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| financial modeling for product managers: Financial Modeling in Excel For Dummies Danielle Stein Fairhurst, 2017-04-24 Make informed business decisions with the beginner's guide to financial modeling using Microsoft Excel Financial Modeling in Excel For Dummies is your comprehensive guide to learning how to create informative, enlightening financial models today. Not a math whiz or an Excel power-user? No problem! All you need is a basic understanding of Excel to start building simple models with practical hands-on exercises and before you know it, you'll be modeling your way to optimized profits for your business in no time. Excel is powerful, user-friendly, and is most likely already installed on your computer—which is why it has so readily become the most popular financial modeling software. This book shows you how to harness Excel's capabilities to determine profitability, develop budgetary projections, model depreciation, project costs, value assets and more. You'll learn the fundamental best practices and know-how of financial modeling, and how to put them to work for your business and your clients. You'll learn the tools and techniques that bring insight out of the numbers, and make better business decisions based on quantitative evidence. You'll discover that financial modeling is an invaluable resource for your business, and you'll wonder why you've waited this long to learn how! Companies around the world use financial modeling for decision making, to steer strategy, and to develop solutions. This book walks you through the process with clear, expert guidance that assumes little prior knowledge. Learn the six crucial rules to follow when building a successful financial model Discover how to review and edit an inherited financial model and align it with your business and financial strategy Solve client problems, identify market projections, and develop business strategies based on scenario analysis Create valuable customized templates models that can become a source of competitive advantage From multinational corporations to the mom-and-pop corner store, there isn't a business around that wouldn't benefit from financial modeling. No need to buy expensive specialized software—the tools you need are right there in Excel. Financial Modeling in Excel For Dummies gets you up to speed quickly so you can start reaping the benefits today! |
| financial modeling for product managers: Financial Modeling and Valuation Paul Pignataro, 2013-07-10 Written by the Founder and CEO of the prestigious New York School of Finance, this book schools you in the fundamental tools for accurately assessing the soundness of a stock investment. Built around a full-length case study of Wal-Mart, it shows you how to perform an in-depth analysis of that company's financial standing, walking you through all the steps of developing a sophisticated financial model as done by professional Wall Street analysts. You will construct a full scale financial model and valuation step-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated the stock was undervalued. Since the first run of the analysis, the stock has increased 35 percent. Re-evaluating Wal-Mart 9months later, we will step through the techniques utilized by Wall Street analysts to build models on and properly value business entities. Step-by-step financial modeling - taught using downloadable Wall Street models, you will construct the model step by step as you page through the book. Hot keys and explicit Excel instructions aid even the novice excel modeler. Model built complete with Income Statement, Cash Flow Statement, Balance Sheet, Balance Sheet Balancing Techniques, Depreciation Schedule (complete with accelerating depreciation and deferring taxes), working capital schedule, debt schedule, handling circular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aid in conceptual understanding. Concepts are reiterated and honed, perfect for a novice yet detailed enough for a professional. Model built direct from Wal-Mart public filings, searching through notes, performing research, and illustrating techniques to formulate projections. Includes in-depth coverage of valuation techniques commonly used by Wall Street professionals. Illustrative comparable company analyses - built the right way, direct from historical financials, calculating LTM (Last Twelve Month) data, calendarization, and properly smoothing EBITDA and Net Income. Precedent transactions analysis - detailing how to extract proper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustrating how a DCF is utilized, how unlevered free cash flow is derived, and the meaning of weighted average cost of capital (WACC) Step-by-step we will come up with a valuation on Wal-Mart Chapter end questions, practice models, additional case studies and common interview questions (found in the companion website) help solidify the techniques honed in the book; ideal for universities or business students looking to break into the investment banking field. |
| financial modeling for product managers: The Mathematics of Financial Modeling and Investment Management Sergio M. Focardi, Frank J. Fabozzi, 2004-04-12 the mathematics of financial modeling & investment management The Mathematics of Financial Modeling & Investment Management covers a wide range of technical topics in mathematics and finance-enabling the investment management practitioner, researcher, or student to fully understand the process of financial decision-making and its economic foundations. This comprehensive resource will introduce you to key mathematical techniques-matrix algebra, calculus, ordinary differential equations, probability theory, stochastic calculus, time series analysis, optimization-as well as show you how these techniques are successfully implemented in the world of modern finance. Special emphasis is placed on the new mathematical tools that allow a deeper understanding of financial econometrics and financial economics. Recent advances in financial econometrics, such as tools for estimating and representing the tails of the distributions, the analysis of correlation phenomena, and dimensionality reduction through factor analysis and cointegration are discussed in depth. Using a wealth of real-world examples, Focardi and Fabozzi simultaneously show both the mathematical techniques and the areas in finance where these techniques are applied. They also cover a variety of useful financial applications, such as: * Arbitrage pricing * Interest rate modeling * Derivative pricing * Credit risk modeling * Equity and bond portfolio management * Risk management * And much more Filled with in-depth insight and expert advice, The Mathematics of Financial Modeling & Investment Management clearly ties together financial theory and mathematical techniques. |
| financial modeling for product managers: Financial Modelling in Practice Michael Rees, 2008 Financial Modelling in Practice: A Concise Guide for Intermediate and Advanced Level is a practical, comprehensive and in-depth guide to financial modelling designed to cover the modelling issues that are relevant to facilitate the construction of robust and readily understandable models. --From publisher's description. |
