Financial Planning Using Excel

Financial Planning Using Excel
Author: Sue Nugus
Publsiher: Butterworth-Heinemann
Total Pages: 240
Release: 2009-02-16
ISBN 10: 9780080949833
ISBN 13: 0080949835
Language: EN, FR, DE, ES & NL

Financial Planning Using Excel Book Review:

This book covers all aspects of budget preparation, from designing and creating a budgetary control system, consolidating data and working with spreadsheets. Now fully updated to include the latest version of Excel, Excel 2007 and for easy budgeting. The book shows how things are done in Excel 2003 and Excel 2007 to ease transition from the previous version to the new version. Now in full colour throughout to aid quick understanding through numerous color screen shots. For those who use Excel on a daily basis in budget planning, this book is a must. It contains a wealth of practical examples, tips, new techniques all designed to help quickly exploit and master Excel to its full advantage and therefore use spreadsheets for more effective management accounting in your firm. covers migration from Excel 2003 to Excel 2007 showing how to do it in both versions new edition now in full colour through out to aid quick understanding practical examples, tips and techniques - exploit Excel 2007 for effective management accounting

Financial Planning Using Spreadsheets

Financial Planning Using Spreadsheets
Author: Sue Nugus
Publsiher: Anonim
Total Pages: 204
Release: 1997-01-01
ISBN 10: 9780749425678
ISBN 13: 0749425679
Language: EN, FR, DE, ES & NL

Financial Planning Using Spreadsheets Book Review:

It provides a structured approach to developing spreadsheets for the key areas of financial management: forecasting, planning and budgeting. Assuming that the reader is familiar with the basic operation of a Windows spreadsheet, it covers the two most widely used packages: Microsoft Excel and Lotus 1-2-3. Nevertheless, readers using a different Windows spreadsheet, will find the techniques explained here equally relevant.

Financial Planning Using Excel

Financial Planning Using Excel
Author: Sue Nugus
Publsiher: Cima Pub
Total Pages: 206
Release: 2005
ISBN 10: 9780750663557
ISBN 13: 0750663553
Language: EN, FR, DE, ES & NL

Financial Planning Using Excel Book Review:

This text covers the various aspects of budget preparation, from designing and creating a budgetary control system, to consolidating data and working with spreadsheets. A CD-ROM is included, containing worked examples and spreadsheet templates.

Introduction to Financial Models for Management and Planning

Introduction to Financial Models for Management and Planning
Author: James R. Morris,John P. Daley
Publsiher: CRC Press
Total Pages: 637
Release: 2017-05-30
ISBN 10: 1498765041
ISBN 13: 9781498765046
Language: EN, FR, DE, ES & NL

Introduction to Financial Models for Management and Planning Book Review:

A properly structured financial model can provide decision makers with a powerful planning tool that helps them identify the consequences of their decisions before they are put into practice. Introduction to Financial Models for Management and Planning, Second Edition enables professionals and students to learn how to develop and use computer-based models for financial planning. This volume provides critical tools for the financial toolbox, then shows how to use them tools to build successful models.

Principles of Financial Modelling

Principles of Financial Modelling
Author: Michael Rees
Publsiher: John Wiley & Sons
Total Pages: 544
Release: 2018-03-19
ISBN 10: 1118904001
ISBN 13: 9781118904008
Language: EN, FR, DE, ES & NL

Principles of Financial Modelling Book Review:

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.

Financial Planning Models in Excel

Financial Planning Models in Excel
Author: Walter Schuster
Publsiher: Anonim
Total Pages: 208
Release: 2019-08-22
ISBN 10: 9789144127668
ISBN 13: 9144127669
Language: EN, FR, DE, ES & NL

Financial Planning Models in Excel Book Review:

This book presents the construction of a basic but complete financial planning model that may be used as a tool when addressing the strategic and financial challenges of a firm. Financial Planning Models in Excel introduces a model that, in addition to having budgeted statements of income and financial position as output, presents a budgeted cash flow statement. The advantage is that the cash flow consequences of different scenarios are presented in more detail and structured by operating, investing and financing cash flows. Most importantly, this approach provides a check of the model relationships, thus ensuring the reliability of the model. The book presents solutions to the most common problems in relation to model-building and there are specific chapters on developing support modules for revenues, expenses, investments, research and development, liabilities, equity and tax. Focusing on the interpretation of the models, there are also chapters on support modules for calculating financial ratios and company valuation. Although Excel is not the primary focus of the book, there are guidelines on how to construct the model in order to maximise the computer support and instructions for specific issues such as the use of logical tests. Financial Planning Models in Excel is intended for university students in accounting and finance. These types of models constitute useful tools for strategy development and evaluation, as well as for learning accounting.

