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Case Finances & Excel Mastery

Cover Page

Emeritus Professor | Coach & Mentor to Aspiring Professionals | Helping the Next Generation Dis...

Series Preface

Series Preface This series of manuals represents an attempt to capture and organise more than 20...

Introduction

Introduction Numbers are everywhere in business cases. Revenue. Costs. Margins. Growth. Market s...

About the Author

About the Author Cam Welsh is an award-winning educator, executive coach, and one of Canada's mo...

How to Use this Manual

How to Use This Manual This manual is designed to help you become more confident using financial...

PART I: Financial Thinking

PART I: Financial Thinking Video: Financial Analysis in Cases: Situation Review, Modelling, and ...

Chapter 1: Why Financial Analysis Matters

Chapter 1: Why Financial Analysis Matters Learning Objectives By the end of this chapter, you s...

Chapter 2: Understanding Financial Statements

Chapter 2: Understanding Financial Statements - Reading the Story Behind the Numbers Learning Ob...

PART II: Understanding the Current Financial Situation

PART II: Understanding the Current Financial Situation "Before you can recommend where a company...

Chapter 3: Ratio Analysis

Chapter 3: Ratio Analysis - Measuring Financial Performance Video: Situational Financial Analysi...

Chapter 4: Comparative Analysis

Chapter 4: Comparative Analysis - Finding Meaning Through Comparison Video: Comparative Financia...

PART III: Financial Planning and Opportunity Assessment

PART III: Financial Planning and Opportunity Assessment "Great recommendations are not built on ...

Chapter 5: Market Sizing with TAM, SAM and SOM

Chapter 5: Market Sizing with TAM, SAM and SOM - Estimating the Opportunity Before Building the S...

Chapter 6: Financial Estimation

Chapter 6: Financial Estimation - Making Smart Assumptions Under Pressure Video: Estimation in C...

Chapter 7: Building Realistic Budgets

 - Connecting Strategy to Financial Reality Video: How to Build a Realistic Budget in Case Prese...

PART IV: Investment Decision Making

PART IV: Investment Decision Making - From Financial Impact to Investment Choice Video: Investme...

Chapter 8: ROI

Chapter 8: ROI - Simple Investment Decisions Learning Objectives By the end of this chapter, yo...

Chapter 9: NPV

Chapter 9: NPV - Understanding the Value of an Investment Today Learning Objectives By the end ...

Chapter 10: IRR

Chapter 10: IRR - What Rate of Return Does the Investment Generate? Learning Objectives By the ...

Chapter 11: Comparing Investment Alternatives

Chapter 11: Comparing Investment Alternatives - Which Investment Creates the Greatest Value? Lea...

Chapter 12: Sensitivity and Scenario Analysis

Chapter 12: Sensitivity and Scenario Analysis - How Robust Is the Decision When Assumptions Chang...

Chapter 13: Decision Making Under Uncertainty

Chapter 13: Decision Making Under Uncertainty - Making Strong Decisions When the Future Cannot Be...

Part IV Closing: Reflecting on The Tools & Uncertainty

Part IV Closing: Reflecting on The Tools & Uncertainty Financial analysis is ultimately not abou...

PART V: From Numbers To Insights

PART V: From Numbers To Insights - Turning Financial Analysis into a Winning Case Recommendation ...

Chapter 14: Building the Financial Story

Chapter 14: Building the Financial Story - Turning Numbers Into Insights, Implications, and Decis...

Chapter 15: From Excel to the Deck

Chapter 15: From Excel to the Deck - Turning Financial Analysis Into Judge-Friendly Evidence "Ex...

Chapter 16: Defending the Numbers

Chapter 16: Defending the Numbers - Financial Q&A, Assumptions, and Credibility Under Pressure "...

Closing Reflections: Does this Decision Create Enough Value?

Closing Reflections: Does this Decision Create Enough Value? The financial work in a case should...