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Utilizing Excel® for Financial Analysis and Modeling

 

Explore the business professionals' guide for using Microsoft® Excel® to create financial scenarios and models.

There are many choices in financial software. Microsoft® Excel® is one of the best and most versatile financial decision-making tools available. This material demonstrates how to use the features in Excel® to build financial models. The topics discussed include how to use formulas, pie charts, functions, pivot tables and statistics to build financial models.

Agenda

Faculty

Jay R. Carlson

Jay R. Carlson

FatDAWGS.com

  • Principal and co-owner of FatDAWGS.com, an IT solutions company
  • Microsoft® Certified System Engineer (MCSE) as well as a Microsoft® Certified Database Administrator (MCDBA)
  • More than 25 years of experience in the IT industry and 20 years as a technical writer, including working as the technical lead at a top software company supporting their financial software
  • Through FatDAWGS.com, co-wrote OfficeFest 2007, a self-published series of training modules that includes Using Microsoft® Excel® for Financial Analysis, Microsoft® Excel® Pivot Tables and Charts, as well as “Visual Basic for Applications in Microsoft® Excel® 2007”
  • Co-developed commercial SQL solutions and well-reviewed iPhone® applications
  • Graduate, Southern Illinois University; master’s degree in public administration with an emphasis in finance, University of Montana; associate’s degree in journalism

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