Corporate and business finance optimization Excel Solver

Master even complex optimization problems to maximize business profit and corporate return
Corporate and business finance optimization Excel Solver
File Size :
1.04 GB
Total length :
2h 3m



Rolf Moes


Last update




Corporate and business finance optimization Excel Solver

What you’ll learn

Understand optimization problems and how they relate to financial planning and decision making
Use Excel Solver to define optimization and solve optimization problems
Learn how to maximize profit or minimize costs under constrained conditions
Solve hands-on problems in working capital management, capital budgeting, inventory management and product manufacturing mix optimization
Frameworks and financial model templates for business problem optimization

Corporate and business finance optimization Excel Solver


Familiarity with using Microsoft Excel
Familiarity with basic financial concepts such as profit, capital and inventory management
Readiness to develop financial models in Excel (all guided)


This course brings together the worlds of computational math and finance to develop next-level proficiency in financial business planning and decision making optimization – all within Excel.Mathematical optimization (rather than process or engineering optimization) allows us to maximize profit under nearly any type of constraint such as budget, capital availability, production capacity, materials availability, and scheduling times. In this course, you will not only learn how optimization is applied in finance and how to use and master optimization solvers, but also how to lay out a well-structured financial model in any scenario.In each of the hands-on practice sessions, we spend time covering all the financial concepts used as well as laying out the right quantitative model fit. These practice examples cover capital allocation across investments, working cash management, manufacturing input scheduling, and inventory order management.The course comes with 7 great downloadable resources, including 6 Excel financial models as well as a helpful Solver debugging PDF. You’ll use these resources while working through the examples in the course but can also re-use and modify them for your own optimization needs.Once you have completed this course, you will be able to manage and model any of these domains with skill and insight, and maximize profit or minimize cost accordingly.


Section 1: Introduction to business finance optimization

Lecture 1 Course introduction

Lecture 2 What are optimization problems?

Lecture 3 Types of optimization problems

Lecture 4 Optimization in corporate & business finance

Section 2: Getting familiar running optimizations in Excel with Solver

Lecture 5 Optimization apps and setting up Solver in MS Excel

Lecture 6 A structured template for modeling financial optimization problems

Lecture 7 Solving your first optimization problem in Solver

Section 3: Hands-on finance optimization

Lecture 8 A word on Solver methods and debugging issues

Lecture 9 Practice #1: Capital Budgeting: Investment Debt/Equity Allocation

Lecture 10 Practice #2: Product Manufacturing Mix

Lecture 11 Practice #3: Inventory Order Management

Lecture 12 Practice #4: Working Capital Management – Investment

Lecture 13 Practice #5: Working Capital Management – Financing

Section 4: Exploring further

Lecture 14 Summary of financial planning optimization

Lecture 15 Resources and further avenues of exploration

Financial managers and accountants,Entrepreneurs getting to grips with financial planning,Operational leadership,Quantitative analysts,Business school students

Course Information:

Udemy | English | 2h 3m | 1.04 GB
Created by: Rolf Moes

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