| financial modeling for product managers: Financial Modeling, fifth edition Simon Benninga, Tal Mofkadi, 2022-02-08 A substantially updated new edition of the essential text on financial modeling, with revised material, new data, and implementations shown in Excel, R, and Python. Financial Modeling has become the gold-standard text in its field, an essential guide for students, researchers, and practitioners that provides the computational tools needed for modeling finance fundamentals. This fifth edition has been substantially updated but maintains the straightforward, hands-on approach, with an optimal mix of explanation and implementation, that made the previous editions so popular. Using detailed Excel spreadsheets, it explains basic and advanced models in the areas of corporate finance, portfolio management, options, and bonds. This new edition offers revised material on valuation, second-order and third-order Greeks for options, value at risk (VaR), Monte Carlo methods, and implementation in R. The examples and implementation use up-to-date and relevant data. Parts I to V cover corporate finance topics, bond and yield curve models, portfolio theory, options and derivatives, and Monte Carlo methods and their implementation in finance. Parts VI and VII treat technical topics, with part VI covering Excel and R issues and part VII (now on the book’s auxiliary website) covering Excel’s programming language, Visual Basic for Applications (VBA), and Python implementations. Knowledge of technical chapters on VBA and R is not necessary for understanding the material in the first five parts. The book is suitable for use in advanced finance classes that emphasize the need to combine modeling skills with a deeper knowledge of the underlying financial models. |
| financial modeling for product managers: Effective Platform Product Management Tabassum Memon, 2021-11-12 Turn your platform into the next big thing with expert advice to scale and implement a proven growth roadmap across multiple channels Key FeaturesGain expert insight about platform business models and how they're different to linear productsExplore the end-to-end platform life cycle, from developing a strategy to measuring the outcomeFollow real-life examples to discover the most effective growth strategies your platformBook Description Scaling a platform is a lot different than scaling a product. This is why product managers developing or transitioning to a platform model are often facing completely new challenges – both technical and strategic. But if you want to build the next Amazon, Netflix, Spotify, or a completely new type of platform, then you need to adopt a platform-first approach to change how you invent, develop, and market solutions. This is where Effective Product Platform Management comes in. This book addresses product management as a critical pillar of platform development. It'll help you understand the difference between traditional and modern product management for platforms and even decide whether the platform business model is the way to go for you. As you progress, you'll be able to build the right platform strategy, define the MVP, and focus on ongoing backlog prioritization for successful platforms. This book will also walk you through the practical steps and guidelines that can ease your organization's transition from linear products to platforms. By the end of this platform product management book, you'll have learned the essential aspects of product management for building successful and scalable platforms. You'll also have a clear understanding of the next steps you need to take to perfect and execute your new platform strategy – and take on the world. What you will learnUnderstand the difference between the product and platform business modelBuild an end-to-end platform strategy from scratchTranslate the platform strategy to a roadmap with a well-defined implementation planDefine the MVP for faster releases and test viability in the early stagesCreate an operating model and design an execution planMeasure the success or failure of the platform and make iterations after feedbackWho this book is for If you're a product manager, product owner, product director, or a business executive working on a platform strategy and its day-to-day execution, then this book is for you. It will also be useful for change managers and program managers tasked with transitioning from products to platforms. You won't need any prior knowledge of platform strategy or platform transitioning before you get started, since the book covers all the basics – but taking notes to reflect on your journey as you work through the practical examples in this book is recommended. |
| financial modeling for product managers: Financial Modeling for Business Owners and Entrepreneurs Tom Y. Sawyer, 2014-09-22 Financial Modeling for Business Owners and Entrepreneurs: Developing Excel Models to Raise Capital, Increase Cash Flow, Improve Operations, Plan Projects, and Make Decisions may be one of the most important books any entrepreneur or manager in a small or medium-sized enterprise will read. It combines logical business principles and strategies with a step-by-step methodology for planning and modeling a company and solving specific business problems. You’ll learn to create operational and financial models in Excel that describe the workings of your company in quantitative terms and that make it far more likely you will avoid the traps and dead ends many businesses fall into. Serial entrepreneur and financial expert Tom Y. Sawyer shows how to break your company down into basic functional and operational components that can be modeled. The result is a financial model that, for example, you can literally take to the bank or bring to local angel investors to receive the funding you need to launch your business or a new product. Or it might be a model that shows with startling clarity that your new product development effort is a likely winner—or loser. Even better, you’ll learn to create models that will serve as guideposts for ongoing operations. You’ll always know just where you are financially, and where you need to be. The models you will learn to build in Financial Modeling for Business Owners and Entrepreneurs can be used to: Raise capital for startup or any stage of growth Plan projects and new initiatives Make astute business decisions, including go/no-go assessments Analyze ROI on your product development and marketing expenditures Streamline operations, manage budgets, improve efficiency, and reduce costs Value the business when it is time to cash out or merge In addition to many valuable exercises and tips for using Excel to model your business, this book contains a combination of practical advice born of hard-won lessons, advanced strategic thought, and the insightful use of hard skills. With a basic knowledge of Excel assumed, it will help you learn to think like an experienced business person who expects to make money on the products or services offered to the public. You’ll discover that the financial model is a key management tool that, if built correctly, provides invaluable assistance every step of the entrepreneurial journey. Tom Y. Sawyer has used the principles this book contains to create financial models of numerous startup and early-stage companies, assisting them in planning for and raising the capital that they needed to grow their businesses and ultimately exit with multiples of their initial investment. Financial Modeling for Business Owners and Entrepreneurs, a mini-MBA in entrepreneurship and finance, will show you how you can do the same. Note: This book is an updated version of Sawyer's 2009 title, Pro Excel Financial Modeling. |
