Download Practical Financial Modelling Ebook PDF

Practical Financial Modelling

Practical Financial Modelling
The Development and Audit of Cash Flow Models

by Jonathan Swan

  • Publisher : Butterworth-Heinemann
  • Release : 2015-07-28
  • Pages : 336
  • ISBN : 0081005881
  • Language : En, Es, Fr & De
GET BOOK

Practical Financial Modelling, 3e is a book on model development and model assurance. It enhances the modelling process by emphasizing controls and checks for accuracy and reliability. New content on validation and verification, model use and sensitivity analysis is presented alongside a modelling methodology that underpins the various proprietary standards used in financial modelling today. It provides more details than other books and yet is general enough for applying its methodology to many applications. This book isn’t just about the details of building cash flow models, it’s about building better cash flow models. This new edition increases the number of worked examples and introduces new material on the audit sheet and audit workbook methodologies, and the delta sheet approach to sensitivity analysis. It provides the developer with a toolkit of modelling techniques and a framework of error controls to reduce the risk of spreadsheet error. The methodology and structure conforms with the modelling principles defined by the Institute of Chartered Accountants of England and Wales; and the model assurance processes ensure compliance with the UK public sector Macpherson Report and regulatory requirements such as Sarbanes-Oxley.

Using Excel for Business and Financial Modelling

Using Excel for Business and Financial Modelling
A Practical Guide

by Danielle Stein Fairhurst

  • Publisher : Wiley
  • Release : 2019-04-01
  • Pages : 416
  • ISBN : 111952038X
  • Language : En, Es, Fr & De
GET BOOK

A hands-on guide to using Excel in the business context First published in 2012, Using Excel for Business and Financial Modelling contains step-by-step instructions of how to solve common business problems using financial models, including downloadable Excel templates, a list of shortcuts and tons of practical tips and techniques you can apply straight away. Whilst there are many hundreds of tools, features and functions in Excel, this book focuses on the topics most relevant to finance professionals. It covers these features in detail from a practical perspective, but also puts them in context by applying them to practical examples in the real world. Learn to create financial models to help make business decisions whilst applying modelling best practice methodology, tools and techniques. • Provides the perfect mix of practice and theory • Helps you become a DIY Excel modelling specialist • Includes updates for Excel 2019/365 and Excel for Mac • May be used as an accompaniment to the author’s online and face-to-face training courses Many people are often overwhelmed by the hundreds of tools in Excel, and this book gives clarity to the ones you need to know in order to perform your job more efficiently. This book also demystifies the technical, design, logic and financial skills you need for business and financial modelling.

The Handbook of Financial Modeling

The Handbook of Financial Modeling
A Practical Approach to Creating and Implementing Valuation Projection Models

by Jack Avon

  • Publisher : Apress
  • Release : 2020-11-26
  • Pages : 351
  • ISBN : 9781484265390
  • Language : En, Es, Fr & De
GET BOOK

Financial modeling is a crucial concept for business leaders to understand and execute effectively, but few have the tools necessary to do so. While many professionals are familiar with financial statements and accounting reports, not many are truly proficient at building an accurate and practical financial model from the ground up. The Handbook of Financial Modeling provides these skills and so much more. Now in its second edition, The Handbook of Financial Modeling takes into account the new tech released since its successful initial release. Author Jack Avon uses his expertise to analyze the changes and improvements in industry-wide financial modeling through the past five years, in addition to instilling core concepts for readers of all experience levels. Approaching your company’s financial issues with a modeler’s perspective will transform and improve the rest of your business career’s trajectory. Financial professionals, students, business leaders, aspiring CFOs, and more will come away with all the tools necessary to precisely and efficiently monitor an organization’s assets and project future performance. The engaging case studies and Avon’s expert analysis leave you prepared to monitor and predict your organization’s finances effectively. Financial modeling’s latest technology is at your fingertips, and this book’s deep understanding of the topic ensures that you stay ahead of the pack. What You Will Learn Approach financial issues and solutions from a modeler's perspective Discover the importance of thinking about end users when developing a financial model Plan, design, and build a fully functional financial model Who This Book Is For Analysts who would typically be middle management, VPs, and associates. It is also written for business graduates and MBA students.

