Financial Planning Models

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Financial planning models

Author : Anonim
Publisher : Unknown
Page : 233 pages
File Size : 44,6 Mb
Release : 1979
Category : Electronic
ISBN : OCLC:219962962

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Financial planning models by Anonim Pdf

Introduction to Financial Models for Management and Planning

Author : James R. Morris,John P. Daley
Publisher : CRC Press
Page : 637 pages
File Size : 53,6 Mb
Release : 2017-05-30
Category : Business & Economics
ISBN : 9781498765046

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Introduction to Financial Models for Management and Planning by James R. Morris,John P. Daley Pdf

A properly structured financial model can provide decision makers with a powerful planning tool that helps them identify the consequences of their decisions before they are put into practice. Introduction to Financial Models for Management and Planning, Second Edition enables professionals and students to learn how to develop and use computer-based models for financial planning. This volume provides critical tools for the financial toolbox, then shows how to use them tools to build successful models.

Introduction to Financial Models for Management and Planning

Author : James R. Morris,John P. Daley
Publisher : CRC Press
Page : 757 pages
File Size : 50,6 Mb
Release : 2009-04-14
Category : Business & Economics
ISBN : 9781420090550

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Introduction to Financial Models for Management and Planning by James R. Morris,John P. Daley Pdf

A properly structured financial model can provide decision makers with a powerful planning tool that helps them identify the consequences of their decisions before they are put into practice. Introduction to Financial Models for Management and Planning enables professionals and students to learn how to develop and use computer-based models for financial planning. Providing critical tools for the financial toolbox, this volume shows how to use these tools to build successful models. Placing a strong emphasis on the structure of models, the book focuses on developing models that are consistent with the theory of finance and, at the same time, are practical and usable. The authors introduce powerful tools that are imperative to the financial management of the operating business. These include interactive cash budgets and pro forma financial statements that balance even under the most extreme assumptions, valuation techniques, forecasting techniques that range from simple averages to time series methods, Monte Carlo simulation, linear programming, and optimization. The tools of financial modeling can be used to solve the problems of planning the firm’s investment and financing decisions. These include evaluating capital projects, planning the financing mix for new investments, capital budgeting under capital constraints, optimal capital structure, cash budgeting, working capital management, mergers and acquisitions, and constructing efficient security portfolios. While the primary emphasis is on models related to corporate financial management, the book also introduces readers to a variety of models related to security markets, stock and bond investments, portfolio management, and options. This authoritative book supplies broad-based coverage and free access to @Risk software for Monte Carlo simulation, making it an indispensible text for professionals and students in financial management. Please contact customer service for access to the software if your copy of the book does not contain this information.

Financial Planning Models

Author : G. Roland Kaye
Publisher : Unknown
Page : 0 pages
File Size : 55,8 Mb
Release : 1994
Category : Accounting
ISBN : 0124037704

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Financial Planning Models by G. Roland Kaye Pdf

This book provides an outline of the financial planning models for business with particular emphasis on executive information systems, and the use of information technology in developing and using models. Develops an easy-to-organize method of financial planning for managers, economists, and accountants Promotes a multidisciplined yet structured approach to the construction and use of financial planning models Recognizes the many contributions made by finanacial experts

Corporate Financial Planning Models

Author : Henry I. Meyer
Publisher : Unknown
Page : 246 pages
File Size : 44,8 Mb
Release : 1977
Category : Business & Economics
ISBN : UOM:35128000263283

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Corporate Financial Planning Models by Henry I. Meyer Pdf

Financial Planning Models in Excel

Author : Walter Schuster
Publisher : Unknown
Page : 208 pages
File Size : 53,7 Mb
Release : 2019-08-22
Category : Electronic
ISBN : 9144127669

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Financial Planning Models in Excel by Walter Schuster Pdf

This book presents the construction of a basic but complete financial planning model that may be used as a tool when addressing the strategic and financial challenges of a firm. Financial Planning Models in Excel introduces a model that, in addition to having budgeted statements of income and financial position as output, presents a budgeted cash flow statement. The advantage is that the cash flow consequences of different scenarios are presented in more detail and structured by operating, investing and financing cash flows. Most importantly, this approach provides a check of the model relationships, thus ensuring the reliability of the model. The book presents solutions to the most common problems in relation to model-building and there are specific chapters on developing support modules for revenues, expenses, investments, research and development, liabilities, equity and tax. Focusing on the interpretation of the models, there are also chapters on support modules for calculating financial ratios and company valuation. Although Excel is not the primary focus of the book, there are guidelines on how to construct the model in order to maximise the computer support and instructions for specific issues such as the use of logical tests. Financial Planning Models in Excel is intended for university students in accounting and finance. These types of models constitute useful tools for strategy development and evaluation, as well as for learning accounting.

