's perspective; The importance of thinking about end users when developing a financial model; How to plan, design, and build a fully functional financial model; And more. A nuts-to-bolts guide to solving common financial problems with spreadsheets, The Handbook of Financial Modeling is a one-stop resource for anyone who needs to build or analyze financial models. What you’ll learn Key financial modeling principles, including best practices, principles around calculations, and the importance of producing clean, clear financial models How to design and implement a projection model that allows the user to change inputs quickly for sensitivity testing The proper way to approach a financial modeling assignment, from project planning all the way through to the documentation of the model's findings and effectiveness How to model in Microsoft Excel, including how to set up an Excel environment, how to format worksheets, and the correct application of various modeling formulae The skills and knowledge they need to become more proficient financial modelers and differentiate themselves from their professional competitors. Who this book is for Written in a clear, concise manner and filled with screen grabs that will facilitate readers' comprehension of the financial modeling process, The Handbook of Financial Modeling is appropriate for intermediate to advanced financial modelers who are looking to learn how to enhance their modeling proficiency. Table of Contents Financial Modeling: An Overview Financial Modeling Best Practices Modeling Functions and Tools Planning Your Model Testing and Documenting Your Model Designing and Building Your Model The Model User: Inputs An Introduction to Finance and Accounting for Modelers Managing and Evaluating a Business for Modelers The Implications and Rules of Accounting for Modelers Financial Based Calculations Logical and Structural Based Calculations How to Capture Document and Track Assumptions in Your Model Modeling to Give the User Transparency Model Testing and Auditing Modeling Handover Dos and Don'ts. Case Study: Building a Full Life Cycle Model Additional Tools and VBA for Financial Models What is the Future of Financial Modeling? Keyboard Shortcuts Finance and Accounting Glossary Readymade Functions Sample Outputs Housekeeping References

Financial Modeling Using Excel and VBA


Author: Chandan Sengupta
Publisher: John Wiley & Sons
ISBN: 9780471267683
Category: Business & Economics
Page: 857
View: 6601
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"Reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial models" - cover.

Financial Modeling


Author: Simon Benninga,Simon Z. Benninga,Benjamin Czaczkes
Publisher: MIT Press
ISBN: 9780262024822
Category: Business & Economics
Page: 622
View: 3116
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Too often, finance courses stop short of making a connection between textbook finance and the problems of real-world business. "Financial Modeling" bridges this gap between theory and practice by providing a nuts-and-bolts guide to solving common financial problems with spreadsheets. The CD-ROM contains Excel* worksheets and solutions to end-of-chapter exercises. 634 illustrations.

The Oxford Guide to Financial Modeling

Applications for Capital Markets, Corporate Finance, Risk Management and Financial Institutions
Author: Thomas S. Y. Ho,Sang Bin Lee
Publisher: Oxford University Press
ISBN: 9780199727704
Category: Business & Economics
Page: 768
View: 7353
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The essential premise of this book is that theory and practice are equally important in describing financial modeling. In it the authors try to strike a balance in their discussions between theories that provide foundations for financial models and the institutional details that provide the context for applications of the models. The book presents the financial models of stock and bond options, exotic options, investment grade and high-yield bonds, convertible bonds, mortgage-backed securities, liabilities of financial institutions--the business model and the corporate model. It also describes the applications of the models to corporate finance. Furthermore, it relates the models to financial statements, risk management for an enterprise, and asset/liability management with illiquid instruments. The financial models are progressively presented from option pricing in the securities markets to firm valuation in corporate finance, following a format to emphasize the three aspects of a model: the set of assumptions, the model specification, and the model applications. Generally, financial modeling books segment the world of finance as "investments," "financial institutions," "corporate finance," and "securities analysis," and in so doing they rarely emphasize the relationships between the subjects. This unique book successfully ties the thought processes and applications of the financial models together and describes them as one process that provides business solutions. Created as a companion website to the book readers can visit www.thomasho.com to gain deeper understanding of the book's financial models. Interested readers can build and test the models described in the book using Excel, and they can submit their models to the site. Readers can also use the site's forum to discuss the models and can browse server based models to gain insights into the applications of the models. For those using the book in meetings or class settings the site provides Power Point descriptions of the chapters. Students can use available question banks on the chapters for studying.