Financial Modeling and Valuation

Financial Modeling and Valuation
A Practical Guide to Investment Banking and Private Equity

by Paul Pignataro

  • Publisher : John Wiley & Sons
  • Release : 2013-07-10
  • Pages : 432
  • ISBN : 1118558766
  • Language : En, Es, Fr & De
GET BOOK

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.

Practical Financial Modelling

Practical Financial Modelling
A Book

by Anonim

  • Publisher : Unknown Publisher
  • Release : 1977
  • Pages : 129
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
GET BOOK

Principles of Financial Modelling

Principles of Financial Modelling
Model Design and Best Practices Using Excel and VBA

by Michael Rees

  • Publisher : John Wiley & Sons
  • Release : 2018-03-19
  • Pages : 544
  • ISBN : 1118904001
  • Language : En, Es, Fr & De
GET BOOK

The comprehensive, broadly-applicable, real-world guide to financial modelling Principles of Financial Modelling – Model Design and Best Practices Using Excel and VBAcovers the full spectrum of financial modelling tools and techniques in order to provide practical skills that are grounded in real-world applications. Based on rigorously-tested materials created for consulting projects and for training courses, this book demonstrates how to plan, design and build financial models that are flexible, robust, transparent, and highly applicable to a wide range of planning, forecasting and decision-support contexts. This book integrates theory and practice to provide a high-value resource for anyone wanting to gain a practical understanding of this complex and nuanced topic. Highlights of its content include extensive coverage of: Model design and best practices, including the optimisation of data structures and layout, maximising transparency, balancing complexity with flexibility, dealing with circularity, model audit and error-checking Sensitivity and scenario analysis, simulation, and optimisation Data manipulation and analysis The use and choice of Excel functions and functionality, including advanced functions and those from all categories, as well as of VBA and its key areas of application within financial modelling The companion website provides approximately 235 Excel files (screen-clips of most of which are shown in the text), which demonstrate key principles in modelling, as well as providing many examples of the use of Excel functions and VBA macros. These facilitate learning and have a strong emphasis on practical solutions and direct real-world application. For practical instruction, robust technique and clear presentation, Principles of Financial Modelling is the premier guide to real-world financial modelling from the ground up. It provides clear instruction applicable across sectors, settings and countries, and is presented in a well-structured and highly-developed format that is accessible to people with different backgrounds.

Practical Financial Modelling

Practical Financial Modelling
A Guide to Current Practice

by Jonathan Swan

  • Publisher : CIMA Publishing
  • Release : 2005
  • Pages : 160
  • ISBN : 9780750663564
  • Language : En, Es, Fr & De
GET BOOK

Suitable for financial professionals whose work involves complex spreadsheets and financial models. This book focuses on 'how-to-do-it', showing best practice, and is illustrated with practical worked examples. It also explains the techniques and functions of Excel used in financial modelling and budgeting.

Financial Modelling in Practice

Financial Modelling in Practice
A Concise Guide for Intermediate and Advanced Level

by Michael Rees

  • Publisher : Wiley
  • Release : 2008-12-03
  • Pages : 292
  • ISBN : 9780470997444
  • Language : En, Es, Fr & De
GET BOOK

Financial Modelling in Practice: A Concise Guide for Intermediate and Advanced Level is a practical, comprehensive and in-depth guide to financial modelling designed to cover the modelling issues that are relevant to facilitate the construction of robust and readily understandable models. Based on the authors extensive experience of building models in business and finance, and of training others how to do so this book starts with a review of Excel functions that are generally most relevant for building intermediate and advanced level models (such as Lookup functions, database and statistical functions and so on). It then discusses the principles involved in designing, structuring and building relevant, accurate and readily understandable models (including the use of sensitivity analysis techniques) before covering key application areas, such as the modelling of financial statements, of cash flow valuation, risk analysis, options and real options. Finally, the topic of financial modelling using VBA is treated. Practical examples are used throughout and model examples are included in the attached CD-ROM. Aimed at intermediate and advanced level modellers in Excel who wish to extend and consolidate their knowledge, this book is focused, practical, and application-driven, facilitating knowledge to build or audit a much wider range of financial models. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Financial Modelling in Python

Financial Modelling in Python
A Book

by Shayne Fletcher,Christopher Gardner

  • Publisher : John Wiley & Sons
  • Release : 2010-10-28
  • Pages : 244
  • ISBN : 0470747897
  • Language : En, Es, Fr & De
GET BOOK

