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

  • 4h 58m
  • Danielle Stein Fairhurst
  • John Wiley & Sons (US)
  • 2012

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 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.

  • 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.

About the Author

Danielle Stein Fairhurst is the principal of Plum Solutions, a Sydney-based financial modelling consultancy. With her talent for analytical modelling and professional approach, Danielle helps her clients create meaningful financial models for business analysis. She is regularly engaged as a speaker, facilitator and consultant. She holds a Master of Business Administration (MBA) from Macquarie Graduate School of Management, and has taught management accounting subjects at Sydney University.

In this Book

  • Using Excel for Business Analysis—A Guide to Financial Modelling Fundamentals
  • Preface
  • What Is Financial Modelling?
  • Building a Model
  • Best Practice Principles of Modelling
  • Financial Modelling Techniques
  • Using Excel in Financial Modelling
  • Functions for Financial Modelling
  • Tools for Model Display
  • Tools for Financial Modelling
  • Common Uses of Tools in Financial Modelling
  • Model Review
  • Stress-Testing, Scenarios, and Sensitivity Analysis in Financial Modelling
  • Presenting Model Output