Case Finances & Excel Mastery
Cover
Emeritus Professor | Coach & Mentor to Aspiring Professionals | Helping the Next Generation D...
Series Preface
This series of manuals represents my attempt to capture, organise, and share more than 20 years o...
Introduction
Numbers are everywhere in business cases. Revenue. Costs. Margins. Growth. Market size. Return on...
About the Author
Cam Welsh is an award-winning educator and coach who has been honoured with the title of emeritus...
How to Use this Manual
This manual is designed to help you become more confident using financial analysis and Excel in b...
PART I: Financial Thinking
Financial analysis doesn't win competitions. Financial insight does. Video: Financial Analysis i...
Why Financial Analysis Matters
Learning Objectives By the end of this chapter, you should be able to: understand why financi...
Understanding Financial Statements - Reading the Story Behind the Numbers
Learning Objectives By the end of this chapter, you should be able to: understand the purpose...
PART II: Understanding the Current Financial Situation
"Before you can recommend where a company should go, you need to understand where it stands today...
Ratio Analysis - Measuring Financial Performance
Video: Situational Financial Analysis Ratios, Solvency, Efficiency & Leverage Learning Objective...
Comparative Analysis - Finding Meaning Through Comparison
Video: Comparative Financial Analysis: Historical vs Industry Benchmarks, Debt vs Equity, Etc Le...
DuPont Analysis - Deconstructing Return on Equity Page
“Don’t stop at the ratio. Deconstruct the result.” Learning Objectives By the end of this chapt...
PART III: Financial Planning and Opportunity Assessment
"Great recommendations are not built on optimistic guesses. They are built on realistic assumptio...
Market Sizing with TAM, SAM and SOM - Estimating the Opportunity Before Building the Solution
Video: TAM, SAM, SOM: How to Size Your Market and Turn Numbers into Compelling Insights Learning...
Financial Estimation - Making Smart Assumptions Under Pressure
Video: Estimation in Case Finances: Quick Market Sizing, Budgeting & Sanity Checks Learning Obje...
Building Realistic Budgets - Connecting Strategy to Financial Reality
Video: How to Build a Realistic Budget in Case Presentations – Scale, One-Time vs Ongoing, and Cr...
PART IV: Investment Decision Making - From Financial Impact to Investment Choice
Video: Investment Valuation: ROI, NPV, IRR & Sensitivity Analysis Video: ROI, NPV & IRR in Excel...
ROI - Simple Investment Decisions
Learning Objectives By the end of this chapter, you should be able to: explain what ROI mea...
NPV - Understanding the Value of an Investment Today
Learning Objectives By the end of this chapter, you should be able to: explain the purpose ...
IRR - What Rate of Return Does the Investment Generate?
Learning Objectives By the end of this chapter, you should be able to: explain what Interna...
Comparing Investment Alternatives - Which Investment Creates the Greatest Value?
Learning Objectives By the end of this chapter, you should be able to: compare multiple inv...
Sensitivity and Scenario Analysis - How Robust Is the Decision When Assumptions Change?
Learning Objectives By the end of this chapter, you should be able to: explain why sensitiv...
Decision Making Under Uncertainty - Making Strong Decisions When the Future Cannot Be Predicted With Confidence
Learning Objectives By the end of this chapter, you should be able to: distinguish risk fro...
PART V: From Numbers To Insights - Turning Financial Analysis into a Winning Case Recommendation
"The purpose of financial analysis is not to prove that your numbers are right. It is to help you...
Building the Financial Story - Turning Numbers Into Insights, Implications, and Decisions
"The numbers don't make the argument. The story you build from the numbers does." Learning Objec...
From Excel to the Deck - Turning Financial Analysis Into Judge-Friendly Evidence
"Excel is where you prove it. The presentation is where you communicate it." Video: Excel Format...
Defending the Numbers - Financial Q&A, Assumptions, and Credibility Under Pressure
"You don't need to know every number. You need to know why your numbers make sense." Learning Ob...
Discover Your MAD Skills Financial Analysis & Excel Mastery Checklist
Resource: PDF Version Available for Purchase "Numbers don't win cases. Numbers that strengthen a...
Closing Reflections: Does this Decision Create Enough Value?
The financial work in a case should ultimately answer one question: Does this decision create eno...