"Fletcher and Gardner have created a comprehensive resource that will be of interest not only to those working in the field of finance, but also to those using numerical methods in other fields such as engineering, physics, and actuarial mathematics. By showing how to combine the high-level elegance, accessibility, and flexibility of Python, with the low-level computational efficiency of C++, in the context of interesting financial modeling problems, they have provided an implementation template which will be useful to others seeking to jointly optimize the use of computational and human resources. They document all the necessary technical details required in order to make external numerical libraries available from within Python, and they contribute a useful library of their own, which will significantly reduce the start-up costs involved in building financial models. This book is a must read for all those with a need to apply numerical methods in the valuation of financial claims." –David Louton, Professor of Finance, Bryant University This book is directed at both industry practitioners and students interested in designing a pricing and risk management framework for financial derivatives using the Python programming language. It is a practical book complete with working, tested code that guides the reader through the process of building a flexible, extensible pricing framework in Python. The pricing frameworks' loosely coupled fundamental components have been designed to facilitate the quick development of new models. Concrete applications to real-world pricing problems are also provided. Topics are introduced gradually, each building on the last. They include basic mathematical algorithms, common algorithms from numerical analysis, trade, market and event data model representations, lattice and simulation based pricing, and model development. The mathematics presented is kept simple and to the point. The book also provides a host of information on practical technical topics such as C++/Python hybrid development (embedding and extending) and techniques for integrating Python based programs with Microsoft Excel.

Financial Modeling in Excel For Dummies

Financial Modeling in Excel For Dummies
A Book

by Danielle Stein Fairhurst

  • Publisher : John Wiley & Sons
  • Release : 2017-04-24
  • Pages : 336
  • ISBN : 1119357543
  • Language : En, Es, Fr & De
GET BOOK

Make informed business decisions with the beginner's guide to financial modeling using Microsoft Excel Financial Modeling in Excel For Dummies is your comprehensive guide to learning how to create informative, enlightening financial models today. Not a math whiz or an Excel power-user? No problem! All you need is a basic understanding of Excel to start building simple models with practical hands-on exercises and before you know it, you'll be modeling your way to optimized profits for your business in no time. Excel is powerful, user-friendly, and is most likely already installed on your computer—which is why it has so readily become the most popular financial modeling software. This book shows you how to harness Excel's capabilities to determine profitability, develop budgetary projections, model depreciation, project costs, value assets and more. You'll learn the fundamental best practices and know-how of financial modeling, and how to put them to work for your business and your clients. You'll learn the tools and techniques that bring insight out of the numbers, and make better business decisions based on quantitative evidence. You'll discover that financial modeling is an invaluable resource for your business, and you'll wonder why you've waited this long to learn how! Companies around the world use financial modeling for decision making, to steer strategy, and to develop solutions. This book walks you through the process with clear, expert guidance that assumes little prior knowledge. Learn the six crucial rules to follow when building a successful financial model Discover how to review and edit an inherited financial model and align it with your business and financial strategy Solve client problems, identify market projections, and develop business strategies based on scenario analysis Create valuable customized templates models that can become a source of competitive advantage From multinational corporations to the mom-and-pop corner store, there isn't a business around that wouldn't benefit from financial modeling. No need to buy expensive specialized software—the tools you need are right there in Excel. Financial Modeling in Excel For Dummies gets you up to speed quickly so you can start reaping the benefits today!

Practical Introduction to Financial Modelling

Practical Introduction to Financial Modelling
A Book

by Robert E. Graham

  • Publisher : Unknown Publisher
  • Release : 1998*
  • Pages : 22
  • ISBN : 9781855646346
  • Language : En, Es, Fr & De
GET BOOK

Practical Financial Modelling

Practical Financial Modelling
A Guide to Current Practice

by Jonathan Swan

  • Publisher : Butterworth-Heinemann
  • Release : 2009-12-01
  • Pages : 304
  • ISBN : 9780080570112
  • Language : En, Es, Fr & De
GET BOOK