Using Excel for Business and Financial Modelling

Using Excel for Business and Financial Modelling
Author: Danielle Stein Fairhurst
Publsiher: Wiley
Total Pages: 416
Release: 2019-04-01
ISBN 10: 111952038X
ISBN 13: 9781119520382
Language: EN, FR, DE, ES & NL

Using Excel for Business and Financial Modelling Book Review:

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.

Financial Modeling Using Excel and VBA

Financial Modeling Using Excel and VBA
Author: Chandan Sengupta
Publsiher: John Wiley & Sons
Total Pages: 857
Release: 2004-02-26
ISBN 10: 9780471267683
ISBN 13: 0471267686
Language: EN, FR, DE, ES & NL

Financial Modeling Using Excel and VBA Book Review:

"Reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial models" - cover.

Fonda Money s Excel Financial Planning Guide

Fonda Money s Excel Financial Planning Guide
Author: Ladd Kochman
Publsiher: Anonim
Total Pages: 329
Release: 2018-05
ISBN 10: 9781524961763
ISBN 13: 1524961760
Language: EN, FR, DE, ES & NL

Fonda Money s Excel Financial Planning Guide Book Review:

Professional Financial Computing Using Excel and VBA

Professional Financial Computing Using Excel and VBA
Author: Donny C. F. Lai,Humphrey K. K. Tung,Michael C. S. Wong
Publsiher: John Wiley & Sons
Total Pages: 350
Release: 2011-12-28
ISBN 10: 1118179080
ISBN 13: 9781118179086
Language: EN, FR, DE, ES & NL

Professional Financial Computing Using Excel and VBA Book Review:

"Professional Financial Computing Using Excel and VBA is an admirable exposition that bridges the theoretical underpinnings of financial engineering and its application which usually appears as a "black-box" software application. The book opens the black-box and reveals the architecture of risk-modeling and financial engineering based on industry-standard stochastic models by utilizing Excel and VBA functionality to create a robust and practical modeling tool-kit. Financial engineering professionals who purchase this book will have a jumpstart advantage for their customized financial engineering and modeling needs." Dr. Cameron Wicentowich Vice President, Treasury Analytics Canadian Imperial Bank of Commerce (CIBC) "Spreadsheet modeling for finance has become a standard course in the curriculum of many Quantitative Finance programs since the Excel-based Visual Basic programming is now widely used in constructing optimal portfolios, pricing structured products and managing risks. Professional Financial Computing Using Excel and VBA is written by a unique team of finance, physics and computer academics and practitioners. It is a good reference for those who are studying for a Masters degree in Financial Engineering and Risk Management. It can also be useful for financial engineers to jump-start a project on designing structured products, modeling interest term structure or credit risks." Dr. Jin Zhang Director of Master of Finance Program and Associate Professor The University of Hong Kong "Excel has been one of the most powerful tools for financial planning and computing over the last few years. Most users utilize a fraction of its capabilities. One of the reasons is the limited availability of books that cover the advanced features of Excel for Finance. Professional Financial Computing Using Excel and VBA goes the extra mile and deals with the Excel tools many professionals call for. This book is a must for professionals or students dealing with financial engineering, financial risk management, computational finance or mathematical finance. I loved the way the authors covered the material using real life, hands-on examples." Dr. Isaac Gottlieb Temple University Author, Next Generation Excel: Modeling in Excel for Analysts and MBAs

Financial Analysis and Modeling Using Excel and VBA

Financial Analysis and Modeling Using Excel and VBA
Author: Chandan Sengupta
Publsiher: John Wiley & Sons
Total Pages: 793
Release: 2009-11-09
ISBN 10: 047027560X
ISBN 13: 9780470275603
Language: EN, FR, DE, ES & NL

Financial Analysis and Modeling Using Excel and VBA Book Review:

Provides a comprehensive guide for anyone who has to undertake financial analysis, or understand and implement financial models. Discusses a wide range of real-world financial problems and models using Excel 2007 and Visual Basic for Applications (VBA). Provides reference to earlier versions of Excel and VBA, and includes a CD-Rom with modelling tools and working versions of models discussed.