Financial Modeling and Valuation

A Practical Guide to Investment Banking and Private Equity
Author: Paul Pignataro
Publisher: John Wiley & Sons
ISBN: 1118558693
Category: Business & Economics
Page: 432
View: 5849
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Written by the Founder and CEO of the prestigious New YorkSchool of Finance, this book schools you in the fundamental toolsfor accurately assessing the soundness of a stock investment. Builtaround a full-length case study of Wal-Mart, it shows you how toperform an in-depth analysis of that company's financial standing,walking you through all the steps of developing a sophisticatedfinancial model as done by professional Wall Street analysts. Youwill construct a full scale financial model and valuationstep-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated thestock was undervalued. Since the first run of the analysis, thestock has increased 35 percent. Re-evaluating Wal-Mart9months later, we will step through the techniques utilized by WallStreet analysts to build models on and properly value businessentities. Step-by-step financial modeling - taught using downloadableWall Street models, you will construct the model step by step asyou page through the book. Hot keys and explicit Excel instructions aid even the noviceexcel modeler. Model built complete with Income Statement, Cash FlowStatement, Balance Sheet, Balance Sheet Balancing Techniques,Depreciation Schedule (complete with accelerating depreciation anddeferring taxes), working capital schedule, debt schedule, handlingcircular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aidin conceptual understanding. Concepts are reiterated and honed, perfect for a novice yetdetailed enough for a professional. Model built direct from Wal-Mart public filings, searchingthrough notes, performing research, and illustrating techniques toformulate projections. Includes in-depth coverage of valuation techniques commonlyused by Wall Street professionals. Illustrative comparable company analyses - built the right way,direct from historical financials, calculating LTM (Last TwelveMonth) data, calendarization, and properly smoothing EBITDA and NetIncome. Precedent transactions analysis - detailing how to extractproper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustratinghow a DCF is utilized, how unlevered free cash flow is derived, andthe meaning of weighted average cost of capital (WACC) Step-by-step we will come up with a valuation on Wal-Mart Chapter end questions, practice models, additional case studiesand common interview questions (found in the companion website)help solidify the techniques honed in the book; ideal foruniversities or business students looking to break into theinvestment banking field.

Financial Modeling of the Equity Market

From CAPM to Cointegration
Author: Frank J. Fabozzi,Sergio M. Focardi,Petter N. Kolm
Publisher: John Wiley & Sons
ISBN: 0470037695
Category: Business & Economics
Page: 651
View: 4962
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An inside look at modern approaches to modeling equity portfolios Financial Modeling of the Equity Market is the most comprehensive, up-to-date guide to modeling equity portfolios. The book is intended for a wide range of quantitative analysts, practitioners, and students of finance. Without sacrificing mathematical rigor, it presents arguments in a concise and clear style with a wealth of real-world examples and practical simulations. This book presents all the major approaches to single-period return analysis, including modeling, estimation, and optimization issues. It covers both static and dynamic factor analysis, regime shifts, long-run modeling, and cointegration. Estimation issues, including dimensionality reduction, Bayesian estimates, the Black-Litterman model, and random coefficient models, are also covered in depth. Important advances in transaction cost measurement and modeling, robust optimization, and recent developments in optimization with higher moments are also discussed. Sergio M. Focardi (Paris, France) is a founding partner of the Paris-based consulting firm, The Intertek Group. He is a member of the editorial board of the Journal of Portfolio Management. He is also the author of numerous articles and books on financial modeling. Petter N. Kolm, PhD (New Haven, CT and New York, NY), is a graduate student in finance at the Yale School of Management and a financial consultant in New York City. Previously, he worked in the Quantitative Strategies Group of Goldman Sachs Asset Management, where he developed quantitative investment models and strategies.

