Author: Morten Helbæk
Publisher: Routledge
ISBN: 1134620276
Category : Business & Economics
Languages : en
Pages : 524
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Book Description
Finance is Excel! This book takes you straight into the fascinating world of Excel, the powerful tool for number crunching. In a clear cut language it amalgamates financial theory with Excel providing you with the skills you need to build financial models for private or professional use. A comprehensive knowledge of modeling in Excel is becoming increasingly important in a competitive labour market. The chapters in part one start with the most basic Excel topics such as cell addresses, workbooks, basic formulas, etc. These chapters get more advanced through part one, and takes you in the end to topics such as array formulas, data tables, pivot tables, etc. The other parts of the book discusses a variety of subjects such as net present value, internal rate of return, risk, portfolio theory, CAPM, VaR, project valuation, asset valuation, firm valuation, loan, leasing, stocks, bonds, options, simulation, sensitivity analysis, etc.
Author: Morten Helbæk
Publisher: Routledge
ISBN: 1134620209
Category : Business & Economics
Languages : en
Pages : 447
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Book Description
Finance is Excel! This book takes you straight into the fascinating world of Excel, the powerful tool for number crunching. In a clear cut language it amalgamates financial theory with Excel providing you with the skills you need to build financial models for private or professional use. A comprehensive knowledge of modeling in Excel is becoming increasingly important in a competitive labour market. The chapters in part one start with the most basic Excel topics such as cell addresses, workbooks, basic formulas, etc. These chapters get more advanced through part one, and takes you in the end to topics such as array formulas, data tables, pivot tables, etc. The other parts of the book discusses a variety of subjects such as net present value, internal rate of return, risk, portfolio theory, CAPM, VaR, project valuation, asset valuation, firm valuation, loan, leasing, stocks, bonds, options, simulation, sensitivity analysis, etc.
Author: Paul Pignataro
Publisher: John Wiley & Sons
ISBN: 1118558766
Category : Business & Economics
Languages : en
Pages : 432
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Book Description
Written by the Founder and CEO of the prestigious New York School of Finance, this book schools you in the fundamental tools for accurately assessing the soundness of a stock investment. Built around a full-length case study of Wal-Mart, it shows you how to perform an in-depth analysis of that company's financial standing, walking you through all the steps of developing a sophisticated financial model as done by professional Wall Street analysts. You will construct a full scale financial model and valuation step-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated the stock was undervalued. Since the first run of the analysis, the stock has increased 35 percent. Re-evaluating Wal-Mart 9months later, we will step through the techniques utilized by Wall Street analysts to build models on and properly value business entities. Step-by-step financial modeling - taught using downloadable Wall Street models, you will construct the model step by step as you page through the book. Hot keys and explicit Excel instructions aid even the novice excel modeler. Model built complete with Income Statement, Cash Flow Statement, Balance Sheet, Balance Sheet Balancing Techniques, Depreciation Schedule (complete with accelerating depreciation and deferring taxes), working capital schedule, debt schedule, handling circular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aid in conceptual understanding. Concepts are reiterated and honed, perfect for a novice yet detailed enough for a professional. Model built direct from Wal-Mart public filings, searching through notes, performing research, and illustrating techniques to formulate projections. Includes in-depth coverage of valuation techniques commonly used by Wall Street professionals. Illustrative comparable company analyses - built the right way, direct from historical financials, calculating LTM (Last Twelve Month) data, calendarization, and properly smoothing EBITDA and Net Income. Precedent transactions analysis - detailing how to extract proper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustrating how a DCF is utilized, how unlevered free cash flow is derived, and the 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 studies and common interview questions (found in the companion website) help solidify the techniques honed in the book; ideal for universities or business students looking to break into the investment banking field.
