Using Excel for Business Analysis (eBook)

A Guide to Financial Modelling Fundamentals

Danielle Stein Fairhurst (Autor)

eBook Download: EPUB

2012 | 1. Auflage
336 Seiten
John Wiley & Sons (Verlag)
978-1-118-13287-6 (ISBN)

Infos

A clear, concise, and easy-to-use guide to financial modelling suitable for practitioners at every level

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.

As well as explaining the essentials of financial modelling, Using Excel for Business Analysis is packed with exercises and case studies to help you practice and test your comprehension, and includes additional resources online.

* Provides comprehensive coverage of the principles and best practices of financial modeling, including planning, how to structure a model, layout, the anatomy of a good model, rebuilding an inherited model, and much more

* Demonstrates the technical Excel tools and techniques needed to build a good model successfully

* Outlines the skills you need to learn in order to be a good financial modeller, such as technical, design, and business and industry knowledge

* Illustrates successful best practice modeling techniques such as linking, formula consistency, formatting, and labeling

* Describes strategies for reducing errors and how to build error checks and other methods to ensure accurate and robust models

A practical guide for professionals, including those who do not come from a financial background, Using Excel for Business Analysis is a fundamentals-rich approach to financial modeling.

Autor

DANIELLE STEIN FAIRHURST is the Principal of Plum Solutions, a Sydney-based consultancy specialising in financial modelling and analysis. With many years' experience as a financial analyst, she helps her clients create meaningful financial models. She has hands-on experience in a number of industry sectors, including telecommunications, information systems, manufacturing, and financial services. Stein Fairhurst is regularly engaged as a speaker, course facilitator, financial modelling consultant, and analyst around the world, and has taught management accounting subjects at Sydney University.

Inhalt

1. What is Financial Modeling
a. Definition of a financial model
b. Examples of types and purposes of models
c. Tool selection - is Excel really the best option?

2. Building a Model
a. Planning
b. Steps to building a model
c. Model Design
d. Anatomy of a financial model
e. What makes a good model?
f. Critique of a poor model

3. Principles of Best Practice
a. Golden rules
b. Using cell referencing to create consistent formulas
c. Only enter data once
d. Documenting Assumptions

4. Excel Tools for Financial Modelling
a. Of all the hundreds of tools, formulas and functions available in Excel, we'll select and focus on those critical to know for Financial Modelling

5. Financial Modelling Techniques
a. Strategies for reducing errors
b. Dealing with links
c. Building error checks

6. Rebuilding an inherited model
a. Taking apart someone else's model
b. Breaking down formulas into their components
c. Removing redundant assumptions and source data

7. Practical Financial Modelling
a. Using the tools, techniques and practices, build your own financial models from scratch

Produkt-Details

• Erscheint lt. Verlag: 9.7.2012
• Reihe/Serie: Wiley Finance Editions
• Reihe/Serie: Wiley Finance Editions
• Sprache: englisch
• Themenwelt: Informatik ► Office Programme ► Excel
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Schlagworte: Finance & Investments • Finanzmarkt • Finanz- u. Anlagewesen
• ISBN-10: 1-118-13287-4 / 1118132874
• ISBN-13: 978-1-118-13287-6 / 9781118132876