The Mathematics of Financial Modeling and Investment Management


Author: Sergio M. Focardi,Frank J. Fabozzi, CFA
Publisher: John Wiley & Sons
ISBN: 9780471465997
Category: Business & Economics
Page: 800
View: 8360
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the mathematics of financial modeling & investment management The Mathematics of Financial Modeling & Investment Management covers a wide range of technical topics in mathematics and finance-enabling the investment management practitioner, researcher, or student to fully understand the process of financial decision-making and its economic foundations. This comprehensive resource will introduce you to key mathematical techniques-matrix algebra, calculus, ordinary differential equations, probability theory, stochastic calculus, time series analysis, optimization-as well as show you how these techniques are successfully implemented in the world of modern finance. Special emphasis is placed on the new mathematical tools that allow a deeper understanding of financial econometrics and financial economics. Recent advances in financial econometrics, such as tools for estimating and representing the tails of the distributions, the analysis of correlation phenomena, and dimensionality reduction through factor analysis and cointegration are discussed in depth. Using a wealth of real-world examples, Focardi and Fabozzi simultaneously show both the mathematical techniques and the areas in finance where these techniques are applied. They also cover a variety of useful financial applications, such as: * Arbitrage pricing * Interest rate modeling * Derivative pricing * Credit risk modeling * Equity and bond portfolio management * Risk management * And much more Filled with in-depth insight and expert advice, The Mathematics of Financial Modeling & Investment Management clearly ties together financial theory and mathematical techniques.

Financial Modeling Under Non-Gaussian Distributions


Author: Eric Jondeau,Ser-Huang Poon,Michael Rockinger
Publisher: Springer Science & Business Media
ISBN: 1846286964
Category: Mathematics
Page: 541
View: 5702
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This book examines non-Gaussian distributions. It addresses the causes and consequences of non-normality and time dependency in both asset returns and option prices. The book is written for non-mathematicians who want to model financial market prices so the emphasis throughout is on practice. There are abundant empirical illustrations of the models and techniques described, many of which could be equally applied to other financial time series.

Financial Modeling

An Introductory Guide to Excel and VBA Applications in Finance
Author: Joachim Häcker,Dietmar Ernst
Publisher: Springer
ISBN: 1137426586
Category: Business & Economics
Page: 956
View: 5332
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This book provides a comprehensive introduction to modern financial modeling using Excel, VBA, standards of financial modeling and model review. It offers guidance on essential modeling concepts around the four core financial activities in the modern financial industry today: financial management; corporate finance; portfolio management and financial derivatives. Written in a highly practical, market focused manner, it gives step-by-step guidance on modeling practical problems in a structured manner. Quick and interactive learning is assured due to the structure as a training course which includes applied examples that are easy to follow. All applied examples contained in the book can be reproduced step by step with the help of the Excel files. The content of this book serves as the foundation for the training course Certified Financial Modeler. In an industry that is becoming increasingly complex, financial modeling is a key skill for practitioners across all key sectors of finance and banking, where complicated problems often need to be solved quickly and clearly. This book will equip readers with the basic modeling skills required across the industry today.

Pro Excel Financial Modeling

Building Models for Technology Startups
Author: Tom Sawyer
Publisher: Apress
ISBN: 1430218991
Category: Computers
Page: 304
View: 7861
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Learn the business thinking behind financial modeling and execute what you know effectively using Microsoft Excel. Many believe that sales and profitability projections shown in financial models are the keys to success in attracting investors. The truth is that investors will come up with their own projections. The investor wants to understand the assumptions, structure, and relationships within the modeling of a startup. If the investor is satiated, the entrepreneur has successfully demonstrated a complete understanding of the business side of the enterprise. Pro Excel Financial Modeling provides the keys necessary to learn this thinking and to build the models that will illustrate it. Step–by–step approach to developing financial models in Excel Extensive case studies and Excel templates provided