Author: Shmuel Oluwa
Publisher: Packt Publishing Ltd
ISBN: 1789531632
Category : Computers
Languages : en
Pages : 280
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Book Description
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 FeaturesA non data professionals guide to exploring Excel's financial functions and pivot tablesLearn to prepare various models for income and cash flow statements, and balance sheetsLearn to perform valuations and identify growth drivers with real-world case studiesBook 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 learnIdentify the growth drivers derived from processing historical data in ExcelUse discounted cash flow (DCF) for efficient investment analysisBuild a financial model by projecting balance sheets, profit, and lossApply a Monte Carlo simulation to derive key assumptions for your financial modelPrepare detailed asset and debt schedule models in ExcelDiscover the latest and advanced features of Excel 2019Calculate profitability ratios using various profit parametersWho 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.
Author: Morten Helbæk
Publisher:
ISBN: 9780203362884
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
Finance is Excel! This book takes you straight into the fascinating world of Excel, the powerful tool for number crunching. In a clear cut language it amalgamates financial theory with Excel providing you with the skills you need to build financial models for private or professional use. A comprehensive knowledge of modeling in Excel is becoming increasingly important in a competitive labour market. The chapters in part one start with the most basic Excel topics such as cell addresses, workbooks, basic formulas, etc. These chapters get more advanced through part one, and takes you in the end to topics such as array formulas, data tables, pivot tables, etc. The other parts of the book discusses a variety of subjects such as net present value, internal rate of return, risk, portfolio theory, CAPM, VaR, project valuation, asset valuation, firm valuation, loan, leasing, stocks, bonds, options, simulation, sensitivity analysis, etc.
Author: Mary Jackson
Publisher: John Wiley & Sons
ISBN: 0470061669
Category : Business & Economics
Languages : en
Pages : 276
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Book Description
This new and unique book demonstrates that Excel and VBA can play an important role in the explanation and implementation of numerical methods across finance. Advanced Modelling in Finance provides a comprehensive look at equities, options on equities and options on bonds from the early 1950s to the late 1990s. The book adopts a step-by-step approach to understanding the more sophisticated aspects of Excel macros and VBA programming, showing how these programming techniques can be used to model and manipulate financial data, as applied to equities, bonds and options. The book is essential for financial practitioners who need to develop their financial modelling skill sets as there is an increase in the need to analyse and develop ever more complex 'what if' scenarios. Specifically applies Excel and VBA to the financial markets Packaged with a CD containing the software from the examples throughout the book Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
Author: Shmuel Oluwa
Publisher: Packt Publishing Ltd
ISBN: 1803248939
Category : Computers
Languages : en
Pages : 347
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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 DescriptionFinancial 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.
Author: Michael Rees
Publisher: John Wiley & Sons
ISBN: 1394157800
Category : Business & Economics
Languages : en
Pages : 342
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Book Description
A concise and practical guide to financial modeling in Excel In The Essentials of Financial Modeling in Excel: A Concise Guide to Concepts and Methods, veteran quantitative modeling and business analysis expert Dr. Michael Rees delivers a practical and hands-on introduction to financial modeling in Excel. The author offers readers a well-structured and strategic toolkit to learn modeling from scratch, focusing on the core economic concepts and the structures commonly required within Excel models. Divided into six parts, the book discusses the use of models and the factors to consider when designing and building models so that they can be as powerful as possible, yet simple. . Readers will also find: The foundational structures and calculations most frequently used in modeling, including growth- and ratio-based methods, corkscrews, and waterfall analysis Walkthroughs of economic modeling, measurement, and evaluation, and the linking of these to the decision criteria. These include breakeven and payback analysis, compounding, discounting, calculation of returns, loan calculations, and others Structured approaches for modeling in corporate finance, including financial statement modeling, cash flow valuation, cost of capital, and ratio analysis Techniques to implement sensitivity and scenario analysis Core aspects of statistical analysis, including data preparation, manipulation, and integration The use of approximately 100 Excel functions within example modeling contexts Further Topics Sections, which introduce advanced aspects of many areas, in order to provide further benefit to more advance readers, whilst presenting the truly essential topics separately. Examples of these include introductions to PowerQuery and PowerPivot, as well as advanced waterfall structures An invaluable, all-in-one blueprint for learning financial modeling in Excel, this book is ideal for beginning and intermediate financial professionals and students seeking to build and reinforce essential topics in financial modeling.