Using Excel for Business Analysis

Using Excel for Business Analysis
Author: Danielle Stein Fairhurst
Publsiher: John Wiley & Sons
Total Pages: 300
Release: 2015-03-16
ISBN 10: 1119062446
ISBN 13: 9781119062448
Language: EN, FR, DE, ES & NL

Using Excel for Business Analysis Book Review:

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.

Financial Modeling for Decision Making

Financial Modeling for Decision Making
Author: Ron Messer
Publsiher: Emerald Group Publishing
Total Pages: 360
Release: 2020-09-01
ISBN 10: 1789734134
ISBN 13: 9781789734133
Language: EN, FR, DE, ES & NL

Financial Modeling for Decision Making Book Review:

This book provides accounting students in post-secondary institutions with an advanced level understanding of how to use MS-Excel to make business decisions. It reflects real-life applications of this important analytical tool, which has become the accepted industry standard for spreadsheet software.

Financial Analysis and Modeling Using Excel and VBA

Financial Analysis and Modeling Using Excel and VBA
Author: Chandan Sengupta
Publsiher: John Wiley & Sons
Total Pages: 793
Release: 2009-11-09
ISBN 10: 047027560X
ISBN 13: 9780470275603
Language: EN, FR, DE, ES & NL

Financial Analysis and Modeling Using Excel and VBA Book Review:

Provides a comprehensive guide for anyone who has to undertake financial analysis, or understand and implement financial models. Discusses a wide range of real-world financial problems and models using Excel 2007 and Visual Basic for Applications (VBA). Provides reference to earlier versions of Excel and VBA, and includes a CD-Rom with modelling tools and working versions of models discussed.

Introduction to Financial Planning

Introduction to Financial Planning
Author: IMS PROSCHOOL
Publsiher: Tata McGraw-Hill Education
Total Pages: 329
Release:
ISBN 10: 1259028259
ISBN 13: 9781259028250
Language: EN, FR, DE, ES & NL

Introduction to Financial Planning Book Review:

Pro Excel Financial Modeling

Pro Excel Financial Modeling
Author: Tom Sawyer
Publsiher: Apress
Total Pages: 304
Release: 2009-06-29
ISBN 10: 1430218991
ISBN 13: 9781430218999
Language: EN, FR, DE, ES & NL

Pro Excel Financial Modeling Book Review:

Learn the business thinking behind financial modeling and execute what you know effectively using Microsoft Excel. Many believe that sales and profitability projections shown in financial models are the keys to success in attracting investors. The truth is that investors will come up with their own projections. The investor wants to understand the assumptions, structure, and relationships within the modeling of a startup. If the investor is satiated, the entrepreneur has successfully demonstrated a complete understanding of the business side of the enterprise. Pro Excel Financial Modeling provides the keys necessary to learn this thinking and to build the models that will illustrate it. Step–by–step approach to developing financial models in Excel Extensive case studies and Excel templates provided

Financial Forecasting Analysis and Modelling

Financial Forecasting  Analysis  and Modelling
Author: Michael Samonas
Publsiher: John Wiley & Sons
Total Pages: 232
Release: 2015-01-20
ISBN 10: 1118921097
ISBN 13: 9781118921098
Language: EN, FR, DE, ES & NL

Financial Forecasting Analysis and Modelling Book Review:

Risk analysis has become critical to modern financial planning Financial Forecasting, Analysis and Modelling provides a complete framework of long-term financial forecasts in a practical and accessible way, helping finance professionals include uncertainty in their planning and budgeting process. With thorough coverage of financial statement simulation models and clear, concise implementation instruction, this book guides readers step-by-step through the entire projection plan development process. Readers learn the tools, techniques, and special considerations that increase accuracy and smooth the workflow, and develop a more robust analysis process that improves financial strategy. The companion website provides a complete operational model that can be customised to develop financial projections or a range of other key financial measures, giving readers an immediately-applicable tool to facilitate effective decision-making. In the aftermath of the recent financial crisis, the need for experienced financial modelling professionals has steadily increased as organisations rush to adjust to economic volatility and uncertainty. This book provides the deeper level of understanding needed to develop stronger financial planning, with techniques tailored to real-life situations. Develop long-term projection plans using Excel Use appropriate models to develop a more proactive strategy Apply risk and uncertainty projections more accurately Master the Excel Scenario Manager, Sensitivity Analysis, Monte Carlo Simulation, and more Risk plays a larger role in financial planning than ever before, and possible outcomes must be measured before decisions are made. Uncertainty has become a critical component in financial planning, and accuracy demands it be used appropriately. With special focus on uncertainty in modelling and planning, Financial Forecasting, Analysis and Modelling is a comprehensive guide to the mechanics of modern finance.