Financial Planning & Analysis and Performance Management

Author : Jack Alexander
Publisher : John Wiley & Sons
Page : 647 pages
File Size : 47,6 Mb
Release : 2018-06-13
Category : Business & Economics
ISBN : 9781119491484

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Financial Planning & Analysis and Performance Management by Jack Alexander Pdf

Critical insights for savvy financial analysts Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. With thought-provoking discussion and refreshing perspective, this book provides insightful reference for critical areas that directly impact an organization’s effectiveness. From budgeting and forecasting, analysis, and performance management, to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids illustrate complex concepts and provide reference at a glance, while the author’s experience as a CFO, educator, and general manager leads to comprehensive and practical analytical techniques for real world application. Financial analysts are under constant pressure to perform at higher and higher levels within the realm of this consistently challenging function. Though areas ripe for improvement abound, true resources are scarce—until now. This book provides real-world guidance for analysts ready to: Assess performance of FP&A function and develop improvement program Improve planning and forecasting with new and provocative thinking Step up your game with leading edge analytical tools and practical solutions Plan, analyze and improve critical business and value drivers Build analytical capability and effective presentation of financial information Effectively evaluate capital investments in uncertain times The most effective analysts are those who are constantly striving for improvement, always seeking new solutions, and forever in pursuit of enlightening resources with real, useful information. Packed with examples, practical solutions, models, and novel approaches, Financial Planning & Analysis and Performance Management is an invaluable addition to the analyst’s professional library. Access to a website with many of the tools introduced are included with the purchase of the book.

Strategic Financial Planning Over the Lifecycle

Author : Narat Charupat,Huaxiong Huang,Moshe A. Milevsky
Publisher : Cambridge University Press
Page : 383 pages
File Size : 43,7 Mb
Release : 2012-05-28
Category : Business & Economics
ISBN : 9780521764568

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Strategic Financial Planning Over the Lifecycle by Narat Charupat,Huaxiong Huang,Moshe A. Milevsky Pdf

This is a final-year college level textbook on personal finance, jointly written by business school and mathematics professors. It is aimed at a wide audience of people who are interested in wealth management from a more rigorous perspective. It may be used in both personal applications and professional classrooms.

Financial Analysis, Planning & Forecasting

Author : John C Lee,Cheng F Lee
Publisher : World Scientific Publishing Company
Page : 1392 pages
File Size : 40,9 Mb
Release : 2016-08-10
Category : Business & Economics
ISBN : 9789814723862

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Financial Analysis, Planning & Forecasting by John C Lee,Cheng F Lee Pdf

This book is an introduction-level text that reviews, discusses, and integrates both theoretical and practical corporate analysis and planning. The field can be divided into five parts: (1) Information and Methodology for Financial Analysis; (2) Alternative Finance Theories and Cost of Capital; (3) Capital Budgeting and Leasing Decisions; (4) Corporate Policies and their Interrelationships; (5) Financial Planning and Forecasting. The theories used and discussed in this book can be grouped into the following classical theoretical areas of corporate finance: (1) Pre-M&M Theory, (2) M&M Theory, (3) CAPM, and (4) Option Pricing Theory (OPT). The interrelationships among these theories are carefully analyzed. Real world examples are used to enrich the learning experience; and alternative planning and forecasting models are used to show how the interdisciplinary approach can be used to make meaningful financial-management decisions. In this third edition, we have extensively updated and expanded the topics of financial analysis, planning and forecasting. New chapters were added, and some chapters combined to present a holistic view of the subject and much of the data revised and updated.

Introduction to Financial Models for Management and Planning

Author : James Russell Morris
Publisher : Unknown
Page : 724 pages
File Size : 55,7 Mb
Release : 2009
Category : MATHEMATICS
ISBN : 0429125968

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Introduction to Financial Models for Management and Planning by James Russell Morris Pdf

A properly structured financial model can provide decision makers with a powerful planning tool that helps them identify the consequences of their decisions before they are put into practice. Introduction to Financial Models for Management and Planning enables professionals and students to learn how to develop and use computer-based models for fina

Building Financial Models with Microsoft Excel

Author : K. Scott Proctor
Publisher : John Wiley and Sons
Page : 530 pages
File Size : 51,5 Mb
Release : 2009-11-25
Category : Business & Economics
ISBN : 9780470561454

