Finance business tools
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.
- Shades all inter-sheet links with RED (Links-out) or BLUE (Links-in) in the whole workbook.204 remove_red_eye16$10.00by Anurag Kushwaha
Startup Excel ModelA startup financial model that can be sent to a Venture Capital, Private Equity Firm or Hedge Fund.2,239 remove_red_eye309
Leveraged Buyout LBO ModelA fully customizable excel LBO model to assess the debt level your firm can take in a deal & expected investor returns885 remove_red_eye100
Startup Valuation VC Method + excel SpreadsheetExcel template made to understand how VCs value the money that will be used to invest in a startup1,142 remove_red_eye144
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.1,280 remove_red_eye142
Merger Synergy ValuationThis model estimates the value of synergy in a merger.367 remove_red_eye46
Merger & LBO Model ValuationThis LBO model in excel analyzes the value of equity and the firm in a leveraged buyout operation.1,847 remove_red_eye259
Free Cash Flow for the Firm (FCFF) ValuationValue firms with operating income that is either positive or can be normalized to be positive410 remove_red_eye54
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 firm218 remove_red_eye36
Warrants and Management Options - Valuation ModelModel for valuing options that result in dilution of the underlying stock.226 remove_red_eye42
movieImplied Risk Premium in a MarketCalculate the implied risk premium in a market151 remove_red_eye22
Gordon Growth ModelValue the equity in a stable firm paying dividends, with stable growth221 remove_red_eye34
Cash Flow Waterfall ModelA cash flow model for Real Estate based on a waterfall structure1,677 remove_red_eye219
Rental Property Investment ModelA model for calculating returns on rental properties1,164 remove_red_eye183
Comparing Dividend Discount Model (DDM) and Free Cash Flow to Equity (FCFE) Models: Two Stage ValuationThis model compares the DDM and FCFE models for a Two Stage Valuation442 remove_red_eye72
Valuation: Free Cash Flow to Firm (FCFF) vs Free Cash flow to Equity (FCFE)Valuation model that reconciles FCFF and FCFE766 remove_red_eye97
Valuation of an Income Generating PropertyThis model can be used to value property485 remove_red_eye89
Beta Calculation WorksheetCompute the Beta needed for your CAPM as to calculate the expected return of a company's share133 remove_red_eye20
Sample Financial ModelTemplate for determining cost realities and financial projections for potential investors' demands.1,892 remove_red_eye236
Option Value with Black-Scholes formulaFind the value of puts, calls, and combinations of options using the Black-Scholes formula.125 remove_red_eye24
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Any questions on Finance?
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