| financial modeling for product managers: Modeling Financial Markets Benjamin Van Vliet, Robert Hendry, 2004-01-22 Limitations in today's software packages for financial modeling system development can threaten the viability of any system--not to mention the firm using that system. Modeling Financial Markets is the first book to take financial professionals beyond those limitations to introduce safer, more sophisticated modeling methods. It contains dozens of techniques for financial modeling in code that minimize or avoid current software deficiencies, and addresses the crucial crossover stage in which prototypes are converted to fully coded models. |
| financial modeling for product managers: Financial Modeling in Developing Countries Sean C. Keough, 2018-08-26 This book contains a few of the critical financial management tools and lessons that entrepreneurs, investors and financial professionals need to succeed when doing business in developing markets.⟨br⟩Since moving to Addis Ababa in 2014, I have worked as an investor, advisor and owner-operator in Ethiopia, one of the world''s most exciting developing markets. I now co-manage Ethiopia Investments Ltd., a permanent capital investment vehicle focused on Ethiopia, and serve as General Manager for EQOS Global, Ethiopia''s first dedicated business process outsourcing (BPO) company.⟨br⟩This book has five chapters:* Chapter 1 - My Path to Ethiopia, One of the World''s Most Exciting Developing Markets* Chapter 2 - Why Financial Management Matters More in Developing Markets* Chapter 3 - The Forecast Financial Model* Chapter 4 - Sensitivity Analysis and Other Key Analyses* Chapter 5 - Final Advice for Entrepreneurs in Developing Markets⟨br⟩Chapter 2 walks through issues that are unique to the business environments of developing markets and how they are different than issues faced by companies in more developed markets: * Handling currency devaluations, * Setting dynamic pricing strategies* Managing the treasury function between home and base currencies* Understanding burn-rate* Planning for inflation shocks* Managing net working capital defensively* Forecasting raw materials needs* Planning for supply chain shocks* Forecasting market demands* Planning for flexible tax impacts* And many more...⟨br⟩Chapter 3 includes a detailed walk-through of a Microsoft Excel-based financial model that considers treatment of the issues discussed in Chapter 2.⟨br⟩Chapter 4 makes use of the Microsoft Excel-based financial model to give you greater control and understanding over the variables that impact your business. This chapter will help you answer questions like, How does the change in the price of my products on the export market impact my cash burn-rate in my home market? or How would a large currency devaluation impact the price that an investor would pay for a stake of equity in my business?⟨br⟩Finally, Chapter 5 includes advice for entrepreneurs, both local and expat, thinking about what it would take to set-up shop in a developing market. ⟨br⟩I wrote this book with the following six audiences in mind:* Entrepreneurs - This book is for entrepreneurs in developing markets who are either in the process of setting up a new business or considering it. A developing entrepreneur can be either a local entrepreneur or an immigrant (expat) entrepreneur and the advice in this book will be helpful no matter where you are from.* Investors - This book is for investors who are focused on developing markets and hoping to understand how the approach that works in more developed markets may look completely different for developing markets. * Financial professionals - This book is also for financial professionals such as CFOs, Finance Managers and Financial Analysts looking to understand how business practices in developing economies differ from more developed markets. * Investment Advisors - This book is also for investment advisors building advisory practices in developing countries who are hoping to bridge the gap between developing and developed markets.* Students - This book is also for students, both formal and informal, looking to learn more about business in developing countries. * Professionals - Finally, this book is for professionals interested in learning more about doing business in developing countries. ⟨br⟩This is the book that I wish I had when left my investment banking job and got on the plane from San Francisco to Addis Ababa in January 2014. Every lesson in this book has been learned by my team and me, sometimes painfully, and I hope that you find it to be helpful for you as you take on similar challenges, no matter where you are trying to operate. |
| financial modeling for product managers: Financial Modeling Simon Benninga, Benjamin Czaczkes, 2000 Too often, finance courses stop short of making a connection between textbook finance and the problems of real-world business. Financial Modeling bridges this gap between theory and practice by providing a nuts-and-bolts guide to solving common financial problems with spreadsheets. The CD-ROM contains Excel* worksheets and solutions to end-of-chapter exercises. 634 illustrations. |
| financial modeling for product managers: Pro Excel Financial Modeling Tom Sawyer, 2009-06-29 Learn the business thinking behind financial modeling and execute what you know effectively using Microsoft Excel. Many believe that sales and profitability projections shown in financial models are the keys to success in attracting investors. The truth is that investors will come up with their own projections. The investor wants to understand the assumptions, structure, and relationships within the modeling of a startup. If the investor is satiated, the entrepreneur has successfully demonstrated a complete understanding of the business side of the enterprise. Pro Excel Financial Modeling provides the keys necessary to learn this thinking and to build the models that will illustrate it. Step–by–step approach to developing financial models in Excel Extensive case studies and Excel templates provided |
| financial modeling for product managers: Financial Modeling for Decision Making Ron Messer, 2020-09-01 This book provides accounting students in post-secondary institutions with an advanced level understanding of how to use MS-Excel to make business decisions. It reflects real-life applications of this important analytical tool, which has become the accepted industry standard for spreadsheet software. |
