- Valuation Models
- Leveraged Buyout (LBO)
- Private Equity
- Discounted Cash Flow (DCF)
- Corporate Finance
- Real Estate Finance
- Venture Capital
- Financial Markets
- Investment Banking
- Excel Add-Ins
- Stock Valuation
- Mergers & Acquisitions (M&A)
- Comparable Comps Analysis
- Three Statement Financial Models
- Hedge Fund Models
- Wealth Management
- Engineering & Tech
What is Finance?
Finance can be defined as the term describing two major intertwined activities:
- the management of money as an asset
- the process of finding necessary funds for projects
Funding is key for all major stakeholders in an economy: individuals, corporations and governments. This is what explains the classical division of the discipline into:
- Personal Finance
- Corporate Finance
- Public Finance
Major activities in Finance, for all of the three categories above include: investing in value-added projects, obtaining the cheapest credit possible, the allocation of funds to back up liabilities and making these operations happen (ie: banking).
More on finance on Investopedia here
Why is Finance key for organizations?
Successful Finance Management is one of the key pillars for a healthy organization. The discipline uses a number of financial instruments (eg: loans, investments, securities) to answer an organization’s financial needs. Good financial management and funding helps organizations fund the assets necessary for their growth (i.e: labor, machinery, equipment, services etc.). Keeping an eye on key financial indicators and using the right financial instruments, tools and strategies is at the heart of an organizations life, survival and expansion. Finance functions can either be in-house, outsourced, used on a temporary basis (Consulting) or, most often, a combination of the three.
How can you get a Finance job?
Landing a finance job isn’t easy, as having and using with success the right knowledge is a pre-requisite.
Possible paths to land a job in finance are:
- => Getting an MBA, Bachelors or Master Degree in Finance
- =>Statutory Courses validated by official authorities
- o Chartered Accountants
- o Cost & Management Accountants
- => Specialized Finance Courses
- o CFA (Chartered Financial Analyst)
- o CFP (Chartered Financial Planner)
- o Economics Courses
- o Statistics Courses
- o CAIA (Chartered Alternate Investment Analyst)
- o Financial Risk Manager
- o Financial Modeling and Investment Banking Programs (Offline or Online)
More on getting a Job in Finance on Quora here
How can I acquire the skills and tools used in Finance?
Most Finance professionals, on top of their knowledge, have a set of tools they use for their daily or exceptional operations. They either build them themselves from scratch based on their expertise and experience of a large or specific sector or they use ready-made tools provided by their firm, colleagues or online web-sites.
Eloquens is in this last category, as an intermediary between financial tool authors and financial tool users, with the objective of helping finance professionals building on each other’s work instead of having to reinvent the wheel every time. You will find below, for download and open discussion a number of excel financial models and methodologies by world-class academics, experts and professionals.
- This LBO model in excel analyzes the value of equity and the firm in a leveraged buyout operation.2,724 remove_red_eye259
Sample Financial ModelTemplate for determining cost realities and financial projections for potential investors' demands.4,559 remove_red_eye236
Cash Flow Waterfall ModelA cash flow model for Real Estate based on a waterfall structure2,890 remove_red_eye220
Venture Capital Method (Single Round Financing)A full model enabling an entrepreneur to understand assumptions of both sides of the table in a single round financing2,803 remove_red_eye234
Discounted Cash Flow (DCF) Analysis with IRR and NPVSeveral spreadsheets that can be used for the analysis of a real estate investment from various perspectives3,205 remove_red_eye237
Free Cash Flow for the Firm (FCFF) ValuationValue firms with operating income that is either positive or can be normalized to be positive742 remove_red_eye54
Excel Revolving Credit Calculator for annual modelsAn automatic excel algebraic approach for revolving loan facility in annual financial models (no macro & circular links)737 remove_red_eye67freeby Ivan Klykov
Leveraged Buyout LBO ModelA fully customizable excel LBO model to assess the debt level your firm can take in a deal & expected investor returns1,690 remove_red_eye100
Rental Property Investment ModelA model for calculating returns on rental properties1,868 remove_red_eye183
Valuation: Free Cash Flow to Firm (FCFF) vs Free Cash flow to Equity (FCFE)Valuation model that reconciles FCFF and FCFE1,913 remove_red_eye98
Modeler - convert a financial model into an AppThis tool is used to convert any financial model into a dynamic app using only Excel and Powerpoint.465 remove_red_eye44freeby Lance Rubin
Startup Excel ModelA startup financial model that can be sent to a Venture Capital, Private Equity Firm or Hedge Fund.4,599 remove_red_eye309
Financial Modeling In a NutshellFinancial Modeling Guide with Free Excel Model Sample535 remove_red_eye15
Real Estate Excel ModelA Real Estate Financial Model where new property owners purchase their houses outright1,636 remove_red_eye156
Discounted Cash Flow Model TemplateA fully customizable excel model to match your needs, and use as a starting point or as a full DCF tool for valuation.3,426 remove_red_eye142
Liquidation Model - Waterfall AnalysisEducate employees, founders, and others in how liquidation preferences affect financial distribution in exit scenarios1,149 remove_red_eye102
Leveraged Buyout Analysis LBO Excel ModelA step by step LBO analysis tutorial and LBO model Excel template4,046 remove_red_eye450
Value of Control in a FirmThis model analyzes the value of control in a firm.1,031 remove_red_eye133
FCFF (Free Cash Flow for the Firm) with exposure to country riskAllows the user to enter a measure of company exposure to country risk when making a valuation for a firm316 remove_red_eye36
Valuation of an Income Generating PropertyThis model can be used to value property667 remove_red_eye89
- Have a Financial Excel Model to share?
Your Financial Model TemplatePublish your tool
Any questions on Finance?
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