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Using Excel For Business Analysis: A Guide To Financial Modelling Fundamentals, + Website

Using Excel For Business Analysis: A Guide To Financial Modelling Fundamentals, + Website

          
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About the Book

Using a fundamental approach to financial modelling that's accessible to both new and experienced professionals, Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website offers practical guidance for anyone looking to build financial models for business proposals, to evaluate opportunities, or to craft financial reports. Comprehensive in nature, the book covers the principles and best practices of financial modelling, including the Excel tools, formulas, and functions to master, and the techniques and strategies necessary to eliminate errors.

About the Author

Danielle Stein Fairhurst is the Principal of Plum Solutions, a Sydney-based consultancy specializing in Financial Modeling & Analysis. With over fourteen years' experience as a financial analyst, she helps her clients create meaningful financial models in the form of business cases, pricing models and management reports. She has hands-on experience in a number of industry sectors, including telecoms, information systems, manufacturing and financial services. Danielle has regular global engagements as a speaker, course facilitator, financial modeling consultant and analyst. She holds a Master of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM), and has taught management accounting subjects at Sydney University.



Table of Contents:
Preface CHAPTER 1 What Is Financial Modelling? What's the Difference between a Spreadsheet and a Financial Model? Types and Purposes of Financial Models Tool Selection What Skills Do You Need to Be a Good Financial Modeller? The Ideal Financial Modeller Summary CHAPTER 2 Building a Model Model Design The Golden Rules for Model Design Design Issues The Workbook Anatomy of a Model Project Planning Your Model Model Layout Flow Charting Steps to Building a Model Information Requests Version-Control Documentation Summary CHAPTER 3 Best Practice Principles of Modelling Document Your Assumptions Linking, Not Hard Coding Only Enter Data Once Avoid Bad Habits Use Consistent Formulas Format and Label Clearly Methods and Tools of Assumptions Documentation Linked Dynamic Text Assumptions Documentation What Makes a Good Model? Summary CHAPTER 4 Financial Modelling Techniques The Problem with Excel Error Avoidance Strategies How Long Should a Formula Be? Linking to External Files Building Error Checks Avoid Error Displays in Formulas Circular References Summary CHAPTER 5 Using Excel in Financial Modelling Formulas and Functions in Excel Excel Versions Handy Excel Shortcuts Basic Excel Functions Logical Functions Nesting: Combining Simple Functions to Create Complex Formulas Cell Referencing Best Practices Named Ranges Summary CHAPTER 6 Functions for Financial Modelling Aggregation Functions LOOKUP Formulas Other Useful Functions Working with Dates Financial Project Evaluation Functions Loan Calculations Summary CHAPTER 7 Tools for Model Display Basic Formatting Custom Formatting Conditional Formatting Sparklines Bulletproofing Your Model Customising the Display Settings Form Controls Summary CHAPTER 8 Tools for Financial Modelling Hiding Sections of a Model Grouping Array Formulas Goal Seeking Pivot Tables Macros User-Defined Functions (UDFs) Summary CHAPTER 9 Common Uses of Tools in Financial Modelling Escalation Methods for Modelling Understanding Nominal and Effective (Real) Rates Calculating Cumulative Totals How to Calculate a Payback Period Weighted Average Cost of Capital (WACC) Building a Tiering Table Modelling Depreciation Methods Break-Even Analysis Summary CHAPTER 10 Model Review Rebuilding an Inherited Model Auditing a Financial Model Appendix 10.1: QA Log Summary CHAPTER 11 Stress-Testing, Scenarios, and Sensitivity Analysis in Financial Modelling What's the Difference between Scenario, Sensitivity, and What-If Analysis? Overview of Scenario Analysis Tools and Methods Advanced Conditional Formatting Comparing Scenario Methods Summary CHAPTER 12 Presenting Model Output Preparing an Oral Presentation for Model Results Preparing a Graphic or Written Presentation for Model Results Chart Types Working with Charts Handy Charting Hints Dynamic Range Names Charting with Two Different Axes and Chart Types Bubble Charts Waterfall Charts Summary About the Author About the Website Index


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Product Details
  • ISBN-13: 9788126545650
  • Publisher: Wiley India Pvt Ltd
  • Binding: Paperback
  • No of Pages: 336
  • ISBN-10: 8126545658
  • Publisher Date: 2013
  • Language: ENGLISH

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