| financial modeling for product managers: Financial Modeling Joachim Häcker, Dietmar Ernst, 2017-12-11 This book provides a comprehensive introduction to modern financial modeling using Excel, VBA, standards of financial modeling and model review. It offers guidance on essential modeling concepts around the four core financial activities in the modern financial industry today: financial management; corporate finance; portfolio management and financial derivatives. Written in a highly practical, market focused manner, it gives step-by-step guidance on modeling practical problems in a structured manner. Quick and interactive learning is assured due to the structure as a training course which includes applied examples that are easy to follow. All applied examples contained in the book can be reproduced step by step with the help of the Excel files. The content of this book serves as the foundation for the training course Certified Financial Modeler. In an industry that is becoming increasingly complex, financial modeling is a key skill for practitioners across all key sectors of finance and banking, where complicated problems often need to be solved quickly and clearly. This book will equip readers with the basic modeling skills required across the industry today. |
| financial modeling for product managers: The Oxford Guide to Financial Modeling Thomas S. Y. Ho, Sang-bin Yi, 2004 The Oxford Guide to Financial Modeling is accompanied by a companion web site that serves as an interactive workbook designed specifically for the book. This site is simple to use yet exceedingly robust with regard to its technological efficiency and purposeful usability. It is designed to further enhance understanding of the use and applications of the models referred to in the book and it is accessible free of charge at www.thomasho.com. This on-line workbook and resource tool contains more than 95 downloadable Excel models. The models provide clear expositions of the mathematical formulations and can be used along with the book. The companion web site is rich with a plethora of research and analytic tools designed for doing finance on-line. |
| financial modeling for product managers: Financial Modeling with Crystal Ball and Excel John Charnes, 2011-08-04 Praise for Financial Modeling with Crystal Ball(r) and Excel(r) Professor Charnes's book drives clarity into applied Monte Carlo analysis using examples and tools relevant to real-world finance. The book will prove useful for analysts of all levels and as a supplement to academic courses in multiple disciplines. -Mark Odermann, Senior Financial Analyst, Microsoft Think you really know financial modeling? This is a must-have for power Excel users. Professor Charnes shows how to make more realistic models that result in fewer surprises. Every analyst needs this credibility booster. -James Franklin, CEO, Decisioneering, Inc. This book packs a first-year MBA's worth of financial and business modeling education into a few dozen easy-to-understand examples. Crystal Ball software does the housekeeping, so readers can concentrate on the business decision. A careful reader who works the examples on a computer will master the best general-purpose technology available for working with uncertainty. -Aaron Brown, Executive Director, Morgan Stanley, author of The Poker Face of Wall Street Using Crystal Ball and Excel, John Charnes takes you step by step, demonstrating a conceptual framework that turns static Excel data and financial models into true risk models. I am astonished by the clarity of the text and the hands-on, step-by-step examples using Crystal Ball and Excel; Professor Charnes is a masterful teacher, and this is an absolute gem of a book for the new generation of analyst. -Brian Watt, Chief Operating Officer, GECC, Inc. Financial Modeling with Crystal Ball and Excel is a comprehensive, well-written guide to one of the most useful analysis tools available to professional risk managers and quantitative analysts. This is a must-have book for anyone using Crystal Ball, and anyone wanting an overview of basic risk management concepts. -Paul Dietz, Manager, Quantitative Analysis, Westar Energy John Charnes presents an insightful exploration of techniques for analysis and understanding of risk and uncertainty in business cases. By application of real options theory and Monte Carlo simulation to planning, doors are opened to analysis of what used to be impossible, such as modeling the value today of future project choices. -Bruce Wallace, Nortel |
| financial modeling for product managers: Escaping the Build Trap Melissa Perri, 2018-11-01 To stay competitive in today’s market, organizations need to adopt a culture of customer-centric practices that focus on outcomes rather than outputs. Companies that live and die by outputs often fall into the build trap, cranking out features to meet their schedule rather than the customer’s needs. In this book, Melissa Perri explains how laying the foundation for great product management can help companies solve real customer problems while achieving business goals. By understanding how to communicate and collaborate within a company structure, you can create a product culture that benefits both the business and the customer. You’ll learn product management principles that can be applied to any organization, big or small. In five parts, this book explores: Why organizations ship features rather than cultivate the value those features represent How to set up a product organization that scales How product strategy connects a company’s vision and economic outcomes back to the product activities How to identify and pursue the right opportunities for producing value through an iterative product framework How to build a culture focused on successful outcomes over outputs |
| financial modeling for product managers: Financial Modeling of the Equity Market Frank J. Fabozzi, Sergio M. Focardi, Petter N. Kolm, 2006-03-31 An inside look at modern approaches to modeling equity portfolios Financial Modeling of the Equity Market is the most comprehensive, up-to-date guide to modeling equity portfolios. The book is intended for a wide range of quantitative analysts, practitioners, and students of finance. Without sacrificing mathematical rigor, it presents arguments in a concise and clear style with a wealth of real-world examples and practical simulations. This book presents all the major approaches to single-period return analysis, including modeling, estimation, and optimization issues. It covers both static and dynamic factor analysis, regime shifts, long-run modeling, and cointegration. Estimation issues, including dimensionality reduction, Bayesian estimates, the Black-Litterman model, and random coefficient models, are also covered in depth. Important advances in transaction cost measurement and modeling, robust optimization, and recent developments in optimization with higher moments are also discussed. Sergio M. Focardi (Paris, France) is a founding partner of the Paris-based consulting firm, The Intertek Group. He is a member of the editorial board of the Journal of Portfolio Management. He is also the author of numerous articles and books on financial modeling. Petter N. Kolm, PhD (New Haven, CT and New York, NY), is a graduate student in finance at the Yale School of Management and a financial consultant in New York City. Previously, he worked in the Quantitative Strategies Group of Goldman Sachs Asset Management, where he developed quantitative investment models and strategies. |