Financial Modeling

A Backward Stochastic Differential Equations Perspective
Author: Stephane Crepey
Publisher: Springer Science & Business Media
ISBN: 3642371132
Category: Computers
Page: 459
View: 5115
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Backward stochastic differential equations (BSDEs) provide a general mathematical framework for solving pricing and risk management questions of financial derivatives. They are of growing importance for nonlinear pricing problems such as CVA computations that have been developed since the crisis. Although BSDEs are well known to academics, they are less familiar to practitioners in the financial industry. In order to fill this gap, this book revisits financial modeling and computational finance from a BSDE perspective, presenting a unified view of the pricing and hedging theory across all asset classes. It also contains a review of quantitative finance tools, including Fourier techniques, Monte Carlo methods, finite differences and model calibration schemes. With a view to use in graduate courses in computational finance and financial modeling, corrected problem sets and Matlab sheets have been provided. Stéphane Crépey’s book starts with a few chapters on classical stochastic processes material, and then... fasten your seatbelt... the author starts traveling backwards in time through backward stochastic differential equations (BSDEs). This does not mean that one has to read the book backwards, like a manga! Rather, the possibility to move backwards in time, even if from a variety of final scenarios following a probability law, opens a multitude of possibilities for all those pricing problems whose solution is not a straightforward expectation. For example, this allows for framing problems like pricing with credit and funding costs in a rigorous mathematical setup. This is, as far as I know, the first book written for several levels of audiences, with applications to financial modeling and using BSDEs as one of the main tools, and as the song says: "it's never as good as the first time". Damiano Brigo, Chair of Mathematical Finance, Imperial College London While the classical theory of arbitrage free pricing has matured, and is now well understood and used by the finance industry, the theory of BSDEs continues to enjoy a rapid growth and remains a domain restricted to academic researchers and a handful of practitioners. Crépey’s book presents this novel approach to a wider community of researchers involved in mathematical modeling in finance. It is clearly an essential reference for anyone interested in the latest developments in financial mathematics. Marek Musiela, Deputy Director of the Oxford-Man Institute of Quantitative Finance

Financial Modeling, Actuarial Valuation and Solvency in Insurance


Author: Mario V. Wüthrich,Michael Merz
Publisher: Springer Science & Business Media
ISBN: 3642313922
Category: Mathematics
Page: 432
View: 853
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Risk management for financial institutions is one of the key topics the financial industry has to deal with. The present volume is a mathematically rigorous text on solvency modeling. Currently, there are many new developments in this area in the financial and insurance industry (Basel III and Solvency II), but none of these developments provides a fully consistent and comprehensive framework for the analysis of solvency questions. Merz and Wüthrich combine ideas from financial mathematics (no-arbitrage theory, equivalent martingale measure), actuarial sciences (insurance claims modeling, cash flow valuation) and economic theory (risk aversion, probability distortion) to provide a fully consistent framework. Within this framework they then study solvency questions in incomplete markets, analyze hedging risks, and study asset-and-liability management questions, as well as issues like the limited liability options, dividend to shareholder questions, the role of re-insurance, etc. This work embeds the solvency discussion (and long-term liabilities) into a scientific framework and is intended for researchers as well as practitioners in the financial and actuarial industry, especially those in charge of internal risk management systems. Readers should have a good background in probability theory and statistics, and should be familiar with popular distributions, stochastic processes, martingales, etc.

