
7 Financial Models for Analysts, Investors and Finance Professionals
Synopsis
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.
Details
Reviews
Paul has fantastic forensic and analytical skills and always makes complex financial analyses easy to understand by both fellow professionals and creatives. This book is a must-read by anyone entering or in the world of commerce and finance.Robert Horsfall, Cofounder & senior partner of Sound Advice
Paul is a proven teacher of complex financial analysis made richer by his extensive hands-on experience ensuring theory is always framed by practical examples. This book will provide a strong grounding for entrants into the financial spheres and also for more experienced professionals in need of a refresh.Linda Pomeroy, Director within the Financial Industry