| financial modeling for product managers: The Product Manager's Handbook Linda Gorchels, 2000 This revised and updated edition fully integrates the Internet and other digital technologies into the product manager's portfolio of tools. The book includes all new information on what it takes to be a successful product manager. It explains the product manager's role in the planning process (including strategic and operational planning), how to evaluate product portfolios, how to propose and develop successful new products, and much more.--BOOK JACKET. |
| financial modeling for product managers: Financial Analysis and Modeling Using Excel and VBA Chandan Sengupta, 2009-11-09 An updated look at the theory and practice of financial analysis and modeling Financial Analysis and Modeling Using Excel and VBA, Second Edition presents a comprehensive approach to analyzing financial problems and developing simple to sophisticated financial models in all major areas of finance using Excel 2007 and VBA (as well as earlier versions of both). This expanded and fully updated guide reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial problems and models that you can learn from, use for practice, and easily adapt for work and classroom use. A companion website includes several useful modeling tools and fully working versions of all the models discussed in the book. Teaches financial analysis and modeling and illustrates advanced features of Excel and VBA, using a learn-by-doing approach Contains detailed coverage of the powerful features of Excel 2007 essential for financial analysis and modeling, such as the Ribbon interface, PivotTables, data analysis, and statistical analysis Other titles by Sengupta: Financial Modeling Using C++ and The Only Proven Road to Investment Success Designed for self-study, classroom use, and reference This comprehensive guide is an essential read for anyone who has to perform financial analysis or understand and implement financial models. |
| financial modeling for product managers: Using Excel for Business Analysis Danielle Stein Fairhurst, 2015-05-18 This is a guide to building financial models for business proposals, to evaluate opportunities, or to craft financial reports. It covers the principles and best practices of financial modelling, including the Excel tools, formulas, and functions to master, and the techniques and strategies necessary to eliminate errors. |
| financial modeling for product managers: The Oxford Guide to Financial Modeling Thomas S. Y. Ho, Sang Bin Lee, 2004-01-15 The essential premise of this book is that theory and practice are equally important in describing financial modeling. In it the authors try to strike a balance in their discussions between theories that provide foundations for financial models and the institutional details that provide the context for applications of the models. The book presents the financial models of stock and bond options, exotic options, investment grade and high-yield bonds, convertible bonds, mortgage-backed securities, liabilities of financial institutions--the business model and the corporate model. It also describes the applications of the models to corporate finance. Furthermore, it relates the models to financial statements, risk management for an enterprise, and asset/liability management with illiquid instruments. The financial models are progressively presented from option pricing in the securities markets to firm valuation in corporate finance, following a format to emphasize the three aspects of a model: the set of assumptions, the model specification, and the model applications. Generally, financial modeling books segment the world of finance as investments, financial institutions, corporate finance, and securities analysis, and in so doing they rarely emphasize the relationships between the subjects. This unique book successfully ties the thought processes and applications of the financial models together and describes them as one process that provides business solutions. Created as a companion website to the book readers can visit www.thomasho.com to gain deeper understanding of the book's financial models. Interested readers can build and test the models described in the book using Excel, and they can submit their models to the site. Readers can also use the site's forum to discuss the models and can browse server based models to gain insights into the applications of the models. For those using the book in meetings or class settings the site provides Power Point descriptions of the chapters. Students can use available question banks on the chapters for studying. |
| financial modeling for product managers: Financial Modelling in Corporate Management James W. Bryant, 1987-09-24 Intended as an introduction for anyone concerned with financial management, this book successfully tackles the subject of practical financial modelling and should appeal to managers, analysts, practitioners and students alike. |
| financial modeling for product managers: High Growth Handbook Elad Gil, 2018-07-17 High Growth Handbook is the playbook for growing your startup into a global brand. Global technology executive, serial entrepreneur, and angel investor Elad Gil has worked with high-growth tech companies including Airbnb, Twitter, Google, Stripe, and Square as they’ve grown from small companies into global enterprises. Across all of these breakout companies, Gil has identified a set of common patterns and created an accessible playbook for scaling high-growth startups, which he has now codified in High Growth Handbook. In this definitive guide, Gil covers key topics, including: · The role of the CEO · Managing a board · Recruiting and overseeing an executive team · Mergers and acquisitions · Initial public offerings · Late-stage funding. Informed by interviews with some of the biggest names in Silicon Valley, including Reid Hoffman (LinkedIn), Marc Andreessen (Andreessen Horowitz), and Aaron Levie (Box), High Growth Handbook presents crystal-clear guidance for navigating the most complex challenges that confront leaders and operators in high-growth startups. |
| financial modeling for product managers: Principles of Financial Modelling Michael Rees, 2018-03-19 The comprehensive, broadly-applicable, real-world guide to financial modelling Principles of Financial Modelling – Model Design and Best Practices Using Excel and VBAcovers the full spectrum of financial modelling tools and techniques in order to provide practical skills that are grounded in real-world applications. Based on rigorously-tested materials created for consulting projects and for training courses, this book demonstrates how to plan, design and build financial models that are flexible, robust, transparent, and highly applicable to a wide range of planning, forecasting and decision-support contexts. This book integrates theory and practice to provide a high-value resource for anyone wanting to gain a practical understanding of this complex and nuanced topic. Highlights of its content include extensive coverage of: Model design and best practices, including the optimisation of data structures and layout, maximising transparency, balancing complexity with flexibility, dealing with circularity, model audit and error-checking Sensitivity and scenario analysis, simulation, and optimisation Data manipulation and analysis The use and choice of Excel functions and functionality, including advanced functions and those from all categories, as well as of VBA and its key areas of application within financial modelling The companion website provides approximately 235 Excel files (screen-clips of most of which are shown in the text), which demonstrate key principles in modelling, as well as providing many examples of the use of Excel functions and VBA macros. These facilitate learning and have a strong emphasis on practical solutions and direct real-world application. For practical instruction, robust technique and clear presentation, Principles of Financial Modelling is the premier guide to real-world financial modelling from the ground up. It provides clear instruction applicable across sectors, settings and countries, and is presented in a well-structured and highly-developed format that is accessible to people with different backgrounds. |