Author: Ken Kasriel
Publisher: John Wiley & Sons
ISBN: 1118537696
Category : Business & Economics
Languages : en
Pages : 389
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Book Description
Please contact the authors at
[email protected] for details of how to access the trial version of Crystal Ball, as well as the Excel and other files which are *not* part of the e-book version download. "This is a book no deal team should be without. It is a must for those involved in upstream oil and gas transactions, planning, budgeting, investment appraisal and portfolio management. Its step–by–step approach cuts through complexity, making it comprehensive and understandable by a wide range of users with a wide range of abilities. It can be used as a textbook, an introductory primer or as a handbook that you can dip in and out of or read cover to cover." —Michael Lynch-Bell, Senior Advisor, Oil & Gas, Ernst & Young LLP; ex-officio Chairman, UN Expert Group on Resource Classification In the upstream petroleum industry, it is the value of post–tax cashflows which matters most to companies, governments, investors, lenders, analysts, and advisors. Calculating these cashflows and understanding their “behavior,” however, is challenging, as the industry’s specialized fiscal systems can be complex, jargon–laden, and sometimes seem to be a “world of their own”. Upstream Petroleum Fiscal and Valuation Modeling in Excel: A Worked Examples Approach demystifies fiscal analysis which, unlike disciplines such as Earth sciences and engineering, can be learned from a book. Written in plain English for laymen and for experienced practitioners alike, it is a reader–friendly, clear, practical, step–by–step hands–on guide for both reference and self–paced study. The book does not catalogue the 100+ different petroleum fiscal regimes in use at the time of writing. Rather, drawing on the authors’ combined 48 years’ experience, it takes a more timeless, generic treatment, by covering the most common variants of royalties, taxation, production sharing arrangements, bonuses and abandonment funding , through a dual approach: first, showing how to model them in Excel , and then providing interactive exercises to prompt (and answer) questions that analyze impacts on cashflows. In addition to the main text, the book consists of over 120 Excel files (ranging from modular examples to full models) in Excel 2007 and 2003 formats; over 400 pages of supplementary PDF files; VBA features to enhance model functionality; and an introduction to risk modeling with exercises for the included trial version of Oracle’s Crystal Ball software. It offers both a wealth of content and models equal to or surpassing what is available from fiscal modeling courses costing several times more; and greater insights into underlying calculations than commercially available “black box” fiscal software. New US Securities and Exchange Commission (SEC) rules planned for 2013 will force petroleum companies to disclose more fiscal information on an individual country basis. This will make it more important than ever for analysts to understand how to model oil and gas terms and the potential impacts of the disclosed government payments on future oil and gas company profitability. Due to the heavy use of graphics and cross references used in this particular text, some readers might find that the printed book offers a more optimal reading experience than certain e-formats particularly with the Kindle eMobi format.
Author: Simon Benninga
Publisher: MIT Press
ISBN: 0262046423
Category : Business & Economics
Languages : en
Pages : 1049
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Book Description
A substantially updated new edition of the essential text on financial modeling, with revised material, new data, and implementations shown in Excel, R, and Python. Financial Modeling has become the gold-standard text in its field, an essential guide for students, researchers, and practitioners that provides the computational tools needed for modeling finance fundamentals. This fifth edition has been substantially updated but maintains the straightforward, hands-on approach, with an optimal mix of explanation and implementation, that made the previous editions so popular. Using detailed Excel spreadsheets, it explains basic and advanced models in the areas of corporate finance, portfolio management, options, and bonds. This new edition offers revised material on valuation, second-order and third-order Greeks for options, value at risk (VaR), Monte Carlo methods, and implementation in R. The examples and implementation use up-to-date and relevant data. Parts I to V cover corporate finance topics, bond and yield curve models, portfolio theory, options and derivatives, and Monte Carlo methods and their implementation in finance. Parts VI and VII treat technical topics, with part VI covering Excel and R issues and part VII (now on the book’s auxiliary website) covering Excel’s programming language, Visual Basic for Applications (VBA), and Python implementations. Knowledge of technical chapters on VBA and R is not necessary for understanding the material in the first five parts. The book is suitable for use in advanced finance classes that emphasize the need to combine modeling skills with a deeper knowledge of the underlying financial models.
