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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.

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Utilizing Excel® for Financial Analysis and Modeling

Agenda

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Utilizing Excel® for Financial Analysis and Modeling

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 20 years of experience in the IT industry, including working as the technical lead at a top software company supporting their financial software
  • Through FatDAWGS.com, he 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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Utilizing Excel® for Financial Analysis and Modeling

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