| financial modeling for product managers: Foundations of Real Estate Financial Modelling Roger Staiger, 2015-04-10 Foundations of Real Estate Financial Modelling is specifically designed to provide an overview of pro forma modelling for real estate projects. The book introduces students and professionals to the basics of real estate finance theory before providing a step-by-step guide for financial model construction using Excel. The idea that real estate is an asset with unique characteristics which can be transformed, both physically and financially, forms the basis of discussion. Individual chapters are separated by functional unit and build upon themselves to include information on: Amortization Single-Family Unit Multi-Family Unit Development/Construction Addition(s) Waterfall (Equity Bifurcation) Accounting Statements Additional Asset Classes Further chapters are dedicated to risk quantification and include scenario, stochastic and Monte Carlo simulations, waterfalls and securitized products. This book is the ideal companion to core real estate finance textbooks and will boost students Excel modelling skills before they enter the workplace. The book provides individuals with a step-by-step instruction on how to construct a real estate financial model that is both scalable and modular. A companion website provides the pro forma models to give readers a basic financial model for each asset class as well as methods to quantify performance and understand how and why each model is constructed and the best practices for repositioning these assets. |
| financial modeling for product managers: Financial Modelling in Commodity Markets Viviana Fanelli, 2020-01-14 Financial Modelling in Commodity Markets provides a basic and self-contained introduction to the ideas underpinning financial modelling of products in commodity markets. The book offers a concise and operational vision of the main models used to represent, assess and simulate real assets and financial positions related to the commodity markets. It discusses statistical and mathematical tools important for estimating, implementing and calibrating quantitative models used for pricing and trading commodity-linked products and for managing basic and complex portfolio risks. Key features: Provides a step-by-step guide to the construction of pricing models, and for the applications of such models for the analysis of real data Written for scholars from a wide range of scientific fields, including economics and finance, mathematics, engineering and statistics, as well as for practitioners Illustrates some important pricing models using real data sets that will be commonly used in financial markets |
| financial modeling for product managers: Corporate and Project Finance Modeling Edward Bodmer, 2014-11-10 A clear and comprehensive guide to financial modeling and valuation with extensive case studies and practice exercises Corporate and Project Finance Modeling takes a clear, coherent approach to a complex and technical topic. Written by a globally-recognized financial and economic consultant, this book provides a thorough explanation of financial modeling and analysis while describing the practical application of newly-developed techniques. Theoretical discussion, case studies and step-by-step guides allow readers to master many difficult modeling problems and also explain how to build highly structured models from the ground up. The companion website includes downloadable examples, templates, and hundreds of exercises that allow readers to immediately apply the complex ideas discussed. Financial valuation is an in-depth process, involving both objective and subjective parameters. Precise modeling is critical, and thorough, accurate analysis is what bridges the gap from model to value. This book allows readers to gain a true mastery of the principles underlying financial modeling and valuation by helping them to: Develop flexible and accurate valuation analysis incorporating cash flow waterfalls, depreciation and retirements, updates for new historic periods, and dynamic presentation of scenario and sensitivity analysis; Build customized spreadsheet functions that solve circular logic arising in project and corporate valuation without cumbersome copy and paste macros; Derive accurate measures of normalized cash flow and implied valuation multiples that account for asset life, changing growth, taxes, varying returns and cost of capital; Incorporate stochastic analysis with alternative time series equations and Monte Carlo simulation without add-ins; Understand valuation effects of debt sizing, sculpting, project funding, re-financing, holding periods and credit enhancements. Corporate and Project Finance Modeling provides comprehensive guidance and extensive explanation, making it essential reading for anyone in the field. |
| financial modeling for product managers: HBR Guide to Finance Basics for Managers (HBR Guide Series) Harvard Business Review, 2012-09-18 DON’T LET YOUR FEAR OF FINANCE GET IN THE WAY OF YOUR SUCCESS Can you prepare a breakeven analysis? Do you know the difference between an income statement and a balance sheet? Or understand why a business that’s profitable can still go belly-up? Has your grasp of your company’s numbers helped—or hurt—your career? Whether you’re new to finance or you just need a refresher, this go-to guide will give you the tools and confidence you need to master the fundamentals, as all good managers must. The HBR Guide to Finance Basics for Managers will help you: Learn the language of finance Compare your firm’s financials with rivals’ Shift your team’s focus from revenues to profits Assess your vulnerability to industry downturns Use financial data to defend budget requests Invest smartly through cost/benefit analysis |
| financial modeling for product managers: The Product Manager's Desk Reference Steven Haines, 2008-07-31 Grab the all-you-need reference and manage your products effectively and efficiently Now, product managers at every level can have an authoritative, one-stop reference to strategizing, introducing, and managing products at their fingertips. The Product Manager’s Desk Reference uses the progression of the practitioner across the career cycle as well as the progression of the product across its life cycle to establish clear guidelines as to what must be done, when, by whom, and with what level of expertise. |
