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An Introduction to Financial Modelling in Excel

Taal:  English
This book provides digestible overviews, guidance and advice on every stage of developing a financial model.
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This book introduces the reader to the common approaches used to build a range of financial models. Digestible overviews, guidance and advice are provided on every stage of developing a financial model; from the initial conception that a model is needed, through the stages of design, build and testing, and finally on to its physical use. It takes a subject that can be very dry and complicated, and tries to make it clear, easy to understand and enjoyable to read, focusing on delivering the most valuable knowledge to the reader in the shortest possible time. The outcome will be the development of a valuable skill that is in short supply and will set the reader on the right path to becoming an expert in the field.

About the Author

Dan Stockdale is an online trainer, financial modelling consultant and owner of the e-learning website, Claritix. His courses and content are predominantly aimed at accounting & finance professionals, consultants, analysts and strategists, though some serve a wider business audience.Dan has worked as a strategy modelling consultant and internal trainer at PwC, and has extensive industry experience engaging with CFOs, Strategy and CEOs as a financial modeller and commercial analyst, both in London and Sydney. He qualified with the Chartered Institute of Management Accountants (CIMA) in 2010 and holds MSc Marketing at Birmingham Business School, and BSc Money, Banking & Finance at the University of Birmingham.

  • About the Author
  • Preface
  1. Modelling Basics
    1. What is a Model?
    2. Why do we Model?
    3. Examples of Financial, Operational and Strategic Models
    4. What is Best Practice Modelling?
    5. Why is Best Practice Modelling Needed?
    6. The Model Development Framework
    7. Why a Framework is Needed
  2. Model Design
    1. Top 10 Fundamental Principles of Best Practice Modelling
    2. Scoping
    3. Specification
    4. Techniques to Design a Model
    5. Excel Dependency Trees and Calculation Chains
    6. Modelling Approach Comparison
  3. Timeline, Flags & Timing Components
    1. Why the Timeline is Fundamental to the Model
    2. How to Create the Timeline
    3. How to Use the Timeline
    4. Timing Flags
  4. Outputs
    1. Designing Outputs First
    2. Time Period Summaries and Flow of Data
    3. Using Dummy Figures in Output Construction
  5. Calculations
    1. Calculation Blocks
    2. Formula Construction Dos and Don’ts
    3. Corkscrew Calculations
    4. Helper Cells
  6. Inputs
    1. How and Where to Structure Inputs
    2. Using Dummy Inputs in Model Development
    3. Data Validation
  7. Checks
    1. Why Checks are Needed
    2. Incorporating Checks into a Worksheet
    3. Creating and Linking a Check Sheet
  8. Model Review and Testing
    1. Tools to Test Your Model
    2. Overview of Techniques to Test a Model
    3. Common Modelling Errors and How to Identify Them
  9. Using the Model
    1. Documenting the Model
    2. Version Control in Modelling
    3. DCF Analysis and Investment Appraisal
    4. Goal Seek
    5. Data Tables
    6. Scenarios and Sensitivities
  10. Must Knows
    1. Keyboard Shortcuts - Windows
    2. Keyboard Shortcuts - Action
    3. Functions
Over de auteur

Dan Stockdale