This second edition of Practical Financial Modelling is vital tool for all finance and management professionals whose work involves the production and development of complex spreadsheets and financial models. The author bridges the gap between the Excel manual and financial literature with a wealth of practical advise and useful tips. The book identifies good practice and highlights those areas which are prone to error and inconsistency resulting in a refreshingly simple approach to building and using financial models suitable for novice and experienced modellers. By using practical worked examples the most effective ways in which problems can be solved are explored. Key themes include: model structure, audit formulae and functions and model use. New to the second edition: Instructive information on Excel 2007 and its enhanced modelling functions and feature; Risk controls in developing and using financial models; Test-yourself modelling problems and applied examples in every chapter; Substantial information related to reporting and charting techniques and an appendix devoted to parallel comparison of how-to in Excel 2003 and 2007. • Instructive information on Excel 2007 and its enhanced modelling functions and features • Risk controls in developing and using financial models • Test-yourself modelling problems and applied examples in every chapter • Substantial information relating to reporting and charting techniques • An appendix devoted to a parallel comparison of how-to in Excel 2003 and Excel 2007

Mastering Financial Modelling in Microsoft Excel

Mastering Financial Modelling in Microsoft Excel
A Practitioner's Guide to Applied Corporate Finance

by Alastair L. Day

  • Publisher : Pearson Education
  • Release : 2007
  • Pages : 497
  • ISBN : 9780273708063
  • Language : En, Es, Fr & De
GET BOOK

Designed to help one build more useful financial applications in Excel and produce more accurate models. Analyses model design and outlines a design strategy for faster, more accurate application development. Demonstrates how to apply corporate finance models in Excel. Includes templates and demonstrations of key features and techniques.

Corporate and Project Finance Modeling

Corporate and Project Finance Modeling
Theory and Practice

by Edward Bodmer

  • Publisher : John Wiley & Sons
  • Release : 2014-11-10
  • Pages : 624
  • ISBN : 1118854365
  • Language : En, Es, Fr & De
GET BOOK

A clear and comprehensive guide to financial modeling and valuation with extensive case studies and practice exercises Corporate and Project Finance Modeling takes a clear, coherent approach to a complex and technical topic. Written by a globally-recognized financial and economic consultant, this book provides a thorough explanation of financial modeling and analysis while describing the practical application of newly-developed techniques. Theoretical discussion, case studies and step-by-step guides allow readers to master many difficult modeling problems and also explain how to build highly structured models from the ground up. The companion website includes downloadable examples, templates, and hundreds of exercises that allow readers to immediately apply the complex ideas discussed. Financial valuation is an in-depth process, involving both objective and subjective parameters. Precise modeling is critical, and thorough, accurate analysis is what bridges the gap from model to value. This book allows readers to gain a true mastery of the principles underlying financial modeling and valuation by helping them to: Develop flexible and accurate valuation analysis incorporating cash flow waterfalls, depreciation and retirements, updates for new historic periods, and dynamic presentation of scenario and sensitivity analysis; Build customized spreadsheet functions that solve circular logic arising in project and corporate valuation without cumbersome copy and paste macros; Derive accurate measures of normalized cash flow and implied valuation multiples that account for asset life, changing growth, taxes, varying returns and cost of capital; Incorporate stochastic analysis with alternative time series equations and Monte Carlo simulation without add-ins; Understand valuation effects of debt sizing, sculpting, project funding, re-financing, holding periods and credit enhancements. Corporate and Project Finance Modeling provides comprehensive guidance and extensive explanation, making it essential reading for anyone in the field.

The Investment Banker's Handbook: Financial Modelling: A Practical Manual for Using Excel in Financial Modelling

The Investment Banker's Handbook: Financial Modelling: A Practical Manual for Using Excel in Financial Modelling
A Book

by Anonim

  • Publisher : ILX Group plc
  • Release : 2021
  • Pages : 129
  • ISBN : 0954488466
  • Language : En, Es, Fr & De
GET BOOK

Financial Modelling in Corporate Management

Financial Modelling in Corporate Management
A Book

by James W. Bryant

  • Publisher : John Wiley & Sons Incorporated
  • Release : 1987-09-24
  • Pages : 404
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
GET BOOK

Intended as an introduction for anyone concerned with financial management, this book successfully tackles the subject of practical financial modelling and should appeal to managers, analysts, practitioners and students alike.