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Building Financial Models with Microsoft Excel by K. Scott Proctor Pdf

A proven guide to building financial models from scratch The Second Edition of Building Financial Models with Microsoft Excel + CD-ROM provides beginning and intermediate level computer users with step-by-step instructions on building financial models using Microsoft Excel 2007-the most popular spreadsheet program available. The accompanying CD-ROM contains Excel worksheets that track the course of the book and allow you to build your own financial models. This comprehensive resource also covers important topics such as the concepts of valuation, sensitivity analysis, and contribution margin. Offers accessible guidance on building financial models using Excel 2007 Illustrates how to integrate financial statements such as the balance sheet, income statement, and statement of cash flows Covers the basics of building and using a Capitalization Table Discusses how to best present a financial model Incorporating financial models into business decisions has become an essential element of good business practice, and this book will show you how to excel at this endeavor.

Financial Forecasting, Analysis, and Modelling

Author : Michael Samonas
Publisher : John Wiley & Sons
Page : 232 pages
File Size : 50,9 Mb
Release : 2015-01-20
Category : Business & Economics
ISBN : 9781118921098

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Financial Forecasting, Analysis, and Modelling by Michael Samonas Pdf

Risk analysis has become critical to modern financial planning Financial Forecasting, Analysis and Modelling provides a complete framework of long-term financial forecasts in a practical and accessible way, helping finance professionals include uncertainty in their planning and budgeting process. With thorough coverage of financial statement simulation models and clear, concise implementation instruction, this book guides readers step-by-step through the entire projection plan development process. Readers learn the tools, techniques, and special considerations that increase accuracy and smooth the workflow, and develop a more robust analysis process that improves financial strategy. The companion website provides a complete operational model that can be customised to develop financial projections or a range of other key financial measures, giving readers an immediately-applicable tool to facilitate effective decision-making. In the aftermath of the recent financial crisis, the need for experienced financial modelling professionals has steadily increased as organisations rush to adjust to economic volatility and uncertainty. This book provides the deeper level of understanding needed to develop stronger financial planning, with techniques tailored to real-life situations. Develop long-term projection plans using Excel Use appropriate models to develop a more proactive strategy Apply risk and uncertainty projections more accurately Master the Excel Scenario Manager, Sensitivity Analysis, Monte Carlo Simulation, and more Risk plays a larger role in financial planning than ever before, and possible outcomes must be measured before decisions are made. Uncertainty has become a critical component in financial planning, and accuracy demands it be used appropriately. With special focus on uncertainty in modelling and planning, Financial Forecasting, Analysis and Modelling is a comprehensive guide to the mechanics of modern finance.

Simulation Models in Corporate Planning

Author : Thomas H. Naylor
Publisher : Greenwood
Page : 324 pages
File Size : 47,6 Mb
Release : 1979
Category : Business & Economics
ISBN : STANFORD:36105035500755

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Simulation Models in Corporate Planning by Thomas H. Naylor Pdf

Corporate Planning Models

Author : Thomas H. Naylor
Publisher : Addison Wesley Publishing Company
Page : 424 pages
File Size : 53,8 Mb
Release : 1979
Category : Business & Economics
ISBN : STANFORD:36105030223957

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Corporate Planning Models by Thomas H. Naylor Pdf

Introduction to corporate planning models; The design of computer-based planning and modeling systems; The integration of corporate planning models into the planning process; Financial planning models; Marketing forecasting models; Econometric marketing models: methodology; Econometric marketing models: applications; Production planning models; A corporate planning model; The politics of corporate model building; Corporate planning models: case studies; Appendices.

The Monthly Retainer Model in Financial Planning

Author : Alan Moore,Michael Kitces
Publisher : Unknown
Page : 112 pages
File Size : 44,7 Mb
Release : 2016-08-16
Category : Electronic
ISBN : 0692769714

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The Monthly Retainer Model in Financial Planning by Alan Moore,Michael Kitces Pdf

The financial advice industry is changing. The Monthly Retainer Model in Financial Planning introduces a new way for advisors to structure their business models, making it feasible to profitably serve the next generation of clients for years to come. Alan Moore and Michael Kitces explain how the monthly retainer model enables RIA owners to work with Gen X and Gen Y clients, and share how to create and establish this fee structure in your own business. They also walk through how to design the model that works for the exact type of client you want to serve, transition away from your old fee structure to the new model, communicate your value to prospects and current clients, and leverage technology to deliver your services efficiently. This is THE guide you need to design, implement, and run a monthly retainer so you can generate business revenue and successfully work with the next generation of financial planning clients.