Financial Modeling with Crystal Ball and Excel


Author: John Charnes
Publisher: John Wiley & Sons
ISBN: 1118161130
Category: Business & Economics
Page: 288
View: 6456
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Praise for Financial Modeling with Crystal Ball(r) and Excel(r) "Professor Charnes's book drives clarity into applied Monte Carlo analysis using examples and tools relevant to real-world finance. The book will prove useful for analysts of all levels and as a supplement to academic courses in multiple disciplines." -Mark Odermann, Senior Financial Analyst, Microsoft "Think you really know financial modeling? This is a must-have for power Excel users. Professor Charnes shows how to make more realistic models that result in fewer surprises. Every analyst needs this credibility booster." -James Franklin, CEO, Decisioneering, Inc. "This book packs a first-year MBA's worth of financial and business modeling education into a few dozen easy-to-understand examples. Crystal Ball software does the housekeeping, so readers can concentrate on the business decision. A careful reader who works the examples on a computer will master the best general-purpose technology available for working with uncertainty." -Aaron Brown, Executive Director, Morgan Stanley, author of The Poker Face of Wall Street "Using Crystal Ball and Excel, John Charnes takes you step by step, demonstrating a conceptual framework that turns static Excel data and financial models into true risk models. I am astonished by the clarity of the text and the hands-on, step-by-step examples using Crystal Ball and Excel; Professor Charnes is a masterful teacher, and this is an absolute gem of a book for the new generation of analyst." -Brian Watt, Chief Operating Officer, GECC, Inc. "Financial Modeling with Crystal Ball and Excel is a comprehensive, well-written guide to one of the most useful analysis tools available to professional risk managers and quantitative analysts. This is a must-have book for anyone using Crystal Ball, and anyone wanting an overview of basic risk management concepts." -Paul Dietz, Manager, Quantitative Analysis, Westar Energy "John Charnes presents an insightful exploration of techniques for analysis and understanding of risk and uncertainty in business cases. By application of real options theory and Monte Carlo simulation to planning, doors are opened to analysis of what used to be impossible, such as modeling the value today of future project choices." -Bruce Wallace, Nortel

Financial Modeling with Crystal Ball and Excel, + Website


Author: John Charnes
Publisher: John Wiley & Sons
ISBN: 1118175441
Category: Business & Economics
Page: 314
View: 7523
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Updated look at financial modeling and Monte Carlo simulation with software by Oracle Crystal Ball This revised and updated edition of the bestselling book on financial modeling provides the tools and techniques needed to perform spreadsheet simulation. It answers the essential question of why risk analysis is vital to the decision-making process, for any problem posed in finance and investment. This reliable resource reviews the basics and covers how to define and refine probability distributions in financial modeling, and explores the concepts driving the simulation modeling process. It also discusses simulation controls and analysis of simulation results. The second edition of Financial Modeling with Crystal Ball and Excel contains instructions, theory, and practical example models to help apply risk analysis to such areas as derivative pricing, cost estimation, portfolio allocation and optimization, credit risk, and cash flow analysis. It includes the resources needed to develop essential skills in the areas of valuation, pricing, hedging, trading, risk management, project evaluation, credit risk, and portfolio management. Offers an updated edition of the bestselling book covering the newest version of Oracle Crystal Ball Contains valuable insights on Monte Carlo simulation—an essential skill applied by many corporate finance and investment professionals Written by John Charnes, the former finance department chair at the University of Kansas and senior vice president of global portfolio strategies at Bank of America, who is currently President and Chief Data Scientist at Syntelli Solutions, Inc. Risk Analytics and Predictive Intelligence Division (Syntelli RAPID) Engaging and informative, this book is a vital resource designed to help you become more adept at financial modeling and simulation.

Financial Modeling for Business Owners and Entrepreneurs

Developing Excel Models to Raise Capital, Increase Cash Flow, Improve Operations, Plan Projects, and Make Decisions
Author: Tom Y. Sawyer
Publisher: Apress
ISBN: 1484203704
Category: Business & Economics
Page: 348
View: 9378
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Financial Modeling for Business Owners and Entrepreneurs: Developing Excel Models to Raise Capital, Increase Cash Flow, Improve Operations, Plan Projects, and Make Decisions may be one of the most important books any entrepreneur or manager in a small or medium-sized enterprise will read. It combines logical business principles and strategies with a step-by-step methodology for planning and modeling a company and solving specific business problems. You’ll learn to create operational and financial models in Excel that describe the workings of your company in quantitative terms and that make it far more likely you will avoid the traps and dead ends many businesses fall into. Serial entrepreneur and financial expert Tom Y. Sawyer shows how to break your company down into basic functional and operational components that can be modeled. The result is a financial model that, for example, you can literally take to the bank or bring to local angel investors to receive the funding you need to launch your business or a new product. Or it might be a model that shows with startling clarity that your new product development effort is a likely winner—or loser. Even better, you’ll learn to create models that will serve as guideposts for ongoing operations. You’ll always know just where you are financially, and where you need to be. The models you will learn to build in Financial Modeling for Business Owners and Entrepreneurs can be used to: Raise capital for startup or any stage of growth Plan projects and new initiatives Make astute business decisions, including go/no-go assessments Analyze ROI on your product development and marketing expenditures Streamline operations, manage budgets, improve efficiency, and reduce costs Value the business when it is time to cash out or merge In addition to many valuable exercises and tips for using Excel to model your business, this book contains a combination of practical advice born of hard-won lessons, advanced strategic thought, and the insightful use of hard skills. With a basic knowledge of Excel assumed, it will help you learn to think like an experienced business person who expects to make money on the products or services offered to the public. You’ll discover that the financial model is a key management tool that, if built correctly, provides invaluable assistance every step of the entrepreneurial journey. Tom Y. Sawyer has used the principles this book contains to create financial models of numerous startup and early-stage companies, assisting them in planning for and raising the capital that they needed to grow their businesses and ultimately exit with multiples of their initial investment. Financial Modeling for Business Owners and Entrepreneurs, a mini-MBA in entrepreneurship and finance, will show you how you can do the same. Note: This book is an updated version of Sawyer's 2009 title, Pro Excel Financial Modeling.