| financial modeling for product managers: Using Excel for Business and Financial Modelling Danielle Stein Fairhurst, 2019-03-25 A hands-on guide to using Excel in the business context First published in 2012, Using Excel for Business and Financial Modelling contains step-by-step instructions of how to solve common business problems using financial models, including downloadable Excel templates, a list of shortcuts and tons of practical tips and techniques you can apply straight away. Whilst there are many hundreds of tools, features and functions in Excel, this book focuses on the topics most relevant to finance professionals. It covers these features in detail from a practical perspective, but also puts them in context by applying them to practical examples in the real world. Learn to create financial models to help make business decisions whilst applying modelling best practice methodology, tools and techniques. • Provides the perfect mix of practice and theory • Helps you become a DIY Excel modelling specialist • Includes updates for Excel 2019/365 and Excel for Mac • May be used as an accompaniment to the author’s online and face-to-face training courses Many people are often overwhelmed by the hundreds of tools in Excel, and this book gives clarity to the ones you need to know in order to perform your job more efficiently. This book also demystifies the technical, design, logic and financial skills you need for business and financial modelling. |
| financial modeling for product managers: Hands-On Financial Modeling with Microsoft Excel 2019 Shmuel Oluwa, 2019-07-11 Explore the aspects of financial modeling with the help of clear and easy-to-follow instructions and a variety of Excel features, functions, and productivity tips Key FeaturesA non data professionals guide to exploring Excel's financial functions and pivot tablesLearn to prepare various models for income and cash flow statements, and balance sheetsLearn to perform valuations and identify growth drivers with real-world case studiesBook Description Financial modeling is a core skill required by anyone who wants to build a career in finance. Hands-On Financial Modeling with Microsoft Excel 2019 examines various definitions and relates them to the key features of financial modeling with the help of Excel. This book will help you understand financial modeling concepts using Excel, and provides you with an overview of the steps you should follow to build an integrated financial model. You will explore the design principles, functions, and techniques of building models in a practical manner. Starting with the key concepts of Excel, such as formulas and functions, you will learn about referencing frameworks and other advanced components of Excel for building financial models. Later chapters will help you understand your financial projects, build assumptions, and analyze historical data to develop data-driven models and functional growth drivers. The book takes an intuitive approach to model testing, along with best practices and practical use cases. By the end of this book, you will have examined the data from various use cases, and you will have the skills you need to build financial models to extract the information required to make informed business decisions. What you will learnIdentify the growth drivers derived from processing historical data in ExcelUse discounted cash flow (DCF) for efficient investment analysisBuild a financial model by projecting balance sheets, profit, and lossApply a Monte Carlo simulation to derive key assumptions for your financial modelPrepare detailed asset and debt schedule models in ExcelDiscover the latest and advanced features of Excel 2019Calculate profitability ratios using various profit parametersWho this book is for This book is for data professionals, analysts, traders, business owners, and students, who want to implement and develop a high in-demand skill of financial modeling in their finance, analysis, trading, and valuation work. This book will also help individuals that have and don't have any experience in data and stats, to get started with building financial models. The book assumes working knowledge with Excel. |
| financial modeling for product managers: The Risks of Financial Modeling United States. Congress. House. Committee on Science and Technology (2007). Subcommittee on Investigations and Oversight, 2010 |
| financial modeling for product managers: Martingale Methods in Financial Modelling Marek Musiela, 2013-06-29 A comprehensive and self-contained treatment of the theory and practice of option pricing. The role of martingale methods in financial modeling is exposed. The emphasis is on using arbitrage-free models already accepted by the market as well as on building the new ones. Standard calls and puts together with numerous examples of exotic options such as barriers and quantos, for example on stocks, indices, currencies and interest rates are analysed. The importance of choosing a convenient numeraire in price calculations is explained. Mathematical and financial language is used so as to bring mathematicians closer to practical problems of finance and presenting to the industry useful maths tools. |
| financial modeling for product managers: Mastering Financial Modeling: A Professional’s Guide to Building Financial Models in Excel Eric Soubeiga, 2013-07-26 All the precision of financial modeling--and none of the complexity Evidence-based decision making is only as good as the external evidence on which it is based. Financial models uncover potential risks on a company’s balance sheet, but the complexity of these instruments has limited their effectiveness. Now, Mastering Financial Modeling offers a simplified method for building the fast and accurate financial models serious evidencebased decision makers need. What sets this practical guide apart is its learning-on-the-job approach. Unlike other books that teach modeling in a vacuum, this superior method uses a diverse collection of case studies to convey each step of the building process. Learning on the job connects the dots between the proper Excel formulas and functions and the real-world situations where you want to use them. By learning through association, you can absorb the information quickly and have it ready to use when you need it. The book starts right off on building models--from creating a standalone cash flow model through integrating it with an income statement and balance sheet. Along the way, you will master the skill set you need to build advanced financial models. With only a basic knowledge of accounting and finance, individual investors and financial professionals alike can: Create a core model and customize it for companies in most industries Understand every working component of a financial model and what each one tells you about a company Format cells and sheets in Excel for easily repeatable modeling Written with the practitioner in mind, Mastering Financial Modeling shows you how to ensure your model is ready for real-world application by safeguarding it against modeling errors. It covers a full array of Excel's builtin auditing and testing tools and illustrates how to build customized error-checking tools of your own to catch the inaccuracies that typically fall through the cracks. Get the most out of your data with Mastering Financial Modeling. Mastering Financial Modeling brings the power