Financial Modeling Formulas

What are Financial Modeling Formulas?

The most common financial modelingWhat is Financial ModelingFinancial modeling is performed in Excel to forecast a company's financial performance. Overview of what is financial modeling, how & why to build a model. A 3 statement model links income statement, balance sheet, and cash flow statement. More advanced types of financial models are built for valuation, plannnig, and formulas are: =SUM(), =AVERAGE(), =IF(), =INDEX(), =MATCH(), =CHOOSE(), =OFFSET(), =SUMPRODUCT(), =CELL(), XNPV(), and XIRR(). In addition to the formulas, there are various functionsFunctions that are also important such as Data Validation, What-If AnalysisDynamic Financial AnalysisThis guide will teach you how to perform dynamic financial analysis in Excel using advanced formulas and functions. INDEX, MATCH, and INDEX MATCH MATCH Functions, Combining CELL, COUNTA, MID and OFFSET in a Formula. When used, these Excel functions make your financial statement analysis more dynamic, Scenario Manager, Grouping, Freezing Panes, Trading Dependents / Precedents, and general formatting best practices.

Additional Questions and Answers

CFI is the official global provider of financial modeling and valuation analyst FMVA DesignationFinancial Modeling CertificationFinancial Modeling Certification - earn your certificate as a Financial Modeling and Valuation Analyst (FMVA)® for careers in investment banking, FP&A,. CFI’s mission is to help anyone become a world-class financial analyst and has a wide range of resources to help you along the way.

In order to become a great financial analyst, below are some additional questions and answersKnowledge for you to explore further:

What is are the types of financial models?Types of Financial ModelsThe most common types of financial models include: 3 statement model, DCF model, M&A model, LBO model, budget model. Discover the top 10 types of Excel models in this detailed guide, including images and examples of each. Financial modeling is performed for many reasons including to value a business, raise money
What is sensitivity analysis?What is Sensitivity Analysis?Sensitivity Analysis is a tool used in financial modeling to analyze how the different values for a set of independent variables affect a dependent variable under certain specific conditions. Sensitivity Analysis is performed in Excel to asses risks, measure potential outcomes, and plan for an uncertain future
What is bookkeeping?Accounting
What are the most common valuation methods?Valuation MethodsWhen valuing a company as a going concern there are three main valuation methods used: DCF analysis, comparable companies, and precedent transactions. These methods of valuation are used in investment banking, equity research, private equity, corporate development, mergers & acquisitions, leveraged buyouts and finance

Example Excel Model

Below is a screenshot from one of CFI’s online analyst training and certification courses, offered 100% online.

To learn How to Build an Excel Model step-by-step, click on the image below.

Analyst Certification Program

Financial Modeling Formulas

What are Financial Modeling Formulas?

Additional Questions and Answers

Example Excel Model

Analyst Certification Program

Contact Us