Financial Modeling


Author: Hercules Vladimirou
Publisher: N.A
ISBN: N.A
Category: Finance
Page: 336
View: 8474
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The Basics of Financial Modeling


Author: Jack Avon
Publisher: Apress
ISBN: 1484208714
Category: Business & Economics
Page: 248
View: 6141
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Learn to create and understand financial models that assess the value of your company, the projects it undertakes, and its future earnings/profit projections. Follow this step-by-step guide organized in a quick-read format to build an accurate and effective financial model from the ground up. In this short book, The Basics of Financial Modeling—an abridgment of the Handbook of Financial Modeling—author Jack Avon equips business professionals who are familiar with financial statements and accounting reports to become truly proficient. Based on the author's extensive experience building models in business and finance, and teaching others to do the same, this book takes you through the financial modeling process, starting with a general overview of the history and evolution of financial modeling. It then moves on to more technical topics, such as the principles of financial modeling and the proper way to approach a financial modeling assignment, before covering key application areas for modeling in Microsoft Excel. What You'll Learn Understand the accounting and finance concepts that underpin working financial models Approach financial issues and solutions from a modeler's perspective Think about end users when developing a financial model Plan, design, and build a financial model Who This Book Is For Beginning to intermediate modelers who wish to expand and enhance their knowledge of using Excel to build and analyze financial models

Hands-On Financial Modeling with Microsoft Excel 2019

Build practical models for forecasting, valuation, trading, and growth analysis using Excel 2019
Author: Shmuel Oluwa
Publisher: Packt Publishing Ltd
ISBN: 1789531632
Category: Computers
Page: 292
View: 9864
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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 tips Key Features A non data professionals guide to exploring Excel's financial functions and pivot tables Learn to prepare various models for income and cash flow statements, and balance sheets Learn to perform valuations and identify growth drivers with real-world case studies 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 2019 examines various definitions and relates them to the key features of financial modeling with the help of Excel. This book will help you understand financial modeling concepts using Excel, and 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 of Excel 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, along with best practices and practical use cases. By the end of this book, you will have examined the data from various use cases, and you will 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, 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 for This 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.

The Art and Science of Financial Modeling


Author: Anurag Singal
Publisher: N.A
ISBN: 9781948976947
Category: Business & Economics
Page: 106
View: 1636
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The importance of sound financial modelling skills, deep understanding of valuation methods and the assessment of outputs of valuations for finance professionals cannot be overemphasized The book aims to help a user deep dive into the art of financial modelling and valuation. The reader will be able to prepare/use existing models more competently, interpret the results and have greater comfort over the integrity and accuracy of the model's calculations. It seeks to disseminate the skill-set to prepare financial models for business cases, be it Mergers & Acquisitions, Venture Capital/ Private Equity or long-term Financial Forecasts of companies It is suited for an aspirant who seeks to learn the art of preparing financial models in a logical structured and disciplined manner. In turn, the user can go for correct valuation analyses, which in turn, fuels well-informed and appropriate strategic organizational decisions.