of financial models down to earth and puts it in the hands of investors, bankers, and private equity professionals who don't have a passion for crunching numbers. Nowhere else can you get step-by-step instruction on building these valuable tools from an elite World Bank investment officer. Starting from the ground up, Eric Soubeiga shows you how to interpret and build financial models in Microsoft Excel that will accurately assess any company’s valuation and profit potential. Even if you have unsuccessfully tried financial modeling in the past, this book will reach you because it associates every lesson to the business world you work in daily. Chapter by chapter, you will master financial modeling, and in the end, you will: Command authority over building every aspect of a financial model Be capable of explaining the accounting and finance concepts behind the mechanics of modeling Confidently determine a company’s ability to generate cash flows for its capital investors with discounted cash flow (DCF) modeling Execute powerful spreadsheet calculations in Excel Most importantly, as a decision maker, the insight you bring to the table through your sophisticated understanding and application of financial modeling will benefit every stakeholder. See what leading professionals around the world already know--Mastering Financial Modeling is the most comprehensive guide on the market for designing, building, and implementing valuation projection models. What it does from there is up to you. |
| financial modeling for product managers: Financial Modeling for Decision Making Ron Messer, 2020-09-01 This book provides accounting students in post-secondary institutions with an advanced level understanding of how to use MS-Excel to make business decisions. It reflects real-life applications of this important analytical tool, which has become the accepted industry standard for spreadsheet software. |
| financial modeling for product managers: Corporate Explorer Fieldbook Andrew Binns, Eugene Ivanov, 2023-08-29 Build an innovative new startup using the resources of an existing corporation The Corporate Explorer Fieldbook: How to Build New Ventures in Established Companies is a one-of-a-kind collection of the tools, methodologies, and techniques you need to build successful, market-ready ventures from within existing organizations. The accomplished authors explain how to develop a practical strategy, gather market insights, develop a Jobs-To-Be-Done market canvas, collect customer research, reduce organizational risk, and more. You’ll learn how to beat the odds when introducing a new product or service into the marketplace and how to select, develop, and compensate the right people in your company to act as corporate explorers. Finally, the book explains how to secure authentic and enthusiastic buy-in for your new venture at the executive level. The Corporate Explorer Fieldbook will also teach you to: Conduct micro-experiments to distinguish legitimate business opportunities from ideas that lack traction Perform customer discovery interviews for ideating, incubating, and scaling ideas Generate breakthrough ideas from within large companies An indispensable companion to the newly published Corporate Explorer: How Corporations Beat Startups at the Innovation Game, the Corporate Explorer Fieldbook is a must-read, step-by-step guide for corporate entrepreneurs seeking to launch new ventures from within their existing organizations. |
| financial modeling for product managers: Handbook of Asset and Liability Management Stavros A. Zenios, William T. Ziemba, 2006-07-17 This first volume of the Handbook of Asset and Liability Management presents the theories and methods supporting models that align a firm's operations and tactics with its uncertain environment. Detailing the symbiosis between optimization tools and financial decision-making, its original articles cover term and volatility structures, interest rates, risk-return analysis, dynamic asset allocation strategies in discrete and continuous time, the use of stochastic programming models, bond portfolio management, and the Kelly capital growth theory and practice. They effectively set the scene for Volume Two by showing how the management of risky assets and uncertain liabilities within an integrated, coherent framework remains the core problem for both financial institutions and other business enterprises as well.*Each volume presents an accurate survey of a sub-field of finance*Fills a substantial gap in this field*Broad in scope |
| financial modeling for product managers: Regression Modeling with Actuarial and Financial Applications Edward W. Frees, 2010 This book teaches multiple regression and time series and how to use these to analyze real data in risk management and finance. |
| financial modeling for product managers: Retail Product Management Rosemary Varley, 2001 Retail Product Managementprovides the opportunity to acquire a deeper knowledge of a key area of retailing management - managing the product range. It is an important text for anyone studying retail management or buying and merchandising as part of a degree course. Challenging, yet approachable to students, it links academic theory to the buying and merchandising roles within retail organisations, and current operational practice. It covers all retail operations which revolve around the procurement of products, including: *stock level management *allocation of outlet space for products *store design *mail order shopping *digital TV shopping. Retail Product Managementalso offers learning objectives, boxed features, review questions, chapter introduction and summaries, a glossary of terms and international and multi-sector case-studies from companies and brands including Boots the Chemist plc, Marks and Spencer, Reebok, Benetton, Unichem, The Body Shop and Levis. |
| financial modeling for product managers: Modelling Financial Time Series Stephen J. Taylor, 2008 This book contains several innovative models for the prices of financial assets. First published in 1986, it is a classic text in the area of financial econometrics. It presents ARCH and stochastic volatility models that are often used and cited in academic research and are applied by quantitative analysts in many banks. Another often-cited contribution of the first edition is the documentation of statistical characteristics of financial returns, which are referred to as stylized facts. This second edition takes into account the remarkable progress made by empirical researchers during the past two decades from 1986 to 2006. In the new Preface, the author summarizes this progress in two key areas: firstly, measuring, modelling and forecasting volatility; and secondly, detecting and exploiting price trends. Sample Chapter(s). Chapter 1: Introduction (1,134 KB). Contents: Features of Financial Returns; Modelling Price Volatility; Forecasting Standard Deviations; The Accuracy of Autocorrelation Estimates; Testing the Random Walk Hypothesis; Forecasting Trends in Prices; Evidence Against the Efficiency of Futures Markets; Valuing Options; Appendix: A Computer Program for Modelling Financial Time Series. Readership: Academic researchers in finance & economics; quantitative analysts. |
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