Hands-On Financial Modeling with Microsoft Excel 2019
Build practical models for forecasting, valuation, trading, and growth analysis using Excel 2019
Shmuel Oluwa
BIRMINGHAM - MUMBAI
Hands-On Financial Modeling with Microsoft Excel 2019
Copyright 2019 Packt Publishing
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Commissioning Editor: Pavan Ramchandani
Acquisition Editor: Yogesh Deokar
Content Development Editor: Nathanya Dias
Senior Editor: Martin Whittemore
Technical Editor: Joseph Sunil
Copy Editor: Safis Editing
Project Coordinator: Kirti Pisat
Proofreader: Safis Editing
Indexer: Priyanka Dhadke
Production Designer: Jyoti Chauhan
First published: July 2019
Production reference: 1080719
Published by Packt Publishing Ltd.
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ISBN 978-1-78953-462-7
www.packtpub.com
I would like to thank the Almighty God for this opportunity to express myself beyond the lecture room and for guiding me through this, my first book.
My gratitude goes to Paramdeep Singh, whose effortless genius in all its MP4 glory first introduced me to a topic that has become a passion; Pawan Prabhat for his faith in me on very little evidence; and Rupinder Monga for his guidance and encouragement in the early years.
I am grateful to the numerous students who have insisted on rating me highly when I know I deserved less. I cannot express how much your words of approval have meant to me.
To Reshma, who first reached out to me about writing this book; Nathanya, for your endless patience and words of encouragement; Gebin, for the wake-up call; and everyone at Packt for this priceless opportunity. I cannot thank you enough.
Finally, my immense gratitude goes to my family and friends, without whose support this would not have been possible. My dear wife, Imiel, for her patience and tolerance; my wonderful daughter, Eligadel; and my grandson, Hoshiyahu; I am truly blessed to have you; my siblings, Tunde and Sassonel, the bond between us is as reassuring as it is rewarding. I can do no wrong in your eyes.
Last but not least, my good friend, Eliyatser, and my tolerant assistant, Bosede; your words of encouragement have gone much further than you could have imagined.
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Contributors
About the author
Shmuel Oluwa is a financial executive and seasoned instructor with over 25 years' experience in a number of finance-related fields, with a passion for imparting knowledge. He has developed considerable skills in the use of Microsoft Excel and has organized training courses in Business Excel, Financial Modeling with Excel, Forensics and Fraud Detection with Excel, Excel as an Investigative Tool, and Accounting for Non-Accountants, among others. He has given classes in Nigeria, Angola, Kenya, and Tanzania, but his online community of students covers several continents.
Shmuel divides his time between London and Lagos with his pharmacist wife. He is fluent in three languages: English, Yoruba, and Hebrew.
I would like to dedicate this book to my late parents, Yirael and Levi Oluwa, and to my beloved late sister, Hodel Oluwa. Only the memories can soften the loss.
About the reviewers
Bernard Obeng Boateng is a data analyst and a financial modeler with over 10 years' working experience in banking, insurance, and business development. He has a BSc degree in administration from the University of Ghana Business School, and is certified in business analytics from the world's leading business school, Wharton. Bernard is the principal consultant of BEST LTD, a firm that provides training and financial solutions to individuals and corporate institutions in Ghana.
As a financial modeler, he was part of a team that created an agriculture insurance risk model for the governments of Ghana and Rwanda. He has trained over 500 hundred corporate workers in Ghana and has an online training video series called Excel Hacks for Productivity.
Tony De Jonker, Excel Microsoft MVP is the principal of De Jonker Consultancy and AlwaysExcel, The Netherlands and specializes in Financial Modeling, Analysis, Reporting and Training for clients worldwide. He is the founder and presenter of the annual Excel events, such as Excel Experience Day, Excel Expert Class and Amsterdam Excel BI Summit. Tony offers a range of Excel Business related training courses in Dutch, English or German based on more than 34 years of spreadsheet modeling and more than 41 years of Finance and Accounting experience. and has written more than 150 articles on using Excel in Business for the Dutch Controllers Magazine.
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