Introduction To Financial Modelling: Master Financial Modelling Techniques with Excel and Best Practices

MrExcel's Holy Macro! Books · Liam Bastick

Dec 2024 · Packt Publishing Ltd

Ebook

338

Pages

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About this ebook

This book will enable you to learn financial modeling techniques and best practices, leveraging Excel to build accurate, efficient models for business and finance professionals.Key Features

Essential Excel functions and tools tailored for financial modeling applications
Methodologies for layout design, error prevention, and model transparency practices
Insights into ratio analysis, self-review processes, and ensuring model accuracy

Book DescriptionThis book serves as a comprehensive guide to financial modeling, equipping readers with the skills and knowledge to create accurate, reliable models for analysis and decision-making. Designed for professionals, students, and finance enthusiasts, it bridges theoretical principles with practical Excel-based techniques, ensuring a balanced and thorough understanding of the subject. Key Excel functions such as SUMPRODUCT, INDEX and MATCH, and LOOKUP are covered in depth, alongside essential tools like conditional formatting, data validation, and solver. The book emphasizes best practices in layout design, error checking, and model transparency, helping users build robust and easy-to-follow financial models. Practical methodologies for time-series analysis, control accounts, and financial statement theory are explored, making it a versatile resource. The step-by-step model-building example guides readers through structuring, linking, and finalizing financial statements, including revenue, expenditure, taxation, and cash flow. Ratio analysis and self-review techniques are also discussed to ensure model accuracy and integrity. This detailed yet accessible guide empowers readers to create professional financial models with confidence and clarity.What you will learn

Master Excel functions like SUMIF, OFFSET, and INDEX
Understand best practices in financial modelling
Create structured templates for financial models
Conduct time series analysis and error checks
Design linked financial statements and cash flows
Perform ratio analysis for performance review

Who this book is for

This book is ideal for finance professionals, analysts, students, and business managers. A basic understanding of Excel is required, while knowledge of financial principles is recommended but not mandatory.

About the author

Holy Macro! Books has been providing top-quality books on Excel, Power Query, and Power BI since 2002. They have published over 100 titles by 30 authors, including numerous Microsoft MVPs.

Liam Bastick has over 30 years' experience in financial model development / auditing. With over 2,000 articles written for the accounting profession, he is a regular contributor to the AICPA, Microsoft's Excel Blog and various LinkedIn specialist discussion groups. A frequent public speaker, Liam attends Excel and Power BI conferences around the globe and has been a central organiser for the Excel Summit South and Excel Virtually Global. He still follows Derby County and the England cricket team. Poor soul.

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