The Handbook of Financial Modeling

1. Front Matter

   Pages i-xii

   PDF

2. The Role of a Financial Modeler Today

   • Jack Avon

   Pages 1-7

3. Types of Financial Models

   • Jack Avon

   Pages 9-38

4. Review of Best Practices for Financial Modelers

   • Jack Avon

   Pages 39-64

5. The Modeling Life Cycle Explained

   • Jack Avon

   Pages 65-83

6. Planning and Designing Models

   • Jack Avon

   Pages 85-130

7. It’s All About the Outputs

   • Jack Avon

   Pages 131-140

8. Model Build

   • Jack Avon

   Pages 141-172

9. Financial Modeling and Accountancy

   • Jack Avon

   Pages 173-189

10. The Implications of Accounting Rules for Modelers

    • Jack Avon

    Pages 191-199

11. Modeling Scenarios Explored

    • Jack Avon

    Pages 201-215

12. Calculations for Financial Modelers

    • Jack Avon

    Pages 217-258

13. The Importance of Documentation

    • Jack Avon

    Pages 259-263

14. Model Stress Testing

    • Jack Avon

    Pages 265-287

15. Model Audit and Review

    • Jack Avon

    Pages 289-297

16. The Role of VBA in Financial Models

    • Jack Avon

    Pages 299-313

17. Operis

    • Jack Avon

    Pages 315-324

18. Financial Modeling, Where Next?

    • Jack Avon

    Pages 325-328

19. Back Matter

    Pages 329-351

    PDF

Financial modeling is a crucial concept for business leaders to understand and execute effectively, but few have the tools necessary to do so. While many professionals are familiar with financial statements and accounting reports, not many are truly proficient at building an accurate and practical financial model from the ground up. The Handbook of Financial Modeling provides these skills and so much more.

          Now in its second edition, The Handbook of Financial Modeling takes into account the new tech released since its successful initial release. Author Jack Avon uses his expertise to analyze the changes and improvements in industry-wide financial modeling through the past five years, in addition to instilling core concepts for readers of all experience levels. Approaching your company’s financial issues with a modeler’s perspective will transform and improve the rest of your business career’s trajectory.

          Financial professionals, students, business leaders, aspiring CFOs, and more will come away with all the tools necessary to precisely and efficiently monitor an organization’s assets and project future performance. The engaging case studies and Avon’s expert analysis leave you prepared to monitor and predict your organization’s finances effectively. Financial modeling’s latest technology is at your fingertips, and this book’s deep understanding of the topic ensures that you stay ahead of the pack. 

What You Will Learn

• Approach financial issues and solutions from a modeler's perspective
  
• Discover the importance of thinking about end users when developing a financial model
• Plan, design, and build a fully functional financial model

Who This Book Is For

Analysts who would typically be middle management, VPs, and associates. It is also written for business graduates and MBA students.

• business modeling
• Excel
• Financial Modeling
• Financial Analysis
• Data Analysis
• Business Performance
• Business Forecast
• Cost analysis
• VBA
• model stress testing
• model auditing

• Riberac, France

  Jack Avon

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 (Apress, 2013) and The Basics of Financial Modeling (Apress, 2015). He holds his MBA in information technology and BS from Bournemouth University and his MS from the University of London.

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