Hands On Financial Modeling with Microsoft Excel 2019

Hands On Financial Modeling with Microsoft Excel 2019
Author: Shmuel Oluwa
Publsiher: Packt Publishing Ltd
Total Pages: 292
Release: 2019-07-11
ISBN 10: 1789531632
ISBN 13: 9781789531633
Language: EN, FR, DE, ES & NL

Hands On Financial Modeling with Microsoft Excel 2019 Book Review:

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 Features A non data professionals guide to exploring Excel's financial functions and pivot tables Learn to prepare various models for income and cash flow statements, and balance sheets Learn to perform valuations and identify growth drivers with real-world case studies Book 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 learn Identify the growth drivers derived from processing historical data in Excel Use discounted cash flow (DCF) for efficient investment analysis Build a financial model by projecting balance sheets, profit, and loss Apply a Monte Carlo simulation to derive key assumptions for your financial model Prepare detailed asset and debt schedule models in Excel Discover the latest and advanced features of Excel 2019 Calculate profitability ratios using various profit parameters Who 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.

The Financial Diet

The Financial Diet
Author: Chelsea Fagan,Lauren Ver Hage
Publsiher: Holt Paperbacks
Total Pages: 208
Release: 2018-01-02
ISBN 10: 1250176174
ISBN 13: 9781250176172
Language: EN, FR, DE, ES & NL

The Financial Diet Book Review:

*A Refinery29 Best Book of 2018* *One of Real Simple's Most Inspiring Books for Graduates* *Indie Personal Finance Bestseller* How to get good with money, even if you have no idea where to start. The Financial Diet is the personal finance book for people who don’t care about personal finance. Whether you’re in need of an overspending detox, buried under student debt, or just trying to figure out how to live on an entry-level salary, The Financial Diet gives you tools to make a budget, understand investments, and deal with your credit. Chelsea Fagan has tapped a range of experts to help you make the best choices for you, but she also knows that being smarter with money isn’t just about what you put in the bank. It’s about everything—from the clothes you put in your closet, to your financial relationship habits, to the food you put in your kitchen (instead of ordering in again). So The Financial Diet gives you the tools to negotiate a raise and the perfect cocktail recipe to celebrate your new salary. The Financial Diet will teach you: • how to get good with money in a year. • the ingredients everyone needs to have a budget-friendly kitchen. • how to talk about awkward money stuff with your friends. • the best way to make (and stick to!) a budget. • how to take care of your house like a grown-up. • what the hell it means to invest (and how you can do it).

7 FINANCIAL MODELS FOR ANALYSTS INVESTORS AND FINANCE PROFESSIONALS

7 FINANCIAL MODELS FOR ANALYSTS  INVESTORS AND FINANCE PROFESSIONALS
Author: Paul Lower
Publsiher: Harriman House Limited
Total Pages: 302
Release: 2019-06-17
ISBN 10: 0857195778
ISBN 13: 9780857195777
Language: EN, FR, DE, ES & NL

7 FINANCIAL MODELS FOR ANALYSTS INVESTORS AND FINANCE PROFESSIONALS Book Review:

Financial models in Excel allow investment analysts and other finance professionals to take the laborious number crunching out of financial analysis and forecasting. Models help them to gain meaningful insights into the way that a business is working and focus attention on areas to improve bottom-line results. They can also be used as powerful tools to test the potential impact of various risks on business performance. In this brand new guide, financial modelling expert Paul Lower presents step-by-step instructions for seven spreadsheet models that will help the user to gain a better understanding of the financial data coming out of a business. These seven models can be used to: 1. Assess how a business is performing on key financial indicators. 2. Produce sales and cost forecasts. 3. Create a cash flow forecast. 4. Understand the impact of product price changes on profitability. 5. Assess potential investment decisions. 6. Check the sensitivity of key financial measures to risk events. 7. Produce a business valuation. The book also includes downloadable spreadsheets of the author’s original Excel models and introductory chapters about best practice when modelling in Excel. With this suite of seven tools, a financial analyst will be equipped to use Excel to achieve a deep understanding of a business and its financial data.