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The Essentials of Financial Modeling in Excel: A Concise Guide to Concepts and Methods
Author(s): Michael Rees
Publisher: Wiley, Year: 2023
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.
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.