FINANCIAL MODELING MASTERY: Build Professional Three-Statement Models, Forecast Performance, Value Companies, Analyze Investments, and Work ... Microsoft Copilot (The Modern Finance Series) - Softcover

Baby, Mistin

Softcover

ISBN 13: 9798191913834

Publisher: Independently published, 2026

Synopsis

Build Professional Three-Statement Models, Forecast Performance, Value Companies, Analyze Investments, and Work Confidently with AI-Powered Excel and Microsoft Copilot

Financial modeling is more than building spreadsheets—it is about turning business assumptions and financial data into models that support better analysis, valuation, and decision-making.

Financial Modeling Mastery is a practical, step-by-step guide designed to help students, aspiring financial analysts, FP&A professionals, corporate finance professionals, accountants, and finance managers develop real-world financial modeling skills.

Starting with the foundations of financial statements and Excel-based modeling, the book progressively takes you through the complete financial modeling workflow—from historical analysis and operating forecasts to integrated three-statement models, cash flow analysis, valuation, investment analysis, scenario planning, and professional model review.

Inside this book, you will learn how to:

• Understand the structure and purpose of financial models
• Analyze historical financial statements and key performance indicators
• Build professional Income Statement, Balance Sheet, and Cash Flow models
• Connect the three financial statements correctly
• Build driver-based revenue and expense forecasts
• Model working capital, CapEx, depreciation, debt, interest, and taxes
• Develop scenario and sensitivity analyses
• Calculate and interpret Free Cash Flow
• Build a Discounted Cash Flow (DCF) valuation
• Perform comparable-company valuation
• Understand WACC, terminal value, enterprise value, and equity value
• Translate financial analysis into an investment thesis
• Review models for errors, inconsistencies, broken links, and unrealistic assumptions
• Use Microsoft Copilot and AI-assisted Excel workflows responsibly
• Apply professional financial-modeling checklists and quality-control techniques
• Prepare for financial modeling and finance interviews
• Follow a structured 30-day financial modeling practice plan

A continuous case study connects many of the concepts throughout the book, showing how individual schedules and assumptions flow into a complete financial model, valuation, and investment conclusion.

The book also emphasizes an essential professional principle:

AI can accelerate financial modeling, but financial judgment remains the responsibility of the finance professional.

Whether you are building your first three-statement model, preparing for a financial analyst role, improving your FP&A capabilities, or looking to become more confident in valuation and investment analysis, Financial Modeling Mastery is designed to take you beyond formulas and spreadsheets and toward a complete, practical financial modeling workflow.

Build the model.
Test the assumptions.
Understand the numbers.
Make the decision.

Edition details

• Publisher: Independently published
• Publication date: 2026
• Language: English
• ISBN 13: 9798191913834
• Binding: Paperback
• Number of pages: 109