Learn to create and understand financial models that assess the value of your company, the projects it undertakes, and its future earnings/profit projections. Follow this step-by-step guide organized in a quick-read format to build an accurate and effective financial model from the ground up.

In this short book, The Basics of Financial Modeling an abridgment of the Handbook of Financial Modeling author Jack Avon equips business professionals who are familiar with financial statements and accounting reports to become truly proficient. Based on the author's extensive experience building models in business and finance, and teaching others to do the same, this book takes you through the financial modeling process, starting with a general overview of the history and evolution of financial modeling. It then moves on to more technical topics, such as the principles of financial modeling and the proper way to approach a financial modeling assignment, beforecovering key application areas for modeling in Microsoft Excel.

What You'll Learn

• Understand the accounting and finance concepts that underpin working financial models
• Approach financial issues and solutions from a modeler's perspective
• Think about end users when developing a financial model
• Plan, design, and build a financial model
  Who This Book Is For

Beginning to intermediate modelers who wish to expand and enhance their knowledge of using Excel to build and analyze financial models

A nuts-to-bolts guide to solving common financial problems with spreadsheets Explains the tools needed to create accurate financial models and put them to use A one-stop resource

Autorentext
Jack Avon is the principal consultant at Isys Systems, an international provider of financial modeling and analysis services. He specializes in integrating in-house ERP systems and bespoke financial models, automated dashboards, and automated reporting packages using Microsoft Access, Excel, VBA, SQL Server, and SQL. He trains corporate personnel and develops training manuals in financial data analysis and financial reporting. Clients include British Telecom, Huawei, HSBC, Crossrail, Fujitsu, and the UK Electoral Commission. Avon is the author of The Handbook of Financial Modeling and The Basics of Financial Modeling. He holds his MBA in Information Technology and BS from Bournemouth University and his MS from the University of London.

Inhalt

Chapter 1. Financial Modeling: An OverviewChapter 2. Financial Modeling Best PracticeChapter 3. Modeling Functions and ToolChapter 4. Planning Your ModelChapter 5. Testing and Documenting Your ModelChapter 6. Designing and Building Your ModelChapter 7. Financial-Based CalculationsChapter 8. Logical and Structural-Based Calculations Appendix A. Keyboard Shortcuts