Practical Introduction to Financial Modelling for Project Finance

Practical Introduction to Financial Modelling for Project Finance
A Book

by Penelope Lynch

  • Publisher : Unknown Publisher
  • Release : 1996
  • Pages : 70
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
GET BOOK

Business Risk and Simulation Modelling in Practice

Business Risk and Simulation Modelling in Practice
Using Excel, VBA and @RISK

by Michael Rees

  • Publisher : John Wiley & Sons
  • Release : 2015-08-03
  • Pages : 464
  • ISBN : 1118904036
  • Language : En, Es, Fr & De
GET BOOK

The complete guide to the principles and practice of risk quantification for business applications. The assessment and quantification of risk provide an indispensable part of robust decision-making; to be effective, many professionals need a firm grasp of both the fundamental concepts and of the tools of the trade. Business Risk and Simulation Modelling in Practice is a comprehensive, in–depth, and practical guide that aims to help business risk managers, modelling analysts and general management to understand, conduct and use quantitative risk assessment and uncertainty modelling in their own situations. Key content areas include: Detailed descriptions of risk assessment processes, their objectives and uses, possible approaches to risk quantification, and their associated decision-benefits and organisational challenges. Principles and techniques in the design of risk models, including the similarities and differences with traditional financial models, and the enhancements that risk modelling can provide. In depth coverage of the principles and concepts in simulation methods, the statistical measurement of risk, the use and selection of probability distributions, the creation of dependency relationships, the alignment of risk modelling activities with general risk assessment processes, and a range of Excel modelling techniques. The implementation of simulation techniques using both Excel/VBA macros and the @RISK Excel add-in. Each platform may be appropriate depending on the context, whereas the core modelling concepts and risk assessment contexts are largely the same in each case. Some additional features and key benefits of using @RISK are also covered. Business Risk and Simulation Modelling in Practice reflects the author′s many years in training and consultancy in these areas. It provides clear and complete guidance, enhanced with an expert perspective. It uses approximately one hundred practical and real-life models to demonstrate all key concepts and techniques; these are accessible on the companion website.

PFI, PPP Financial Modelling and Analysis

PFI, PPP Financial Modelling and Analysis
A Practical Guide

by David A. C. Whittaker,Whittaker David A C

  • Publisher : Unknown Publisher
  • Release : 2010
  • Pages : 181
  • ISBN : 9781843747109
  • Language : En, Es, Fr & De
GET BOOK

Practical guide ideal for those who want to gain practical skills and knowledge in project finance. Sections include: Public sector financial modelling and analysis, Bid or financial close modelling, The post financial close (operating model), The post financial close (management reporting model) and Other areas for financial modelling and analysis.

Using Excel for Business Analysis

Using Excel for Business Analysis
A Guide to Financial Modelling Fundamentals

by Danielle Stein Fairhurst

  • Publisher : John Wiley & Sons
  • Release : 2015-03-16
  • Pages : 300
  • ISBN : 1119062446
  • Language : En, Es, Fr & De
GET BOOK

Utilise Excel 2013 capabilities to build effective financial models Using Excel for Business Analysis, Revised Edition provides practical guidance for anyone looking to build financial models. Whether for business proposals, opportunity evaluation, financial reports, or any other business finance application, this book shows you how to design, create, and test your model, then present your results effectively using Excel 2013. The book opens with a general guide to financial modelling, with each subsequent chapter building skill upon skill until you have a real, working model of your own. Financial tools, features, and functions are covered in detail from a practical perspective, and put in context with application to real-world examples. Each chapter focuses on a different aspect of Excel modelling, including step-by-step instructions that walk you through each feature, and the companion website provides live model worksheets that give you the real hands-on practice you need to start doing your job faster, more efficiently, and with fewer errors. Financial modelling is an invaluable business tool, and Excel 2013 is capable of supporting the most common and useful models most businesses need. This book shows you how to dig deeper into Excel's functionality to craft effective financial models and provide important information that informs good decision-making. Learn financial modelling techniques and best practice Master the formulas and functions that bring your model to life Apply stress testing and sensitivity analysis with advanced conditionals Present your results effectively, whether graphically, orally, or written A deceptively powerful application, Excel supports many hundreds of tools, features, and functions; Using Excel for Business Analysis eliminates the irrelevant to focus on those that are most useful to business finance users, with detailed guidance toward utilisation and best practice.