Intermediate Structured Finance Modeling, with Website: Leveraging Excel, VBA, Access, and Powerpoint
Regardless of your financial specialization, this book is an essential learning tool in leveraging Microsoft products in whatever modeling applications you choose to build. The principles outlined here can be readily employed across all fields of financial and non-financial modeling.This book is written for financial analysts who have a working knowledge of Excel and VBA and who wish to enhance their productivity and marketability by improving their modeling expertise.  The goal of the book is to broaden the reader's Excel/VBA skills and to demonstrate the progressive integration of Access, PowerPoint, and Outlook into a modeling environment. Significant attention is also directed to the design and execution of an Excel/VBA user interface employing complex UserForms.The focus of the book is a case study containing a structured finance model. An exisiting Excel/VBA model is segregated into separate Asset and Liability Models. These two models are then extensively developed by creating sophisticated UserForm interfaces, expanding computational subroutines, and implementing more elaborate and detailed report packages. Access databases are then incorporated to manage sets of model inputs and results. The capability to automatically produce a ready-to-use PowerPoint presentation is also added. Finally, Outlook is integrated to automate status reporting and distribution of model report packages.The book contains over 750 exhibits of VBA and Access code, Excel menus and UserForms, as well as financial calculation algorithms and reports. Complete working versions of all models, their input files, and report results are included on the Web site. Other web chapters contain detailed instructions on how to create a directory environment to download and run the models, supplemental bond and mortgage math primers, a discussion of representative line generator programs, and a tutorial on Excel UserForms.This book is the intermediate-level companion volume to A Fast-Track to Structured Finance Modeling, Monitoring, and Valuation: Jump Start VBA, an introductory work on the subject.