Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals

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John Wiley & Sons, Jul 9, 2012 - Business & Economics - 320 pages
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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.

 

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Contents

Preface
Summary
Building a Model
Best Practice Principles of Modelling
Financial Modelling Techniques
Using Excel in Financial Modelling
Functions for Financial Modelling
6-2
Tools for Model Display
7-2
Tools for Financial Modelling
7-52
Common Uses of Tools in Financial Modelling
9-7
Model Review
10-2
StressTesting Scenarios and Sensitivity
10-20
Presenting Model Output
10-50
About the Author
12-64
Copyright

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About the author (2012)

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.

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