This portfolio is a structured Financial analysis model developed in Microsoft Excel, designed to assess the financial standing and analysis of a simulated company called Creamy Delight. The companies main source of revenue comes from the manufacturing of yoghurt products.
Financial analysis techniques such as scenario analysis are applied to evaluate how changes in market conditions can affect the overall performance of the company. The model includes industry standard schedules, 3 statement modelling, budgeting, forecasting, variance analysis and financial ratios.
The model is built using financial modelling best practices from a Cover, through to inputs, calculations and lastly outputs. The outputs sheet, includes a range of visualizations, such as combo charts, column charts, line charts and a scatter plot.
Notes have been added to help guide the reader.
From a technical perspective, the model leverages a combination of Excel functions and tools, including:
- =CHOOSE
- Combo Box
- Linear Regression