Book

Hands-On Financial Modeling with Excel for Microsoft 365

This book provides a gateway to financial modeling through easy-to-follow examples in Excel 365. It explores the process of modeling, from giving you a thorough understanding of the project to gathering historical information and arriving at assumptions. Good modeling practices are emphasized and demonstrated throughout the book.

Offered byPackt Logo

Difficulty Level

Intermediate

Completion Time

11h32m

Language

English

About Book

Who Is This Book 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.

Book content

chapters 11h32m total length

An Introduction to Financial Modeling and Excel

Steps for Building a Financial Model

Formulas and Functions - Completing Modeling Tasks with a Single Formula

The Referencing Framework in Excel

An Introduction to Power Query

Understanding Project and Building Assumptions

Asset and Debt Schedules

Preparing a Cash Flow Statement

Ratio Analysis

Valuation

Model Testing for Reasonableness and Accuracy

Case Study 1 – Building a Model to Extract a Balance Sheet and Profit and Loss from a Trial Balance

Case Study 2 – Creating a Model for Capital Budgeting

Related Resources

Access Ready-to-Use Books for Free!

Get instant access to a library of pre-built books—free trial, no credit card required. Start training your team in minutes!

No credit card required