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How to Convince My Boss to Include Excel Modeling Into the Job?
What's up everyone, first time post here. So to summarize, I currently work at a large real estate firm and work as an analyst in their multifamily department. My job mainly entails managing a large portfolio of mortgage loans and monitoring/reporting their operating statistics, as well as analyzing...
Excel Modeling Interview Questions for a CF Analyst Position
Hi all, I am a Management Consultant who is trying to pivot into a career in corporate finance. I have my first interview next week and was told there would be technical questions around excel modeling and finance knowledge. My undergrad background is in accounting and finance, so I am confident...
Acquisitions Analyst Test
I was given this test for an acquisitions analyst role. My main concern is the assumptions for the real estate deal, particularly how to invest continuously in the same transaction. It seems too complex to do a debt/equity waterfall model when just comparing investment value after a certain amount...
Analystix Tools- free Excel Add-ins for financial analysts
Hi everyone, I developed a package of Excel Add-Ins, designed especially for financial analysis. Excel offers a lot of flexibility, but it lacks specific functions which can be very helpful for Security Analysis and valuation. The idea to create various tools, which can ease and improve the workflow...
Intern for financial modeling for a new fund
Family office in Midtown East looking for summer intern for excel modeling. Must be proficient potential job offer afterwards.
online excel/modeling programs for undergrad summer.
hello all, taking a break from studying for finals and had an idea that came to mind. I'm finishing up my freshman year in the Business Honors Program at a flagship state school not considered a target or semi, but has an incredible network and strong amount of alumni in IB . I know I'm going to...
Modeling help please
What's a good way to balance assets and shareholders' equity + liabilities when you are doing a DCF model? I'm having a hard time balancing the estimated values for the number of projected years, which is 5 for my model. Any help would be appreciated!
GETPIVOTDATA Help
I have a massive pivot table full of data with respect to NGL trades my firm has completed and am linking the data cells from the pivot into another workbook. I found a way to automate the dumping of row data but for some reason I'm having a hard time automating the columns. The formula currently...
Excel Model Help?
Hey guys - so I'm trying to find the average return on natural gas that my firm trades at certain domestic hubs and have a spreadsheet with thousands of rows of data and only some of it is actual volumes of natural gas given that for some reason the sheet shows dollar amounts on 0 volume which are...
DCF Question -- Should Acquisitions be Included In Capex?
Hey Guys, Quick question on the DCF . After I have NOPAT and I add back D&A and changes to NWC, I was wondering if I need to subtract out just mtx. capex or growth capex as well including acquisitions? The firm that is being valued is very acquisitive and so my thinking is that if I assume its top...
Financial Modelling Definition
Could anyone explain what exactly does financial modelling encompass? I have seen a lot of posts referring to DCF , M&A , and lbo models , but are comps also considered "models"? And are there other types of modelling, e.g. are financial statement projections and (levered) free cash flow projections...
Current PM looking for advice on learning analytical / financial side of RE Development
Hi all and thanks for taking the time to help out. I'm currently a PM for a major CM firm with ambitions of one day being able to do multi-family development for my own firm. While I have significant experience in construction and its methodology (5 yrs currently), I lack experience from an...
What are some methods that you or your firm implements in the model to make it easier to update?
Someone at a small bank recently asked me this. What are the methods or ways that large banks use to make model updates easier to do and accurate?
Sale leaseback analysis
Can anyone point me in the right direction to learn about/become competent modeling sale leasebacks? From some google searches it looks like the topic is discussed in chapter 15 of Brueggeman and Fisher. I don't have the book in front of me but can get access to a copy if there is some good...
Three Statement Model Video
Hey monkeys, Thought I'd make a quick video on how to do a quick & dirty three statement model. Would love comments/suggestions! I'm looking to create a series of videos going from initial modeling to more advanced topics. Cheers!
Pursuing Acquisition Analyst Position - Modeling Question
Hi guys I am currently pursuing an Acquisition Analyst with an Investment Firm that is also expanding into development. The position will consist of working on acquisition deals, working in Argus a lot, as well as assisting asset managers on new deals. I previously did research for a large CRE firm...
Reverse Morris Trust Merger Modeling
Anyone have any experience with Reserve Morris Trust mergers? It's a tax-free way to transfer unwanted assets/subsidiaries into a new entity called SpinCo. How does the merger function if the Buyer ( 50% economic interest) is public? Shareholders of the publicly traded Seller now have ownership in...
Help with debt modeling
Hi all, Doing a take-home case study and after two days, my model's a mess.. Balance sheet way out of whack with Assets adding up to several billion less than L&E. Have a bunch of loans disclosed in the filings, but just total size, maturity, and interest rates, with no details on amortization...
Fitch Ratings Associate Analyst Interview
I've got an interview coming up with Fitch Ratings as an Associate Analyst in their NYC office. I've been told that they have an excel modeling test and was hoping someone who may have gone through the process can give me some insight on what the modeling test may entail and also what technicals to...
Wall Street Prep - Real Estate (REIT) Modeling
Has anyone purchased this package? Did you like it? How does it compare to the REFM, BIWS, or Kahr?
They Took Our Jobs!
Wanted to see if anyone could give me some advice or was wondering if anyone out there has been in the same situation... Background: Currently I work at a boutique real estate investment & development shop focusing on office, retail, and multifamily mixed use opportunities (predominately...
Excel Modeling Skills
I know they have classes but I can't afford to pay the prices they are asking. I put together my own model in excel but I am not 100% confident in it because I wasn't a finance or excel guy in school. It would be great if someone more experienced would look over my model and let me know what they...
Excel Help - Working on a project in Excel
Hey guys I am working on a project in Excel at the moment and I need a function that will delete all text to the right of the second period of a string of text for an entire column of data. For example: I like cars. Cars are cool. Cars are fast. I need a function that will delete everything after...
Setting Up a Sensitivity Table for a DCF
Hey guys, I'm a trying to teach myself basic modeling in my free time. I'm having trouble creating a Sensitivity Table. I know I need to use a data table but I'm having trouble setting it up, every time I try I get that my input cells are invalid. Right now I have WACC across the top and Long Term...
Anything free similar to CapIQ or FactSet
Anyone know of any free programs you can use to pull company data into excel that are similar to CapIQ or FactSet? Obviously won't be as comprehensive but even just like historical price data. Unfortunately I don't have the extra $20,000 laying around to set-up a CapIQ account but I do a lot of...
IRR Problem in Excel: help answer this
Hi all, does anyone know if the function IRR in Excel actually works ? I get the wrong numbers for when I calculate the IRR in my model. To illustrate, I posted a picture of the problem at hand. Regards, neramos
differences between modeling normal retail/tech companies and financial firms
ok so i know the basics are that you obviously can't use EBIT while valuing a bank because it excludes interest expense/income which is where a bank gets a majority of its money from, so you could do like a dividend discount model, project out the financial statements find out how much money they...
I need help with excel--SB to whoever can help!
Excel Solver Tool Data Validation Scenario Feature
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